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401(k) Plans

19,275 topics in this forum

  1. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 616 views

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

    By Nicole777,
    • 5 replies
    • 3.1k views

  3. Help with 415 Limit

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

  4. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 749 views

  5. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 527 views

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

    By letsgoisles89,
    • 1 reply
    • 374 views

  7. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 3k views

  8. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 886 views

  9. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 1.5k views

  10. Eligibility Help

    By pixiebear,
    • 1 reply
    • 515 views

  11. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.2k views

  12. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 540 views

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

    By austin3515,
    • 13 replies
    • 5.4k views

  14. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 713 views

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

    By waid10,
    • 5 replies
    • 1.5k views

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

    By B_17,
    • 0 replies
    • 368 views

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

    By LMK TPA,
    • 3 replies
    • 1.2k views

  18. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.1k views

  19. New to industry

    By Bruce1,
    • 5 replies
    • 680 views

  20. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 578 views

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

    By Nick Lenness,
    • 3 replies
    • 1.1k views

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

    By Connor,
    • 3 replies
    • 742 views

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

    By Belgarath,
    • 1 reply
    • 523 views

  24. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 830 views

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

    By lakesandtrees,   
    • 5 replies
    • 625 views

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

    By Newyorksba,
    • 1 reply
    • 642 views

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

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

  28. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 1.3k views

  29. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 1.7k views

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

    By James Shen,
    • 4 replies
    • 712 views

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

    By Hope123,
    • 5 replies
    • 710 views

  32. Electronic Delivery of IRS Notices

    By LANDO,   
    • 2 replies
    • 785 views

  33. Merging a 401k plan into a 403b plan

    By cpc0506,
    • 7 replies
    • 6.3k views

  34. Late Form 5500-EZ & Successor Plan Rule

    By Derek,
    • 3 replies
    • 788 views

  35. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 2.3k views

  36. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 643 views

  37. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 748 views

  38. 401k Loans

    By Patrick401k,
    • 10 replies
    • 1.1k views

  39. removal of auto enrollment features

    By pmacduff,
    • 4 replies
    • 1.8k views

  40. Lost Participant Search Service

    By Gadgetfreak,
    • 3 replies
    • 834 views

  41. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 335 views

  42. Mandarin and Cantonese call center?

    By Matt RPS,
    • 2 replies
    • 715 views

  43. father owns business, son over age 21 only employee

    By jeanh,
    • 5 replies
    • 724 views

  44. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 572 views

  45. 410(b) testing - Top Heavy min only participants

    By justanotheradmin,
    • 5 replies
    • 854 views

  46. Client deposited profit sharing monies to safe harbor account and safe harbor monies to profit sharing account.

    By Fibonacci,
    • 2 replies
    • 573 views

  47. Huge Breaking News - No More Chevron Deference

    By austin3515,
    • 22 replies
    • 2.1k views

  48. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 1.7k views

  49. Safe Harbor Plan - Mid-Year Formula Change and Automatic Enrollment

    By Vlad401k,
    • 4 replies
    • 1.4k views

  50. Interesting Match Formula

    By justatester,
    • 5 replies
    • 1.1k views
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