401(k) Plans

19,319 topics in this forum

1. Required Minimum Distribution

   By Guest KRS401k, March 14, 2011
   • 2 replies
   • 850 views
   • 
   • Guest
   • March 14, 2011

2. PEPs and small TPA firm

   By LMK TPA, May 4, 2022
   • 2 replies
   • 850 views
   • 
   • Bird
   • May 6, 2022

3. Short Question

   By Dougsbpc, September 13, 2019
   • 4 replies
   • 849 views
   • 
   • Bri
   • September 17, 2019

4. Wrongly distributed 401K post death

   By Executor, October 10, 2024
   • 4 replies
   • 849 views
   • 
   • justanotheradmin
   • October 14, 2024

5. Small Business and Work Opportunity tax act of 2007

   By austin3515, November 5, 2009
   • 0 replies
   • 849 views
   • 
   • austin3515
   • November 5, 2009

6. Start Up Safe Harbor 3% QNEC

   By TPA Bob, September 23, 2020   

   • start up safe harbor
   • 2 replies
   • 849 views
   • 
   • TPA Bob
   • September 23, 2020

7. Break-In Service & Plan Re-entry

   By Danny CPA, February 16, 2011
   • 0 replies
   • 849 views
   • 
   • Danny CPA
   • February 16, 2011

8. Excise Tax on Refund of Match Deposited as a Lump-Sum after the End of the Plan Year

   By Christopher Wilson, March 15, 2022
   • 1 reply
   • 849 views
   • 
   • Lou S.
   • March 15, 2022

9. first Roth Distribution

   By Jim Chad, February 23, 2009
   • 1 reply
   • 849 views
   • 
   • J Simmons
   • February 28, 2009

10. Auto Enroll Notices

    By JKW, November 29, 2016
    • 2 replies
    • 849 views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2016

11. Over 404 but not 415 limit

    By pensionam, June 20, 2018
    • 6 replies
    • 849 views
    • 
    • pensionam
    • June 21, 2018

12. 403b deferrals in the ABT

    By 30Rock, October 6, 2011
    • 0 replies
    • 848 views
    • 
    • 30Rock
    • October 6, 2011

13. Form 5308

    By bitsyhaze, January 13, 2016   

    • Short Plan Year
    • Form 5308
    • 0 replies
    • 848 views
    • 
    • bitsyhaze
    • January 13, 2016

14. Self directed plan

    By Gary, December 11, 2009
    • 0 replies
    • 848 views
    • 
    • Gary
    • December 11, 2009

15. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker, November 9, 2018
    • 7 replies
    • 848 views
    • 
    • Peter Gulia
    • November 14, 2018

16. 401K Plans -- Prohibited Transactions

    By Guest John P., April 2, 2012
    • 0 replies
    • 848 views
    • 
    • Guest
    • April 2, 2012

17. TH Minimum to New Keys

    By austin3515, October 28, 2010
    • 2 replies
    • 848 views
    • 
    • DMcGovern
    • October 28, 2010

18. controlled group question

    By K2retire, March 12, 2015
    • 2 replies
    • 848 views
    • 
    • K2retire
    • March 12, 2015

19. ACP Test for Discretionary plus Safe Harbor Match

    By Catch22PGM, June 30, 2020   

    • safe harbor 401k
    • matching
    • (and 1 more)

      Tagged with:

      • safe harbor 401k
      • matching
      • acp test
    • 3 replies
    • 848 views
    • 
    • Catch22PGM
    • June 30, 2020

20. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 848 views
    • 
    • Pammie57
    • February 13, 2020

21. Suggested Reading for Testing and Aggregation Topics

    By Guest jjq, March 5, 2011
    • 1 reply
    • 848 views
    • 
    • 12AX7
    • March 7, 2011

22. Electronic Delivery of IRS Notices

    By LANDO, June 4, 2024   

    • electronic disclosures
    • 2 replies
    • 847 views
    • 
    • Paul I
    • July 31, 2024

23. incorrectly calculated match

    By K2retire, July 31, 2015
    • 3 replies
    • 847 views
    • 
    • Mike Preston
    • August 1, 2015

24. ADP/ACP Test

    By Guest Joanne Davey, February 28, 2003
    • 0 replies
    • 847 views
    • 
    • Guest
    • February 28, 2003

25. Roth In-Plan Conversion

    By Guest emcelroy, October 19, 2010
    • 1 reply
    • 847 views
    • 
    • Guest
    • October 19, 2010

