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401(k) Plans

19,275 topics in this forum

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

    By Vlad401k,
    • 2 replies
    • 2.3k views

  2. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 986 views

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

    By PMZJohn,
    • 4 replies
    • 1.8k views

  4. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 5.9k views

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

    By Peter Gulia,
    • 8 replies
    • 1.1k views

  6. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 725 views

  7. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 2.1k views

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

    By justanotheradmin,
    • 0 replies
    • 522 views

  9. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 493 views

  10. Transition period over safe harbor and non-safe harbor plan

    By Rayofsunshine,
    • 2 replies
    • 629 views

  11. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 890 views

  12. HRA Plan - 5500 reporting

    By Nic Pospiech,
    • 5 replies
    • 1.2k views

  13. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 1.5k views

  14. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 15.5k views

  15. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 852 views

  16. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 628 views

  17. LTPT question

    By Tom,
    • 1 reply
    • 607 views
    • WCC
    • WCC

  18. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.3k views

  19. Plan's a mess...Late Deposits, 5500, 5330, DOL Audit

    By LMK TPA,
    • 3 replies
    • 986 views

  20. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 2.9k views

  21. "Solo 401(k)" [note the quotations] Contribution Deadline from Online Article

    By WDIK,
    • 9 replies
    • 5.3k views

  22. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 1.3k views

  23. Employer Match as Roth - As Per Secure 2.0

    By metsfan026,
    • 5 replies
    • 1.5k views

  24. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 944 views

  25. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 2.8k views

  26. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 896 views

  27. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.2k views

  28. LTPT - sometimes I think that's all w2e are here for... anyway

    By Belgarath,
    • 4 replies
    • 1k views

  29. Plan has Division A and Divison B with Different Match Policies

    By austin3515,
    • 3 replies
    • 554 views

  30. In service rollovers

    By Soundbc1,
    • 4 replies
    • 857 views

  31. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 1.5k views

  32. Should a plan provide a domestic-abuse distribution?

    By Peter Gulia,
    • 9 replies
    • 2k views

  33. Auto Enrollment for New Plans - Auto Enroll Everyone or New Hires?

    By austin3515,
    • 34 replies
    • 4.6k views

  34. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 1.6k views

  35. Controlled Group with 2 Separate 401(k) Plans - one employer leaves controlled group - distribution event for 401K?

    By youngbenefitslawyer,
    • 1 reply
    • 597 views

  36. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 831 views

  37. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 1.3k views

  38. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 701 views

  39. Deemed Loans

    By 401Karina,
    • 13 replies
    • 2.3k views

  40. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 454 views

  41. auto enrollment for pre-12/29/22 plans and LTPTE

    By AlbanyConsultant,
    • 1 reply
    • 485 views

  42. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 439 views

  43. LTPT - interns

    By Belgarath,
    • 24 replies
    • 4.4k views

  44. Re-deposited distrib check--how to get back taxes?

    By BG5150,
    • 1 reply
    • 763 views

  45. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 759 views

  46. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 513 views

  47. Excluding on part of otherwise excludable employees in ADP testing?

    By SnorkleDink,
    • 2 replies
    • 645 views

  48. How to document in-plan conversion of after tax voluntary contribution

    By Old Reliable,
    • 4 replies
    • 1.1k views

  49. I have a simple IRA at my office, and I want to start a 401k in 2024. Do I need to rollover the funds into 401k account?

    By rbridges,
    • 6 replies
    • 1.2k views

  50. Timing of 401k contribution via ACH (remittance and allocation)

    By TGIF,
    • 2 replies
    • 1.6k views
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