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401(k) Plans

19,362 topics in this forum

  1. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 582 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 651 views

  3. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 456 views

  4. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 1.2k views
    • Tom
    • Tom

  5. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.4k views

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

    By Belgarath,
    • 1 reply
    • 463 views

  7. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 1k views

  8. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 502 views

  9. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 562 views

  10. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 675 views

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

    By John K,
    • 3 replies
    • 922 views

  12. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 374 views

  13. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.3k views

  14. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 537 views

  15. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 911 views

  16. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 342 views

  17. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 390 views
    • Tom
    • Tom

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

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

  19. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 2k views

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

    By FFF0999,   
    • 4 replies
    • 3.3k views

  21. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 600 views

  22. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 682 views

  23. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 335 views

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

    By Keith Lowery,
    • 2 replies
    • 444 views

  25. QSLP's

    By Belgarath,
    • 2 replies
    • 454 views

  26. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.3k views

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

    By Scott Reed,   
    • 3 replies
    • 5.2k views

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

    By Peter Gulia,
    • 1 reply
    • 1k views

  29. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 841 views

  30. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 1.1k views

  31. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.2k views

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

    By Draper55,
    • 0 replies
    • 278 views

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

    By AlbanyConsultant,
    • 2 replies
    • 540 views

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

    By OrderOfOps,
    • 4 replies
    • 926 views

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

    By Peter Gulia,
    • 4 replies
    • 940 views

  36. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 7.4k views

  37. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  38. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.1k views

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

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

  41. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 831 views

  42. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 693 views

  43. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 2.1k views

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

    By Brenda Wren,
    • 2 replies
    • 505 views

  45. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 420 views

  46. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.7k views

  47. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 753 views

  48. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.7k views

  49. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 274 views

  50. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 880 views
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