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401(k) Plans

19,319 topics in this forum

  1. One Employer - 2 Plans?

    By 401kSteve,
    • 5 replies
    • 741 views

  2. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 741 views

  3. Top Heavy for Partners

    By nancy,
    • 7 replies
    • 740 views

  4. CARES Act Eligibility Question

    By Stash026,
    • 2 replies
    • 740 views

  5. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 740 views

  6. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 740 views

  7. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 740 views

  8. Using COVID dist to pay off loan

    By ratherbereading,
    • 5 replies
    • 740 views

  9. Safe Harbor Plans / 414s

    By austin3515,
    • 6 replies
    • 740 views

  10. SECURE ACT Safe Harbor Notice

    By Pensions2020,   
    • 2 replies
    • 740 views

  11. Safe Harbor Maybe Notice and Amendment 2020

    By Tom,   
    • 1 reply
    • 740 views

  12. Vesting BRF, Controlled group

    By AATPA,
    • 2 replies
    • 740 views

  13. Death in the middle of a 401k rollover distributions

    By chris-c-thomas,   
    • 1 reply
    • 739 views

  14. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 739 views

  15. Reduced QNEC when an election form is misplaced?

    By Jim Chad,
    • 2 replies
    • 739 views

  16. Buying life insurance with plan assets

    By MGOAdmin,   
    • 1 reply
    • 738 views

  17. Elective deferral limit conditioned on top heavy status

    By C. B. Zeller,
    • 2 replies
    • 738 views

  18. How to correct failed match coverage test?

    By BG5150,
    • 1 reply
    • 738 views
    • Bri
    • Bri

  19. Late deferral change election correction

    By lradimer,   
    • 1 reply
    • 737 views

  20. Late Filing letters from the IRS sent to Plan Sponsors of 5500 EZ Plans

    By ABeach,
    • 4 replies
    • 737 views

  21. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 737 views
    • Dan
    • Dan

  22. Integrated PS formula--can the excess percentage be 0%?

    By jjaatirs,
    • 2 replies
    • 737 views

  23. Is Form 5500 Due In Year 1 If No Contributions Made?

    By Stash026,
    • 4 replies
    • 737 views

  24. Deferrals withheld between MEP and Single Employer Plan

    By Purplemandinga,
    • 5 replies
    • 737 views

  25. Failure to Implement Employee Election & Failed ADP Test

    By BLM,
    • 1 reply
    • 737 views

  26. Voluntary Class Exclusion

    By Jessica S,
    • 4 replies
    • 736 views

  27. Adoption of Non Safe Harbor 401(k) Plan

    By TPA Bob,   
    • 7 replies
    • 736 views

  28. Is rev proc 2013-12 the latest EPCRS?

    By Jim Chad,
    • 3 replies
    • 736 views

  29. Match doesn't start until 3%

    By Just Tri,
    • 6 replies
    • 736 views

  30. Associated match if match formula changed

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 736 views

  31. Plan Year Ends within Tax Year

    By Dougsbpc,
    • 0 replies
    • 736 views

  32. Start up Plan Credit: plan started in 2019

    By K2,
    • 5 replies
    • 736 views

  33. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 736 views

  34. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 736 views

  35. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 735 views

  36. Takeover Plan with a problem...

    By austin3515,
    • 1 reply
    • 735 views

  37. Certification that rollover is from an eleigible source

    By Jim Chad,
    • 0 replies
    • 735 views

  38. Discretionary Match - Different Rates for Union and non Union

    By MarZDoates,
    • 2 replies
    • 735 views

  39. Terminating MEP participation to start a stand-alone plan

    By jpdc,
    • 0 replies
    • 735 views

  40. Acquistion / Assume Old Plan / Set up new Plan

    By austin3515,
    • 2 replies
    • 735 views

  41. A nickel reappears.

    By imchipbrown,
    • 2 replies
    • 735 views

  42. Missed 2021 match for one person--do earnings?

    By BG5150,
    • 6 replies
    • 735 views

  43. CARES Act CRD repayment w/3-year spread

    By Ian,
    • 3 replies
    • 734 views

  44. Large Organiztion / Indiv Trustee vs Directed Corp.Trustee

    By austin3515,
    • 2 replies
    • 734 views
    • JRN
    • JRN

  45. Change in Plan Sponsor

    By MGOAdmin,   
    • 1 reply
    • 734 views

  46. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 733 views

  47. Roth IRA Rollover

    By CBenefits,
    • 3 replies
    • 733 views

  48. Death Benefit Received By Spouse When Both Spouses Have an Account Balance in Same Qualified Employer 401K Plan

    By Dawn Marlar,
    • 2 replies
    • 733 views

  49. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k,
    • 2 replies
    • 733 views

  50. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 733 views
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