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401(k) Plans

19,317 topics in this forum

  1. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 391 views

  2. Plan configuration question - is this a master trust?

    By letsgoisles89,
    • 1 reply
    • 390 views

  3. Historical corrections for 5500's & late 401k

    By TPApril,
    • 0 replies
    • 389 views

  4. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 388 views

  5. Exclusion of otherwise eligbile ee

    By austin3515,
    • 0 replies
    • 388 views

  6. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 387 views

  7. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 385 views

  8. Establish End of the Year 401(k) Plan

    By rblum50,
    • 2 replies
    • 385 views

  9. QSLOB company do we count hours for discretionary non-elective

    By Jim Chad,
    • 1 reply
    • 385 views

  10. K-1 Elig Plan Comp Calc for Limited Partner (LP)

    By B_17,
    • 0 replies
    • 384 views

  11. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 384 views

  12. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 383 views

  13. Solo 401(k) Deduction

    By bzorc,
    • 1 reply
    • 383 views

  14. Contributions to the solo 401(k) for a QJV with a full-time W-2 job

    By ill,
    • 0 replies
    • 383 views
    • ill
    • ill

  15. Adding 3% Safe Harbor--notice needed first time?

    By BG5150,
    • 1 reply
    • 383 views

  16. HCE limit increase & change from 135K to 150K

    By TPApril,
    • 0 replies
    • 382 views

  17. Incorrect Deferral % - Overage

    By Purplemandinga,
    • 1 reply
    • 382 views

  18. Plan Effective date for newly unrelated entities

    By JustMe,
    • 0 replies
    • 381 views

  19. When is 401(k) plan considered liquidated with installment sale of a plan asset?

    By Tom,
    • 1 reply
    • 381 views

  20. Key Employee and Family Attribution

    By Tom,
    • 1 reply
    • 380 views
    • Bri
    • Bri

  21. Notice for SIMPLE to 401(k) mid-year replacement

    By justanotheradmin,
    • 0 replies
    • 380 views

  22. Long Term Part Time workers under a leasing/ temp arrangement

    By justanotheradmin,
    • 0 replies
    • 380 views

  23. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 380 views

  24. Rollover Withdrawal from Retirement Plan

    By mjf06241972,
    • 1 reply
    • 380 views

  25. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe,
    • 1 reply
    • 378 views

  26. plan terminated before VFCP amount put in

    By stan evans,
    • 0 replies
    • 377 views

  27. Payroll-based SH match timing question--off calendar

    By BG5150,
    • 1 reply
    • 377 views
    • Bri
    • Bri

  28. Off Calendar Safe Harbor Startup

    By Gilmore,
    • 1 reply
    • 376 views

  29. sole proprietor and partnership with frozen DB plan and a DC plan

    By R. Butler,
    • 0 replies
    • 374 views

  30. Correcting a Late ACP Testing Failure

    By KMMB,
    • 0 replies
    • 373 views
    • KMMB
    • KMMB

  31. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 372 views

  32. Is there more?

    By Pammie57,
    • 1 reply
    • 372 views

  33. Two 1099Rs for excess contribution

    By thepensionmaven,
    • 1 reply
    • 372 views

  34. Secure 2.0 - 100% tax credit for new plans - effective date

    By TPApril,
    • 1 reply
    • 370 views

  35. Removing QACA

    By Robin Wilson,
    • 0 replies
    • 370 views

  36. Tax credits for a new plan even though we have an existing plan

    By Mikerbpm,
    • 1 reply
    • 369 views

  37. Correcting ADP test under EPCRS-5330?

    By BG5150,
    • 0 replies
    • 369 views

  38. Deadline for profit sharing if short plan year follows

    By Mr401k,
    • 1 reply
    • 369 views

  39. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 368 views
    • Tom
    • Tom

  40. ACP Failure-Participant died-money in spouse account

    By justatester,
    • 1 reply
    • 368 views

  41. Loan Corrections

    By austin3515,
    • 1 reply
    • 368 views

  42. HCE Aggregation in both US 401(k) and Puerto Rico Plan

    By compliancecrazy,
    • 0 replies
    • 367 views

  43. 401K

    By Byronious316@gmail.com,
    • 1 reply
    • 367 views

  44. Leaving PEO, starting single ER plan, what happens to QACA?

    By Kac1214,
    • 1 reply
    • 367 views

  45. Which early-out distribution amounts are inflation-adjusted?

    By Peter Gulia,
    • 0 replies
    • 366 views

  46. What does it mean to "maintain" a plan under §1003?

    By JWRB,
    • 0 replies
    • 366 views

  47. Fiscal year plan (1/31/24) overcontributes before end of plan year.

    By Fibonacci,
    • 0 replies
    • 364 views

  48. Eligibility Question

    By Below Ground,
    • 3 replies
    • 364 views

  49. requiring prior YOS in a startup plan - records sketchy

    By AlbanyConsultant,
    • 0 replies
    • 364 views

  50. How do coverage and nondiscrimination tests work for eligibility changes during a year?

    By Peter Gulia,   
    • 2 replies
    • 364 views
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