Jump to content

401(k) Plans

19,317 topics in this forum

  1. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 3.5k views

  2. statutory exclusion for ADP ACP test

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

  3. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 988 views

  4. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 667 views

  5. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 490 views

  6. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 718 views

  8. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 2.1k views

  9. 5500 Compliance Questions for Terminated Plan

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

  10. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 485 views

  11. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.2k views

  12. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.4k views

  13. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 570 views

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

    By annapolitan,   
    • 3 replies
    • 1.5k views

  15. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2.2k views

  16. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 414 views

  17. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 438 views

  18. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 688 views

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

    By dragondon,
    • 6 replies
    • 662 views

  20. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 855 views

  21. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 892 views

  22. EACA related

    By Jakyasar,
    • 2 replies
    • 424 views

  23. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 928 views

  24. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 798 views

  25. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 612 views

  26. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 810 views

  27. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1k views

  28. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 2.5k views

  29. Black out notice returned

    By Lou81,
    • 2 replies
    • 562 views

  30. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 2k views

  31. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 739 views

  32. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 726 views

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

    By jkharvey,
    • 4 replies
    • 1k views

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

    By Jeff Kirtner,
    • 2 replies
    • 503 views

  35. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 2.5k views

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

    By metsfan026,
    • 0 replies
    • 319 views

  37. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 1.1k views

  38. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 1.8k views

  39. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 653 views
    • Tom
    • Tom

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

    By LMK TPA,
    • 4 replies
    • 752 views

  41. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 793 views

  42. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 577 views

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

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

  44. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 4k views

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

    By austin3515,
    • 2 replies
    • 982 views

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

    By AlbanyConsultant,
    • 8 replies
    • 2k views

  47. After tax contribution in testing.

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

  48. LTPT employees

    By Belgarath,
    • 2 replies
    • 768 views

  49. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 985 views

  50. New plan Tax credit

    By Tom,
    • 1 reply
    • 521 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept