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401(k) Plans

19,275 topics in this forum

  1. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 576 views

  2. P/T ees excluded from plan but allowed to defer

    By doombuggy,
    • 3 replies
    • 576 views

  3. Precious metals

    By Jim Chad,
    • 1 reply
    • 576 views

  4. Due on Sale clause

    By Jim Chad,
    • 1 reply
    • 576 views

  5. QP and SIMPLE in the same year

    By JPIngold,
    • 1 reply
    • 576 views

  6. Catch Up Contributions When Compensation Is Low

    By mming,
    • 4 replies
    • 576 views

  7. Discretionary Match Forfeitures

    By Cobras59,
    • 4 replies
    • 576 views

  8. Litigation

    By CuseFan,
    • 4 replies
    • 576 views

  9. 415 allocation Issues

    By VeryOldMan,   
    • 2 replies
    • 576 views

  10. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 575 views

  11. Taking a loan before a hardship pre-2019 rules

    By 30Rock,
    • 2 replies
    • 575 views

  12. Converting Plan with Self-Directed Brokerage

    By khn,
    • 1 reply
    • 575 views

  13. Deferrals not put into chosen funds

    By coleboy,
    • 5 replies
    • 575 views

  14. Terminated SH plan--owner owes himself SH

    By BG5150,
    • 2 replies
    • 575 views

  15. COVID Distribution Repayment - Rollover

    By Jess C,
    • 1 reply
    • 574 views

  16. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 574 views

  17. VFCP Filing Question

    By austin3515,
    • 4 replies
    • 574 views

  18. Compliance Testing for mid year changes with salary

    By dragondon,
    • 1 reply
    • 574 views

  19. Auto enrollment failure - Is retroactive opt out permitted?

    By Clare,
    • 2 replies
    • 574 views
    • K2
    • K2

  20. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 573 views

  21. Excess 401K match

    By Cpadave,
    • 2 replies
    • 573 views

  22. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 573 views

  23. Client deposited profit sharing monies to safe harbor account and safe harbor monies to profit sharing account.

    By Fibonacci,
    • 2 replies
    • 573 views

  24. Plan 002 with an Earlier Effective Date than Plan 001

    By KJJ-TPA,
    • 3 replies
    • 573 views

  25. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 573 views

  26. Bond Requirement - ER (not public) stock in plan

    By John Feldt ERPA CPC QPA,   
    • 5 replies
    • 573 views

  27. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 572 views

  28. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 572 views

  29. QNEC, Already contributed $20,500 limit to 401K; Turned 50 years old in March 2022, will QNEC count towards Catch-Up Limit?

    By Rita,
    • 2 replies
    • 572 views

  30. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 572 views

  31. Plan Loan Limitations

    By jevd,   
    • 3 replies
    • 571 views

  32. Termination Date

    By FT Retire,
    • 3 replies
    • 571 views

  33. Daily testing method for coverage

    By Purplemandinga,
    • 2 replies
    • 571 views

  34. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 571 views

  35. Safe Harbor Loan Provisions

    By RRivera,
    • 2 replies
    • 570 views

  36. First time 5500 ez for a 15 year old account

    By Raj,
    • 3 replies
    • 570 views

  37. Rehire do we count vested balance in Aftertax or DB?

    By Jim Chad,
    • 3 replies
    • 570 views

  38. Looking up search results

    By Belgarath,
    • 10 replies
    • 569 views

  39. RMD's

    By ICT_Bob,   
    • 3 replies
    • 569 views

  40. Switch from Safe Harbor Non Elective to Safe Harbor Match Mid Year

    By roundlou,
    • 1 reply
    • 568 views

  41. Affiliated Service Group?

    By sdix401k,
    • 1 reply
    • 568 views

  42. Testing requirements for a controlled group with separate plans

    By Rai401k,
    • 1 reply
    • 568 views

  43. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 568 views

  44. Related Employer compensation

    By AKconsult,
    • 1 reply
    • 568 views

  45. coverage test

    By mehmgo,
    • 3 replies
    • 567 views

  46. 401(k) Eve?

    By CuseFan,
    • 8 replies
    • 567 views

  47. Can Employer Give Certain Employee More and How Much?

    By Chris123,
    • 3 replies
    • 567 views

  48. auto enroll required in 2025 for new plans

    By gregburst,
    • 2 replies
    • 567 views

  49. Solo 401(k) Mess

    By Chipwood 24,
    • 2 replies
    • 566 views

  50. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 566 views
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