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401(k) Plans

19,294 topics in this forum

  1. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 716 views

  2. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1k views

  3. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 2.3k views

  4. Black out notice returned

    By Lou81,
    • 2 replies
    • 549 views

  5. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 1.9k views

  6. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 713 views

  7. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 702 views

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

    By jkharvey,
    • 4 replies
    • 990 views

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

    By Jeff Kirtner,
    • 2 replies
    • 488 views

  10. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 2.4k views

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

    By metsfan026,
    • 0 replies
    • 314 views

  12. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 1k views

  13. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 1.6k views

  14. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 599 views
    • Tom
    • Tom

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

    By LMK TPA,
    • 4 replies
    • 724 views

  16. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 766 views

  17. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 564 views

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

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

  19. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 3.7k views

  20. Converting a SIMPLE IRA to a Safe Harbor 401k (and max the owners at 415)

    By austin3515,
    • 2 replies
    • 957 views

  21. ACP refund due... but this year's match not deposited yet

    By AlbanyConsultant,
    • 8 replies
    • 1.9k views

  22. After tax contribution in testing.

    By swam,   
    • 3 replies
    • 663 views
    • Bri
    • Bri

  23. LTPT employees

    By Belgarath,
    • 2 replies
    • 750 views

  24. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 976 views

  25. New plan Tax credit

    By Tom,
    • 1 reply
    • 510 views

  26. late 5500EZ relief program question

    By HarryX,
    • 3 replies
    • 507 views

  27. SH to Simple

    By Bob Demontigny,
    • 2 replies
    • 442 views

  28. ERISA Plan Expense Account

    By 401(k)athryn,
    • 12 replies
    • 4.4k views

  29. Loan Repayments While On Suspension

    By metsfan026,
    • 2 replies
    • 743 views

  30. Can a safe harbor plan use shifting / borrowing from ADP to pass ACP

    By oberwolfach,
    • 0 replies
    • 476 views

  31. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 489 views

  32. Short sponsor year and full plan year

    By Jakyasar,
    • 8 replies
    • 1.2k views

  33. SHNEC/New Comp - ppt eligibility for PS - include them in New Comp calc or not???

    By bethp38,
    • 4 replies
    • 494 views

  34. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 665 views

  35. Super fascninating question - Owners Child is an LTPT

    By austin3515,
    • 11 replies
    • 1.8k views

  36. Earned Income Calculation

    By 415 Limit,
    • 2 replies
    • 495 views

  37. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 786 views

  38. 414(s) Compensation Test on Deferrals

    By Inquiring Mind,
    • 7 replies
    • 3.4k views

  39. tuition assistance - count it as compensation?

    By AlbanyConsultant,
    • 2 replies
    • 9.5k views

  40. Interpretation LTPT

    By thepensionmaven,
    • 6 replies
    • 633 views

  41. FAILED ADP/ACP TEST and HCEs terminated and already took 100% of their account

    By Pammie57,
    • 12 replies
    • 4.1k views

  42. MEP - do you ever aggregate members for TH min?

    By AlbanyConsultant,
    • 4 replies
    • 529 views

  43. Failed Coverage/11g amendment necessary and statutory exclusions???

    By bethp38,   
    • 5 replies
    • 518 views

  44. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc,
    • 3 replies
    • 686 views

  45. Mid year merger of non safe harbor and safe harbor plans

    By 30Rock,
    • 0 replies
    • 533 views

  46. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 735 views

  47. ADP Testing - Mandatory Aggregation

    By 415 Limit,
    • 1 reply
    • 796 views

  48. NCP Allocation

    By justatester,
    • 2 replies
    • 524 views

  49. Related Companies - an easy example (I think)

    By Tom,
    • 1 reply
    • 734 views

  50. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy,
    • 9 replies
    • 4.1k views
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