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401(k) Plans

19,294 topics in this forum

  1. Ineligible Participant with Contributions and Investment

    By FishOn,
    • 1 reply
    • 676 views

  2. Repaying QBADs

    By austin3515,
    • 7 replies
    • 2k views

  3. Late Form 5500 Filing

    By metsfan026,
    • 1 reply
    • 492 views

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

    By Fibonacci,
    • 6 replies
    • 978 views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  6. 2022 SH contribution not deposited yet (2024) - how to fix?

    By M Norton,
    • 2 replies
    • 636 views

  7. Affiliate Service Group or Controlled Group

    By Snowman,
    • 1 reply
    • 472 views

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

    By casey72,
    • 2 replies
    • 836 views

  9. Hardship Distribution - Services Completed

    By 52626,
    • 0 replies
    • 388 views

  10. Cashing out 401k

    By Hartek,
    • 4 replies
    • 798 views

  11. Changing Eligibility Requirements

    By FishOn,
    • 3 replies
    • 2k views

  12. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 769 views

  13. DC 415 limit with potential short plan year

    By Tom,
    • 1 reply
    • 535 views

  14. Record keeping software question

    By Tom,
    • 1 reply
    • 654 views

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

    By 30Rock,
    • 6 replies
    • 1.2k views

  16. Partner Compensation at Retirement

    By 401kAllTheWay,
    • 4 replies
    • 896 views

  17. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 804 views

  18. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 713 views
    • Tom
    • Tom

  19. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 511 views

  20. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 730 views

  21. Employer Match

    By khn,
    • 3 replies
    • 1k views

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

    By justanotheradmin,
    • 0 replies
    • 368 views

  23. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 1.6k views

  24. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.1k views

  25. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 2.3k views

  26. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 3.4k views

  27. statutory exclusion for ADP ACP test

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

  28. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 950 views

  29. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 639 views

  30. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 478 views

  31. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 702 views

  33. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 2k views

  34. 5500 Compliance Questions for Terminated Plan

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

  35. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 471 views

  36. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.2k views

  37. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.3k views

  38. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 557 views

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

    By annapolitan,   
    • 3 replies
    • 1.2k views

  40. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2.1k views

  41. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 403 views

  42. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 418 views

  43. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 677 views

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

    By dragondon,
    • 6 replies
    • 649 views

  45. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 838 views

  46. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 839 views

  47. EACA related

    By Jakyasar,
    • 2 replies
    • 416 views

  48. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 913 views

  49. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 785 views

  50. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 599 views
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