401(k) Plans

19,275 topics in this forum

1. Payroll Order of Operations

   By 401kAllTheWay, February 27, 2024
   • 1 reply
   • 524 views
   • 
   • Peter Gulia
   • February 27, 2024

2. Failed 2016 ADP Test and Top Heavy Contribution Not Made

   By msmith, September 11, 2018
   • 2 replies
   • 524 views
   • 
   • msmith
   • September 13, 2018

3. Controlled/ASG - departure mid year - compliance testing

   By TPApril, September 29, 2022
   • 3 replies
   • 524 views
   • 
   • Lou S.
   • September 30, 2022

4. Mid year merger of non safe harbor and safe harbor plans

   By 30Rock, March 5, 2024
   • 0 replies
   • 524 views
   • 
   • 30Rock
   • March 5, 2024

5. Union - LTPT

   By TH 401k, January 21
   • 1 reply
   • 524 views
   • 
   • ratherbereading
   • January 22

6. In-Service Distribution of Employer Stock Fund Only?

   By kmhaab, October 14, 2019
   • 1 reply
   • 524 views
   • 
   • Dave Baker
   • October 15, 2019

7. Looking for Citation

   By thepensionmaven, July 14, 2023
   • 3 replies
   • 524 views
   • 
   • pmacduff
   • July 14, 2023

8. Merger of safe harbor plan into non-safe harbor plan due to business acquisition

   By Belgarath, August 6, 2024
   • 1 reply
   • 523 views
   • 
   • Bill Presson
   • August 8, 2024

9. Day Care Center Related to a Church

   By coleboy, October 23, 2018
   • 1 reply
   • 523 views
   • 
   • Luke Bailey
   • October 23, 2018

10. Roth calculation company match

    By thepensionmaven, February 28, 2020
    • 3 replies
    • 523 views
    • 
    • Larry Starr
    • February 28, 2020

11. DC 415 limit with potential short plan year

    By Tom, April 23, 2024
    • 1 reply
    • 523 views
    • 
    • Lou S.
    • April 24, 2024

12. starting a 2017 safe harbor - missed deadline

    By Santo Gold, November 10, 2017
    • 0 replies
    • 523 views
    • 
    • Santo Gold
    • November 10, 2017

13. Controlled group with 3 partnerships, one has a loss. How to calculate compensation

    By jkharvey, February 20
    • 1 reply
    • 522 views
    • 
    • Peter Gulia
    • February 20

14. Rehired Employee- Prior participation in company's 401k

    By RRivera, July 10, 2020
    • 1 reply
    • 522 views
    • 
    • Lou S.
    • July 10, 2020

15. Form 8881, Small plan tax credit form instructions?

    By justanotheradmin, December 21, 2023
    • 0 replies
    • 522 views
    • 
    • justanotheradmin
    • December 21, 2023

16. Is this a usual and standard request? We gave IRS copy of PPA Document and they came back and asked for EGTRRA Document?

    By SSRRS, June 24, 2021
    • 1 reply
    • 522 views
    • 
    • John Feldt ERPA CPC QPA
    • June 25, 2021

17. Passage of time eligibility

    By 30Rock, November 5
    • 6 replies
    • 522 views
    • 
    • RatherBeGolfing
    • November 11

18. Flexible Match Notice not needed for first year?

    By BG5150, February 9, 2023
    • 3 replies
    • 522 views
    • 
    • Belgarath
    • February 9, 2023

19. entered early by mistake

    By Earl, April 13, 2018
    • 1 reply
    • 522 views
    • 
    • ETA Consulting LLC
    • April 13, 2018

20. Entry Date

    By DTH, September 23, 2016
    • 1 reply
    • 522 views
    • 
    • GMK
    • September 23, 2016

21. CONTROLLED GROUP/ADP TESTING

    By Chippy, March 8, 2017
    • 6 replies
    • 522 views
    • 
    • Tom Poje
    • March 8, 2017

22. Land Investment in Plan

    By mjf06241972, August 14, 2018   

    • land 401k plan
    • 3 replies
    • 522 views
    • 
    • mjf06241972
    • August 14, 2018

23. Controlled Group - Attribution

    By Vlad401k, March 8, 2018
    • 4 replies
    • 522 views
    • 
    • Vlad401k
    • March 8, 2018

24. "Make Up" Match Several Years Later

    By Flyboyjohn, May 23, 2018   

    • 415
    • 3 replies
    • 521 views
    • 
    • Luke Bailey
    • May 23, 2018

