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401(k) Plans

19,294 topics in this forum

  1. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 906 views

  2. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 1.4k views

  3. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 563 views

  4. Help - 5500EZ (Solo 401K) - $150K penalty notice CP 220

    By Help_5500EZ_150K,
    • 19 replies
    • 5.1k views

  5. Covered comp tables

    By austin3515,
    • 2 replies
    • 265 views

  6. Prevailing Wage in ADP Test

    By Catch22PGM,
    • 1 reply
    • 795 views
    • Bri
    • Bri

  7. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 662 views

  8. Plan Document Question

    By khn,
    • 2 replies
    • 636 views

  9. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 627 views

  10. Changing from pay-period safe harbor match to annual match

    By Tom,
    • 2 replies
    • 1.4k views

  11. MAX SH NEC %

    By Basically,
    • 4 replies
    • 628 views

  12. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 788 views

  13. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 943 views

  14. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020,
    • 0 replies
    • 311 views

  15. Auto enrollment for plans that join a PEP or MEP which was established after 12/29/2022

    By jsample,
    • 1 reply
    • 1.1k views

  16. Safe harbor nonelective plan - mid year amendment to exclude bonuses

    By Belgarath,
    • 1 reply
    • 705 views

  17. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 620 views

  18. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 946 views

  19. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 944 views

  20. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 349 views

  21. Plan Termination Where Plan Sponsor / Administrator Bankrupt / Letter of Direction to Recordkeeper

    By 401 Chaos,
    • 3 replies
    • 1k views

  22. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.3k views

  23. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 468 views

  24. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 2.7k views

  25. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 774 views

  26. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 1.1k views

  27. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 3.4k views

  28. Allocations Limited by 415

    By ac,
    • 5 replies
    • 999 views

  29. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 1.9k views

  30. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 860 views

  31. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.1k views

  32. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 646 views

  33. Special Tax Notice

    By austin3515,
    • 12 replies
    • 2.7k views

  34. Employer Contribution Tax Credit / FICA Wages

    By austin3515,
    • 3 replies
    • 481 views

  35. Self-Certification of Hardship Distributions

    By metsfan026,
    • 1 reply
    • 996 views

  36. Employer match of Roth 401k

    By thepensionmaven,
    • 4 replies
    • 12.7k views

  37. Allowing 401(k) but Excluding From Safe Harbor Match

    By metsfan026,
    • 3 replies
    • 630 views

  38. 1099-R coding for rollover of taxable amount to Roth IRA

    By Tom,
    • 2 replies
    • 2.6k views
    • Tom
    • Tom

  39. Part-Time Employee Exclusions & Secure Act

    By metsfan026,
    • 6 replies
    • 1.6k views

  40. Mistaken Employer Contribution

    By Gadgetfreak,
    • 2 replies
    • 1.2k views

  41. Filed 5500-SF instead of 5500-EZ for several years – can I switch?

    By user12,
    • 2 replies
    • 1.7k views

  42. Employer Match as Roth - As Per Secure 2.0

    By metsfan026,
    • 5 replies
    • 1.5k views

  43. Is top heavy required under 401k plan?

    By Jakyasar,
    • 4 replies
    • 489 views

  44. LTPT Questions that thread the needle

    By austin3515,
    • 3 replies
    • 850 views

  45. Plan Mergers/Controlled Group

    By KevinMc,
    • 3 replies
    • 764 views

  46. Oh my Lord can someone please call Congress and tell them to stop???

    By austin3515,
    • 27 replies
    • 3.5k views

  47. Missed Deferral Opportunity- no other members of employees group

    By PMZJohn,
    • 4 replies
    • 1.8k views

  48. Top-Heavy/Key-Employee question

    By Tom,
    • 10 replies
    • 1.5k views

  49. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 654 views

  50. Solo 401(k)Plan

    By Dobber,
    • 18 replies
    • 3.5k views
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