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401(k) Plans

19,423 topics in this forum

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

    By Belgarath,
    • 6 replies
    • 3.2k views

  2. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.8k views

  3. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 613 views

  4. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.6k views

  5. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 931 views

  6. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 881 views

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

    By justanotheradmin,
    • 0 replies
    • 394 views

  8. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 3.7k views

  9. Solo 401(k)

    By Dobber,
    • 1 reply
    • 522 views

  10. Late Filing - IRS Letter

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

  11. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 596 views

  12. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 819 views

  13. Mandatory Distributions

    By Tom,
    • 1 reply
    • 605 views

  14. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 650 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 733 views

  16. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 516 views

  17. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 1.4k views
    • Tom
    • Tom

  18. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.6k views

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

    By Belgarath,
    • 1 reply
    • 517 views

  20. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 1.1k views

  21. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 572 views

  22. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 627 views

  23. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 743 views

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

    By John K,
    • 3 replies
    • 1.1k views

  25. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 434 views

  26. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.7k views

  27. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 613 views

  28. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 1.1k views

  29. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 384 views

  30. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 465 views
    • Tom
    • Tom

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

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

  32. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 2.7k views

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

    By FFF0999,   
    • 4 replies
    • 4k views

  34. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 659 views

  35. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 784 views

  36. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 383 views

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

    By Keith Lowery,
    • 2 replies
    • 489 views

  38. QSLP's

    By Belgarath,
    • 2 replies
    • 516 views

  39. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.5k views

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

    By Scott Reed,   
    • 3 replies
    • 5.9k views

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

    By Peter Gulia,
    • 1 reply
    • 1.1k views

  42. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 916 views

  43. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 1.2k views

  44. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.3k views

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

    By Draper55,
    • 0 replies
    • 330 views

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

    By AlbanyConsultant,
    • 2 replies
    • 617 views

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

    By OrderOfOps,
    • 4 replies
    • 1.1k views

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

    By Peter Gulia,
    • 4 replies
    • 1k views

  49. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 8.2k views

  50. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.2k views
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