401(k) Plans

19,466 topics in this forum

1. Self-employed Individual's deferral and 415 limit

   By spei7426, March 17
   • 5 replies
   • 1.1k views
   • 
   • CuseFan
   • March 18

2. 401(a)(4) test on an Excel spreadsheet

   By ratherbereading, March 16
   • 1 reply
   • 431 views
   • 
   • AlbanyConsultant
   • March 18

3. Controlled Group ADP/ACP Testing

   By msmith, March 12, 2009
   • 9 replies
   • 9.8k views
   • 
   • M_2015
   • March 17

4. 5330 Filings

   By dmurph14, March 16
   • 0 replies
   • 447 views
   • 
   • dmurph14
   • March 16

5. Independent Contractor turned Employee

   By ejohnke, March 13
   • 4 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 16

6. Mid Year Plan Merger

   By M_2015, March 9
   • 5 replies
   • 1.1k views
   • 
   • FORMER ESQ.
   • March 16

7. Notice for Missed Deferral Opportunity

   By mming, March 9
   • 5 replies
   • 1.9k views
   • 
   • Artie M
   • March 13

8. Missed Match - Included in Testing?

   By Vlad401k, March 11
   • 3 replies
   • 818 views
   • 
   • austin3515
   • March 12

9. Deemed Roth Elections and Inadvertent Catch-up

   By constance_james, March 12   

   • roth
   • catchup
   • (and 2 more)

     Tagged with:

     • roth
     • catchup
     • deemed
     • hpid
   • 1 reply
   • 809 views
   • 
   • Paul I
   • March 12

10. Maternity Leave & Last Day Contribution Requirement

    By metsfan026, March 12
    • 5 replies
    • 797 views
    • 
    • Paul I
    • March 12

11. Partnership - S Corps as Partners

    By Numbers789, March 10
    • 9 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 12

12. ADP and ACP Test Correction

    By Dougsbpc, March 9
    • 1 reply
    • 813 views
    • 
    • Below Ground
    • March 9

13. Deemed Section 125 Compensation

    By Brenda Wren, March 4
    • 5 replies
    • 944 views
    • 
    • Peter Gulia
    • March 9

14. Retroactively Changing Comp Definition from 415 to W-2

    By TPApril, March 4
    • 1 reply
    • 676 views
    • 
    • Paul I
    • March 5

15. Integrated Profit Sharing Allocations

    By Connor, March 4
    • 4 replies
    • 630 views
    • 
    • Connor
    • March 5

16. Control Group within a Control Group

    By Kac1214, March 3
    • 1 reply
    • 876 views
    • 
    • C. B. Zeller
    • March 4

17. Severance Payments & Employer Contributions

    By metsfan026, March 3
    • 6 replies
    • 2.3k views
    • 
    • CuseFan
    • March 4

18. Eligibility - contract sign date or actual first day of work

    By Tom, March 3
    • 8 replies
    • 1.6k views
    • 
    • Artie M
    • March 4

19. Failing ADP Test as a tax strategy

    By TPApril, March 3
    • 3 replies
    • 649 views
    • 
    • jsample
    • March 3

20. ADP/ACP Correction After Distribution

    By Shawn T, February 27   

    • adp/acp
    • 4 replies
    • 1.1k views
    • 
    • ConnieStorer
    • March 3

21. Rigid match not funded correctly

    By Tom, February 23
    • 5 replies
    • 605 views
    • 
    • CuseFan
    • February 27

22. VCP program

    By Pixie, February 25
    • 2 replies
    • 508 views
    • 
    • Artie M
    • February 26

23. LTPT deferrals included in average benefits testing?

    By Tom, February 24
    • 4 replies
    • 4.7k views
    • 
    • acm_acm
    • February 26

24. ADP/ACP Correction Question

    By effingeh, February 26
    • 3 replies
    • 915 views
    • 
    • Bri
    • February 26

25. Top Heavy Testing Question

    By metsfan026, February 11
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • February 26

