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401(k) Plans

19,334 topics in this forum

  1. Part time employees

    By Dougsbpc,
    • 5 replies
    • 2.2k views

  2. Solo-K gone wild

    By 401k Conundrums,
    • 12 replies
    • 4.2k views

  3. Can You Take a Hardship Distribution If You Have An Outstanding Loan?

    By metsfan026,
    • 4 replies
    • 2.7k views

  4. Re-enrollment under the MAE rules when plan becomes a QACA

    By MATRIX,
    • 0 replies
    • 1.2k views

  5. Reallocation of Forfeitures Upon Plan Termination

    By austin3515,
    • 15 replies
    • 3.5k views

  6. Plan Mergers - Change in Equivalencies

    By BentoBox,
    • 3 replies
    • 1.3k views

  7. Excluded employee allowed to participate

    By Belgarath,
    • 3 replies
    • 2.9k views

  8. Excess deferral question

    By Tom,
    • 4 replies
    • 2.9k views

  9. Mandatory Automatic Enrollment and Pooled Plans

    By austin3515,
    • 4 replies
    • 1.3k views

  10. Death of Participant and Outstanding Loan

    By 401k Conundrums,
    • 1 reply
    • 1k views

  11. Lifetime Income Disclosures - Tables for Calculations

    By austin3515,
    • 13 replies
    • 1.8k views

  12. Business acquisition - merge or terminate plan

    By Tom,
    • 4 replies
    • 2k views

  13. SIMPLE Roth Rollover

    By MGOAdmin,
    • 1 reply
    • 831 views
    • G8Rs
    • G8Rs

  14. Address Changes

    By 401Katie,
    • 4 replies
    • 2.5k views

  15. SECURE 2.0 Act Section 603 Mandatory Roth Catch Up - ADP Testing

    By FishOn,
    • 2 replies
    • 1.4k views

  16. Roth Conversion for ADP Catch-up Reclass

    By MGOAdmin,
    • 4 replies
    • 2.1k views

  17. Adding 401(k) to Profit Sharing

    By ejohnke,
    • 1 reply
    • 453 views

  18. No Delays in Mandatory Roth Catch-ups, right?

    By austin3515,
    • 12 replies
    • 3.1k views
    • ACK
    • ACK

  19. Late Deposits (Small Plan vs Large Plan after new participant counting methodology)

    By 401k Conundrums,
    • 2 replies
    • 1.8k views

  20. Forfeiture cases...

    By fmsinc,
    • 5 replies
    • 2.1k views

  21. rehire, eligiblity and entry

    By Lou81,
    • 2 replies
    • 1.2k views

  22. Auto enrollment procedures

    By Santo Gold,
    • 4 replies
    • 2.3k views

  23. ACP Correction After Distribution

    By In House Counsel,
    • 5 replies
    • 1.5k views

  24. Eligibility for A Participant Working Remotely Out of the US

    By metsfan026,
    • 13 replies
    • 2.8k views

  25. True-ups

    By Belgarath,
    • 3 replies
    • 1.4k views

  26. New plan under new audit participant count definition

    By John ATL,
    • 4 replies
    • 1.8k views

  27. plan merger

    By Tom,
    • 2 replies
    • 1.2k views

  28. Permissive disaggregation and ineligible employees

    By t.haley,
    • 0 replies
    • 961 views

  29. Husband & Wife Solo PS Allocation

    By Basically,
    • 7 replies
    • 2.6k views

  30. Definition of Comp - Overtime and Tips Deduction

    By austin3515,
    • 12 replies
    • 2.2k views

  31. Mandatory Roth -- Deemed Roth Feature -- Timing Issue

    By Interested Party,
    • 4 replies
    • 1.3k views

  32. PEO plan for NHCE, not for HCE/Owners

    By justanotheradmin,
    • 2 replies
    • 1.9k views

  33. Reporting of Late Deposits on form 5500

    By Nic Pospiech,
    • 8 replies
    • 830 views

  34. Timing of Mega Backdoor Roth

    By metsfan026,
    • 4 replies
    • 3k views

  35. EACA Mandate and QACA

    By MATRIX,
    • 7 replies
    • 1.3k views

  36. Correcting 415 Excess with Matched Deferrals

    By EBECatty,
    • 3 replies
    • 737 views

  37. Accredited Professional Corporation and SE Income

    By justanotheradmin,
    • 2 replies
    • 3k views

  38. Investment: LLC K-1 is negative

    By TPApril,
    • 2 replies
    • 2.2k views

  39. thoughts on HPI deferral elections?

    By AlbanyConsultant,
    • 2 replies
    • 1.4k views

  40. Long Term Part Time Employee - plan started 1/1/2023

    By MQS0413,
    • 2 replies
    • 1.5k views

  41. acquistion and plan freeze amendment

    By MATRIX,
    • 1 reply
    • 2.7k views

  42. 415 Compensation

    By KevinMc,
    • 3 replies
    • 2.5k views

  43. Mid-Year Acquisition - Comp for Testing, Top Heavy, & SH Allocation Calculations

    By OrderOfOps,
    • 4 replies
    • 1.4k views

  44. Tips

    By Kay K,
    • 4 replies
    • 947 views

  45. DFVC Filing Process

    By metsfan026,
    • 3 replies
    • 1.1k views

  46. FT William Plan Docs - Eligibility Expressed in Days

    By austin3515,
    • 11 replies
    • 1.9k views

  47. Age weighted and 401(a)(4) non discrimination Testing

    By TH 401k,
    • 3 replies
    • 560 views
    • Bri
    • Bri

  48. 415(c) and Amended Tax Returns

    By Cephas,
    • 2 replies
    • 678 views

  49. insurance paid by deferrals... PS-58 needed?

    By AlbanyConsultant,
    • 5 replies
    • 2.4k views

  50. Is this nondiscriminatory?

    By erisageek1978,
    • 8 replies
    • 1.1k views
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