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401(k) Plans

19,467 topics in this forum

  1. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.4k views

  2. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 4k views

  3. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 4.7k views

  4. statutory exclusion for ADP ACP test

    By Tom,
    • 6 replies
    • 1.3k views
    • Bri
    • Bri

  5. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 1.2k views

  6. New 401k Plan?

    By B. Geiger,
    • 3 replies
    • 1.1k views

  7. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 639 views

  8. missed deferral opportunity

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

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

    By metsfan026,
    • 7 replies
    • 1.1k views

  10. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 2.7k views

  11. 5500 Compliance Questions for Terminated Plan

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

  12. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 630 views

  13. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 12.8k views

  14. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 1.9k views

  15. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 679 views

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

    By annapolitan,   
    • 3 replies
    • 2.2k views

  17. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 3k views

  18. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 556 views

  19. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 600 views

  20. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 895 views

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

    By dragondon,
    • 6 replies
    • 861 views

  22. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 1.1k views

  23. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 1.3k views

  24. EACA related

    By Jakyasar,
    • 2 replies
    • 560 views

  25. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 1.1k views

  26. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 996 views

  27. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 730 views

  28. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 1.4k views

  29. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  30. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 3.7k views

  31. Black out notice returned

    By Lou81,
    • 2 replies
    • 685 views

  32. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 2.9k views

  33. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 1k views

  34. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 944 views

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

    By jkharvey,
    • 4 replies
    • 1.3k views

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

    By Jeff Kirtner,
    • 2 replies
    • 721 views

  37. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 3.3k views

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

    By metsfan026,
    • 0 replies
    • 414 views

  39. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 2.1k views

  40. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 2.6k views

  41. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 1k views
    • Tom
    • Tom

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

    By LMK TPA,
    • 4 replies
    • 1k views

  43. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 950 views

  44. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 849 views

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

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

  46. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 6k views

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

    By austin3515,
    • 2 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.5k views

  49. After tax contribution in testing.

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

  50. LTPT employees

    By Belgarath,
    • 2 replies
    • 959 views
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