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401(k) Plans

19,317 topics in this forum

  1. Solo 401(k)

    By Dobber,
    • 1 reply
    • 437 views

  2. Late Filing - IRS Letter

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

  3. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 495 views

  4. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 645 views

  5. Mandatory Distributions

    By Tom,
    • 1 reply
    • 476 views

  6. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 556 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 618 views

  8. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 430 views

  9. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 1k views
    • Tom
    • Tom

  10. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.3k views

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

    By Belgarath,
    • 1 reply
    • 444 views

  12. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 992 views

  13. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 470 views

  14. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 544 views

  15. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 652 views

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

    By John K,
    • 3 replies
    • 857 views

  17. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 358 views

  18. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.2k views

  19. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 495 views

  20. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 848 views

  21. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 329 views

  22. Revised ADP test over-refunded

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

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

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

  24. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 1.4k views

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

    By FFF0999,   
    • 4 replies
    • 2.9k views

  26. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 575 views

  27. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 631 views

  28. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 320 views

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

    By Keith Lowery,
    • 2 replies
    • 420 views

  30. QSLP's

    By Belgarath,
    • 2 replies
    • 411 views

  31. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.2k views

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

    By Scott Reed,   
    • 3 replies
    • 4.7k views

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

    By Peter Gulia,
    • 1 reply
    • 973 views

  34. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 796 views

  35. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 989 views

  36. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.1k views

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

    By Draper55,
    • 0 replies
    • 257 views

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

    By AlbanyConsultant,
    • 2 replies
    • 507 views

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

    By OrderOfOps,
    • 4 replies
    • 853 views

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

    By Peter Gulia,
    • 4 replies
    • 897 views

  41. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 7k views

  42. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  43. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1k views

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

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

  46. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 792 views

  47. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 644 views

  48. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 1.9k views

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

    By Brenda Wren,
    • 2 replies
    • 465 views

  50. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 390 views
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