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401(k) Plans

19,516 topics in this forum

  1. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 1.2k views

  2. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 1.2k views

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

    By justanotheradmin,
    • 0 replies
    • 533 views

  4. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 5k views

  5. Solo 401(k)

    By Dobber,
    • 1 reply
    • 736 views

  6. Late Filing - IRS Letter

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

  7. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 862 views

  8. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 1.2k views

  9. Mandatory Distributions

    By Tom,
    • 1 reply
    • 811 views

  10. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 854 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 959 views

  12. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 779 views

  13. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 2k views
    • Tom
    • Tom

  14. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 2.2k views

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

    By Belgarath,
    • 1 reply
    • 712 views

  16. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 1.7k views

  17. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 822 views

  18. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 883 views

  19. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 943 views

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

    By John K,
    • 3 replies
    • 1.5k views

  21. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 655 views

  22. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 2.4k views

  23. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 862 views

  24. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 1.6k views

  25. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 555 views

  26. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 677 views
    • Tom
    • Tom

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

    By Will.I.Am,
    • 3 replies
    • 1.3k views

  28. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 3.4k views

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

    By FFF0999,   
    • 4 replies
    • 4.7k views

  30. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 896 views

  31. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 1.2k views

  32. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 606 views

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

    By Keith Lowery,
    • 2 replies
    • 704 views

  34. QSLP's

    By Belgarath,
    • 2 replies
    • 834 views

  35. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.9k views

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

    By Scott Reed,   
    • 3 replies
    • 7.1k views

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

    By Peter Gulia,
    • 1 reply
    • 1.4k views

  38. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 1.2k views

  39. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 1.7k views

  40. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.5k views

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

    By Draper55,
    • 0 replies
    • 520 views

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

    By AlbanyConsultant,
    • 2 replies
    • 864 views

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

    By OrderOfOps,
    • 4 replies
    • 1.4k views

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

    By Peter Gulia,
    • 4 replies
    • 1.4k views

  45. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 9.7k views

  46. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.4k views

  47. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 2k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.7k views

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

    By Leopurrd-401k,
    • 3 replies
    • 1.1k views

  50. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 1.2k views
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