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401(k) Plans

19,450 topics in this forum

  1. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 1.2k views

  2. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 2k views

  3. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 618 views

  4. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 1.2k views

  5. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 1.2k views

  6. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 2.5k views

  7. State paid leave laws

    By R. Butler,
    • 0 replies
    • 490 views

  8. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 656 views

  9. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 598 views

  10. New plans and immediate eligibility vs 1-yr service

    By TPApril,
    • 3 replies
    • 674 views

  11. SECURE 2.0 & new plan in 2022 / Saver's Credits

    By TPApril,
    • 0 replies
    • 517 views

  12. Are most 401(k) plans self-directed?

    By ClintonF,
    • 2 replies
    • 544 views

  13. SECURE 2.0: Automatic Enrollment Exception and Employee Count

    By L. S.,
    • 1 reply
    • 787 views

  14. Enrolled against will

    By Dug29,
    • 6 replies
    • 4.7k views

  15. elapsed time method and ADP testing options

    By DMcGovern,
    • 3 replies
    • 2.9k views

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

    By Cardscrazy,   
    • 7 replies
    • 1.1k views

  17. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.7k views

  18. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.8k views

  19. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 925 views

  20. Solo 401k

    By 401kay,
    • 9 replies
    • 1.9k views

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

    By Tegernsee,
    • 12 replies
    • 11.1k views

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

    By Dougsbpc,
    • 7 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 1 reply
    • 828 views

  24. Top Heavy Testing

    By Tom,
    • 1 reply
    • 494 views

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

    By Tom,
    • 4 replies
    • 2.1k views

  26. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 456 views

  27. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 2.8k views

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

    By DDB BN,
    • 0 replies
    • 346 views

  29. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 727 views

  30. Key Employee and Family Attribution

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

  31. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.3k views

  32. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.3k views

  33. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 611 views

  34. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 784 views

  35. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 989 views

  36. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1.3k views

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

    By metsfan026,
    • 7 replies
    • 2.4k views

  38. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.9k views

  39. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 669 views
    • Tom
    • Tom

  40. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 769 views

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

    By nsfpsp,
    • 11 replies
    • 2.3k views

  42. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 2.3k views

  43. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 1k views

  44. Late Deposit Safe Harbor Timing vs 5500 Audit

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

  45. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 751 views

  46. Top Heavy Contribution Date

    By FishOn,
    • 6 replies
    • 1.2k views

  47. safe harbor contribution change mid year

    By KevinMc,
    • 1 reply
    • 600 views

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

    By KBPen,
    • 3 replies
    • 733 views

  49. Plan Liquidated but Fails Discrimination Testing

    By FT Retire,
    • 1 reply
    • 523 views

  50. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026,
    • 4 replies
    • 1.8k views
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