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401(k) Plans

19,381 topics in this forum

  1. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 1.2k views

  2. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 1.7k views

  3. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 442 views

  4. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 2k views

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

    By Tom,
    • 2 replies
    • 813 views

  6. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 1.5k views

  7. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 634 views

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

    By Zach Del,   
    • 0 replies
    • 323 views

  9. 5500 audit requirement

    By Tom,
    • 1 reply
    • 569 views

  10. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 708 views

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

    By Nicole777,
    • 5 replies
    • 4.1k views

  12. Help with 415 Limit

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

  13. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 951 views

  14. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 588 views

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

    By letsgoisles89,
    • 1 reply
    • 435 views

  16. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 4k views

  17. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 950 views

  18. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 1.7k views

  19. Eligibility Help

    By pixiebear,
    • 1 reply
    • 626 views

  20. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.6k views

  21. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 623 views

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

    By austin3515,
    • 13 replies
    • 6k views

  23. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 784 views

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

    By waid10,
    • 5 replies
    • 1.8k views

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

    By B_17,
    • 0 replies
    • 427 views

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

    By LMK TPA,
    • 3 replies
    • 1.4k views

  27. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.3k views

  28. New to industry

    By Bruce1,
    • 5 replies
    • 776 views

  29. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 728 views

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

    By Nick Lenness,
    • 3 replies
    • 1.3k views

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

    By Connor,
    • 3 replies
    • 842 views

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

    By Belgarath,
    • 1 reply
    • 600 views

  33. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 912 views

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

    By lakesandtrees,   
    • 5 replies
    • 737 views

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

    By Newyorksba,
    • 1 reply
    • 716 views

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

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

  37. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 1.6k views

  38. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 2k views

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

    By James Shen,
    • 4 replies
    • 850 views

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

    By Hope123,
    • 5 replies
    • 843 views

  41. Electronic Delivery of IRS Notices

    By LANDO,   
    • 2 replies
    • 942 views

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

    By cpc0506,
    • 7 replies
    • 7.2k views

  43. Late Form 5500-EZ & Successor Plan Rule

    By Derek,
    • 3 replies
    • 1k views

  44. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 3.5k views

  45. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 705 views

  46. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 836 views

  47. 401k Loans

    By Patrick401k,
    • 10 replies
    • 1.4k views

  48. removal of auto enrollment features

    By pmacduff,
    • 4 replies
    • 2.2k views

  49. Lost Participant Search Service

    By Gadgetfreak,
    • 3 replies
    • 946 views

  50. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 392 views
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