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401(k) Plans

19,450 topics in this forum

  1. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 857 views

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

    By austin3515,
    • 13 replies
    • 1.6k views

  3. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 719 views

  4. Did the DOL Just Change Audit Requirement?

    By austin3515,
    • 18 replies
    • 2k views

  5. 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

  6. Refund due to participant election error?

    By EPCRSGuru,
    • 7 replies
    • 1.6k views

  7. LTPT and EACA

    By Gadgetfreak,
    • 2 replies
    • 588 views

  8. Changing ADP/ACP Testing Methods

    By Lucky32,
    • 6 replies
    • 3.7k views

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

    By Zach Del,
    • 5 replies
    • 2.9k views

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

    By Zimkap,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

  11. Should have been a multiple employer plan

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

  12. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 1.3k views

  13. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 1.2k views

  14. Catchup and ADP Test

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

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

    By WCC,
    • 6 replies
    • 1.3k views

  16. Plan Admin checked wrong selection on QDRO form

    By Nicole,
    • 4 replies
    • 1.2k views

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

    By 415 Limit,
    • 0 replies
    • 591 views

  18. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.4k views

  19. HCE Definition / Multiple Plans / Different Plan Years

    By austin3515,
    • 4 replies
    • 1.2k views

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

    By AJC,
    • 3 replies
    • 578 views

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

    By Jen Preston,
    • 2 replies
    • 770 views

  22. On Demand Pay Arrangements & Plan Compensation

    By MSN,
    • 6 replies
    • 2.8k views
    • MSN
    • MSN

  23. ADP/ACP Testing Question

    By Coleboy1,
    • 18 replies
    • 2.8k views

  24. Forfeitures from Merged Plan

    By 52626,
    • 1 reply
    • 572 views

  25. 402(g) limit is exceeded

    By Jakyasar,
    • 4 replies
    • 970 views

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

    By AJC,
    • 2 replies
    • 569 views
    • AJC
    • AJC

  27. Messy situation

    By Belgarath,
    • 2 replies
    • 430 views

  28. Short Plan year and top heavy

    By Tom,
    • 1 reply
    • 596 views

  29. Leased employees allowed in plan

    By FishOn,
    • 3 replies
    • 830 views

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

    By Peter Gulia,
    • 4 replies
    • 1.7k views

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

    By David Olive,
    • 1 reply
    • 1.4k views

  32. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 525 views

  33. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 1.1k views

  34. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 5k views

  35. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 660 views

  36. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 1.2k views

  37. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 632 views

  38. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 892 views

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

    By D Lewis,
    • 7 replies
    • 1k views

  40. new plan credit for small employers clarification needed

    By Tom,
    • 5 replies
    • 1.5k views
    • Tom
    • Tom

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

    By Vlad401k,
    • 2 replies
    • 1.2k views

  42. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 853 views

  43. 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
    • 485 views

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

    By Peter Gulia,   
    • 4 replies
    • 736 views

  45. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 1.2k views

  46. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 683 views

  47. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 2.5k views

  48. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 1k views

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

    By Santo Gold,
    • 13 replies
    • 6.6k views

  50. Prior year testing Question

    By PaulL,
    • 4 replies
    • 990 views
    • Bri
    • Bri
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