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401(k) Plans

19,499 topics in this forum

  1. Plan term - vesting

    By Lou81,
    • 4 replies
    • 1.8k views

  2. Spousal Rights

    By Eric Hanford,
    • 3 replies
    • 1.4k views

  3. 401(k) Plan and SIMPLE IRA

    By Vlad401k,
    • 1 reply
    • 613 views

  4. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150,
    • 13 replies
    • 2.7k views

  5. Eligibility related

    By Jakyasar,
    • 2 replies
    • 729 views

  6. PEO

    By thepensionmaven,
    • 3 replies
    • 2.5k views

  7. Excluding bonus from deferrals but not match

    By Rayofsunshine,
    • 1 reply
    • 1.3k views

  8. issuance of a loan for divorce

    By Lou81,
    • 4 replies
    • 859 views

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

    By BG5150,
    • 11 replies
    • 5.2k views

  10. Nationwide Rollover Issues

    By MaiDia2007,
    • 4 replies
    • 1.3k views

  11. Late Form 5500 Filing - Multiple Plans

    By metsfan026,
    • 1 reply
    • 628 views

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

    By ERISA11,
    • 4 replies
    • 1.1k views

  13. Ineligible Participant with Contributions and Investment

    By FishOn,
    • 1 reply
    • 956 views

  14. Repaying QBADs

    By austin3515,
    • 7 replies
    • 3.1k views

  15. Late Form 5500 Filing

    By metsfan026,
    • 1 reply
    • 727 views

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

    By Fibonacci,
    • 6 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.5k views

  18. 2022 SH contribution not deposited yet (2024) - how to fix?

    By M Norton,
    • 2 replies
    • 906 views

  19. Affiliate Service Group or Controlled Group

    By Snowman,
    • 1 reply
    • 755 views

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

    By casey72,
    • 2 replies
    • 1.2k views

  21. Hardship Distribution - Services Completed

    By 52626,
    • 0 replies
    • 564 views

  22. Cashing out 401k

    By Hartek,
    • 4 replies
    • 1.2k views

  23. Changing Eligibility Requirements

    By FishOn,
    • 3 replies
    • 3k views

  24. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 1.1k views

  25. DC 415 limit with potential short plan year

    By Tom,
    • 1 reply
    • 849 views

  26. Record keeping software question

    By Tom,
    • 1 reply
    • 1.2k views

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

    By 30Rock,
    • 6 replies
    • 1.8k views

  28. Partner Compensation at Retirement

    By 401kAllTheWay,
    • 4 replies
    • 1.6k views

  29. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 1.2k views

  30. Forfeiture when there is no distribution.

    By Tom,
    • 2 replies
    • 1.1k views
    • Tom
    • Tom

  31. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 786 views

  32. USERRA - Eligibility Service

    By M_2015,
    • 3 replies
    • 1.2k views

  33. Employer Match

    By khn,
    • 3 replies
    • 1.4k views

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

    By justanotheradmin,
    • 0 replies
    • 594 views

  35. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 2.6k views

  36. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.6k views

  37. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 4.1k views

  38. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 5.1k views

  39. statutory exclusion for ADP ACP test

    By Tom,
    • 6 replies
    • 1.5k views
    • Bri
    • Bri

  40. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 1.3k views

  41. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 1.2k views

  42. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 699 views

  43. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 1.2k views

  45. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 3.3k views

  46. 5500 Compliance Questions for Terminated Plan

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

  47. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 732 views

  48. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 13k views

  49. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 2.1k views

  50. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 742 views
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