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401(k) Plans

19,294 topics in this forum

  1. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 1.9k views

  2. Comp for match--stop match after the limit?

    By BG5150,
    • 3 replies
    • 1.1k views

  3. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 416 views

  4. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 825 views

  5. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 773 views

  6. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.6k views

  7. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 456 views

  8. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 997 views

  9. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 981 views

  10. 2025 super catchup

    By Tom,
    • 7 replies
    • 1k views

  11. HCE's limited to 4.5% deferral. An HCE that termed deferred 28%. How to correct ADP test?

    By Jim Chad,
    • 3 replies
    • 780 views

  12. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.2k views

  13. QACA default rate escalate to 6% or 10%

    By gregburst,
    • 2 replies
    • 597 views

  14. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 473 views

  15. Dad does asset sale to son: successor plan?

    By AlbanyConsultant,
    • 0 replies
    • 505 views

  16. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 1.2k views

  17. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 695 views

  18. SECURE 2.0 2025 auto-enrollment applying to LTPT employees?

    By Belgarath,
    • 6 replies
    • 2.4k views

  19. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.1k views

  20. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 519 views

  21. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.1k views

  22. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 742 views

  23. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 684 views

  24. QACA Safe Harbor Match - and Cash Tips - how to apply def %

    By justanotheradmin,
    • 0 replies
    • 319 views

  25. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 2.7k views

  26. Solo 401(k)

    By Dobber,
    • 1 reply
    • 420 views

  27. Late Filing - IRS Letter

    By kimso,
    • 1 reply
    • 518 views
    • WCC
    • WCC

  28. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 472 views

  29. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 611 views

  30. Mandatory Distributions

    By Tom,
    • 1 reply
    • 457 views

  31. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 543 views
    • khn
    • khn

  32. Amend PSP into SHMatching 401k 99 days prior to year end

    By cheersmate,
    • 2 replies
    • 595 views

  33. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 407 views

  34. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 951 views
    • Tom
    • Tom

  35. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.2k views

  36. Nondiscrimination testing re the TIMING of contributions to two different groups

    By Belgarath,
    • 1 reply
    • 429 views

  37. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 959 views

  38. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 454 views

  39. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 533 views

  40. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 641 views

  41. Unlawful to take In-Service withdrawal before 59.5?

    By John K,
    • 3 replies
    • 824 views

  42. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 343 views

  43. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.1k views

  44. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 474 views

  45. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 815 views

  46. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 320 views

  47. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 356 views
    • Tom
    • Tom

  48. Do Statutory Employees who get a W-2 count as employees for auto enrollment purposes

    By Will.I.Am,
    • 3 replies
    • 786 views

  49. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 1.1k views

  50. Are Safe Harbors plans required to pass ACP testing if a plan has After Tax Contributions enabled?

    By FFF0999,   
    • 4 replies
    • 2.5k views
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