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401(k) Plans

19,362 topics in this forum

  1. PEP Fees

    By Keith Lowery,
    • 1 reply
    • 720 views

  2. Plan Termination Payout Question

    By metsfan026,
    • 1 reply
    • 646 views

  3. Cross tested 3% safe harbor plan with last day rule

    By alwaysaquestion,
    • 1 reply
    • 664 views

  4. QACA 2-6 year graded vesting

    By Sarah73,
    • 4 replies
    • 1.2k views

  5. overfunded match contributions

    By pmacduff,
    • 2 replies
    • 851 views

  6. Safe Harbor testing for 23’ and in June I did something stupid (maybe?)

    By Mkinkade850,
    • 5 replies
    • 1.3k views

  7. 401(k) 12 Month Rule

    By 52626,
    • 4 replies
    • 1.2k views

  8. leaving a MEP to be standalone plan

    By ejohnke,
    • 2 replies
    • 1.5k views

  9. Plan term - vesting

    By Lou81,
    • 4 replies
    • 1.3k views

  10. Spousal Rights

    By Eric Hanford,
    • 3 replies
    • 1.1k views

  11. 401(k) Plan and SIMPLE IRA

    By Vlad401k,
    • 1 reply
    • 467 views

  12. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150,
    • 13 replies
    • 1.8k views

  13. Eligibility related

    By Jakyasar,
    • 2 replies
    • 516 views

  14. PEO

    By thepensionmaven,
    • 3 replies
    • 1.7k views

  15. Excluding bonus from deferrals but not match

    By Rayofsunshine,
    • 1 reply
    • 960 views

  16. issuance of a loan for divorce

    By Lou81,
    • 4 replies
    • 586 views

  17. Excess deferral across two plans--too late now?

    By BG5150,
    • 11 replies
    • 3.4k views

  18. Nationwide Rollover Issues

    By MaiDia2007,
    • 4 replies
    • 970 views

  19. Late Form 5500 Filing - Multiple Plans

    By metsfan026,
    • 1 reply
    • 436 views

  20. DFVCP Available for One Year If DOL Notice Received for Another Year

    By ERISA11,
    • 4 replies
    • 851 views

  21. Ineligible Participant with Contributions and Investment

    By FishOn,
    • 1 reply
    • 721 views

  22. Repaying QBADs

    By austin3515,
    • 7 replies
    • 2.3k views

  23. Late Form 5500 Filing

    By metsfan026,
    • 1 reply
    • 524 views

  24. Terminating Plan and 401(k) Safe Harbor Reliance

    By Fibonacci,
    • 6 replies
    • 1.1k views

  25. SDBAs for owners (can it be done?)

    By AlbanyConsultant,
    • 3 replies
    • 1.2k views

  26. 2022 SH contribution not deposited yet (2024) - how to fix?

    By M Norton,
    • 2 replies
    • 664 views

  27. Affiliate Service Group or Controlled Group

    By Snowman,
    • 1 reply
    • 510 views

  28. Re-run ADP/ACP testing after EPCRS correction?

    By casey72,
    • 2 replies
    • 912 views

  29. Hardship Distribution - Services Completed

    By 52626,
    • 0 replies
    • 414 views

  30. Cashing out 401k

    By Hartek,
    • 4 replies
    • 898 views

  31. Changing Eligibility Requirements

    By FishOn,
    • 3 replies
    • 2.2k views

  32. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 813 views

  33. DC 415 limit with potential short plan year

    By Tom,
    • 1 reply
    • 593 views

  34. Record keeping software question

    By Tom,
    • 1 reply
    • 803 views

  35. Collective bargaining agreement (CBA) formula and pre-approved plan document

    By 30Rock,
    • 6 replies
    • 1.3k views

  36. Partner Compensation at Retirement

    By 401kAllTheWay,
    • 4 replies
    • 1.1k views

  37. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 846 views

  38. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 781 views
    • Tom
    • Tom

  39. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 560 views

  40. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 790 views

  41. Employer Match

    By khn,
    • 3 replies
    • 1.1k views

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

    By justanotheradmin,
    • 0 replies
    • 423 views

  43. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 1.9k views

  44. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.1k views

  45. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 2.9k views

  46. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 3.8k views

  47. statutory exclusion for ADP ACP test

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

  48. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 1k views

  49. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 728 views

  50. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 520 views
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