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401(k) Plans

19,423 topics in this forum

  1. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 882 views
    • Tom
    • Tom

  2. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 642 views

  3. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 910 views

  4. Employer Match

    By khn,
    • 3 replies
    • 1.2k views

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

    By justanotheradmin,
    • 0 replies
    • 466 views

  6. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 2.1k views

  7. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.3k views

  8. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 3.4k views

  9. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 4.3k views

  10. statutory exclusion for ADP ACP test

    By Tom,
    • 6 replies
    • 1.2k views
    • Bri
    • Bri

  11. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 1.1k views

  12. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 923 views

  13. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 599 views

  14. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 964 views

  16. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 2.5k views

  17. 5500 Compliance Questions for Terminated Plan

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

  18. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 574 views

  19. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.6k views

  20. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.8k views

  21. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 641 views

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

    By annapolitan,   
    • 3 replies
    • 2.1k views

  23. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 2.7k views

  24. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 491 views

  25. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 540 views

  26. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 823 views

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

    By dragondon,
    • 6 replies
    • 779 views

  28. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 1.1k views

  29. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 1.1k views

  30. EACA related

    By Jakyasar,
    • 2 replies
    • 509 views

  31. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 1.1k views

  32. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 930 views

  33. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 678 views

  34. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 1.3k views

  35. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.2k views

  36. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 3.3k views

  37. Black out notice returned

    By Lou81,
    • 2 replies
    • 634 views

  38. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 2.7k views

  39. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 945 views

  40. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 867 views

  41. 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

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

    By Jeff Kirtner,
    • 2 replies
    • 645 views

  43. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 3.1k views

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

    By metsfan026,
    • 0 replies
    • 380 views

  45. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 2k views

  46. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 2.3k views

  47. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 914 views
    • Tom
    • Tom

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

    By LMK TPA,
    • 4 replies
    • 910 views

  49. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 896 views

  50. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 758 views
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