401(k) Plans

19,275 topics in this forum

1. Annual Notice Requirement for Spouse Only Plan

   By Sue, October 21, 2019
   • 2 replies
   • 467 views
   • 
   • Lou S.
   • October 22, 2019

2. RMD for Deceased Partic - Client can't find bene

   By MidWestTPA, December 12, 2019
   • 1 reply
   • 467 views
   • 
   • ESOP Guy
   • December 12, 2019

3. Flexible Discretionary match and employee allocation groups

   By Tom, February 15, 2022
   • 2 replies
   • 466 views
   • 
   • Bri
   • February 15, 2022

4. Off Calendar Catch Up Question

   By Gilmore, October 19, 2021
   • 4 replies
   • 466 views
   • 
   • Gilmore
   • October 20, 2021

5. Related Organizations

   By TPA Bob, February 20, 2018   

   • controlled group
   • affiliated service group
   • 1 reply
   • 466 views
   • 
   • Lou S.
   • February 20, 2018

6. Affiliate Service Group or Controlled Group

   By Snowman, April 30, 2024
   • 1 reply
   • 466 views
   • 
   • Paul I
   • April 30, 2024

7. Transfer from a PEO-MEP to a 401k Plan

   By 401kSteve, February 27, 2021
   • 0 replies
   • 465 views
   • 
   • 401kSteve
   • February 27, 2021

8. 2025’s limits on early-out distributions

   By Peter Gulia, November 4, 2024
   • 3 replies
   • 465 views
   • 
   • Peter Gulia
   • November 4, 2024

9. Delayed deposit of employee deferral

   By rblum50, March 8, 2019
   • 1 reply
   • 465 views
   • 
   • C. B. Zeller
   • March 8, 2019

10. 401(k) plan for controlled group

    By cathyw, September 23, 2016
    • 0 replies
    • 465 views
    • 
    • cathyw
    • September 23, 2016

11. New catch-up rules

    By Jakyasar, November 27, 2024
    • 2 replies
    • 465 views
    • 
    • Jakyasar
    • November 27, 2024

12. Requesting "Minor" Modification of Compliance Statement

    By IhrtERISA, December 1, 2017
    • 0 replies
    • 465 views
    • 
    • IhrtERISA
    • December 1, 2017

13. After-tax contributions

    By austin3515, June 24, 2021
    • 0 replies
    • 464 views
    • 
    • austin3515
    • June 24, 2021

14. Rollovers from US plan to PR TSP

    By Chris123, November 18, 2020
    • 0 replies
    • 464 views
    • 
    • Chris123
    • November 18, 2020

15. Penalty for Y/E match funded after March 15 fails ACP

    By legort69, March 12, 2020
    • 1 reply
    • 464 views
    • 
    • Bri
    • March 12, 2020

16. One participant 401k real estate lawsuit

    By Lawrence, August 9, 2018   

    • 401k
    • law suit
    • (and 1 more)

      Tagged with:

      • 401k
      • law suit
      • real estate
    • 1 reply
    • 464 views
    • 
    • Larry Starr
    • August 9, 2018

17. Secure 2- Retroactive adoption of deferral contributions

    By B21, January 4, 2023
    • 1 reply
    • 464 views
    • 
    • Towanda
    • May 17, 2023

18. timing for deposit for quarterly match

    By AlbanyConsultant, February 2, 2017
    • 2 replies
    • 463 views
    • 
    • AlbanyConsultant
    • February 3, 2017

19. Safe harbor plan and cessation of some participating employers

    By 30Rock, February 14, 2024
    • 0 replies
    • 463 views
    • 
    • 30Rock
    • February 14, 2024

20. Penalty for Late Filing of 1094/1095

    By metsfan026, April 10, 2024
    • 1 reply
    • 463 views
    • 
    • Sabrina1
    • April 10, 2024

21. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K, October 22, 2024
    • 1 reply
    • 463 views
    • 
    • Lauren0507
    • October 23, 2024

22. Can you correct Incorrect QNEC???

    By kmhaab, October 3, 2017
    • 0 replies
    • 463 views
    • 
    • kmhaab
    • October 3, 2017

23. Compensation after year end and testing

    By khr, December 21, 2020
    • 1 reply
    • 463 views
    • 
    • Bird
    • December 21, 2020

24. Early Retirement Age

    By baileybear, August 15, 2023
    • 1 reply
    • 462 views
    • 
    • CuseFan
    • August 16, 2023

