401(k) Plans

19,423 topics in this forum

1. Secure 2.0 Amendment deadline overlap with DC Cycle 4 Restatements

   By RayRay, March 17
   • 2 replies
   • 813 views
   • 
   • RayRay
   • March 19

2. Mid year amendment to safe harbor plan

   By 30Rock, March 13
   • 4 replies
   • 650 views
   • 
   • 30Rock
   • March 18

3. Self-employed Individual's deferral and 415 limit

   By spei7426, March 17
   • 5 replies
   • 944 views
   • 
   • CuseFan
   • March 18

4. 401(a)(4) test on an Excel spreadsheet

   By ratherbereading, March 16
   • 1 reply
   • 357 views
   • 
   • AlbanyConsultant
   • March 18

5. Controlled Group ADP/ACP Testing

   By msmith, March 12, 2009
   • 9 replies
   • 9.7k views
   • 
   • M_2015
   • March 17

6. 5330 Filings

   By dmurph14, March 16
   • 0 replies
   • 354 views
   • 
   • dmurph14
   • March 16

7. Independent Contractor turned Employee

   By ejohnke, March 13
   • 4 replies
   • 685 views
   • 
   • Peter Gulia
   • March 16

8. Mid Year Plan Merger

   By M_2015, March 9
   • 5 replies
   • 935 views
   • 
   • FORMER ESQ.
   • March 16

9. Notice for Missed Deferral Opportunity

   By mming, March 9
   • 5 replies
   • 1.1k views
   • 
   • Artie M
   • March 13

10. Missed Match - Included in Testing?

    By Vlad401k, March 11
    • 3 replies
    • 693 views
    • 
    • austin3515
    • March 12

11. Deemed Roth Elections and Inadvertent Catch-up

    By constance_james, March 12   

    • roth
    • catchup
    • (and 2 more)

      Tagged with:

      • roth
      • catchup
      • deemed
      • hpid
    • 1 reply
    • 709 views
    • 
    • Paul I
    • March 12

12. Maternity Leave & Last Day Contribution Requirement

    By metsfan026, March 12
    • 5 replies
    • 656 views
    • 
    • Paul I
    • March 12

13. Partnership - S Corps as Partners

    By Numbers789, March 10
    • 9 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 12

14. ADP and ACP Test Correction

    By Dougsbpc, March 9
    • 1 reply
    • 696 views
    • 
    • Below Ground
    • March 9

15. Deemed Section 125 Compensation

    By Brenda Wren, March 4
    • 5 replies
    • 792 views
    • 
    • Peter Gulia
    • March 9

16. Retroactively Changing Comp Definition from 415 to W-2

    By TPApril, March 4
    • 1 reply
    • 591 views
    • 
    • Paul I
    • March 5

17. Integrated Profit Sharing Allocations

    By Connor, March 4
    • 4 replies
    • 510 views
    • 
    • Connor
    • March 5

18. Control Group within a Control Group

    By Kac1214, March 3
    • 1 reply
    • 752 views
    • 
    • C. B. Zeller
    • March 4

19. Severance Payments & Employer Contributions

    By metsfan026, March 3
    • 6 replies
    • 1.5k views
    • 
    • CuseFan
    • March 4

20. Eligibility - contract sign date or actual first day of work

    By Tom, March 3
    • 8 replies
    • 1.2k views
    • 
    • Artie M
    • March 4

21. Failing ADP Test as a tax strategy

    By TPApril, March 3
    • 3 replies
    • 565 views
    • 
    • jsample
    • March 3

22. ADP/ACP Correction After Distribution

    By Shawn T, February 27   

    • adp/acp
    • 4 replies
    • 913 views
    • 
    • ConnieStorer
    • March 3

23. Rigid match not funded correctly

    By Tom, February 23
    • 5 replies
    • 462 views
    • 
    • CuseFan
    • February 27

24. VCP program

    By Pixie, February 25
    • 2 replies
    • 401 views
    • 
    • Artie M
    • February 26

25. LTPT deferrals included in average benefits testing?

    By Tom, February 24
    • 4 replies
    • 4.5k views
    • 
    • acm_acm
    • February 26

