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401(k) Plans

19,319 topics in this forum

  1. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 741 views

  2. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 427 views

  3. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.1k views

  4. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 831 views

  5. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 847 views

  6. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 474 views

  7. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1k views

  8. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.7k views

  9. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 490 views

  10. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.1k views

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

    By gregburst,
    • 2 replies
    • 614 views

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

    By AlbanyConsultant,
    • 0 replies
    • 523 views

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

    By Jim Chad,
    • 3 replies
    • 810 views

  14. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.2k views

  15. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 548 views

  16. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 1.3k views

  17. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 731 views

  18. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 532 views

  19. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1k views

  20. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 782 views

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

    By Belgarath,
    • 6 replies
    • 2.6k views

  22. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.2k views

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

    By justanotheradmin,
    • 0 replies
    • 329 views

  24. Solo 401(k)

    By Dobber,
    • 1 reply
    • 438 views

  25. Late Filing - IRS Letter

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

  26. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 712 views

  27. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 2.9k views

  28. Mandatory Distributions

    By Tom,
    • 1 reply
    • 478 views

  29. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 498 views

  30. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 558 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 622 views

  32. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 432 views

  33. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 1.1k views
    • Tom
    • Tom

  34. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.3k views

  35. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 647 views

  36. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 473 views

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

    By Belgarath,
    • 1 reply
    • 445 views

  38. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 655 views

  39. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 358 views

  40. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 498 views

  41. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 544 views

  42. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 329 views

  43. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 368 views
    • Tom
    • Tom

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

    By John K,
    • 3 replies
    • 863 views

  45. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 849 views

  46. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 992 views

  47. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 1.4k views

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

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

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

    By FFF0999,   
    • 4 replies
    • 2.9k views

  50. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 320 views
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