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401(k) Plans

19,423 topics in this forum

  1. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 1.9k views

  2. Roth deferrals deducted by CPA on Sole Prop tax return

    By Tom,
    • 0 replies
    • 732 views
    • Tom
    • Tom

  3. 410b

    By TH 401k,
    • 1 reply
    • 709 views
    • Bri
    • Bri

  4. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 923 views

  5. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 770 views

  6. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 580 views

  7. Vacation Time A taxable fringe??

    By austin3515,
    • 17 replies
    • 6.1k views

  8. Plan sponsor change (updated with form 5500 issue)

    By Bart,
    • 1 reply
    • 937 views

  9. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 833 views

  10. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 884 views

  11. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA,   
    • 5 replies
    • 920 views
    • Bri
    • Bri

  12. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2.5k views

  13. IRS guidance for Catch-Up contributions and for Auto Enrollment scheduled to be published next week

    By Paul I,
    • 0 replies
    • 563 views

  14. Missed Deferral Opportunity - Form 5500 Sched H line 4a

    By ratherbereading,
    • 3 replies
    • 2k views

  15. ACP Test for Safe Harbor Match and Employee After-Tax

    By PensionPro,
    • 11 replies
    • 6.8k views

  16. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 918 views

  17. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.4k views

  18. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 931 views

  19. Unused Forfeiture

    By TH 401k,
    • 3 replies
    • 1.7k views

  20. ADP Refund

    By TH 401k,
    • 5 replies
    • 1.6k views

  21. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 2.1k views

  22. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.5k views

  23. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

  24. Stop Safe Harbor on 1/1 - notice requirement

    By TinaW,
    • 6 replies
    • 2.5k views

  25. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 2.5k views

  26. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.4k views

  27. Mandatory Auto Enrollment 1/1/2025 and beyond

    By austin3515,
    • 3 replies
    • 1.8k views

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

    By Fibonacci,
    • 0 replies
    • 416 views

  29. First year of the plan with HCEs limited due to lack of SH

    By Jakyasar,
    • 4 replies
    • 633 views

  30. Voluntary employee contributions (after-tax), associated match and distribution timing

    By WCC,
    • 2 replies
    • 1.3k views

  31. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 481 views
    • B21
    • B21

  32. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 662 views

  33. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.8k views

  34. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 508 views

  35. Controlled Group, Affiliated Service Group or Multi-Employer Plan

    By Renee H,
    • 4 replies
    • 1.3k views

  36. Multiple Vesting Schedules in a 401(k) Plan

    By RetirementGal86,
    • 2 replies
    • 1.2k views

  37. In-house payroll system programmed to allow catchup capped at $7500

    By campy,
    • 2 replies
    • 1k views

  38. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 760 views

  39. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 679 views

  40. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1.6k views

  41. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  42. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 994 views

  43. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 690 views

  44. Withholding as Pretax for 2022 when should have been Roth

    By Tom,
    • 4 replies
    • 1.9k views

  45. SPD Requirement

    By Bruce1,
    • 7 replies
    • 1k views

  46. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  47. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 692 views

  48. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.5k views

  49. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 835 views

  50. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.4k views
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