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401(k) Plans

19,401 topics in this forum

  1. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026,
    • 4 replies
    • 1.7k views

  2. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 782 views

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

    By austin3515,
    • 13 replies
    • 1.4k views

  4. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 658 views

  5. Did the DOL Just Change Audit Requirement?

    By austin3515,
    • 18 replies
    • 1.8k views

  6. 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

  7. Refund due to participant election error?

    By EPCRSGuru,
    • 7 replies
    • 1.5k views

  8. LTPT and EACA

    By Gadgetfreak,
    • 2 replies
    • 503 views

  9. Changing ADP/ACP Testing Methods

    By Lucky32,
    • 6 replies
    • 3.4k views

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

    By Zach Del,
    • 5 replies
    • 2.6k views

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

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

  12. Should have been a multiple employer plan

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

  13. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 1.2k views

  14. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 1k views

  15. Catchup and ADP Test

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

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

    By WCC,
    • 6 replies
    • 1.2k views

  17. Plan Admin checked wrong selection on QDRO form

    By Nicole,
    • 4 replies
    • 1.1k views

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

    By 415 Limit,
    • 0 replies
    • 540 views

  19. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.3k views

  20. HCE Definition / Multiple Plans / Different Plan Years

    By austin3515,
    • 4 replies
    • 1.1k views

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

    By AJC,
    • 3 replies
    • 527 views

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

    By Jen Preston,
    • 2 replies
    • 700 views

  23. On Demand Pay Arrangements & Plan Compensation

    By MSN,
    • 6 replies
    • 2.6k views
    • MSN
    • MSN

  24. ADP/ACP Testing Question

    By Coleboy1,
    • 18 replies
    • 2.5k views

  25. Forfeitures from Merged Plan

    By 52626,
    • 1 reply
    • 529 views

  26. 402(g) limit is exceeded

    By Jakyasar,
    • 4 replies
    • 901 views

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

    By AJC,
    • 2 replies
    • 529 views
    • AJC
    • AJC

  28. Messy situation

    By Belgarath,
    • 2 replies
    • 385 views

  29. Short Plan year and top heavy

    By Tom,
    • 1 reply
    • 543 views

  30. Leased employees allowed in plan

    By FishOn,
    • 3 replies
    • 754 views

  31. Are employers ready to provide an incentive for 401(k) deferrals?

    By Peter Gulia,
    • 4 replies
    • 1.5k views

  32. Employees Paying Back Signing Bonus - ADP/ACP Testing

    By David Olive,
    • 1 reply
    • 1.3k views

  33. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 485 views

  34. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 1.1k views

  35. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 4.2k views

  36. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 603 views

  37. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 1.1k views

  38. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 577 views

  39. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 775 views

  40. RMD non owner 72 in 2022 - retired in 2023

    By D Lewis,
    • 7 replies
    • 766 views

  41. new plan credit for small employers clarification needed

    By Tom,
    • 5 replies
    • 1.3k views
    • Tom
    • Tom

  42. Roth 401(k) and Roth IRA Contribution Limits

    By Vlad401k,
    • 2 replies
    • 1k views

  43. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 769 views

  44. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe,
    • 1 reply
    • 422 views

  45. When would a sole proprietor (with no employee) want a § 401(k) arrangement?

    By Peter Gulia,   
    • 4 replies
    • 648 views

  46. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 1k views

  47. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 644 views

  48. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 2.1k views

  49. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 847 views

  50. must catch-ups be matched in a safe harbor 401k plan?

    By Santo Gold,
    • 13 replies
    • 6.4k views
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