26. ADP/ACP question (union / non-union)

    By roy819, February 25
    • 1 reply
    • 710 views
    • 
    • CuseFan
    • February 25

27. Section 125 Pay reporting

    By TPApril, February 25
    • 0 replies
    • 340 views
    • 
    • TPApril
    • February 25

28. Can a Roth Catch-up be deposited to a Roth IRA rollover

    By Renee H, February 23
    • 2 replies
    • 1k views
    • 
    • Renee H
    • February 25

29. W-2 Comp w/Sec125

    By TPApril, February 19
    • 2 replies
    • 2.7k views
    • 
    • Artie M
    • February 23

30. auto enrollment required?

    By Old Reliable, February 18
    • 6 replies
    • 858 views
    • 
    • Peter Gulia
    • February 22

31. adding safe harbor match to profit sharing plan

    By Old Reliable, February 18
    • 2 replies
    • 745 views
    • 
    • Artie M
    • February 20

32. Payroll companies and tiered matches

    By Gadgetfreak, February 19
    • 2 replies
    • 519 views
    • 
    • Gadgetfreak
    • February 20

33. Tax Withholding on a 402(g) Refund

    By Nate X, February 14
    • 1 reply
    • 546 views
    • 
    • Artie M
    • February 18

34. Spin off plan with EACA mandate and changing date of first increase

    By 30Rock, February 17
    • 0 replies
    • 418 views
    • 
    • 30Rock
    • February 17

35. Discretionary Match

    By 52626, February 17
    • 2 replies
    • 972 views
    • 
    • Paul I
    • February 17

36. HCE Allocations in Failed ACP Test

    By Lucky32, February 13
    • 2 replies
    • 861 views
    • 
    • Lucky32
    • February 13

37. Roth catchup and a pooled plan

    By AlbanyConsultant, February 13
    • 6 replies
    • 884 views
    • 
    • Peter Gulia
    • February 13

38. Correction of Late Safe Harbor Matching Contributions Required?

    By kmhaab, February 11
    • 1 reply
    • 674 views
    • 
    • Bri
    • February 12

39. Funding Profit Sharing Contributions Throughout the Year

    By Vlad401k, February 11
    • 1 reply
    • 747 views
    • 
    • CuseFan
    • February 11

40. Does A Downpayment for a Rented Home Qualify As A Hardship?

    By metsfan026, February 9
    • 5 replies
    • 8.3k views
    • 
    • Artie M
    • February 10

41. Adding a new retroactive PS Plan in addition to existing 401k/PS Plan

    By TPAinPA, February 7
    • 5 replies
    • 945 views
    • 
    • austin3515
    • February 9

42. SECURE 2.0 Roth catch-ups

    By Itsamario, January 21
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 9

43. Safe Harbor Plan - Exclude HCEs beginning of the year

    By Vlad401k, February 6
    • 3 replies
    • 748 views
    • 
    • Kevin C
    • February 8

44. How do Conversions work? In extremely granular detail.

    By friedliver, February 5
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 6

45. Correcting a plan limit failure with Roth + pre-tax ED

    By roy819, February 4
    • 8 replies
    • 1.1k views
    • 
    • Bri
    • February 5

46. 402(g) Excess When Deferrals Not Deposited

    By OrderOfOps, January 28
    • 2 replies
    • 1.1k views
    • 
    • Artie M
    • January 30

47. rmd 1st RMD and plan term same year

    By JulesInCNY, January 29   

    • plan term
    • 2 replies
    • 665 views
    • 
    • JustSayin
    • January 30

48. SECURE 2.0 Section 603 - another Roth catch-up question

    By WCC, January 28
    • 4 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • January 30

49. 1099-R codes for excess deferrals and attributable income that is being distributed 4 years after the excess deferrals

    By Sami Nasser, January 21
    • 2 replies
    • 2.3k views
    • 
    • Artie M
    • January 29

50. New CODA Provisions For Existing Profit Sharing Plan

    By Lucky32, January 28
    • 1 reply
    • 525 views
    • 
    • WCC
    • January 28