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401(k) Plans

19,382 topics in this forum

  1. Solo 401k

    By 401kay,
    • 9 replies
    • 1.5k views

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

    By Tegernsee,
    • 12 replies
    • 9.9k views

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

    By Dougsbpc,
    • 7 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 1 reply
    • 652 views

  5. Top Heavy Testing

    By Tom,
    • 1 reply
    • 438 views

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

    By Tom,
    • 4 replies
    • 1.8k views

  7. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 406 views

  8. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 2.3k views

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

    By DDB BN,
    • 0 replies
    • 305 views

  10. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 664 views

  11. Key Employee and Family Attribution

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

  12. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.2k views

  13. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.2k views

  14. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 539 views

  15. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 670 views

  16. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 893 views

  17. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1.1k views

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

    By metsfan026,
    • 7 replies
    • 2.2k views

  19. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.7k views

  20. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 615 views
    • Tom
    • Tom

  21. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 680 views

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

    By nsfpsp,
    • 11 replies
    • 1.9k views

  23. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 2k views

  24. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 894 views

  25. Late Deposit Safe Harbor Timing vs 5500 Audit

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

  26. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 650 views

  27. Top Heavy Contribution Date

    By FishOn,
    • 6 replies
    • 1k views

  28. safe harbor contribution change mid year

    By KevinMc,
    • 1 reply
    • 545 views

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

    By KBPen,
    • 3 replies
    • 617 views

  30. Plan Liquidated but Fails Discrimination Testing

    By FT Retire,
    • 1 reply
    • 468 views

  31. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026,
    • 4 replies
    • 1.7k views

  32. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 758 views

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

    By austin3515,
    • 13 replies
    • 1.4k views

  34. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 637 views

  35. Did the DOL Just Change Audit Requirement?

    By austin3515,
    • 18 replies
    • 1.8k views

  36. 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
    • 1.2k views

  37. Refund due to participant election error?

    By EPCRSGuru,
    • 7 replies
    • 1.5k views

  38. LTPT and EACA

    By Gadgetfreak,
    • 2 replies
    • 479 views

  39. Changing ADP/ACP Testing Methods

    By Lucky32,
    • 6 replies
    • 3.1k views

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

    By Zach Del,
    • 5 replies
    • 2.5k views

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

    By Zimkap,
    • 4 replies
    • 1.1k views
    • Bri
    • Bri

  42. Should have been a multiple employer plan

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

  43. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 1.2k views

  44. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 974 views

  45. Catchup and ADP Test

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

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

    By WCC,
    • 6 replies
    • 1.2k views

  47. Plan Admin checked wrong selection on QDRO form

    By Nicole,
    • 4 replies
    • 1k views

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

    By 415 Limit,
    • 0 replies
    • 513 views

  49. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.2k views

  50. HCE Definition / Multiple Plans / Different Plan Years

    By austin3515,
    • 4 replies
    • 1.1k views
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