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401(k) Plans

19,275 topics in this forum

  1. Employee Termination Date

    By justatester,
    • 2 replies
    • 536 views

  2. Late transfer to participant accounts

    By Tom,
    • 1 reply
    • 401 views

  3. Employee thought they were participating... for 3 years

    By Basically,
    • 12 replies
    • 2k views

  4. correcting coverage failure

    By Pixie,
    • 2 replies
    • 785 views

  5. Compensation Issue

    By 52626,
    • 2 replies
    • 834 views

  6. Commissions paid to owner of LLC filing as S Corp

    By legort69,
    • 12 replies
    • 2.4k views

  7. Safe harbor 3% Nonelective contribution

    By alwaysaquestion,
    • 3 replies
    • 822 views

  8. 0% prior yr NHCE ADP

    By TPApril,
    • 6 replies
    • 1k views

  9. Safe Harbor Match by Payroll - failing compensation ratio test

    By ekg24,
    • 7 replies
    • 1.4k views

  10. Transfer employment within controlled group - a termination?

    By Tom,
    • 1 reply
    • 1.3k views

  11. qualified plan vs IRA bankruptcy

    By Tom,
    • 9 replies
    • 1.5k views

  12. PEP Fees

    By Keith Lowery,
    • 1 reply
    • 658 views

  13. Plan Termination Payout Question

    By metsfan026,
    • 1 reply
    • 609 views

  14. Cross tested 3% safe harbor plan with last day rule

    By alwaysaquestion,
    • 1 reply
    • 564 views

  15. QACA 2-6 year graded vesting

    By Sarah73,
    • 4 replies
    • 998 views

  16. overfunded match contributions

    By pmacduff,
    • 2 replies
    • 791 views

  17. Safe Harbor testing for 23’ and in June I did something stupid (maybe?)

    By Mkinkade850,
    • 5 replies
    • 1.1k views

  18. 401(k) 12 Month Rule

    By 52626,
    • 4 replies
    • 1.1k views

  19. leaving a MEP to be standalone plan

    By ejohnke,
    • 2 replies
    • 1.4k views

  20. Plan term - vesting

    By Lou81,
    • 4 replies
    • 1.2k views

  21. Spousal Rights

    By Eric Hanford,
    • 3 replies
    • 1k views

  22. 401(k) Plan and SIMPLE IRA

    By Vlad401k,
    • 1 reply
    • 425 views

  23. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150,
    • 13 replies
    • 1.6k views

  24. Eligibility related

    By Jakyasar,
    • 2 replies
    • 480 views

  25. PEO

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  26. Excluding bonus from deferrals but not match

    By Rayofsunshine,
    • 1 reply
    • 861 views

  27. issuance of a loan for divorce

    By Lou81,
    • 4 replies
    • 519 views

  28. Excess deferral across two plans--too late now?

    By BG5150,
    • 11 replies
    • 2.7k views

  29. Nationwide Rollover Issues

    By MaiDia2007,
    • 4 replies
    • 849 views

  30. Late Form 5500 Filing - Multiple Plans

    By metsfan026,
    • 1 reply
    • 383 views

  31. DFVCP Available for One Year If DOL Notice Received for Another Year

    By ERISA11,
    • 4 replies
    • 793 views

  32. Ineligible Participant with Contributions and Investment

    By FishOn,
    • 1 reply
    • 668 views

  33. Repaying QBADs

    By austin3515,
    • 7 replies
    • 1.9k views

  34. Late Form 5500 Filing

    By metsfan026,
    • 1 reply
    • 480 views

  35. Terminating Plan and 401(k) Safe Harbor Reliance

    By Fibonacci,
    • 6 replies
    • 948 views

  36. SDBAs for owners (can it be done?)

    By AlbanyConsultant,
    • 3 replies
    • 1k views

  37. 2022 SH contribution not deposited yet (2024) - how to fix?

    By M Norton,
    • 2 replies
    • 629 views

  38. Affiliate Service Group or Controlled Group

    By Snowman,
    • 1 reply
    • 466 views

  39. Re-run ADP/ACP testing after EPCRS correction?

    By casey72,
    • 2 replies
    • 824 views

  40. Hardship Distribution - Services Completed

    By 52626,
    • 0 replies
    • 383 views

  41. Cashing out 401k

    By Hartek,
    • 4 replies
    • 776 views

  42. Changing Eligibility Requirements

    By FishOn,
    • 3 replies
    • 2k views

  43. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 761 views

  44. DC 415 limit with potential short plan year

    By Tom,
    • 1 reply
    • 523 views

  45. Record keeping software question

    By Tom,
    • 1 reply
    • 632 views

  46. Collective bargaining agreement (CBA) formula and pre-approved plan document

    By 30Rock,
    • 6 replies
    • 1.2k views

  47. Partner Compensation at Retirement

    By 401kAllTheWay,
    • 4 replies
    • 874 views

  48. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 793 views

  49. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 694 views
    • Tom
    • Tom

  50. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 491 views
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