25. Multiple Plan Entry Requirements

    By metsfan026, August 20, 2021
    • 3 replies
    • 462 views
    • 
    • C. B. Zeller
    • August 20, 2021

26. Help needed...tough situation

    By scarabrad, April 2, 2018
    • 1 reply
    • 462 views
    • 
    • jpod
    • April 2, 2018

27. 5500 Schedule C Question

    By Madison71, August 6, 2018
    • 0 replies
    • 462 views
    • 
    • Madison71
    • August 6, 2018

28. EACA Tax credit from SECURE

    By justanotheradmin, February 21, 2020
    • 0 replies
    • 461 views
    • 
    • justanotheradmin
    • February 21, 2020

29. Safe Harbor Match not Deposited for Calendar Year 2017

    By msmith, February 18, 2019
    • 2 replies
    • 461 views
    • 
    • msmith
    • February 18, 2019

30. Company Acquisition and HCEs

    By MGOAdmin, September 3, 2021
    • 1 reply
    • 461 views
    • 
    • Lou S.
    • September 7, 2021

31. US Company with Puerto Rican employee

    By Gilmore, July 12, 2021
    • 0 replies
    • 461 views
    • 
    • Gilmore
    • July 12, 2021

32. Maxing out 401(k) Plan and Roth IRA

    By AJC, February 16, 2023
    • 2 replies
    • 461 views
    • 
    • AJC
    • February 16, 2023

33. Who's The Employer?

    By AmyETPA, March 23, 2022
    • 1 reply
    • 461 views
    • 
    • CuseFan
    • March 24, 2022

34. 5500 For PEP

    By Keith Lowery, October 14, 2024
    • 2 replies
    • 460 views
    • 
    • Keith Lowery
    • October 14, 2024

35. Medical Hardship

    By Ray H, February 24, 2019
    • 1 reply
    • 460 views
    • 
    • CuseFan
    • February 25, 2019

36. Discretionary Match

    By mjf624, February 17, 2017   

    • discretionary match
    • 1 reply
    • 460 views
    • 
    • Kevin C
    • February 17, 2017

37. QNEC and QMAC

    By dragondon, December 8, 2022
    • 3 replies
    • 460 views
    • 
    • C. B. Zeller
    • January 3, 2023

38. ROBS Company Issuing Preferred Stock

    By 401 Chaos, November 2, 2023
    • 0 replies
    • 460 views
    • 
    • 401 Chaos
    • November 2, 2023

39. Fiscal Year contribution funding for Calendar Year Plan

    By BLM, August 1, 2017
    • 0 replies
    • 460 views
    • 
    • BLM
    • August 1, 2017

40. Safe Harbor 401k and Tradional 401k in a Controlled Group

    By timofeo, April 23, 2020
    • 2 replies
    • 460 views
    • 
    • timofeo
    • July 1, 2020

41. Deductible limit and excess annual additions

    By cpc0506, September 8, 2017
    • 1 reply
    • 459 views
    • 
    • ETA Consulting LLC
    • September 9, 2017

42. 401k Termination with Partners

    By Gilmore, October 22
    • 3 replies
    • 459 views
    • 
    • Gilmore
    • October 23

43. small plan Audit Waiver checked on From 5500-SF & Regulated Financial Institution on SAR / AFN

    By AdKu, May 26, 2017
    • 2 replies
    • 459 views
    • 
    • BG5150
    • May 30, 2017

44. Safe Harbor Contribution Required?

    By Dougsbpc, October 28, 2023
    • 2 replies
    • 458 views
    • 
    • Paul I
    • October 28, 2023

45. KSOP - Substantial and Recurring Contributions

    By EBECatty, February 21, 2017
    • 2 replies
    • 458 views
    • 
    • EBECatty
    • February 21, 2017

46. Fund Replacement in MultiVendor Plan

    By khn, December 3, 2020
    • 2 replies
    • 458 views
    • 
    • khn
    • December 4, 2020

47. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king, April 27, 2023
    • 1 reply
    • 458 views
    • 
    • truphao
    • April 27, 2023

48. Corrective Distribution on account of failed ADP/ACP test

    By Pammie57, February 10, 2020
    • 1 reply
    • 458 views
    • 
    • ratherbereading
    • February 10, 2020

49. Mid-year change from SH Match to 3% NE?

    By Sue B, April 4, 2022
    • 1 reply
    • 458 views
    • 
    • C. B. Zeller
    • April 4, 2022

50. QNEC

    By thepensionmaven, September 14, 2017   

    • qnec
    • 2 replies
    • 457 views
    • 
    • Belgarath
    • September 14, 2017