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401(k) Plans

19,362 topics in this forum

  1. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 767 views

  3. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 2.2k views

  4. 5500 Compliance Questions for Terminated Plan

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

  5. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 507 views

  6. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.4k views

  7. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.5k views

  8. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 594 views

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

    By annapolitan,   
    • 3 replies
    • 1.7k views

  10. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2.4k views

  11. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 434 views

  12. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 472 views

  13. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 725 views

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

    By dragondon,
    • 6 replies
    • 686 views

  15. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 930 views

  16. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 964 views

  17. EACA related

    By Jakyasar,
    • 2 replies
    • 455 views

  18. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 968 views

  19. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 847 views

  20. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 630 views

  21. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 916 views

  22. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  23. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 2.8k views

  24. Black out notice returned

    By Lou81,
    • 2 replies
    • 581 views

  25. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 2.3k views

  26. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 792 views

  27. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 758 views

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

    By jkharvey,
    • 4 replies
    • 1.1k views

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

    By Jeff Kirtner,
    • 2 replies
    • 533 views

  30. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 2.7k views

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

    By metsfan026,
    • 0 replies
    • 337 views

  32. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 1.3k views

  33. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 1.9k views

  34. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 751 views
    • Tom
    • Tom

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

    By LMK TPA,
    • 4 replies
    • 797 views

  36. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 827 views

  37. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 624 views

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

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

  39. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 4.5k views

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

    By austin3515,
    • 2 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.1k views

  42. After tax contribution in testing.

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

  43. LTPT employees

    By Belgarath,
    • 2 replies
    • 814 views

  44. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 1k views

  45. New plan Tax credit

    By Tom,
    • 1 reply
    • 553 views

  46. late 5500EZ relief program question

    By HarryX,
    • 3 replies
    • 619 views

  47. SH to Simple

    By Bob Demontigny,
    • 2 replies
    • 488 views

  48. ERISA Plan Expense Account

    By 401(k)athryn,
    • 12 replies
    • 4.6k views

  49. Loan Repayments While On Suspension

    By metsfan026,
    • 2 replies
    • 921 views

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

    By oberwolfach,
    • 0 replies
    • 517 views
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