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401(k) Plans

19,450 topics in this forum

  1. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 995 views

  2. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 2.2k views

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

    By youngbenefitslawyer,
    • 1 reply
    • 721 views

  4. Deemed Loans

    By 401Karina,
    • 13 replies
    • 3.9k views

  5. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 908 views

  6. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 569 views

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

    By AlbanyConsultant,
    • 1 reply
    • 578 views

  8. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 990 views

  9. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 535 views

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

    By BG5150,
    • 1 reply
    • 874 views

  11. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 2.6k views

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

    By SnorkleDink,
    • 2 replies
    • 867 views

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

    By TGIF,
    • 2 replies
    • 3.5k views

  14. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 622 views

  15. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 2.7k views

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

    By Old Reliable,
    • 4 replies
    • 2.6k views

  17. 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
    • 1.6k views

  18. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 3.4k views

  19. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.7k views

  20. Congruent Solutions

    By mjf06241972,
    • 0 replies
    • 372 views

  21. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 694 views

  22. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 23.8k views

  23. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 5.2k views

  24. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 605 views

  25. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 833 views

  26. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 1k views

  27. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 3.5k views

  28. Coverage Testing

    By 52626,
    • 7 replies
    • 1.5k views

  29. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 2.2k views

  30. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.8k views

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

    By AlbanyConsultant,
    • 7 replies
    • 3.5k views

  32. 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
    • 1.1k views

  33. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 5.6k views

  34. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.5k views

  35. RMD

    By 401Karina,
    • 6 replies
    • 964 views

  36. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.5k views

  37. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.9k views

  38. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 745 views

  39. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 1.2k views

  40. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 964 views

  41. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.6k views

  42. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.8k views

  43. Can ADP QNEC correction exceed 402(g)?

    By Dalai Pookah,
    • 14 replies
    • 2.3k views
    • Bri
    • Bri

  44. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 3.4k views

  45. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 579 views

  46. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 2.1k views

  47. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.7k views

  48. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 1.1k views

  49. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.3k views

  50. One Person Plan

    By khn,
    • 5 replies
    • 902 views
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