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401(k) Plans

19,532 topics in this forum

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

    By Cardscrazy,   
    • 7 replies
    • 1.6k views

  2. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 3.2k views

  3. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 2.1k views

  4. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 1.3k views

  5. Solo 401k

    By 401kay,
    • 9 replies
    • 2.6k views

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

    By Tegernsee,
    • 12 replies
    • 12.5k views

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

    By Dougsbpc,
    • 7 replies
    • 2k views

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

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  9. Top Heavy Testing

    By Tom,
    • 1 reply
    • 733 views

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

    By Tom,
    • 4 replies
    • 2.7k views

  11. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 833 views

  12. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 3.2k views

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

    By DDB BN,
    • 0 replies
    • 531 views

  14. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 1k views

  15. Key Employee and Family Attribution

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

  16. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.7k views

  17. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.8k views

  18. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 815 views

  19. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  20. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 1.4k views

  21. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1.9k views

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

    By metsfan026,
    • 7 replies
    • 3.1k views

  23. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 2.5k views

  24. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 880 views
    • Tom
    • Tom

  25. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 1.2k views

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

    By nsfpsp,
    • 11 replies
    • 3.2k views

  27. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 2.8k views

  28. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 1.3k views

  29. Late Deposit Safe Harbor Timing vs 5500 Audit

    By Leopurrd-401k,
    • 2 replies
    • 1.3k views

  30. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 1.1k views

  31. Top Heavy Contribution Date

    By FishOn,
    • 6 replies
    • 1.5k views

  32. safe harbor contribution change mid year

    By KevinMc,
    • 1 reply
    • 835 views

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

    By KBPen,
    • 3 replies
    • 1.1k views

  34. Plan Liquidated but Fails Discrimination Testing

    By FT Retire,
    • 1 reply
    • 784 views

  35. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026,
    • 4 replies
    • 2.1k views

  36. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 1.2k views

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

    By austin3515,
    • 13 replies
    • 2.1k views

  38. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 924 views

  39. Did the DOL Just Change Audit Requirement?

    By austin3515,
    • 18 replies
    • 2.9k views

  40. 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
    • 1.9k views

  41. Refund due to participant election error?

    By EPCRSGuru,
    • 7 replies
    • 2.1k views

  42. LTPT and EACA

    By Gadgetfreak,
    • 2 replies
    • 964 views

  43. Changing ADP/ACP Testing Methods

    By Lucky32,
    • 6 replies
    • 4.3k views

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

    By Zach Del,
    • 5 replies
    • 3.6k views

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

    By Zimkap,
    • 4 replies
    • 1.6k views
    • Bri
    • Bri

  46. Should have been a multiple employer plan

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

  47. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 1.8k views

  48. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 1.8k views

  49. Catchup and ADP Test

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

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

    By WCC,
    • 6 replies
    • 1.6k views
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