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401(k) Plans

19,499 topics in this forum

  1. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 775 views

  2. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 892 views

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

    By John K,
    • 3 replies
    • 1.4k views

  4. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 562 views

  5. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 2.2k views

  6. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 803 views

  7. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 1.4k views

  8. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 493 views

  9. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 623 views
    • Tom
    • Tom

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

    By Will.I.Am,
    • 3 replies
    • 1.2k views

  11. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 3.2k views

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

    By FFF0999,   
    • 4 replies
    • 4.6k views

  13. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 864 views

  14. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 1.1k views

  15. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 531 views

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

    By Keith Lowery,
    • 2 replies
    • 661 views

  17. QSLP's

    By Belgarath,
    • 2 replies
    • 727 views

  18. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.8k views

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

    By Scott Reed,   
    • 3 replies
    • 6.9k views

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

    By Peter Gulia,
    • 1 reply
    • 1.3k views

  21. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 1.1k views

  22. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 1.6k views

  23. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.5k views

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

    By Draper55,
    • 0 replies
    • 456 views

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

    By AlbanyConsultant,
    • 2 replies
    • 793 views

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

    By OrderOfOps,
    • 4 replies
    • 1.3k views

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

    By Peter Gulia,
    • 4 replies
    • 1.3k views

  28. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 9.3k views

  29. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.3k views

  30. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.5k views

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

    By Leopurrd-401k,
    • 3 replies
    • 1k views

  33. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 1.1k views

  34. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 950 views

  35. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 3.5k views

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

    By Brenda Wren,
    • 2 replies
    • 864 views

  37. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 583 views

  38. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 2.3k views

  39. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 1.1k views

  40. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 2.5k views

  41. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 481 views

  42. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 1.4k views

  43. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1.7k views

  44. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 1.2k views

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

    By Tom,
    • 1 reply
    • 559 views

  46. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 4.3k views

  47. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 3.4k views

  48. undoing a plan termination

    By Draper55,
    • 0 replies
    • 560 views

  49. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 459 views

  50. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 998 views
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