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401(k) Plans

19,275 topics in this forum

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

    By 401 Chaos,
    • 3 replies
    • 990 views

  2. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.3k views

  3. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 456 views

  4. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 2.7k views

  5. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 767 views

  6. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 1.1k views

  7. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 2.9k views

  8. Allocations Limited by 415

    By ac,
    • 5 replies
    • 970 views

  9. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 1.8k views

  10. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 846 views

  11. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.1k views

  12. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 633 views

  13. Special Tax Notice

    By austin3515,
    • 12 replies
    • 2.6k views

  14. Employer Contribution Tax Credit / FICA Wages

    By austin3515,
    • 3 replies
    • 473 views

  15. Self-Certification of Hardship Distributions

    By metsfan026,
    • 1 reply
    • 985 views

  16. Employer match of Roth 401k

    By thepensionmaven,
    • 4 replies
    • 12.1k views

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

    By metsfan026,
    • 3 replies
    • 620 views

  18. 1099-R coding for rollover of taxable amount to Roth IRA

    By Tom,
    • 2 replies
    • 2.5k views
    • Tom
    • Tom

  19. Part-Time Employee Exclusions & Secure Act

    By metsfan026,
    • 6 replies
    • 1.6k views

  20. Mistaken Employer Contribution

    By Gadgetfreak,
    • 2 replies
    • 1.1k views

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

    By user12,
    • 2 replies
    • 1.7k views

  22. Employer Match as Roth - As Per Secure 2.0

    By metsfan026,
    • 5 replies
    • 1.5k views

  23. Is top heavy required under 401k plan?

    By Jakyasar,
    • 4 replies
    • 484 views

  24. LTPT Questions that thread the needle

    By austin3515,
    • 3 replies
    • 842 views

  25. Plan Mergers/Controlled Group

    By KevinMc,
    • 3 replies
    • 757 views

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

    By austin3515,
    • 27 replies
    • 3.5k views

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

    By PMZJohn,
    • 4 replies
    • 1.8k views

  28. Top-Heavy/Key-Employee question

    By Tom,
    • 10 replies
    • 1.5k views

  29. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 639 views

  30. Solo 401(k)Plan

    By Dobber,
    • 18 replies
    • 3.3k views

  31. 402g limit exceeded

    By J Simmons,
    • 2 replies
    • 834 views

  32. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 763 views

  33. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 2.1k views

  34. PTLT

    By thepensionmaven,
    • 12 replies
    • 1.3k views

  35. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 471 views

  36. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 525 views

  37. Switching From Form 5500-SF to Form 5500-EZ

    By metsfan026,
    • 13 replies
    • 3.7k views

  38. Is there a reason to prefer a Roth IRA over a Roth 401(k)?

    By Peter Gulia,
    • 8 replies
    • 1.1k views

  39. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 624 views

  40. Terminating Safe Harbor Non-Elective Plan Mid-Year

    By Vlad401k,
    • 2 replies
    • 2.3k views

  41. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 701 views

  42. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 5.9k views

  43. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 997 views

  44. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 986 views

  45. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 1.5k views

  46. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 725 views

  47. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 493 views

  48. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 628 views

  49. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 538 views

  50. Form 8881, Small plan tax credit form instructions?

    By justanotheradmin,
    • 0 replies
    • 522 views
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