401(k) Plans

19,275 topics in this forum

1. Safe Harbor Funding requirement for 2022

   By Tom, November 29, 2022
   • 2 replies
   • 426 views
   • 
   • Bill Presson
   • November 29, 2022

2. Plan Wide Fund Change Fees?

   By Pam Shoup, December 1, 2022
   • 1 reply
   • 426 views
   • 
   • R Griffith
   • December 2, 2022

3. Default on 401k due to work related disabilty

   By Bonnie Sue eden, October 2, 2019   

   • default
   • 2 replies
   • 426 views
   • 
   • pmacduff
   • October 3, 2019

4. DOL Advisory Opinion 81-78

   By Wessex, June 26, 2017
   • 0 replies
   • 426 views
   • 
   • Wessex
   • June 26, 2017

5. 401(k) Plan and SIMPLE IRA

   By Vlad401k, May 13, 2024
   • 1 reply
   • 425 views
   • 
   • Bri
   • May 13, 2024

6. Plan giving Prior to 2016 and After 2016 Data - why?

   By KTB, November 21, 2017
   • 1 reply
   • 425 views
   • 
   • Tom Poje
   • November 21, 2017

7. SH 401(k) Plan where deductions have not been submitted

   By Theresa, March 28, 2019
   • 3 replies
   • 424 views
   • 
   • 401king
   • March 29, 2019

8. Nondiscrimination testing re the TIMING of contributions to two different groups

   By Belgarath, October 15, 2024
   • 1 reply
   • 424 views
   • 
   • Lou S.
   • October 16, 2024

9. QACA auto-enrollment question

   By Bruce1, December 16, 2024
   • 0 replies
   • 424 views
   • 
   • Bruce1
   • December 16, 2024

10. Top Heavy and Covid Distributions

    By justatester, March 31, 2023
    • 1 reply
    • 424 views
    • 
    • Lou S.
    • March 31, 2023

11. Deferral in Error

    By PFranckowiak, March 2, 2017
    • 2 replies
    • 424 views
    • 
    • BG5150
    • March 3, 2017

12. SImple plan - missed deposits

    By Chippy, July 18, 2019
    • 2 replies
    • 424 views
    • 
    • Luke Bailey
    • July 19, 2019

13. Distribution via QRRO from Roth 401(k)

    By fmsinc, November 10, 2023
    • 1 reply
    • 423 views
    • 
    • Bird
    • November 13, 2023

14. Plan Takeover/Merger - Beneficiary info carryforward - best practice

    By legort69, November 13
    • 3 replies
    • 422 views
    • 
    • Paul I
    • November 14

15. QACA Suspension

    By Lisa2005, May 5, 2020
    • 2 replies
    • 422 views
    • 
    • Lisa2005
    • May 5, 2020

16. Contribution error

    By BellaBee41, October 3
    • 3 replies
    • 422 views
    • 
    • BellaBee41
    • October 13

17. Plan Merger and Prior Year Testing

    By justatester, May 18, 2023
    • 0 replies
    • 422 views
    • 
    • justatester
    • May 18, 2023

18. EPCRS Corrections "Resemble" Appendixes

    By austin3515, July 17, 2019
    • 1 reply
    • 422 views
    • 
    • RatherBeGolfing
    • July 18, 2019

19. Deferral Changes

    By bcsn77, May 19, 2017
    • 1 reply
    • 421 views
    • 
    • CuseFan
    • May 19, 2017

20. ACP test

    By cdavis25, March 11, 2019
    • 1 reply
    • 421 views
    • 
    • BG5150
    • March 11, 2019

21. MEP Questions in connection with 2024 law change about spousal aggregation

    By Brenda Wren, September 25, 2024
    • 2 replies
    • 421 views
    • 
    • Brenda Wren
    • September 25, 2024

22. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate, May 17, 2023   

    • unpaid hours
    • credit for unpaid hours
    • (and 3 more)

      Tagged with:

      • unpaid hours
      • credit for unpaid hours
      • eligibility service
      • spouse
      • relius
    • 0 replies
    • 421 views
    • 
    • cheersmate
    • May 17, 2023

23. mandatory automatic enrollment count... and part-time employees

    By AlbanyConsultant, October 22
    • 1 reply
    • 420 views
    • 
    • C. B. Zeller
    • October 22

24. EFTPS Payment

    By metsfan026, December 23, 2021
    • 1 reply
    • 420 views
    • 
    • BG5150
    • December 23, 2021

25. ACP test required?

    By Purplemandinga, April 23, 2019
    • 1 reply
    • 420 views
    • 
    • Purplemandinga
    • April 23, 2019

