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401(k) Plans

19,317 topics in this forum

  1. Loan Default timing of updating accounts

    By legort69,
    • 1 reply
    • 429 views

  2. LTPT in Average Benefit Test

    By Vlad401k,
    • 1 reply
    • 429 views

  3. Great West KGPF

    By austin3515,
    • 1 reply
    • 429 views

  4. Employer Matching Contributions in a Controlled Group

    By AmandaJ,
    • 1 reply
    • 429 views

  5. Nationwide doesn't certify assets anymore?

    By bzorc,
    • 0 replies
    • 428 views

  6. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 428 views

  7. Mid-year Safe Harbor Amendment - Compensation

    By WesleyT,
    • 0 replies
    • 428 views

  8. Controlled Group or Multi Employer Plan??

    By Pammie57,
    • 1 reply
    • 428 views

  9. pro rated limits for joining a MEP mid year?

    By AlbanyConsultant,
    • 0 replies
    • 428 views

  10. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 427 views

  11. Exclusion of Eligible Employee Case Law

    By spartytax,
    • 1 reply
    • 427 views

  12. Excess match - distributed

    By kymo,
    • 1 reply
    • 427 views
    • K2
    • K2

  13. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 427 views

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

    By ejohnke,
    • 2 replies
    • 427 views

  15. How are TPA firms preparing for SECURE 2.0 changes next year?

    By R. Scott,
    • 1 reply
    • 426 views

  16. EACA related

    By Jakyasar,
    • 2 replies
    • 426 views

  17. DDR Allocation condition waivers

    By 30Rock,
    • 0 replies
    • 426 views

  18. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 426 views

  19. discretionary non-elective to cure top heavy

    By Jim Chad,
    • 1 reply
    • 426 views

  20. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek,
    • 0 replies
    • 425 views

  21. Change in Eligiblity

    By coleboy,
    • 2 replies
    • 425 views

  22. Non-Elective Deductibility Rules

    By Stash026,
    • 2 replies
    • 425 views

  23. Another allocation/contribution/deduction question

    By RatherBeGolfing,
    • 3 replies
    • 424 views
    • Earl
    • Earl

  24. New Plan- Safe Harbor?

    By coleboy,
    • 1 reply
    • 424 views

  25. Interest calc on excess deferrals

    By thepensionmaven,   
    • 1 reply
    • 423 views

  26. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 423 views

  27. Disaggregation

    By R. Butler,
    • 1 reply
    • 422 views

  28. LLC no pay in 2020 but wants to do PS

    By TPApril,
    • 1 reply
    • 422 views

  29. Successor Plan question

    By Belgarath,
    • 0 replies
    • 422 views

  30. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 422 views

  31. 2016 Safe Harbor Contribution missed

    By Mr401k,
    • 1 reply
    • 422 views
    • JRD
    • JRD

  32. New plan, retro start date with EACA

    By DMcGovern,
    • 0 replies
    • 421 views

  33. Withdraw 401k while acquisition

    By Kris Alya,
    • 1 reply
    • 420 views
    • WCC
    • WCC

  34. Oddball plan/fiscal year situation

    By Belgarath,
    • 2 replies
    • 420 views

  35. Voluntary After Tax vs Roth for low earners & can they be corrected to Roth?

    By TPApril,
    • 2 replies
    • 420 views

  36. Mid year conversion of SIMPLE to 401(k) Safe Harbor

    By Keith Lowery,
    • 2 replies
    • 420 views

  37. Was participant really enrolled?

    By coleboy,
    • 1 reply
    • 419 views

  38. Increased excise tax

    By Trisports,   
    • 1 reply
    • 418 views

  39. Thoughts on the "missing participants" problem?

    By Shuo,
    • 1 reply
    • 418 views

  40. Prior Year Testing if Amendments Made

    By austin3515,
    • 2 replies
    • 418 views

  41. Late transfer to participant accounts

    By Tom,
    • 1 reply
    • 418 views

  42. Amend Standard 401k with company match

    By thepensionmaven,
    • 2 replies
    • 417 views

  43. Loan Deemed Distribution

    By austin3515,
    • 2 replies
    • 417 views

  44. Term of Service Waiver

    By whistlingvivaldi,   
    • 3 replies
    • 416 views

  45. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 416 views
    • B21
    • B21

  46. timing of disclosure

    By Jim Bender,
    • 1 reply
    • 416 views

  47. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 416 views

  48. Tribal 401(k) Plans

    By TPApril,
    • 0 replies
    • 416 views

  49. use of different safe harbors

    By thepensionmaven,
    • 4 replies
    • 415 views

  50. Treatment of Otherwise Excludable Employees for Coverage and ADP Testing-Option 1

    By Logan401,
    • 1 reply
    • 415 views
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