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401(k) Plans

19,423 topics in this forum

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

    By Zach Del,   
    • 0 replies
    • 389 views

  2. 5500 audit requirement

    By Tom,
    • 1 reply
    • 629 views

  3. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 774 views

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

    By Nicole777,
    • 5 replies
    • 4.6k views

  5. Help with 415 Limit

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

  6. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 1.1k views

  7. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 657 views

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

    By letsgoisles89,
    • 1 reply
    • 474 views

  9. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 4.5k views

  10. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 1k views

  11. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 1.8k views

  12. Eligibility Help

    By pixiebear,
    • 1 reply
    • 690 views

  13. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.7k views

  14. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 680 views

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

    By austin3515,
    • 13 replies
    • 6.5k views

  16. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 827 views

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

    By waid10,
    • 5 replies
    • 2k views

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

    By B_17,
    • 0 replies
    • 477 views

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

    By LMK TPA,
    • 3 replies
    • 1.5k views

  20. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.4k views

  21. New to industry

    By Bruce1,
    • 5 replies
    • 864 views

  22. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 842 views

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

    By Nick Lenness,
    • 3 replies
    • 1.4k views

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

    By Connor,
    • 3 replies
    • 907 views

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

    By Belgarath,
    • 1 reply
    • 672 views

  26. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 979 views

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

    By lakesandtrees,   
    • 5 replies
    • 819 views

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

    By Newyorksba,
    • 1 reply
    • 773 views

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

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

  30. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 1.9k views

  31. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 2.3k views

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

    By James Shen,
    • 4 replies
    • 922 views

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

    By Hope123,
    • 5 replies
    • 942 views

  34. Electronic Delivery of IRS Notices

    By LANDO,   
    • 2 replies
    • 1k views

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

    By cpc0506,
    • 7 replies
    • 7.5k views

  36. Late Form 5500-EZ & Successor Plan Rule

    By Derek,
    • 3 replies
    • 1.2k views

  37. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 4.1k views

  38. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 760 views

  39. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 887 views

  40. 401k Loans

    By Patrick401k,
    • 10 replies
    • 1.7k views

  41. removal of auto enrollment features

    By pmacduff,
    • 4 replies
    • 2.4k views

  42. Lost Participant Search Service

    By Gadgetfreak,
    • 3 replies
    • 1k views

  43. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 420 views

  44. Mandarin and Cantonese call center?

    By Matt RPS,
    • 2 replies
    • 845 views

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

    By jeanh,
    • 5 replies
    • 1k views

  46. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 739 views

  47. 410(b) testing - Top Heavy min only participants

    By justanotheradmin,
    • 5 replies
    • 1.4k views

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

    By Fibonacci,
    • 2 replies
    • 701 views

  49. Huge Breaking News - No More Chevron Deference

    By austin3515,
    • 22 replies
    • 2.4k views

  50. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 2.4k views
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