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401(k) Plans

19,489 topics in this forum

  1. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 772 views

  2. Solo - K set up deadline for 2023

    By Tom,
    • 5 replies
    • 1.4k views

  3. 401k/PSP for 2023

    By thepensionmaven,
    • 6 replies
    • 1.4k views

  4. Top-Heavy Innoculation Exclusion

    By austin3515,
    • 27 replies
    • 3.9k views

  5. Black out notice returned

    By Lou81,
    • 2 replies
    • 754 views

  6. one time irrevocable election to not participate

    By Pixie,
    • 6 replies
    • 3.1k views

  7. RMD Start date - checking

    By Jakyasar,
    • 6 replies
    • 1.1k views

  8. ADP/ACP first year 3% rule

    By 52626,
    • 2 replies
    • 988 views

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

    By jkharvey,
    • 4 replies
    • 1.4k views

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

    By Jeff Kirtner,
    • 2 replies
    • 780 views

  11. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy,
    • 1 reply
    • 3.5k views

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

    By metsfan026,
    • 0 replies
    • 443 views

  13. self employed and deferrals

    By thepensionmaven,
    • 7 replies
    • 2.2k views

  14. 401(k) and Union Plan

    By 52626,
    • 3 replies
    • 2.7k views

  15. Exclude from testing if Term <501 hours

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

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

    By LMK TPA,
    • 4 replies
    • 1.1k views

  17. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11,
    • 1 reply
    • 987 views

  18. 401(k) is Primary Beneficiary on a whole life policy

    By JEBMRC,
    • 7 replies
    • 924 views

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

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

  20. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 6.2k views

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

    By austin3515,
    • 2 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.6k views

  23. After tax contribution in testing.

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

  24. LTPT employees

    By Belgarath,
    • 2 replies
    • 1k views

  25. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 1.4k views

  26. New plan Tax credit

    By Tom,
    • 1 reply
    • 716 views

  27. late 5500EZ relief program question

    By HarryX,
    • 3 replies
    • 945 views

  28. SH to Simple

    By Bob Demontigny,
    • 2 replies
    • 685 views

  29. ERISA Plan Expense Account

    By 401(k)athryn,
    • 12 replies
    • 5.6k views

  30. Loan Repayments While On Suspension

    By metsfan026,
    • 2 replies
    • 1.3k views

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

    By oberwolfach,
    • 0 replies
    • 674 views

  32. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 684 views

  33. Short sponsor year and full plan year

    By Jakyasar,
    • 8 replies
    • 4.1k views

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

    By bethp38,
    • 4 replies
    • 788 views

  35. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 971 views

  36. Super fascninating question - Owners Child is an LTPT

    By austin3515,
    • 11 replies
    • 2.3k views

  37. Earned Income Calculation

    By 415 Limit,
    • 2 replies
    • 736 views

  38. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 1.1k views

  39. 414(s) Compensation Test on Deferrals

    By Inquiring Mind,
    • 7 replies
    • 5.1k views

  40. tuition assistance - count it as compensation?

    By AlbanyConsultant,
    • 2 replies
    • 12.4k views

  41. Interpretation LTPT

    By thepensionmaven,
    • 6 replies
    • 987 views

  42. FAILED ADP/ACP TEST and HCEs terminated and already took 100% of their account

    By Pammie57,
    • 12 replies
    • 5.6k views

  43. MEP - do you ever aggregate members for TH min?

    By AlbanyConsultant,
    • 4 replies
    • 778 views

  44. Failed Coverage/11g amendment necessary and statutory exclusions???

    By bethp38,   
    • 5 replies
    • 782 views

  45. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc,
    • 3 replies
    • 965 views

  46. Mid year merger of non safe harbor and safe harbor plans

    By 30Rock,
    • 0 replies
    • 708 views

  47. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 931 views

  48. ADP Testing - Mandatory Aggregation

    By 415 Limit,
    • 1 reply
    • 1.1k views

  49. NCP Allocation

    By justatester,
    • 2 replies
    • 795 views

  50. Related Companies - an easy example (I think)

    By Tom,
    • 1 reply
    • 923 views
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