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401(k) Plans

19,337 topics in this forum

  1. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 460 views

  2. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 460 views

  3. bad 415(c) correction - prohibited transaction?

    By casey72,
    • 1 reply
    • 460 views

  4. COVID Emergency Sick Leave Wages

    By Muzukii,
    • 1 reply
    • 460 views
    • JRN
    • JRN

  5. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 460 views

  6. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

    By PensionPro,
    • 0 replies
    • 459 views

  7. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 459 views

  8. Default on 401k due to work related disabilty

    By Bonnie Sue eden,   
    • 2 replies
    • 459 views

  9. Missed Deferral and Match

    By Vlad401k,
    • 1 reply
    • 459 views
    • WCC
    • WCC

  10. calendar year match true up, off calendar year plan

    By TommyGunn13,
    • 0 replies
    • 459 views

  11. Are most 401(k) plans self-directed?

    By ClintonF,
    • 2 replies
    • 458 views

  12. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 458 views

  13. Fixing controlled group coverage failure

    By JPete,
    • 0 replies
    • 458 views

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

    By Belgarath,
    • 1 reply
    • 457 views

  15. Can 401(k) be rolled over to Roth IRA directly?

    By Maria Ku,
    • 1 reply
    • 457 views

  16. ADP correction - then match calculation?

    By WCC,
    • 1 reply
    • 457 views

  17. 401(k) Plan and SIMPLE IRA

    By Vlad401k,
    • 1 reply
    • 457 views

  18. Is this a safe harbor match formula

    By Santo Gold,
    • 3 replies
    • 457 views

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

    By TN CPA,   
    • 1 reply
    • 456 views

  20. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 456 views

  21. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke,
    • 2 replies
    • 456 views

  22. How to Handle Match Formula

    By mming,
    • 2 replies
    • 455 views

  23. Fixing ADP Test 2 yrs later

    By TPApril,
    • 0 replies
    • 455 views

  24. Acquired Sponsor and Successor Plan Rule

    By Plan Doc,
    • 2 replies
    • 455 views

  25. ACP test

    By cdavis25,
    • 1 reply
    • 455 views

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

    By Theresa,
    • 3 replies
    • 454 views

  27. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 454 views

  28. Adding 401(k) to Profit Sharing

    By ejohnke,
    • 1 reply
    • 453 views

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

    By steve45,
    • 1 reply
    • 453 views

  30. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 453 views

  31. Terminated plan with staledated checks

    By DDB BN,
    • 0 replies
    • 453 views

  32. Catch up contributions at a previous employer with short limitation year

    By ERISA-Bubs,
    • 1 reply
    • 452 views
    • Bri
    • Bri

  33. EFTPS Payment

    By metsfan026,
    • 1 reply
    • 452 views

  34. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 452 views

  35. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 452 views

  36. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 452 views

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

    By KTB,
    • 1 reply
    • 452 views

  38. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 451 views

  39. Solo 401(k)

    By Dobber,
    • 1 reply
    • 451 views

  40. 401(k) Plan for Collectively Bargained Employees -- Is ADP/Safe Harbor Language Required?

    By rocknrolls2,
    • 1 reply
    • 451 views

  41. SECURE 2.0 & new plan in 2022 / Saver's Credits

    By TPApril,
    • 0 replies
    • 450 views

  42. Controlled Group Safe Harbor and Traditional

    By 52626,
    • 5 replies
    • 450 views

  43. Plan Liquidated but Fails Discrimination Testing

    By FT Retire,
    • 1 reply
    • 450 views

  44. SImple plan - missed deposits

    By Chippy,
    • 2 replies
    • 450 views

  45. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 449 views

  46. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 449 views

  47. Hardship Distribution

    By thepensionmaven,   
    • 4 replies
    • 449 views

  48. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 449 views

  49. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 449 views

  50. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 448 views
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