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401(k) Plans

19,400 topics in this forum

  1. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 468 views

  2. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 511 views

  3. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 776 views

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

    By dragondon,
    • 6 replies
    • 738 views

  5. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 1k views

  6. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 1.1k views

  7. EACA related

    By Jakyasar,
    • 2 replies
    • 477 views

  8. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 1k views

  9. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 903 views

  10. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 655 views

  11. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 1.2k views

  12. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  13. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 3.1k views

  14. Black out notice returned

    By Lou81,
    • 2 replies
    • 616 views

  15. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 2.6k views

  16. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 871 views

  17. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 819 views

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

    By jkharvey,
    • 4 replies
    • 1.2k views

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

    By Jeff Kirtner,
    • 2 replies
    • 599 views

  20. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 2.9k views

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

    By metsfan026,
    • 0 replies
    • 357 views

  22. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 1.8k views

  23. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 2.2k views

  24. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 863 views
    • Tom
    • Tom

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

    By LMK TPA,
    • 4 replies
    • 864 views

  26. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 875 views

  27. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 712 views

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

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

  29. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 5k views

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

    By austin3515,
    • 2 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.3k views

  32. After tax contribution in testing.

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

  33. LTPT employees

    By Belgarath,
    • 2 replies
    • 855 views

  34. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 1.1k views

  35. New plan Tax credit

    By Tom,
    • 1 reply
    • 587 views

  36. late 5500EZ relief program question

    By HarryX,
    • 3 replies
    • 706 views

  37. SH to Simple

    By Bob Demontigny,
    • 2 replies
    • 520 views

  38. ERISA Plan Expense Account

    By 401(k)athryn,
    • 12 replies
    • 4.9k views

  39. Loan Repayments While On Suspension

    By metsfan026,
    • 2 replies
    • 1.1k views

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

    By oberwolfach,
    • 0 replies
    • 550 views

  41. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 550 views

  42. Short sponsor year and full plan year

    By Jakyasar,
    • 8 replies
    • 1.5k views

  43. SHNEC/New Comp - ppt eligibility for PS - include them in New Comp calc or not???

    By bethp38,
    • 4 replies
    • 596 views

  44. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 795 views

  45. Super fascninating question - Owners Child is an LTPT

    By austin3515,
    • 11 replies
    • 2k views

  46. Earned Income Calculation

    By 415 Limit,
    • 2 replies
    • 573 views

  47. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 888 views

  48. 414(s) Compensation Test on Deferrals

    By Inquiring Mind,
    • 7 replies
    • 4.3k views

  49. tuition assistance - count it as compensation?

    By AlbanyConsultant,
    • 2 replies
    • 10.9k views

  50. Interpretation LTPT

    By thepensionmaven,
    • 6 replies
    • 741 views
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