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401(k) Plans

19,317 topics in this forum

  1. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 595 views

  2. Due Date for Profit Sharing Contributions to be Deductible (September 15?)

    By metsfan026,
    • 4 replies
    • 5.7k views
    • Bri
    • Bri

  3. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 607 views

  4. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 399 views

  5. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 1k views

  6. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 479 views

  7. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 977 views

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

    By Zach Del,   
    • 0 replies
    • 261 views

  9. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 646 views

  10. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 584 views

  11. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.1k views

  12. 5500 audit requirement

    By Tom,
    • 1 reply
    • 516 views

  13. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 1.7k views

  14. Help with 415 Limit

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

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

    By Nicole777,
    • 5 replies
    • 3.5k views

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

    By Tom,
    • 2 replies
    • 752 views

  17. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 552 views

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

    By letsgoisles89,
    • 1 reply
    • 390 views

  19. Eligibility Help

    By pixiebear,
    • 1 reply
    • 550 views

  20. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 911 views

  21. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 1.6k views

  22. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.3k views

  23. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 578 views

  24. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.3k views

  25. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 738 views

  26. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 814 views

  27. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 478 views

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

    By waid10,
    • 5 replies
    • 1.6k views

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

    By B_17,
    • 0 replies
    • 385 views

  30. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.2k views

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

    By Connor,
    • 3 replies
    • 778 views

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

    By LMK TPA,
    • 3 replies
    • 1.3k views

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

    By Nick Lenness,
    • 3 replies
    • 1.1k views

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

    By Belgarath,
    • 1 reply
    • 552 views

  35. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 859 views

  36. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 3.3k views

  37. New to industry

    By Bruce1,
    • 5 replies
    • 711 views

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

    By Newyorksba,
    • 1 reply
    • 671 views

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

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

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

    By lakesandtrees,   
    • 5 replies
    • 659 views

  41. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 1.4k views

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

    By James Shen,
    • 4 replies
    • 765 views

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

    By Hope123,
    • 5 replies
    • 763 views

  44. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 640 views

  45. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 1.8k views

  46. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 2.7k views

  47. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 671 views

  48. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 779 views

  49. 401k Loans

    By Patrick401k,
    • 10 replies
    • 1.2k views

  50. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 360 views
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