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401(k) Plans

19,317 topics in this forum

  1. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 4.1k views

  2. Allocations Limited by 415

    By ac,
    • 5 replies
    • 1k views

  3. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 1.9k views

  4. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 875 views

  5. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views

  6. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 661 views

  7. Special Tax Notice

    By austin3515,
    • 12 replies
    • 2.7k views

  8. Employer Contribution Tax Credit / FICA Wages

    By austin3515,
    • 3 replies
    • 506 views

  9. Self-Certification of Hardship Distributions

    By metsfan026,
    • 1 reply
    • 1k views

  10. Employer match of Roth 401k

    By thepensionmaven,
    • 4 replies
    • 14.3k views

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

    By metsfan026,
    • 3 replies
    • 636 views

  12. 1099-R coding for rollover of taxable amount to Roth IRA

    By Tom,
    • 2 replies
    • 2.9k views
    • Tom
    • Tom

  13. Part-Time Employee Exclusions & Secure Act

    By metsfan026,
    • 6 replies
    • 1.7k views

  14. Mistaken Employer Contribution

    By Gadgetfreak,
    • 2 replies
    • 1.3k views

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

    By user12,
    • 2 replies
    • 1.7k views

  16. Employer Match as Roth - As Per Secure 2.0

    By metsfan026,
    • 5 replies
    • 1.6k views

  17. Is top heavy required under 401k plan?

    By Jakyasar,
    • 4 replies
    • 494 views

  18. LTPT Questions that thread the needle

    By austin3515,
    • 3 replies
    • 854 views

  19. Plan Mergers/Controlled Group

    By KevinMc,
    • 3 replies
    • 790 views

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

    By austin3515,
    • 27 replies
    • 3.6k views

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

    By PMZJohn,
    • 4 replies
    • 1.9k views

  22. Top-Heavy/Key-Employee question

    By Tom,
    • 10 replies
    • 1.7k views

  23. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 673 views

  24. Solo 401(k)Plan

    By Dobber,
    • 18 replies
    • 3.9k views

  25. 402g limit exceeded

    By J Simmons,
    • 2 replies
    • 861 views

  26. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 792 views

  27. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 2.2k views

  28. PTLT

    By thepensionmaven,
    • 12 replies
    • 1.3k views

  29. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 497 views

  30. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 545 views

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

    By metsfan026,
    • 13 replies
    • 3.8k views

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

    By Peter Gulia,
    • 8 replies
    • 1.1k views

  33. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 645 views

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

    By Vlad401k,
    • 2 replies
    • 2.4k views

  35. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 736 views

  36. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 6.2k views

  37. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1k views

  38. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 1k views

  39. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 1.6k views

  40. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 743 views

  41. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 508 views

  42. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 730 views

  43. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 557 views

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

    By justanotheradmin,
    • 0 replies
    • 536 views

  45. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 927 views

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

    By Rayofsunshine,
    • 2 replies
    • 664 views

  47. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 17.7k views

  48. LTPT question

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

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

    By LMK TPA,
    • 3 replies
    • 1k views

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

    By WDIK,
    • 9 replies
    • 7.6k views
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