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401(k) Plans

19,489 topics in this forum

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

    By metsfan026,
    • 4 replies
    • 10.1k views
    • Bri
    • Bri

  2. Excess Contributions on failed ADP test in prior years - calculation of IRA earnings?

    By TPApril,
    • 1 reply
    • 520 views
    • Bri
    • Bri

  3. RMD Issue -- Spouse inherits SIMPLE IRA/Wants to Rollover to 401(k) Plan

    By Interested Party,
    • 5 replies
    • 1.6k views

  4. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.6k views

  5. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 1.3k views

  6. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 1.1k views

  7. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 847 views

  8. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 861 views

  9. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 1k views

  10. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 712 views

  11. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.5k views

  12. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 1.7k views

  13. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 2.1k views

  14. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 552 views

  15. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 2.7k views

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

    By Tom,
    • 2 replies
    • 982 views

  17. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 1.9k views

  18. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 829 views

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

    By Zach Del,   
    • 0 replies
    • 552 views

  20. 5500 audit requirement

    By Tom,
    • 1 reply
    • 749 views

  21. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 874 views

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

    By Nicole777,
    • 5 replies
    • 5.1k views

  23. Help with 415 Limit

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

  24. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 1.3k views

  25. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 763 views

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

    By letsgoisles89,
    • 1 reply
    • 588 views

  27. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 5.2k views

  28. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 1.1k views

  29. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 2.1k views

  30. Eligibility Help

    By pixiebear,
    • 1 reply
    • 798 views

  31. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.9k views

  32. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 830 views

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

    By austin3515,
    • 13 replies
    • 7.2k views

  34. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 914 views

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

    By waid10,
    • 5 replies
    • 2.3k views

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

    By B_17,
    • 0 replies
    • 551 views

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

    By LMK TPA,
    • 3 replies
    • 1.8k views

  38. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.6k views

  39. New to industry

    By Bruce1,
    • 5 replies
    • 1k views

  40. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 1k views

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

    By Nick Lenness,
    • 3 replies
    • 1.6k views

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

    By Connor,
    • 3 replies
    • 1k views

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

    By Belgarath,
    • 1 reply
    • 783 views

  44. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 1.1k views

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

    By lakesandtrees,   
    • 5 replies
    • 999 views

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

    By Newyorksba,
    • 1 reply
    • 890 views

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

    By MD-Benefits Guy,
    • 1 reply
    • 1.1k views

  48. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 2.5k views

  49. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 2.7k views

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

    By James Shen,
    • 4 replies
    • 1.1k views
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