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401(k) Plans

19,317 topics in this forum

  1. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing,
    • 2 replies
    • 665 views

  2. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 665 views

  3. unpaid invoices on service termination

    By AdKu,
    • 3 replies
    • 665 views

  4. Correcting a failed ACP Test from prior Plan Year

    By msmith,
    • 3 replies
    • 665 views

  5. Is the calculation method used for correcting the failed test incompatible with the test failed?

    By dragondon,
    • 6 replies
    • 664 views

  6. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 664 views

  7. 401k and QDRO

    By Susan knight,
    • 4 replies
    • 664 views

  8. SECURE Act annuity portability

    By Ian,
    • 1 reply
    • 664 views

  9. Stock ownership for HCE definition

    By gdlfa,
    • 1 reply
    • 664 views

  10. Schedule A needed here?

    By AdKu,
    • 5 replies
    • 664 views

  11. Late Deposit Safe Harbor Timing vs 5500 Audit

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

  12. ADP Failure - 10% penalty even if using 'one-to-one' correction?

    By AlbanyConsultant,
    • 2 replies
    • 663 views

  13. Control Group no longer and new plan

    By cpc0506,
    • 5 replies
    • 663 views

  14. 4 plans merging into 1

    By justatester,
    • 0 replies
    • 663 views

  15. Money purchase pension assets in top heavy testing

    By Mleech,
    • 3 replies
    • 663 views

  16. Does a recordkeeper have an indicator for whether a participant is an employee or is a self-employed individual?

    By Peter Gulia,
    • 7 replies
    • 663 views

  17. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 662 views

  18. Cessation of participation by a participating employer

    By pensiongeek,
    • 2 replies
    • 662 views

  19. Correcting for missed Opportunity for Voluntary After-Tax

    By Loves401(k),
    • 1 reply
    • 662 views

  20. Safe Harbor Match mid-year suspension - notice

    By Belgarath,
    • 3 replies
    • 662 views

  21. Excess deferrals with losses

    By Bird,
    • 3 replies
    • 661 views

  22. No Accountants Opinion Attached to 5500 - 2022

    By John K,
    • 1 reply
    • 661 views

  23. small SH due to paid-out participant

    By AlbanyConsultant,
    • 3 replies
    • 661 views

  24. Self Directed Brokerage / FBO Accounts / Lifetime Income Disclosures

    By austin3515,
    • 2 replies
    • 661 views

  25. 401k Set Up Trouble

    By coleboy,
    • 9 replies
    • 661 views

  26. Merger of Corporations & Successor Plan

    By shERPA,
    • 0 replies
    • 660 views

  27. Automatic Rollovers

    By coleboy,
    • 6 replies
    • 660 views

  28. Plan Document Question

    By khn,
    • 2 replies
    • 660 views

  29. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 660 views

  30. Rollover inside same plan

    By cdavis25,
    • 1 reply
    • 660 views

  31. Is there a Match True up? Which comp to use?

    By jmartin,
    • 1 reply
    • 659 views

  32. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 659 views

  33. DFVCP Filing Fees

    By nerd-party-administrator,
    • 2 replies
    • 659 views

  34. VCP with SEP and SIMPLE 401(k) Errors

    By lakesandtrees,   
    • 5 replies
    • 659 views

  35. Coverage Testing - Controlled Group

    By 52626,
    • 2 replies
    • 659 views

  36. Considered Compensation from W2

    By ratherbereading,   
    • 4 replies
    • 658 views

  37. Excluding EE's who work less than 20 hours per week when eligibility requirement is 30 days of service

    By Mel_1999,
    • 4 replies
    • 658 views

  38. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 658 views

  39. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 658 views
    • Tom
    • Tom

  40. COVID-19 Safe Harbor Relief Notice 2020-52

    By RatherBeGolfing,
    • 1 reply
    • 658 views

  41. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 658 views

  42. Auto Enrollment Tax Credit

    By austin3515,
    • 3 replies
    • 657 views

  43. Partners and after-tax

    By John Feldt ERPA CPC QPA,   
    • 0 replies
    • 657 views

  44. New 401k plan - Am I missing something in the regs for eligibility?

    By Jakyasar,
    • 3 replies
    • 657 views

  45. Income Stems From Crypto Currency?

    By metsfan026,
    • 7 replies
    • 657 views

  46. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 657 views

  47. 415 and noncalendar year

    By DPL,
    • 4 replies
    • 657 views

  48. MEP as successor plan... but requiring rollovers into the MEP

    By AlbanyConsultant,
    • 1 reply
    • 656 views

  49. 414s Testing

    By austin3515,
    • 1 reply
    • 656 views

  50. Terminating from a PEP

    By MATRIX,
    • 1 reply
    • 656 views
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