26. ADP/ACP Correction Question

    By effingeh, February 26
    • 3 replies
    • 814 views
    • 
    • Bri
    • February 26

27. Top Heavy Testing Question

    By metsfan026, February 11
    • 6 replies
    • 866 views
    • 
    • david rigby
    • February 26

28. ADP/ACP question (union / non-union)

    By roy819, February 25
    • 1 reply
    • 589 views
    • 
    • CuseFan
    • February 25

29. Section 125 Pay reporting

    By TPApril, February 25
    • 0 replies
    • 258 views
    • 
    • TPApril
    • February 25

30. Can a Roth Catch-up be deposited to a Roth IRA rollover

    By Renee H, February 23
    • 2 replies
    • 851 views
    • 
    • Renee H
    • February 25

31. W-2 Comp w/Sec125

    By TPApril, February 19
    • 2 replies
    • 2k views
    • 
    • Artie M
    • February 23

32. auto enrollment required?

    By Old Reliable, February 18
    • 6 replies
    • 703 views
    • 
    • Peter Gulia
    • February 22

33. 5500-EZ Penalty Relief Program--Question

    By marco100, February 15
    • 3 replies
    • 673 views
    • 
    • marco100
    • February 20

34. adding safe harbor match to profit sharing plan

    By Old Reliable, February 18
    • 2 replies
    • 613 views
    • 
    • Artie M
    • February 20

35. Payroll companies and tiered matches

    By Gadgetfreak, February 19
    • 2 replies
    • 415 views
    • 
    • Gadgetfreak
    • February 20

36. Tax Withholding on a 402(g) Refund

    By Nate X, February 14
    • 1 reply
    • 463 views
    • 
    • Artie M
    • February 18

37. Spin off plan with EACA mandate and changing date of first increase

    By 30Rock, February 17
    • 0 replies
    • 341 views
    • 
    • 30Rock
    • February 17

38. Discretionary Match

    By 52626, February 17
    • 2 replies
    • 853 views
    • 
    • Paul I
    • February 17

39. HCE Allocations in Failed ACP Test

    By Lucky32, February 13
    • 2 replies
    • 761 views
    • 
    • Lucky32
    • February 13

40. Roth catchup and a pooled plan

    By AlbanyConsultant, February 13
    • 6 replies
    • 731 views
    • 
    • Peter Gulia
    • February 13

41. Correction of Late Safe Harbor Matching Contributions Required?

    By kmhaab, February 11
    • 1 reply
    • 571 views
    • 
    • Bri
    • February 12

42. Funding Profit Sharing Contributions Throughout the Year

    By Vlad401k, February 11
    • 1 reply
    • 660 views
    • 
    • CuseFan
    • February 11

43. Does A Downpayment for a Rented Home Qualify As A Hardship?

    By metsfan026, February 9
    • 5 replies
    • 7.9k views
    • 
    • Artie M
    • February 10

44. Adding a new retroactive PS Plan in addition to existing 401k/PS Plan

    By TPAinPA, February 7
    • 5 replies
    • 785 views
    • 
    • austin3515
    • February 9

45. SECURE 2.0 Roth catch-ups

    By Itsamario, January 21
    • 2 replies
    • 978 views
    • 
    • Peter Gulia
    • February 9

46. Safe Harbor Plan - Exclude HCEs beginning of the year

    By Vlad401k, February 6
    • 3 replies
    • 657 views
    • 
    • Kevin C
    • February 8

47. How do Conversions work? In extremely granular detail.

    By friedliver, February 5
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 6

48. Correcting a plan limit failure with Roth + pre-tax ED

    By roy819, February 4
    • 8 replies
    • 948 views
    • 
    • Bri
    • February 5

49. switching from 5500-SF to full 5500

    By Pixie, February 4
    • 1 reply
    • 487 views
    • 
    • RatherBeGolfing
    • February 4

50. 402(g) Excess When Deferrals Not Deposited

    By OrderOfOps, January 28
    • 2 replies
    • 945 views
    • 
    • Artie M
    • January 30