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401(k) Plans

19,275 topics in this forum

  1. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 374 views

  2. Ineligible participant funds Salary Deferrals in Safe Harbor 401(k) Plan

    By Dougsbpc,
    • 7 replies
    • 1.2k views

  3. Top Heavy Testing

    By Tom,
    • 1 reply
    • 398 views

  4. Deceased participants benefit was rolled over to an IRA in a QTIP Trust for Spouse

    By DDB BN,
    • 0 replies
    • 259 views

  5. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 1.9k views

  6. Plan sponsor is 100% owned by an ESOP - who is a key employee?

    By Tom,
    • 4 replies
    • 1.6k views

  7. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 576 views

  8. Key Employee and Family Attribution

    By Tom,
    • 1 reply
    • 366 views
    • Bri
    • Bri

  9. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1k views

  10. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1k views

  11. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 471 views

  12. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 602 views

  13. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 828 views

  14. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 579 views
    • Tom
    • Tom

  15. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.5k views

  16. Grandfathered CODA

    By justatester,
    • 7 replies
    • 921 views

  17. Enrolled against will

    By Dug29,
    • 6 replies
    • 3.4k views

  18. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 1.7k views

  19. C Corp to S Corp - Possible impact on Defined Contribution Plan?

    By nsfpsp,
    • 11 replies
    • 1.5k views

  20. Late Deposit Safe Harbor Timing vs 5500 Audit

    By Leopurrd-401k,
    • 2 replies
    • 638 views

  21. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 616 views

  22. Withholding as Pretax for 2022 when should have been Roth

    By Tom,
    • 4 replies
    • 1.5k views

  23. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 572 views

  24. safe harbor contribution change mid year

    By KevinMc,
    • 1 reply
    • 507 views

  25. Top Heavy Contribution Date

    By FishOn,
    • 6 replies
    • 864 views

  26. Plan Liquidated but Fails Discrimination Testing

    By FT Retire,
    • 1 reply
    • 421 views

  27. Definition of 414(s) comp in a 401(k) plan with different eligibility requirements

    By KBPen,
    • 3 replies
    • 508 views

  28. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026,
    • 4 replies
    • 1.4k views

  29. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 567 views

  30. LTPT and EACA

    By Gadgetfreak,
    • 2 replies
    • 416 views

  31. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 693 views

  32. Did the DOL Just Change Audit Requirement?

    By austin3515,
    • 18 replies
    • 1.7k views

  33. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 1.4k views

  34. Refund due to participant election error?

    By EPCRSGuru,
    • 7 replies
    • 1.3k views

  35. Shifting Question - 403b for HCEs and 401k for NHCEs

    By austin3515,
    • 13 replies
    • 1.3k views

  36. Can the annual 401(k) match be paid say June 30 in the year following the plan year?

    By Cardscrazy,   
    • 7 replies
    • 879 views

  37. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 980 views

  38. Changing ADP/ACP Testing Methods

    By Lucky32,
    • 6 replies
    • 2.6k views

  39. Can Mistake of Fact be applied to this deferral issue

    By Zimkap,
    • 4 replies
    • 907 views
    • Bri
    • Bri

  40. Qualified Birth of Adoption Distribution -does plan accepting transfer of assets and liabilities from a multiple-employer plan that offered them need to accept repayments?

    By bito'money,
    • 3 replies
    • 1k views

  41. Catchup and ADP Test

    By pixmax,
    • 1 reply
    • 329 views
    • Bri
    • Bri

  42. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 874 views

  43. Escaping a PEP and establishing a new single-Employer 401(k) plan

    By 415 Limit,
    • 0 replies
    • 441 views

  44. Should have been a multiple employer plan

    By gc@chimentowebb.com,
    • 1 reply
    • 580 views

  45. Is it possible to make a true-up contribution in a plan with a payroll by payroll computation period?

    By Zach Del,
    • 5 replies
    • 2.1k views

  46. Plan Admin checked wrong selection on QDRO form

    By Nicole,
    • 4 replies
    • 857 views

  47. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 795 views

  48. SIMPLE IRA for an LLC and 401k Plan for a C-Corp - same owner

    By Jen Preston,
    • 2 replies
    • 521 views

  49. Using 2021 Forms 1096 with 2022 Forms 1099-R

    By AJC,
    • 3 replies
    • 437 views

  50. Maxing out 401(k) Plan and Roth IRA

    By AJC,
    • 2 replies
    • 461 views
    • AJC
    • AJC
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