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401(k) Plans

19,362 topics in this forum

  1. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 3.2k views

  2. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.3k views

  3. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 1.8k views

  4. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 938 views

  5. Should a plan provide a domestic-abuse distribution?

    By Peter Gulia,
    • 9 replies
    • 2.3k views

  6. In service rollovers

    By Soundbc1,
    • 4 replies
    • 908 views

  7. Plan has Division A and Divison B with Different Match Policies

    By austin3515,
    • 3 replies
    • 613 views

  8. LTPT - sometimes I think that's all w2e are here for... anyway

    By Belgarath,
    • 4 replies
    • 1.1k views

  9. LTPT - interns

    By Belgarath,
    • 24 replies
    • 4.9k views

  10. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 1.5k views

  11. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 877 views

  12. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 1.8k views

  13. Controlled Group with 2 Separate 401(k) Plans - one employer leaves controlled group - distribution event for 401K?

    By youngbenefitslawyer,
    • 1 reply
    • 640 views

  14. Deemed Loans

    By 401Karina,
    • 13 replies
    • 2.8k views

  15. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 767 views

  16. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 497 views

  17. auto enrollment for pre-12/29/22 plans and LTPTE

    By AlbanyConsultant,
    • 1 reply
    • 513 views

  18. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 843 views

  19. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 473 views

  20. Re-deposited distrib check--how to get back taxes?

    By BG5150,
    • 1 reply
    • 791 views

  21. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 2.2k views

  22. Excluding on part of otherwise excludable employees in ADP testing?

    By SnorkleDink,
    • 2 replies
    • 744 views

  23. Timing of 401k contribution via ACH (remittance and allocation)

    By TGIF,
    • 2 replies
    • 2.7k views

  24. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 546 views

  25. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 2.2k views

  26. How to document in-plan conversion of after tax voluntary contribution

    By Old Reliable,
    • 4 replies
    • 1.7k views

  27. I have a simple IRA at my office, and I want to start a 401k in 2024. Do I need to rollover the funds into 401k account?

    By rbridges,
    • 6 replies
    • 1.3k views

  28. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 3k views

  29. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.4k views

  30. Congruent Solutions

    By mjf06241972,
    • 0 replies
    • 311 views

  31. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 566 views

  32. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 19k views

  33. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 4.7k views

  34. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 487 views

  35. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 697 views

  36. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 886 views

  37. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 2.9k views

  38. Coverage Testing

    By 52626,
    • 7 replies
    • 1.2k views

  39. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 1.9k views

  40. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.4k views

  41. Ability to roll loans from the plan - protected benefit?

    By AlbanyConsultant,
    • 7 replies
    • 2.2k views

  42. Do taxable bonuses to replace forfeited matches violate the IRC sec. 1.401(k)-1(e)(6) anti-conditioning rule?

    By Luke Bailey,   
    • 1 reply
    • 1k views

  43. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 4.9k views

  44. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.2k views

  45. RMD

    By 401Karina,
    • 6 replies
    • 791 views

  46. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.1k views

  47. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.6k views

  48. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 592 views

  49. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 1k views

  50. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 768 views
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