Jump to content

401(k) Plans

19,381 topics in this forum

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

    By Jim Chad,
    • 3 replies
    • 862 views

  2. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.3k views

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

    By gregburst,
    • 2 replies
    • 664 views

  4. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 567 views

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

    By AlbanyConsultant,
    • 0 replies
    • 570 views

  6. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 1.7k views

  7. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 852 views

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

    By Belgarath,
    • 6 replies
    • 2.9k views

  9. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.5k views

  10. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 570 views

  11. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.4k views

  12. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 860 views

  13. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 819 views

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

    By justanotheradmin,
    • 0 replies
    • 362 views

  15. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 3.3k views

  16. Solo 401(k)

    By Dobber,
    • 1 reply
    • 475 views

  17. Late Filing - IRS Letter

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

  18. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 534 views

  19. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 747 views

  20. Mandatory Distributions

    By Tom,
    • 1 reply
    • 557 views

  21. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 596 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 674 views

  23. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 473 views

  24. Vesting question - elapsed time

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

  25. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.4k views

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

    By Belgarath,
    • 1 reply
    • 475 views

  27. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 1.1k views

  28. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 518 views

  29. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 583 views

  30. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 697 views

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

    By John K,
    • 3 replies
    • 974 views

  32. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 388 views

  33. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.4k views

  34. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 554 views

  35. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 969 views

  36. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 352 views

  37. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 406 views
    • Tom
    • Tom

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

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

  39. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 2.2k views

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

    By FFF0999,   
    • 4 replies
    • 3.5k views

  41. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 620 views

  42. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 703 views

  43. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 340 views

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

    By Keith Lowery,
    • 2 replies
    • 451 views

  45. QSLP's

    By Belgarath,
    • 2 replies
    • 459 views

  46. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.3k views

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

    By Scott Reed,   
    • 3 replies
    • 5.4k views

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

    By Peter Gulia,
    • 1 reply
    • 1k views

  49. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 860 views

  50. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 1.1k views
×
×
  • Create New...