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401(k) Plans

19,332 topics in this forum

  1. Pass through dividends on company stock held in 401(k) plan

    By Tegernsee,
    • 12 replies
    • 9k views

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

    By Dougsbpc,
    • 7 replies
    • 1.3k views

  3. Mega backdoor Roth that actually works... now what?

    By AlbanyConsultant,
    • 1 reply
    • 580 views

  4. Top Heavy Testing

    By Tom,
    • 1 reply
    • 414 views

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

    By Tom,
    • 4 replies
    • 1.6k views

  6. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 384 views

  7. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 2.1k views

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

    By DDB BN,
    • 0 replies
    • 276 views

  9. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 615 views

  10. Key Employee and Family Attribution

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

  11. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.1k views

  12. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.1k views

  13. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 500 views

  14. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 635 views

  15. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 849 views

  16. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1k views

  17. Amending Normal Retirement Age in DC Plan (Impact on Vesting)

    By metsfan026,
    • 7 replies
    • 2.1k views

  18. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.6k views

  19. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 594 views
    • Tom
    • Tom

  20. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 637 views

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

    By nsfpsp,
    • 11 replies
    • 1.7k views

  22. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 1.9k views

  23. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 838 views

  24. Late Deposit Safe Harbor Timing vs 5500 Audit

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

  25. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 600 views

  26. Top Heavy Contribution Date

    By FishOn,
    • 6 replies
    • 940 views

  27. safe harbor contribution change mid year

    By KevinMc,
    • 1 reply
    • 520 views

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

    By KBPen,
    • 3 replies
    • 555 views

  29. Plan Liquidated but Fails Discrimination Testing

    By FT Retire,
    • 1 reply
    • 443 views

  30. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026,
    • 4 replies
    • 1.5k views

  31. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 726 views

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

    By austin3515,
    • 13 replies
    • 1.3k views

  33. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 601 views

  34. Did the DOL Just Change Audit Requirement?

    By austin3515,
    • 18 replies
    • 1.7k views

  35. 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
    • 1.1k views

  36. Refund due to participant election error?

    By EPCRSGuru,
    • 7 replies
    • 1.4k views

  37. LTPT and EACA

    By Gadgetfreak,
    • 2 replies
    • 441 views

  38. Changing ADP/ACP Testing Methods

    By Lucky32,
    • 6 replies
    • 2.8k views

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

    By Zach Del,
    • 5 replies
    • 2.3k views

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

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

  41. Should have been a multiple employer plan

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

  42. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 1k views

  43. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 919 views

  44. Catchup and ADP Test

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

  45. Only allow Roth catch ups for everyone (not SECURE related, but kind of)

    By WCC,
    • 6 replies
    • 1.1k views

  46. Plan Admin checked wrong selection on QDRO form

    By Nicole,
    • 4 replies
    • 947 views

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

    By 415 Limit,
    • 0 replies
    • 486 views

  48. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.1k views

  49. HCE Definition / Multiple Plans / Different Plan Years

    By austin3515,
    • 4 replies
    • 999 views

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

    By AJC,
    • 3 replies
    • 469 views
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