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401(k) Plans

19,275 topics in this forum

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

    By AlbanyConsultant,
    • 3 replies
    • 1k views

  2. 2022 SH contribution not deposited yet (2024) - how to fix?

    By M Norton,
    • 2 replies
    • 629 views

  3. Affiliate Service Group or Controlled Group

    By Snowman,
    • 1 reply
    • 466 views

  4. Hardship Distribution - Services Completed

    By 52626,
    • 0 replies
    • 383 views

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

    By casey72,
    • 2 replies
    • 824 views

  6. Cashing out 401k

    By Hartek,
    • 4 replies
    • 776 views

  7. Changing Eligibility Requirements

    By FishOn,
    • 3 replies
    • 2k views

  8. Safe harbor 3% Nonelective contribution

    By alwaysaquestion,
    • 3 replies
    • 822 views

  9. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 761 views

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

    By 30Rock,
    • 6 replies
    • 1.2k views

  11. Record keeping software question

    By Tom,
    • 1 reply
    • 632 views

  12. DC 415 limit with potential short plan year

    By Tom,
    • 1 reply
    • 523 views

  13. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 793 views

  14. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 695 views
    • Tom
    • Tom

  15. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 491 views

  16. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 715 views

  17. Long Term Part Time workers under a leasing/ temp arrangement

    By justanotheradmin,
    • 0 replies
    • 359 views

  18. removal of auto enrollment features

    By pmacduff,
    • 4 replies
    • 1.8k views

  19. Partner Compensation at Retirement

    By 401kAllTheWay,
    • 4 replies
    • 874 views

  20. Employer Match

    By khn,
    • 3 replies
    • 1k views

  21. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 1.6k views

  22. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 2.2k views

  23. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 928 views

  24. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 470 views

  25. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 3.3k views

  26. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 626 views

  27. statutory exclusion for ADP ACP test

    By Tom,
    • 6 replies
    • 812 views
    • Bri
    • Bri

  28. missed deferral opportunity

    By Pixie,
    • 1 reply
    • 746 views
    • WCC
    • WCC

  29. 5500 Compliance Questions for Terminated Plan

    By A.C.,
    • 1 reply
    • 518 views

  30. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 463 views

  31. Different Entry Dates - PS/401(k)

    By metsfan026,
    • 7 replies
    • 691 views

  32. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 544 views

  33. Changing "Sole Prop." to "LLC/S-Corp" with new EIN # in the same Solo 401k?

    By annapolitan,   
    • 3 replies
    • 1.1k views

  34. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 401 views

  35. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 397 views

  36. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.3k views

  37. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 671 views

  38. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 810 views

  39. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 828 views

  40. EACA related

    By Jakyasar,
    • 2 replies
    • 405 views

  41. Is the calculation method used for correcting the failed test incompatible with the test failed?

    By dragondon,
    • 6 replies
    • 640 views

  42. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 907 views

  43. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 591 views

  44. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2k views

  45. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 1.9k views

  46. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 995 views

  47. Black out notice returned

    By Lou81,
    • 2 replies
    • 538 views

  48. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 673 views

  49. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 2.2k views

  50. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 680 views
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