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401(k) Plans

19,400 topics in this forum

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

    By John K,
    • 3 replies
    • 1k views

  2. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 406 views

  3. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.5k views

  4. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 587 views

  5. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 1k views

  6. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 366 views

  7. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 418 views
    • Tom
    • Tom

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

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

  9. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 2.4k views

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

    By FFF0999,   
    • 4 replies
    • 3.7k views

  11. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 639 views

  12. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 736 views

  13. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 353 views

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

    By Keith Lowery,
    • 2 replies
    • 463 views

  15. QSLP's

    By Belgarath,
    • 2 replies
    • 480 views

  16. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.4k views

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

    By Scott Reed,   
    • 3 replies
    • 5.7k views

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

    By Peter Gulia,
    • 1 reply
    • 1.1k views

  19. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 883 views

  20. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 1.2k views

  21. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.3k views

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

    By Draper55,
    • 0 replies
    • 310 views

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

    By AlbanyConsultant,
    • 2 replies
    • 588 views

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

    By OrderOfOps,
    • 4 replies
    • 1k views

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

    By Peter Gulia,
    • 4 replies
    • 1k views

  26. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 7.9k views

  27. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  28. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views

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

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

  31. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 871 views

  32. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 739 views

  33. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 2.4k views

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

    By Brenda Wren,
    • 2 replies
    • 559 views

  35. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 443 views

  36. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.8k views

  37. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 849 views

  38. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.8k views

  39. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 308 views

  40. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 986 views

  41. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1.3k views

  42. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 846 views

  43. Safe harbor 401(k) sponsor acquires a SIMPLE IRA sponsor

    By Tom,
    • 1 reply
    • 406 views

  44. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 3k views

  45. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 2.5k views

  46. undoing a plan termination

    By Draper55,
    • 0 replies
    • 384 views

  47. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 345 views

  48. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 767 views

  49. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 3.6k views

  50. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 792 views
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