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401(k) Plans

19,499 topics in this forum

  1. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 1.1k views

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

    By Nick Lenness,
    • 3 replies
    • 1.7k views

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

    By Connor,
    • 3 replies
    • 1.1k views

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

    By Belgarath,
    • 1 reply
    • 827 views

  5. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 1.2k views

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

    By lakesandtrees,   
    • 5 replies
    • 1.1k views

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

    By Newyorksba,
    • 1 reply
    • 916 views

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

    By MD-Benefits Guy,
    • 1 reply
    • 1.2k views

  9. Long Term Part Time Employees

    By 52626,
    • 10 replies
    • 2.6k views

  10. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 2.9k views

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

    By James Shen,
    • 4 replies
    • 1.2k views

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

    By Hope123,
    • 5 replies
    • 1.2k views

  13. Electronic Delivery of IRS Notices

    By LANDO,   
    • 2 replies
    • 1.3k views

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

    By cpc0506,
    • 7 replies
    • 8.1k views

  15. Late Form 5500-EZ & Successor Plan Rule

    By Derek,
    • 3 replies
    • 2.4k views

  16. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 5.3k views

  17. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 958 views

  18. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 1.1k views

  19. 401k Loans

    By Patrick401k,
    • 10 replies
    • 2.2k views

  20. removal of auto enrollment features

    By pmacduff,
    • 4 replies
    • 2.7k views

  21. Lost Participant Search Service

    By Gadgetfreak,
    • 3 replies
    • 1.3k views

  22. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 522 views

  23. Mandarin and Cantonese call center?

    By Matt RPS,
    • 2 replies
    • 1k views

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

    By jeanh,
    • 5 replies
    • 1.4k views

  25. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 882 views

  26. 410(b) testing - Top Heavy min only participants

    By justanotheradmin,
    • 5 replies
    • 1.7k views

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

    By Fibonacci,
    • 2 replies
    • 854 views

  28. Huge Breaking News - No More Chevron Deference

    By austin3515,
    • 22 replies
    • 3.1k views

  29. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 2.9k views

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

    By Vlad401k,
    • 4 replies
    • 2.1k views

  31. Interesting Match Formula

    By justatester,
    • 5 replies
    • 1.6k views

  32. Divorced Spouse not removed as Beneficiary

    By ratherbereading,
    • 21 replies
    • 10.7k views

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

    By rblum50,
    • 1 reply
    • 1.4k views

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

    By Benefits Plan,
    • 6 replies
    • 1.9k views

  35. Triple Stack Match Conditions

    By The Bartender,
    • 5 replies
    • 2.1k views

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

    By Belgarath,
    • 2 replies
    • 1.2k views

  37. Deadline for form 5500/5558

    By KevinMc,
    • 2 replies
    • 1.3k views

  38. Once eligible always eligible for deferrals?

    By Bruce1,
    • 2 replies
    • 2.4k views

  39. Plan Termination and one year rule

    By 30Rock,
    • 2 replies
    • 1.1k views

  40. Form 8955 Extension but nothing to file

    By Tom,
    • 1 reply
    • 667 views

  41. Alternative Investment

    By ejohnke,
    • 8 replies
    • 1.9k views

  42. Parent - Adult Child Attribution

    By DonnieMichelada,   
    • 4 replies
    • 2.7k views

  43. Merger/Acquisition & Successor Plan Rules

    By LANDO,   
    • 3 replies
    • 1.2k views

  44. If 401(k) plan requires ppts to be active on 12/31 to receive match...

    By DayinJune,
    • 2 replies
    • 773 views

  45. $250,000 Minimum Assets for Form 5500

    By metsfan026,
    • 1 reply
    • 726 views

  46. No Accountants Opinion Attached to 5500 - 2022

    By John K,
    • 1 reply
    • 963 views

  47. Bonus Election When Paid w. Regular Payroll

    By 401questions,
    • 5 replies
    • 1.6k views

  48. ACA mid year auto escalation - notice timing?

    By WCC,
    • 1 reply
    • 722 views

  49. 401(K) Match Eligibility Based on Scheduled Hours?

    By DayinJune,
    • 2 replies
    • 1.5k views

  50. May an employer design a plan with no payout until normal retirement age?

    By Peter Gulia,
    • 17 replies
    • 2.8k views
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