26. Annual Required Participant Notice Question

    By khn, September 17, 2014
    • 1 reply
    • 847 views
    • 
    • GMK
    • September 17, 2014

27. New plan beginning participant counts for 5500

    By Purplemandinga, June 21, 2019
    • 6 replies
    • 847 views
    • 
    • Below Ground
    • June 22, 2019

28. ADP Test - Determining HCE

    By metsfan026, November 13, 2023
    • 3 replies
    • 847 views
    • 
    • Paul I
    • November 13, 2023

29. 402(g) limit is exceeded

    By Jakyasar, February 13, 2023
    • 4 replies
    • 847 views
    • 
    • Nate S
    • February 16, 2023

30. Prior Year Testing

    By CLE401kGuy, November 7, 2014
    • 1 reply
    • 847 views
    • 
    • Tom Poje
    • November 10, 2014

31. Deferral accrual - part of a pay period?

    By AlbanyConsultant, November 7, 2024
    • 5 replies
    • 847 views
    • 
    • ESOP Guy
    • November 8, 2024

32. Discontinue SH Nonelective

    By austin3515, June 30, 2009
    • 1 reply
    • 847 views
    • 
    • Jim Chad
    • July 1, 2009

33. Current EACA change

    By pmacduff, May 8, 2019
    • 1 reply
    • 847 views
    • 
    • msmith
    • May 9, 2019

34. Newly Eligible Employees

    By justatester, October 7, 2014   

    • Business Aquistion
    • 1 reply
    • 847 views
    • 
    • Lou S.
    • October 7, 2014

35. How much time is involved in "In plan Roth Rollovers and Transfers"

    By Jim Chad, September 11, 2013
    • 1 reply
    • 846 views
    • 
    • K2retire
    • October 28, 2013

36. Client moved to PEO, termed prior plan, moving out of PEO starting new plan in less than 12 months

    By AlwaysLearning, March 29, 2019   

    • peo
    • 401(k)
    • 4 replies
    • 846 views
    • 
    • AlwaysLearning
    • March 29, 2019

37. 401(k) to 403(b)

    By R. Butler, May 24, 2010
    • 0 replies
    • 846 views
    • 
    • R. Butler
    • May 24, 2010

38. QSLOB treatment

    By K2retire, November 11, 2013
    • 0 replies
    • 846 views
    • 
    • K2retire
    • November 11, 2013

39. Relius Documents - Spanish Notices

    By austin3515, November 20, 2019
    • 4 replies
    • 846 views
    • 
    • Belgarath
    • November 20, 2019

40. Timing of Amendment for Change to Match

    By metsfan026, November 3, 2025
    • 2 replies
    • 846 views
    • 
    • Ilene Ferenczy
    • November 4, 2025

41. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 845 views
    • 
    • Mr Bagwell
    • April 7, 2020

42. Investment Performance Presentation

    By MjInvestments, May 26, 2017   

    • investments
    • 5 replies
    • 845 views
    • 
    • Peter Gulia
    • May 26, 2017

43. Sale of business as of 10/1 (stock sale) and ADP test

    By Pammie57, September 27, 2018
    • 8 replies
    • 845 views
    • 
    • QP_Guy
    • September 28, 2018

44. Sch. K-1 amounts paid for medical insurance

    By R. Butler, February 22, 2010
    • 0 replies
    • 845 views
    • 
    • R. Butler
    • February 22, 2010

45. Excluding compensation retroactive

    By karl, October 4, 2016
    • 2 replies
    • 845 views
    • 
    • karl
    • October 5, 2016

46. controlled group

    By 52626, August 18, 2014
    • 3 replies
    • 845 views
    • 
    • austin3515
    • August 18, 2014

47. 5 partners in LLC

    By thepensionmaven, March 13, 2023
    • 5 replies
    • 844 views
    • 
    • Paul I
    • March 15, 2023

48. Loan defaulted due to administrative issue

    By katie58, November 28, 2012
    • 1 reply
    • 844 views
    • 
    • ETA Consulting LLC
    • November 28, 2012

49. allocating deferrals to catch-up to make room for PS

    By M Norton, February 13, 2019   

    • catch-up deferrals
    • 2 replies
    • 844 views
    • 
    • M Norton
    • February 13, 2019

50. ADP REFUNDS based on "bad" census data for 2015

    By Pammie57, August 23, 2016
    • 2 replies
    • 844 views
    • 
    • BG5150
    • August 26, 2016