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401(k) Plans

19,362 topics in this forum

  1. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 606 views

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

    By austin3515,
    • 13 replies
    • 5.9k views

  3. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 772 views

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

    By waid10,
    • 5 replies
    • 1.7k views

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

    By B_17,
    • 0 replies
    • 412 views

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

    By LMK TPA,
    • 3 replies
    • 1.4k views

  7. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.3k views

  8. New to industry

    By Bruce1,
    • 5 replies
    • 743 views

  9. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 680 views

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

    By Nick Lenness,
    • 3 replies
    • 1.2k views

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

    By Connor,
    • 3 replies
    • 813 views

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

    By Belgarath,
    • 1 reply
    • 580 views

  13. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 889 views

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

    By lakesandtrees,   
    • 5 replies
    • 694 views

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

    By Newyorksba,
    • 1 reply
    • 705 views

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

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

  17. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 1.5k views

  18. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 2k views

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

    By James Shen,
    • 4 replies
    • 818 views

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

    By Hope123,
    • 5 replies
    • 811 views

  21. Electronic Delivery of IRS Notices

    By LANDO,   
    • 2 replies
    • 906 views

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

    By cpc0506,
    • 7 replies
    • 7.1k views

  23. Late Form 5500-EZ & Successor Plan Rule

    By Derek,
    • 3 replies
    • 951 views

  24. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 3.3k views

  25. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 691 views

  26. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 819 views

  27. 401k Loans

    By Patrick401k,
    • 10 replies
    • 1.3k views

  28. removal of auto enrollment features

    By pmacduff,
    • 4 replies
    • 2.1k views

  29. Lost Participant Search Service

    By Gadgetfreak,
    • 3 replies
    • 926 views

  30. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 379 views

  31. Mandarin and Cantonese call center?

    By Matt RPS,
    • 2 replies
    • 773 views

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

    By jeanh,
    • 5 replies
    • 858 views

  33. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 660 views

  34. 410(b) testing - Top Heavy min only participants

    By justanotheradmin,
    • 5 replies
    • 1k views

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

    By Fibonacci,
    • 2 replies
    • 631 views

  36. Huge Breaking News - No More Chevron Deference

    By austin3515,
    • 22 replies
    • 2.2k views

  37. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 2k views

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

    By Vlad401k,
    • 4 replies
    • 1.6k views

  39. Interesting Match Formula

    By justatester,
    • 5 replies
    • 1.2k views

  40. Divorced Spouse not removed as Beneficiary

    By ratherbereading,
    • 21 replies
    • 8.6k views

  41. Mandatory 20% withholding on hardship distribution not paid.

    By rblum50,
    • 1 reply
    • 879 views

  42. Improperly Excluded Employee: Employee Does NOT Want a QNEC

    By Benefits Plan,
    • 6 replies
    • 1.4k views

  43. Triple Stack Match Conditions

    By The Bartender,
    • 5 replies
    • 1.5k views

  44. Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath,
    • 2 replies
    • 857 views

  45. Deadline for form 5500/5558

    By KevinMc,
    • 2 replies
    • 932 views

  46. Once eligible always eligible for deferrals?

    By Bruce1,
    • 2 replies
    • 999 views

  47. Plan Termination and one year rule

    By 30Rock,
    • 2 replies
    • 802 views

  48. Form 8955 Extension but nothing to file

    By Tom,
    • 1 reply
    • 511 views

  49. Alternative Investment

    By ejohnke,
    • 8 replies
    • 1.4k views

  50. Parent - Adult Child Attribution

    By DonnieMichelada,   
    • 4 replies
    • 2k views
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