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401(k) Plans

19,400 topics in this forum

  1. 401(k) Plan and SIMPLE IRA

    By Vlad401k,
    • 1 reply
    • 491 views

  2. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150,
    • 13 replies
    • 2k views

  3. Eligibility related

    By Jakyasar,
    • 2 replies
    • 540 views

  4. PEO

    By thepensionmaven,
    • 3 replies
    • 1.9k views

  5. Excluding bonus from deferrals but not match

    By Rayofsunshine,
    • 1 reply
    • 1k views

  6. issuance of a loan for divorce

    By Lou81,
    • 4 replies
    • 625 views

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

    By BG5150,
    • 11 replies
    • 3.9k views

  8. Nationwide Rollover Issues

    By MaiDia2007,
    • 4 replies
    • 1.1k views

  9. Late Form 5500 Filing - Multiple Plans

    By metsfan026,
    • 1 reply
    • 474 views

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

    By ERISA11,
    • 4 replies
    • 904 views

  11. Ineligible Participant with Contributions and Investment

    By FishOn,
    • 1 reply
    • 768 views

  12. Repaying QBADs

    By austin3515,
    • 7 replies
    • 2.5k views

  13. Late Form 5500 Filing

    By metsfan026,
    • 1 reply
    • 549 views

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

    By Fibonacci,
    • 6 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.2k views

  16. 2022 SH contribution not deposited yet (2024) - how to fix?

    By M Norton,
    • 2 replies
    • 741 views

  17. Affiliate Service Group or Controlled Group

    By Snowman,
    • 1 reply
    • 546 views

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

    By casey72,
    • 2 replies
    • 981 views

  19. Hardship Distribution - Services Completed

    By 52626,
    • 0 replies
    • 437 views

  20. Cashing out 401k

    By Hartek,
    • 4 replies
    • 983 views

  21. Changing Eligibility Requirements

    By FishOn,
    • 3 replies
    • 2.4k views

  22. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 846 views

  23. DC 415 limit with potential short plan year

    By Tom,
    • 1 reply
    • 654 views

  24. Record keeping software question

    By Tom,
    • 1 reply
    • 886 views

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

    By 30Rock,
    • 6 replies
    • 1.5k views

  26. Partner Compensation at Retirement

    By 401kAllTheWay,
    • 4 replies
    • 1.2k views

  27. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 897 views

  28. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 840 views
    • Tom
    • Tom

  29. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 616 views

  30. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 848 views

  31. Employer Match

    By khn,
    • 3 replies
    • 1.1k views

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

    By justanotheradmin,
    • 0 replies
    • 452 views

  33. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 2k views

  34. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.2k views

  35. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 3.2k views

  36. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 4.1k views

  37. statutory exclusion for ADP ACP test

    By Tom,
    • 6 replies
    • 1.1k views
    • Bri
    • Bri

  38. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 1.1k views

  39. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 858 views

  40. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 568 views

  41. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 899 views

  43. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 2.4k views

  44. 5500 Compliance Questions for Terminated Plan

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

  45. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 536 views

  46. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.5k views

  47. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.8k views

  48. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 619 views

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

    By annapolitan,   
    • 3 replies
    • 2k views

  50. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2.6k views
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