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401(k) Plans

19,423 topics in this forum

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

    By DDB BN,
    • 0 replies
    • 330 views

  2. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 699 views

  3. Key Employee and Family Attribution

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

  4. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.2k views

  5. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.2k views

  6. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 583 views

  7. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 755 views

  8. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 948 views

  9. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1.2k views

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

    By metsfan026,
    • 7 replies
    • 2.3k views

  11. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.8k views

  12. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 648 views
    • Tom
    • Tom

  13. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 732 views

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

    By nsfpsp,
    • 11 replies
    • 2.1k views

  15. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 2.2k views

  16. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 970 views

  17. Late Deposit Safe Harbor Timing vs 5500 Audit

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

  18. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 707 views

  19. Top Heavy Contribution Date

    By FishOn,
    • 6 replies
    • 1.1k views

  20. safe harbor contribution change mid year

    By KevinMc,
    • 1 reply
    • 581 views

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

    By KBPen,
    • 3 replies
    • 687 views

  22. Plan Liquidated but Fails Discrimination Testing

    By FT Retire,
    • 1 reply
    • 503 views

  23. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026,
    • 4 replies
    • 1.7k views

  24. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 809 views

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

    By austin3515,
    • 13 replies
    • 1.5k views

  26. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 688 views

  27. Did the DOL Just Change Audit Requirement?

    By austin3515,
    • 18 replies
    • 1.9k views

  28. 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
    • 1.3k views

  29. Refund due to participant election error?

    By EPCRSGuru,
    • 7 replies
    • 1.6k views

  30. LTPT and EACA

    By Gadgetfreak,
    • 2 replies
    • 546 views

  31. Changing ADP/ACP Testing Methods

    By Lucky32,
    • 6 replies
    • 3.6k views

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

    By Zach Del,
    • 5 replies
    • 2.8k views

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

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

  34. Should have been a multiple employer plan

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

  35. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 1.3k views

  36. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 1k views

  37. Catchup and ADP Test

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

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

    By WCC,
    • 6 replies
    • 1.2k views

  39. Plan Admin checked wrong selection on QDRO form

    By Nicole,
    • 4 replies
    • 1.2k views

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

    By 415 Limit,
    • 0 replies
    • 572 views

  41. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.3k views

  42. HCE Definition / Multiple Plans / Different Plan Years

    By austin3515,
    • 4 replies
    • 1.1k views

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

    By AJC,
    • 3 replies
    • 554 views

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

    By Jen Preston,
    • 2 replies
    • 741 views

  45. On Demand Pay Arrangements & Plan Compensation

    By MSN,
    • 6 replies
    • 2.7k views
    • MSN
    • MSN

  46. ADP/ACP Testing Question

    By Coleboy1,
    • 18 replies
    • 2.7k views

  47. Forfeitures from Merged Plan

    By 52626,
    • 1 reply
    • 556 views

  48. 402(g) limit is exceeded

    By Jakyasar,
    • 4 replies
    • 931 views

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

    By AJC,
    • 2 replies
    • 559 views
    • AJC
    • AJC

  50. Messy situation

    By Belgarath,
    • 2 replies
    • 408 views
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