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401(k) Plans

19,499 topics in this forum

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

    By annapolitan,   
    • 3 replies
    • 2.4k views

  2. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 3.4k views

  3. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 655 views

  4. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 655 views

  5. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 993 views

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

    By dragondon,
    • 6 replies
    • 1.1k views

  7. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 1.2k views

  8. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 1.4k views

  9. EACA related

    By Jakyasar,
    • 2 replies
    • 624 views

  10. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 1.2k views

  11. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 1.1k views

  12. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 808 views

  13. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 1.5k views

  14. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.5k views

  15. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 4.1k views

  16. Black out notice returned

    By Lou81,
    • 2 replies
    • 814 views

  17. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 3.2k views

  18. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 1.2k views

  19. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 1k views

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

    By jkharvey,
    • 4 replies
    • 1.5k views

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

    By Jeff Kirtner,
    • 2 replies
    • 829 views

  22. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 3.7k views

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

    By metsfan026,
    • 0 replies
    • 458 views

  24. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 2.3k views

  25. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 2.8k views

  26. Exclude from testing if Term <501 hours

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

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

    By LMK TPA,
    • 4 replies
    • 1.1k views

  28. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 1k views

  29. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 1k views

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

    By chris-c-thomas,   
    • 1 reply
    • 1.1k views

  31. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 6.4k views

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

    By austin3515,
    • 2 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.7k views

  34. After tax contribution in testing.

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

  35. LTPT employees

    By Belgarath,
    • 2 replies
    • 1.1k views

  36. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 1.4k views

  37. New plan Tax credit

    By Tom,
    • 1 reply
    • 760 views

  38. late 5500EZ relief program question

    By HarryX,
    • 3 replies
    • 999 views

  39. SH to Simple

    By Bob Demontigny,
    • 2 replies
    • 740 views

  40. ERISA Plan Expense Account

    By 401(k)athryn,
    • 12 replies
    • 5.7k views

  41. Loan Repayments While On Suspension

    By metsfan026,
    • 2 replies
    • 1.4k views

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

    By oberwolfach,
    • 0 replies
    • 718 views

  43. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 743 views

  44. Short sponsor year and full plan year

    By Jakyasar,
    • 8 replies
    • 4.2k views

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

    By bethp38,
    • 4 replies
    • 874 views

  46. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 1k views

  47. Super fascninating question - Owners Child is an LTPT

    By austin3515,
    • 11 replies
    • 2.4k views

  48. Earned Income Calculation

    By 415 Limit,
    • 2 replies
    • 817 views

  49. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 1.2k views

  50. 414(s) Compensation Test on Deferrals

    By Inquiring Mind,
    • 7 replies
    • 5.3k views
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