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401(k) Plans

19,294 topics in this forum

  1. Excess Contributions on failed ADP test in prior years - calculation of IRA earnings?

    By TPApril,
    • 1 reply
    • 314 views
    • Bri
    • Bri

  2. RMD Issue -- Spouse inherits SIMPLE IRA/Wants to Rollover to 401(k) Plan

    By Interested Party,
    • 5 replies
    • 1k views

  3. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  4. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 853 views

  5. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 747 views

  6. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 574 views

  7. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 596 views

  8. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 754 views

  9. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 460 views

  10. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.1k views

  11. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 946 views

  12. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 1.5k views

  13. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 377 views

  14. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 1.6k views

  15. Merged Pension in 401(k) and death of participant - QJSA question

    By Tom,
    • 2 replies
    • 733 views

  16. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 909 views

  17. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 573 views

  18. Help - IRS Plan Number Issue due to reverse plan merger

    By Zach Del,   
    • 0 replies
    • 228 views

  19. 5500 audit requirement

    By Tom,
    • 1 reply
    • 494 views

  20. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 623 views

  21. How to find old 401k balances prior to marriage to do a QDRO

    By Nicole777,
    • 5 replies
    • 3.2k views

  22. Help with 415 Limit

    By MD-Benefits Guy,
    • 1 reply
    • 541 views
    • Bri
    • Bri

  23. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 770 views

  24. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 536 views

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

    By letsgoisles89,
    • 1 reply
    • 382 views

  26. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 3.1k views

  27. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 898 views

  28. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 1.5k views

  29. Eligibility Help

    By pixiebear,
    • 1 reply
    • 528 views

  30. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.2k views

  31. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 555 views

  32. SECURE 2.0 60-63 CAtch-ups - Optional or Mandatory?

    By austin3515,
    • 13 replies
    • 5.5k views

  33. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 725 views

  34. Plan Termination - What to do with really small account balances (under $1.00)?

    By waid10,
    • 5 replies
    • 1.6k views

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

    By B_17,
    • 0 replies
    • 376 views

  36. Failure to report late deposits, failure to file 5330

    By LMK TPA,
    • 3 replies
    • 1.2k views

  37. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.1k views

  38. New to industry

    By Bruce1,
    • 5 replies
    • 689 views

  39. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 604 views

  40. Clarification on 401(a) Enrollment Restrictions working for a non-profit

    By Nick Lenness,
    • 3 replies
    • 1.1k views

  41. Handling of Illiquid Investments When Profit Sharing Plan is Amended to Self-Directed 401(k)

    By Connor,
    • 3 replies
    • 755 views

  42. Merger of safe harbor plan into non-safe harbor plan due to business acquisition

    By Belgarath,
    • 1 reply
    • 535 views

  43. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 835 views

  44. VCP with SEP and SIMPLE 401(k) Errors

    By lakesandtrees,   
    • 5 replies
    • 640 views

  45. Secure 2.0 tax credits for safe harbor 401(K)

    By Newyorksba,
    • 1 reply
    • 651 views

  46. Eligible Wages, Contribution/Compensation Limits and Plan Acquisition?

    By MD-Benefits Guy,
    • 1 reply
    • 656 views

  47. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 1.3k views

  48. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 1.7k views

  49. Safe Harbor Match + Discretionary Match... can the discretionary match be made after the SH Match?

    By James Shen,
    • 4 replies
    • 726 views

  50. Form 5500ez - dividend posted after assets rolled over

    By Hope123,
    • 5 replies
    • 732 views
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