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401(k) Plans

19,532 topics in this forum

  1. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 1.6k views

  2. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 3.4k views

  3. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 855 views

  4. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.9k views

  5. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 2k views

  6. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.8k views

  7. HCE's limited to 4.5% deferral. An HCE that termed deferred 28%. How to correct ADP test?

    By Jim Chad,
    • 3 replies
    • 1.3k views

  8. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.9k views

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

    By gregburst,
    • 2 replies
    • 1.1k views

  10. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 1k views

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

    By AlbanyConsultant,
    • 0 replies
    • 873 views

  12. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 2.9k views

  13. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 1.4k views

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

    By Belgarath,
    • 6 replies
    • 3.9k views

  15. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 6.6k views

  16. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 937 views

  17. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 2.3k views

  18. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 1.3k views

  19. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 1.3k views

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

    By justanotheradmin,
    • 0 replies
    • 587 views

  21. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 5.4k views

  22. Solo 401(k)

    By Dobber,
    • 1 reply
    • 812 views

  23. Late Filing - IRS Letter

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

  24. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 921 views

  25. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 1.4k views

  26. Mandatory Distributions

    By Tom,
    • 1 reply
    • 920 views

  27. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 965 views
    • khn
    • khn

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

    By cheersmate,
    • 2 replies
    • 1k views

  29. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 906 views

  30. Vesting question - elapsed time

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

  31. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 2.4k views

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

    By Belgarath,
    • 1 reply
    • 768 views

  33. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 1.9k views

  34. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 941 views

  35. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 1k views

  36. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 1k views

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

    By John K,
    • 3 replies
    • 1.7k views

  38. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 781 views

  39. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 2.5k views

  40. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 974 views

  41. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 1.8k views

  42. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 640 views

  43. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 764 views
    • Tom
    • Tom

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

    By Will.I.Am,
    • 3 replies
    • 1.4k views

  45. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 3.8k views

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

    By FFF0999,   
    • 4 replies
    • 4.9k views

  47. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 972 views

  48. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 1.3k views

  49. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 710 views

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

    By Keith Lowery,
    • 2 replies
    • 762 views
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