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401(k) Plans

19,321 topics in this forum

  1. How do you do ADP testing when 2 plans merged during the plan year??

    By Guest LJS,
    • 1 reply
    • 1.6k views

  2. Is a Non-owner spouse considered an HCE for 2024 if newly married?

    By Renee Crabill,
    • 1 reply
    • 652 views

  3. Gap Period Earnings Question for Excess Contributions

    By Guest lawdawg,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  4. Match Percentage Based on Length of Service

    By Guest lforesz,
    • 1 reply
    • 1.7k views

  5. Matching Contribution for 6/30 PYE not yet made. We know ACP test will fail. Match will be paid after September 15, 2005. Suggestions welcome on how to treat?

    By Guest ChopperPilot,
    • 1 reply
    • 1.1k views

  6. Transition period--unanswerable question

    By lexi,
    • 1 reply
    • 1.1k views

  7. Distribution Fee Exceeding Participant Acct. Balance

    By Guest Thomas2006,
    • 1 reply
    • 1.2k views

  8. Returns of Excess Deferrals

    By Gadgetfreak,
    • 1 reply
    • 989 views
    • Guest
    • Guest

  9. Change in ownership

    By austin3515,
    • 1 reply
    • 1.3k views

  10. Safe Harbor Mid year Amendments

    By 52626,
    • 1 reply
    • 604 views

  11. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 449 views

  12. Controlled Group-Employed by 2 companies

    By Guest Laura Millwood,
    • 1 reply
    • 1.6k views

  13. Bottom Up QNECS

    By Guest Jeff Kropp,
    • 1 reply
    • 1.9k views

  14. Federal Income Tax Treatment of Investment Advisory Fee Withdrawals?

    By Guest rrocket61,
    • 1 reply
    • 1.5k views

  15. Alternate Payee is also a participant under the plan

    By Guest JHaggar,
    • 1 reply
    • 1.4k views

  16. ADP Test and Catchup contributions in off cal year

    By Guest jetfaninmn,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  17. In-Service distribution quandary

    By Kimberly S,
    • 1 reply
    • 1.2k views

  18. Safe Harbor mid-year

    By Guest Achilles,
    • 1 reply
    • 1.1k views

  19. corrective distribution, no funds available

    By DMcGovern,
    • 1 reply
    • 899 views

  20. Employee Deferrals

    By Guest SandraCrowley,
    • 1 reply
    • 877 views

  21. Prior year testing questions

    By BG5150,
    • 1 reply
    • 1k views

  22. Self Employed Owner Schedule C from two businesses

    By Guest jsample,
    • 1 reply
    • 1.1k views

  23. freezing a safe harbor 401(k) plan

    By R. Butler,
    • 1 reply
    • 3.1k views

  24. Removing Roth

    By jim241,   
    • 1 reply
    • 798 views

  25. No more suspension for h'ship withdrawals--question

    By BG5150,
    • 1 reply
    • 618 views

  26. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 806 views

  27. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 596 views

  28. Can matching contributions made through part of the plan year be recha

    By Guest Pat Metallic,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  29. Mistaken matching contribution

    By eilano,
    • 1 reply
    • 1.5k views

  30. 5500 question

    By k man,
    • 1 reply
    • 1.5k views

  31. Loan--spousal consent should have been obtained, but wasn't

    By Brian Gallagher,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  32. 401(k) Safe Harbor Eligibility

    By Guest WWPDRC,
    • 1 reply
    • 1.3k views

  33. SEP participant excluded from 401k

    By ombskid,
    • 1 reply
    • 1.2k views

  34. FACTA - Indentity Theft Red Flags Rule

    By k man,
    • 1 reply
    • 1.2k views

  35. Contribution Rules When Have More than one participating employer

    By arthurkagan,
    • 1 reply
    • 781 views

  36. Safe harbor nonelective plan - mid year amendment to exclude bonuses

    By Belgarath,
    • 1 reply
    • 716 views

  37. Include amounts deferred in excess of plan limitations in the 401(k) t

    By Guest Mr. X,
    • 1 reply
    • 1.3k views

  38. Excess Deferrals and 401(a)(4)

    By Guest Vreez,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  39. Increase minimum amount for loan

    By Dan,
    • 1 reply
    • 1.2k views
    • Alf
    • Alf

  40. Retirement Plan audits for new plans

    By Guest willow,
    • 1 reply
    • 1.1k views

  41. Plan Termination

    By Jilliandiz,
    • 1 reply
    • 1.6k views

  42. Fidelity Bond Question

    By doombuggy,
    • 1 reply
    • 1.3k views

  43. Control Group and Covered Comp

    By Guest abajeb,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  44. Annual addition help

    By SteveH,
    • 1 reply
    • 1.1k views

  45. NUA lost if plan to plan transfer? (or if partial transfer?)

    By Guest jbergstrom,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  46. Safe Harbor Notice

    By Guest BWNWE,
    • 1 reply
    • 865 views
    • GMK
    • GMK

  47. Partial Plan Termination

    By blue,
    • 1 reply
    • 1.2k views

  48. Merging 2 safe harbor plans mid-year

    By Guest FAQ,
    • 1 reply
    • 3k views

  49. 404a5 Notice - Fee Infor

    By 52626,
    • 1 reply
    • 1.1k views

  50. Federal Tax Withholding on corrective distributions

    By 30Rock,
    • 1 reply
    • 1.3k views
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