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401(k) Plans

19,275 topics in this forum

  1. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 794 views

  2. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 939 views

  3. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 1k views

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

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

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

    By FFF0999,   
    • 4 replies
    • 2.3k views

  6. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 298 views

  7. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 559 views

  8. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 580 views

  9. QSLP's

    By Belgarath,
    • 2 replies
    • 373 views

  10. Mid year conversion of SIMPLE to 401(k) Safe Harbor

    By Keith Lowery,
    • 2 replies
    • 402 views

  11. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.1k views

  12. Can the cash value of a life insurance policy be rolled over to a 401K?

    By Scott Reed,   
    • 3 replies
    • 4.1k views

  13. May a plan exclude an intern (even if she met LTPT conditions)?

    By Peter Gulia,
    • 1 reply
    • 939 views

  14. SCP-exclusion form deferral opportunity for HCE under safe harbor nonelective 401(k)

    By Draper55,
    • 0 replies
    • 243 views

  15. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 917 views

  16. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.1k views

  17. do deferrals refunded due to zero net s/e comp trigger TH minimum?

    By AlbanyConsultant,
    • 2 replies
    • 478 views

  18. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 753 views

  19. Can an ER deposit lost earnings if deferrals were segregated but not invested?

    By OrderOfOps,
    • 4 replies
    • 770 views

  20. Does a recordkeeper inform a plan sponsor about the long-term-part-time provision?

    By Peter Gulia,
    • 4 replies
    • 865 views

  21. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  22. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 762 views

  23. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 604 views

  24. MEP Questions in connection with 2024 law change about spousal aggregation

    By Brenda Wren,
    • 2 replies
    • 421 views

  25. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 373 views

  26. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 1.7k views

  27. Secure 2.0 - Document / Qualification Issues after 1/1/25?

    By Leopurrd-401k,
    • 3 replies
    • 659 views

  28. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 232 views

  29. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 656 views

  30. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.4k views

  31. plan with no value - how to complete 5500-EZ?

    By AlbanyConsultant,
    • 7 replies
    • 949 views

  32. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.5k views

  33. Late deferral deposits and earnings calculation

    By Tom,
    • 12 replies
    • 2k views

  34. Safe harbor 401(k) sponsor acquires a SIMPLE IRA sponsor

    By Tom,
    • 1 reply
    • 339 views

  35. undoing a plan termination

    By Draper55,
    • 0 replies
    • 305 views

  36. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 287 views

  37. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 707 views

  38. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 656 views

  39. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 1.8k views

  40. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 742 views

  41. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 2.4k views

  42. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 402 views

  43. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 670 views

  44. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1k views

  45. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 413 views

  46. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 925 views

  47. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 709 views

  48. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 702 views

  49. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.3k views

  50. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 693 views
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