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401(k) Plans

19,526 topics in this forum

  1. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.9k views

  2. QACA default rate escalate to 6% or 10%

    By gregburst,
    • 2 replies
    • 1k views

  3. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 987 views

  4. Dad does asset sale to son: successor plan?

    By AlbanyConsultant,
    • 0 replies
    • 856 views

  5. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 2.9k views

  6. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 1.4k views

  7. SECURE 2.0 2025 auto-enrollment applying to LTPT employees?

    By Belgarath,
    • 6 replies
    • 3.9k views

  8. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 6.6k views

  9. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 927 views

  10. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 2.2k views

  11. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 1.3k views

  12. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 1.2k views

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

    By justanotheradmin,
    • 0 replies
    • 575 views

  14. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 5.3k views

  15. Solo 401(k)

    By Dobber,
    • 1 reply
    • 799 views

  16. Late Filing - IRS Letter

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

  17. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 912 views

  18. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 1.3k views

  19. Mandatory Distributions

    By Tom,
    • 1 reply
    • 898 views

  20. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 941 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 1k views

  22. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 891 views

  23. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 2.2k views
    • Tom
    • Tom

  24. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 2.4k views

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

    By Belgarath,
    • 1 reply
    • 754 views

  26. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 1.8k views

  27. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 925 views

  28. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 1k views

  29. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 1k views

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

    By John K,
    • 3 replies
    • 1.6k views

  31. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 763 views

  32. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 2.5k views

  33. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 954 views

  34. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 1.7k views

  35. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 628 views

  36. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 750 views
    • Tom
    • Tom

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

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

  38. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 3.8k views

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

    By FFF0999,   
    • 4 replies
    • 4.8k views

  40. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 947 views

  41. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 1.3k views

  42. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 688 views

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

    By Keith Lowery,
    • 2 replies
    • 745 views

  44. QSLP's

    By Belgarath,
    • 2 replies
    • 931 views

  45. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 2k views

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

    By Scott Reed,   
    • 3 replies
    • 7.3k views

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

    By Peter Gulia,
    • 1 reply
    • 1.5k views

  48. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 1.3k views

  49. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 1.9k views

  50. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.6k views
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