25. Section 404 and Non-Profit

    By Guest_Question, March 17
    • 1 reply
    • 521 views
    • 
    • CuseFan
    • March 17

26. SIMPLE IRA for an LLC and 401k Plan for a C-Corp - same owner

    By Jen Preston, February 16, 2023
    • 2 replies
    • 521 views
    • 
    • CuseFan
    • February 17, 2023

27. Contribution Only to Selected Participants

    By Nancy Pritz, July 3, 2019
    • 2 replies
    • 521 views
    • 
    • Patricia Neal Jensen
    • July 8, 2019

28. QACA Match - formula not being capped

    By Spencer, April 11
    • 0 replies
    • 521 views
    • 
    • Spencer
    • April 11

29. Will i have to pay the penalty?

    By Supersunny, December 31, 2020
    • 1 reply
    • 520 views
    • 
    • C. B. Zeller
    • January 1, 2021

30. Old SEP/Profit sharing Plan

    By Pammie57, December 18, 2017
    • 1 reply
    • 520 views
    • 
    • Belgarath
    • December 18, 2017

31. help with dual eligibility question - deferrals and non-safe harbor match

    By Roxie99, September 9, 2021
    • 2 replies
    • 520 views
    • 
    • BG5150
    • September 10, 2021

32. Hardship withdrawal

    By NStinson1979, April 24, 2017
    • 3 replies
    • 520 views
    • 
    • CuseFan
    • April 24, 2017

33. Adding Managed Accounts to Plan

    By khn, September 3, 2020
    • 4 replies
    • 520 views
    • 
    • Alonzo Church
    • September 8, 2020

34. Maximizing Contributions

    By khn, June 1, 2024
    • 2 replies
    • 519 views
    • 
    • truphao
    • June 1, 2024

35. 415(c) and Amended Tax Returns

    By Cephas, August 19
    • 2 replies
    • 519 views
    • 
    • Cephas
    • August 20

36. MEP - do you ever aggregate members for TH min?

    By AlbanyConsultant, March 6, 2024
    • 4 replies
    • 519 views
    • 
    • AlbanyConsultant
    • March 6, 2024

37. Safe harbor 3% cross tested plan

    By Pixie, February 23, 2017
    • 5 replies
    • 519 views
    • 
    • Pixie
    • February 23, 2017

38. issuance of a loan for divorce

    By Lou81, May 6, 2024
    • 4 replies
    • 519 views
    • 
    • RatherBeGolfing
    • May 8, 2024

39. Secure 2.0/Cares/CAA addendum

    By Pixie, July 24
    • 2 replies
    • 519 views
    • 
    • CuseFan
    • July 25

40. 5500 Compliance Questions for Terminated Plan

    By A.C., April 10, 2024
    • 1 reply
    • 518 views
    • 
    • C. B. Zeller
    • April 10, 2024

41. 415 Compensation / HCE Determination

    By austin3515, September 15, 2022
    • 3 replies
    • 518 views
    • 
    • austin3515
    • September 19, 2022

42. Mid-Year Safe Harbor Match under PPP

    By glhotdog, May 29, 2020   

    • ppp 401k safe harbor match
    • 1 reply
    • 518 views
    • 
    • Bird
    • June 1, 2020

43. fee disclosure didn't include all fees

    By JARichardson, December 8, 2020
    • 3 replies
    • 518 views
    • 
    • Lou S.
    • December 8, 2020

44. Roth conversions

    By austin3515, March 13
    • 1 reply
    • 517 views
    • 
    • Paul I
    • March 13

45. Different Compensation for Different Sources

    By Vlad401k, February 13, 2020
    • 3 replies
    • 517 views
    • 
    • C. B. Zeller
    • February 14, 2020

46. excess deferral deadline

    By Rayofsunshine, April 18, 2022
    • 2 replies
    • 516 views
    • 
    • Rayofsunshine
    • April 26, 2022

47. Late Hardship Regulations Amendment - SCP?

    By casey72, April 27, 2022
    • 2 replies
    • 516 views
    • 
    • casey72
    • May 10, 2022

48. Post severance comp - taking a poll

    By Belgarath, September 8, 2016
    • 0 replies
    • 516 views
    • 
    • Belgarath
    • September 8, 2016

49. Top heavy and retirement

    By hileman, January 29, 2020
    • 1 reply
    • 516 views
    • 
    • Bri
    • January 29, 2020

50. 2 types of ER contributions - vested sched vs immediate

    By TPApril, April 25, 2017
    • 3 replies
    • 516 views
    • 
    • CuseFan
    • April 26, 2017