Jump to content

401(k) Plans

19,381 topics in this forum

  1. Changing Eligibility Requirements

    By FishOn,
    • 3 replies
    • 2.3k views

  2. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 827 views

  3. DC 415 limit with potential short plan year

    By Tom,
    • 1 reply
    • 629 views

  4. Record keeping software question

    By Tom,
    • 1 reply
    • 841 views

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

    By 30Rock,
    • 6 replies
    • 1.4k views

  6. Partner Compensation at Retirement

    By 401kAllTheWay,
    • 4 replies
    • 1.1k views

  7. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 862 views

  8. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 810 views
    • Tom
    • Tom

  9. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 589 views

  10. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 820 views

  11. Employer Match

    By khn,
    • 3 replies
    • 1.1k views

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

    By justanotheradmin,
    • 0 replies
    • 437 views

  13. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 1.9k views

  14. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.2k views

  15. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 3k views

  16. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 4k views

  17. statutory exclusion for ADP ACP test

    By Tom,
    • 6 replies
    • 1k views
    • Bri
    • Bri

  18. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 1.1k views

  19. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 764 views

  20. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 545 views

  21. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 842 views

  23. Employer subsidy for stable value penalty

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

  24. 5500 Compliance Questions for Terminated Plan

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

  25. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 521 views

  26. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.4k views

  27. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.7k views

  28. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 605 views

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

    By annapolitan,   
    • 3 replies
    • 1.8k views

  30. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2.5k views

  31. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 450 views

  32. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 494 views

  33. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 754 views

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

    By dragondon,
    • 6 replies
    • 708 views

  35. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 964 views

  36. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 1k views

  37. EACA related

    By Jakyasar,
    • 2 replies
    • 463 views

  38. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 1k views

  39. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 872 views

  40. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 639 views

  41. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 980 views

  42. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  43. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 3k views

  44. Black out notice returned

    By Lou81,
    • 2 replies
    • 601 views

  45. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 2.4k views

  46. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 830 views

  47. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 791 views

  48. 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

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

    By Jeff Kirtner,
    • 2 replies
    • 556 views

  50. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 2.8k views
×
×
  • Create New...