Jump to content

401(k) Plans

19,489 topics in this forum

  1. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 2.8k views

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

    By SnorkleDink,
    • 2 replies
    • 970 views

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

    By TGIF,
    • 2 replies
    • 3.8k views

  4. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 691 views

  5. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 3k views

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

    By Old Reliable,
    • 4 replies
    • 2.8k views

  7. 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
    • 1.7k views

  8. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 3.6k views

  9. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.9k views

  10. Congruent Solutions

    By mjf06241972,
    • 0 replies
    • 444 views

  11. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 779 views

  12. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 25.5k views

  13. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 5.5k views

  14. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 670 views

  15. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 934 views

  16. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 1.1k views

  17. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 3.8k views

  18. Coverage Testing

    By 52626,
    • 7 replies
    • 1.7k views

  19. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 2.3k views

  20. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 3k views

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

    By AlbanyConsultant,
    • 7 replies
    • 4.1k views

  22. 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
    • 1.2k views

  23. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 5.9k views

  24. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.7k views

  25. RMD

    By 401Karina,
    • 6 replies
    • 1.1k views

  26. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.7k views

  27. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 2.1k views

  28. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 822 views

  29. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 1.4k views

  30. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 1.1k views

  31. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.8k views

  32. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 2k views

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

    By Dalai Pookah,
    • 14 replies
    • 2.7k views
    • Bri
    • Bri

  34. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 3.7k views

  35. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 657 views

  36. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 2.4k views

  37. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.9k views

  38. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 1.2k views

  39. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.4k views

  40. One Person Plan

    By khn,
    • 5 replies
    • 1.1k views

  41. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 1.2k views

  42. Deceased employee with over $5000 balance. No bene, no kin to be found

    By Rocha,
    • 11 replies
    • 2.6k views

  43. Age Based Match Formulas

    By justatester,
    • 4 replies
    • 974 views
    • Bri
    • Bri

  44. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 820 views

  45. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 1.3k views

  46. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 5.2k views

  47. Authorization to Sign Form 5500 On Client's Behalf

    By metsfan026,
    • 2 replies
    • 1.4k views

  48. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 6.3k views

  49. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 777 views

  50. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2.7k views
×
×
  • Create New...