26. Can an Affiliated Service Group Create a Control Group?

    By TN CPA, November 14, 2018   

    • control group
    • affiliated service group
    • 1 reply
    • 420 views
    • 
    • Lou S.
    • November 14, 2018

27. Plan Liquidated but Fails Discrimination Testing

    By FT Retire, March 3, 2023
    • 1 reply
    • 420 views
    • 
    • Lou S.
    • March 3, 2023

28. Missed Deferral and SH Match for 6 years

    By SCSFAM03, December 7, 2018
    • 1 reply
    • 419 views
    • 
    • Belgarath
    • December 10, 2018

29. Employer nonelective or matching contributions as Roth

    By Belgarath, February 19, 2024
    • 1 reply
    • 419 views
    • 
    • CuseFan
    • February 19, 2024

30. One Plan to Two Plans, SOX Notice?

    By 401kPig, February 7, 2017
    • 1 reply
    • 419 views
    • 
    • K2retire
    • February 8, 2017

31. Final 5500 after entire solo 401k rolled over into SEP IRA

    By NJ Harrington, February 24, 2022
    • 1 reply
    • 419 views
    • 
    • Bri
    • February 24, 2022

32. Multiple-employer defined contribution pension plans to report aggregate account balance information by employer

    By steve45, January 4, 2022
    • 1 reply
    • 419 views
    • 
    • C. B. Zeller
    • January 4, 2022

33. Auto-enrollment grandfathering

    By Belgarath, September 25, 2023
    • 2 replies
    • 419 views
    • 
    • Belgarath
    • September 25, 2023

34. Great West KGPF

    By austin3515, August 27, 2017
    • 1 reply
    • 419 views
    • 
    • Peter Gulia
    • August 28, 2017

35. Two Hardships for Same Event

    By CYK0913, March 26, 2019
    • 2 replies
    • 419 views
    • 
    • rr_sphr
    • March 28, 2019

36. Limiting the Number of 60-Day Rollovers?

    By metsfan026, November 6
    • 3 replies
    • 418 views
    • 
    • austin3515
    • November 10

37. Terminated plan with staledated checks

    By DDB BN, February 5, 2020
    • 0 replies
    • 418 views
    • 
    • DDB BN
    • February 5, 2020

38. Sorry not 401(k) But figured this has the most traffic. Anyone trying to use Relius ASP today?

    By HarleyBabe, September 25, 2021
    • 3 replies
    • 418 views
    • 
    • BG5150
    • October 29, 2021

39. Exclusion of Eligible Employee Case Law

    By spartytax, September 10, 2017
    • 1 reply
    • 417 views
    • 
    • QDROphile
    • September 10, 2017

40. Excess match - distributed

    By kymo, February 7, 2017
    • 1 reply
    • 417 views
    • 
    • K2
    • February 8, 2017

41. Mandatory Distributions

    By Tom, October 22, 2024
    • 1 reply
    • 417 views
    • 
    • justanotheradmin
    • October 22, 2024

42. affiliated service group question

    By Tom, June 19, 2024
    • 1 reply
    • 417 views
    • 
    • Tom
    • June 19, 2024

43. Acquired Sponsor and Successor Plan Rule

    By Plan Doc, June 22, 2023
    • 2 replies
    • 417 views
    • 
    • Plan Doc
    • June 23, 2023

44. Controlled Group Safe Harbor and Traditional

    By 52626, March 19, 2019
    • 5 replies
    • 417 views
    • 
    • Mike Preston
    • March 21, 2019

45. Post-Severance compensation

    By Belgarath, February 13, 2023
    • 1 reply
    • 416 views
    • 
    • Gilmore
    • February 13, 2023

46. must offer 401K

    By SSRRS, January 24, 2022
    • 2 replies
    • 416 views
    • 
    • SSRRS
    • January 24, 2022

47. Annual additions limit for non-calendar plan and 401(k) deferrals greater than the calendar year limit.

    By AJC, June 8, 2022
    • 2 replies
    • 416 views
    • 
    • Lou S.
    • June 8, 2022

48. Will the IRS delay SECURE 2022’s automatic-contribution condition?

    By Peter Gulia, September 25, 2023
    • 0 replies
    • 416 views
    • 
    • Peter Gulia
    • September 25, 2023

49. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k, January 14, 2020
    • 1 reply
    • 415 views
    • 
    • Mike Preston
    • January 15, 2020

50. Small Business Tax Credit (Secure Act)

    By Dobber, October 28, 2022
    • 1 reply
    • 415 views
    • 
    • CuseFan
    • October 28, 2022