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401(k) Plans

19,317 topics in this forum

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

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

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

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

  3. Forfeiture cases...

    By fmsinc,
    • 5 replies
    • 2.1k views

  4. rehire, eligiblity and entry

    By Lou81,
    • 2 replies
    • 1.2k views

  5. Auto enrollment procedures

    By Santo Gold,
    • 4 replies
    • 2.3k views

  6. ACP Correction After Distribution

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

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

    By metsfan026,
    • 13 replies
    • 2.7k views

  8. True-ups

    By Belgarath,
    • 3 replies
    • 1.4k views

  9. New plan under new audit participant count definition

    By John ATL,
    • 4 replies
    • 1.8k views

  10. plan merger

    By Tom,
    • 2 replies
    • 1.2k views

  11. Permissive disaggregation and ineligible employees

    By t.haley,
    • 0 replies
    • 935 views

  12. Husband & Wife Solo PS Allocation

    By Basically,
    • 7 replies
    • 2.6k views

  13. Definition of Comp - Overtime and Tips Deduction

    By austin3515,
    • 12 replies
    • 2k views

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

    By Interested Party,
    • 4 replies
    • 1.3k views

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

    By justanotheradmin,
    • 2 replies
    • 1.9k views

  16. Reporting of Late Deposits on form 5500

    By Nic Pospiech,
    • 8 replies
    • 787 views

  17. Timing of Mega Backdoor Roth

    By metsfan026,
    • 4 replies
    • 2.9k views

  18. EACA Mandate and QACA

    By MATRIX,
    • 7 replies
    • 1.2k views

  19. Correcting 415 Excess with Matched Deferrals

    By EBECatty,
    • 3 replies
    • 713 views

  20. Accredited Professional Corporation and SE Income

    By justanotheradmin,
    • 2 replies
    • 3k views

  21. Investment: LLC K-1 is negative

    By TPApril,
    • 2 replies
    • 2.1k views

  22. thoughts on HPI deferral elections?

    By AlbanyConsultant,
    • 2 replies
    • 1.4k views

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

    By MQS0413,
    • 2 replies
    • 1.5k views

  24. acquistion and plan freeze amendment

    By MATRIX,
    • 1 reply
    • 2.7k views

  25. 415 Compensation

    By KevinMc,
    • 3 replies
    • 2.3k views

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

    By OrderOfOps,
    • 4 replies
    • 1.3k views

  27. Tips

    By Kay K,
    • 4 replies
    • 897 views

  28. DFVC Filing Process

    By metsfan026,
    • 3 replies
    • 1k views

  29. FT William Plan Docs - Eligibility Expressed in Days

    By austin3515,
    • 11 replies
    • 1.8k views

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

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

  31. 415(c) and Amended Tax Returns

    By Cephas,
    • 2 replies
    • 625 views

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

    By AlbanyConsultant,
    • 5 replies
    • 2.3k views

  33. Is this nondiscriminatory?

    By erisageek1978,
    • 8 replies
    • 1.1k views

  34. Investment Fiduciary

    By austin3515,
    • 2 replies
    • 705 views

  35. About a higher-wage participant’s age-based catch-up, what is an effective opportunity to elect against Roth contributions?

    By Peter Gulia,
    • 3 replies
    • 693 views

  36. 401k participant deceased and beneficiary deceased before any distribution made

    By t.haley,
    • 7 replies
    • 919 views

  37. Participant's deferral election and non cash compensation

    By TPA Bob,
    • 3 replies
    • 718 views

  38. Super Catch-up for off-calendar plan year

    By pholosofizer,
    • 2 replies
    • 714 views

  39. Controlled Group - Multiple 401k Plans and Nondiscrimination Testing

    By LauraS,   
    • 1 reply
    • 473 views

  40. Loan Basis after Deemed Distribution

    By GU,
    • 0 replies
    • 197 views
    • GU
    • GU

  41. MEP

    By TH 401k,
    • 1 reply
    • 330 views

  42. Company Wants to Leave PEO Plan

    By 401kSteve,
    • 0 replies
    • 325 views

  43. New safe harbor plan

    By PensionPro,
    • 6 replies
    • 788 views

  44. Wording of Merger effective date

    By austin3515,
    • 25 replies
    • 3k views

  45. Missed Deferral Opportunity? - Controlled Group - $0 Deferral

    By Vlad401k,
    • 3 replies
    • 801 views

  46. Trustee Was Killed

    By Coleboy1,
    • 10 replies
    • 1.4k views

  47. 401(k) Plan for Collectively Bargained Employees -- Is ADP/Safe Harbor Language Required?

    By rocknrolls2,
    • 1 reply
    • 393 views

  48. Form 5500 - Mistake On Participant Count (Amended Form Needed?)

    By metsfan026,
    • 3 replies
    • 1.6k views
    • Bri
    • Bri

  49. Mega Back Door Roth

    By thepensionmaven,
    • 4 replies
    • 2.2k views

  50. LTPT in Average Benefit Test

    By Vlad401k,
    • 1 reply
    • 426 views
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