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401(k) Plans

19,275 topics in this forum

  1. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 715 views

  2. Employer Match

    By khn,
    • 3 replies
    • 1k views

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

    By justanotheradmin,
    • 0 replies
    • 359 views

  4. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 1.6k views

  5. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.1k views

  6. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 2.2k views

  7. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 3.3k views

  8. statutory exclusion for ADP ACP test

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

  9. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 928 views

  10. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 626 views

  11. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 470 views

  12. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 691 views

  14. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 1.9k views

  15. 5500 Compliance Questions for Terminated Plan

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

  16. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 463 views

  17. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.1k views

  18. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.3k views

  19. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 544 views

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

    By annapolitan,   
    • 3 replies
    • 1.1k views

  21. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2k views

  22. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 397 views

  23. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 401 views

  24. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 671 views

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

    By dragondon,
    • 6 replies
    • 640 views

  26. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 828 views

  27. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 810 views

  28. EACA related

    By Jakyasar,
    • 2 replies
    • 406 views

  29. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 907 views

  30. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 771 views

  31. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 591 views

  32. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 673 views

  33. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 995 views

  34. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 2.3k views

  35. Black out notice returned

    By Lou81,
    • 2 replies
    • 538 views

  36. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 1.8k views

  37. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 690 views

  38. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 681 views

  39. Has anyone dealt with a third party Employer of Record for hiring residents of another country, such as the UK?

    By jkharvey,
    • 4 replies
    • 977 views

  40. Correcting Coverage Failure of ASG Plans Where Aggregation is Prohibited

    By Jeff Kirtner,
    • 2 replies
    • 480 views

  41. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 2.3k views

  42. Simple 401(k) to Standard 401(k)

    By metsfan026,
    • 0 replies
    • 308 views

  43. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 997 views

  44. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 1.6k views

  45. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 580 views
    • Tom
    • Tom

  46. TIN Application and Form 945 filing Notice URGENT REQUEST TO THIS GROUP

    By LMK TPA,
    • 4 replies
    • 718 views

  47. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 753 views

  48. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 555 views

  49. Death in the middle of a 401k rollover distributions

    By chris-c-thomas,   
    • 1 reply
    • 698 views

  50. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 3.5k views
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