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401(k) Plans

19,516 topics in this forum

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

    By justanotheradmin,
    • 0 replies
    • 656 views

  2. Last day of Plan year

    By 30Rock,
    • 5 replies
    • 2.7k views

  3. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.7k views

  4. Second 401k Loan and Vested Balance

    By Greygoose,
    • 4 replies
    • 4.3k views

  5. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 5.3k views

  6. statutory exclusion for ADP ACP test

    By Tom,
    • 6 replies
    • 1.6k views
    • Bri
    • Bri

  7. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 1.4k views

  8. New 401k Plan?

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

  9. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 741 views

  10. missed deferral opportunity

    By Pixie,
    • 1 reply
    • 1.1k views
    • WCC
    • WCC

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

    By metsfan026,
    • 7 replies
    • 1.3k views

  12. Employer subsidy for stable value penalty

    By gc@chimentowebb.com,
    • 11 replies
    • 3.5k views

  13. 5500 Compliance Questions for Terminated Plan

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

  14. Penalty for Late Filing of 1094/1095

    By metsfan026,
    • 1 reply
    • 794 views

  15. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos,
    • 11 replies
    • 13.2k views

  16. Late ADP ACP corrections

    By Tom,
    • 4 replies
    • 2.2k views

  17. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery,
    • 1 reply
    • 806 views

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

    By annapolitan,   
    • 3 replies
    • 2.5k views

  19. 401K did not distribute to correct individuals

    By NBS2121,
    • 13 replies
    • 3.6k views

  20. Automatic enrollment and grandfathered plan

    By cathyw,
    • 1 reply
    • 719 views

  21. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 735 views

  22. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 1.1k views

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

    By dragondon,
    • 6 replies
    • 1.1k views

  24. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 1.3k views

  25. Fixing a failed ADP test

    By dragondon,
    • 1 reply
    • 1.5k views

  26. EACA related

    By Jakyasar,
    • 2 replies
    • 721 views

  27. Plan contribution when there is no compensation.

    By Tom,
    • 2 replies
    • 1.3k views

  28. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 1.1k views

  29. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 867 views

  30. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 1.6k views

  31. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.6k views

  32. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 4.4k views

  33. Black out notice returned

    By Lou81,
    • 2 replies
    • 902 views

  34. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 3.4k views

  35. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 1.3k views

  36. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 1.1k views

  37. 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

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

    By Jeff Kirtner,
    • 2 replies
    • 911 views

  39. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 3.8k views

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

    By metsfan026,
    • 0 replies
    • 518 views

  41. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 2.4k views

  42. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 2.9k views

  43. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 1.3k views
    • Tom
    • Tom

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

    By LMK TPA,
    • 4 replies
    • 1.2k views

  45. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 1.1k views

  46. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 1.2k views

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

    By chris-c-thomas,   
    • 1 reply
    • 1.2k views

  48. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 6.6k views

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

    By austin3515,
    • 2 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.9k views
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