401(k) Plans

19,499 topics in this forum

1. Deemed Section 125 Compensation

   By Brenda Wren, March 4
   • 5 replies
   • 1.2k views
   • 
   • Peter Gulia
   • March 9

2. Retroactively Changing Comp Definition from 415 to W-2

   By TPApril, March 4
   • 1 reply
   • 829 views
   • 
   • Paul I
   • March 5

3. Integrated Profit Sharing Allocations

   By Connor, March 4
   • 4 replies
   • 800 views
   • 
   • Connor
   • March 5

4. Control Group within a Control Group

   By Kac1214, March 3
   • 1 reply
   • 1k views
   • 
   • C. B. Zeller
   • March 4

5. Severance Payments & Employer Contributions

   By metsfan026, March 3
   • 6 replies
   • 2.8k views
   • 
   • CuseFan
   • March 4

6. Eligibility - contract sign date or actual first day of work

   By Tom, March 3
   • 8 replies
   • 2.1k views
   • 
   • Artie M
   • March 4

7. Failing ADP Test as a tax strategy

   By TPApril, March 3
   • 3 replies
   • 821 views
   • 
   • jsample
   • March 3

8. ADP/ACP Correction After Distribution

   By Shawn T, February 27   

   • adp/acp
   • 4 replies
   • 1.3k views
   • 
   • ConnieStorer
   • March 3

9. Rigid match not funded correctly

   By Tom, February 23
   • 5 replies
   • 808 views
   • 
   • CuseFan
   • February 27

10. VCP program

    By Pixie, February 25
    • 2 replies
    • 696 views
    • 
    • Artie M
    • February 26

11. LTPT deferrals included in average benefits testing?

    By Tom, February 24
    • 4 replies
    • 4.9k views
    • 
    • acm_acm
    • February 26

12. ADP/ACP Correction Question

    By effingeh, February 26
    • 3 replies
    • 1.1k views
    • 
    • Bri
    • February 26

13. Top Heavy Testing Question

    By metsfan026, February 11
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • February 26

14. ADP/ACP question (union / non-union)

    By roy819, February 25
    • 1 reply
    • 874 views
    • 
    • CuseFan
    • February 25

15. Section 125 Pay reporting

    By TPApril, February 25
    • 0 replies
    • 489 views
    • 
    • TPApril
    • February 25

16. Can a Roth Catch-up be deposited to a Roth IRA rollover

    By Renee H, February 23
    • 2 replies
    • 1.3k views
    • 
    • Renee H
    • February 25

17. W-2 Comp w/Sec125

    By TPApril, February 19
    • 2 replies
    • 3.1k views
    • 
    • Artie M
    • February 23

18. auto enrollment required?

    By Old Reliable, February 18
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 22

19. adding safe harbor match to profit sharing plan

    By Old Reliable, February 18
    • 2 replies
    • 954 views
    • 
    • Artie M
    • February 20

20. Payroll companies and tiered matches

    By Gadgetfreak, February 19
    • 2 replies
    • 704 views
    • 
    • Gadgetfreak
    • February 20

21. Tax Withholding on a 402(g) Refund

    By Nate X, February 14
    • 1 reply
    • 735 views
    • 
    • Artie M
    • February 18

22. Spin off plan with EACA mandate and changing date of first increase

    By 30Rock, February 17
    • 0 replies
    • 523 views
    • 
    • 30Rock
    • February 17

23. Discretionary Match

    By 52626, February 17
    • 2 replies
    • 1.1k views
    • 
    • Paul I
    • February 17

24. HCE Allocations in Failed ACP Test

    By Lucky32, February 13
    • 2 replies
    • 1.1k views
    • 
    • Lucky32
    • February 13

25. Roth catchup and a pooled plan

    By AlbanyConsultant, February 13
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 13

26. Correction of Late Safe Harbor Matching Contributions Required?

    By kmhaab, February 11
    • 1 reply
    • 821 views
    • 
    • Bri
    • February 12

27. Funding Profit Sharing Contributions Throughout the Year

    By Vlad401k, February 11
    • 1 reply
    • 868 views
    • 
    • CuseFan
    • February 11

28. Does A Downpayment for a Rented Home Qualify As A Hardship?

    By metsfan026, February 9
    • 5 replies
    • 8.7k views
    • 
    • Artie M
    • February 10

29. Adding a new retroactive PS Plan in addition to existing 401k/PS Plan

    By TPAinPA, February 7
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • February 9

30. SECURE 2.0 Roth catch-ups

    By Itsamario, January 21
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 9

31. Safe Harbor Plan - Exclude HCEs beginning of the year

    By Vlad401k, February 6
    • 3 replies
    • 935 views
    • 
    • Kevin C
    • February 8

32. How do Conversions work? In extremely granular detail.

    By friedliver, February 5
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 6

33. Correcting a plan limit failure with Roth + pre-tax ED

    By roy819, February 4
    • 8 replies
    • 1.4k views
    • 
    • Bri
    • February 5

34. 402(g) Excess When Deferrals Not Deposited

    By OrderOfOps, January 28
    • 2 replies
    • 1.3k views
    • 
    • Artie M
    • January 30

35. rmd 1st RMD and plan term same year

    By JulesInCNY, January 29   

    • plan term
    • 2 replies
    • 821 views
    • 
    • JustSayin
    • January 30

36. SECURE 2.0 Section 603 - another Roth catch-up question

    By WCC, January 28
    • 4 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • January 30

37. 1099-R codes for excess deferrals and attributable income that is being distributed 4 years after the excess deferrals

    By Sami Nasser, January 21
    • 2 replies
    • 2.5k views
    • 
    • Artie M
    • January 29

38. New CODA Provisions For Existing Profit Sharing Plan

    By Lucky32, January 28
    • 1 reply
    • 729 views
    • 
    • WCC
    • January 28

39. RMD and CARES Act

    By casey72, January 27
    • 1 reply
    • 776 views
    • 
    • CuseFan
    • January 28

40. Sole-prop - deferral election

    By Jakyasar, January 28
    • 1 reply
    • 615 views
    • 
    • CuseFan
    • January 28

41. Does a Solo 401(k) plan’s user know she needs a TPA’s help?

    By Peter Gulia, January 23
    • 17 replies
    • 2.5k views
    • 
    • FormsRstillmylife
    • January 26

42. Enrollment Material Deadlines & MDOs - What are the regs?

    By OrderOfOps, January 23
    • 3 replies
    • 872 views
    • 
    • Peter Gulia
    • January 23

43. Owners Getting Paid via 1099 & Participating in Plan

    By metsfan026, January 15
    • 12 replies
    • 1.5k views
    • 
    • Bri
    • January 23

44. Considered Compensation from W2

    By ratherbereading, January 7   

    • w2 compensation
    • 5 replies
    • 6k views
    • 
    • TPABob
    • January 21

45. exclude SOME union employees?

    By AlbanyConsultant, January 16
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • January 19

46. Excluded Employee - Top Heavy

    By Vlad401k, January 15
    • 4 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 18

47. Prevailing wage in a safe harbor 401(k) plan

    By Just Tri, January 16
    • 1 reply
    • 743 views
    • 
    • Bri
    • January 16

48. Indirect ownership

    By MGOAdmin, January 15
    • 0 replies
    • 556 views
    • 
    • MGOAdmin
    • January 15

49. 80/120 Rule

    By BPG916, January 14
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • January 15

50. A Real Problem

    By rblum50, January 13
    • 9 replies
    • 1.6k views
    • 
    • Tax ERISA Thoughts
    • January 14