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401(k) Plans

19,294 topics in this forum

  1. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 777 views

  2. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 2.1k views

  3. PTLT

    By thepensionmaven,
    • 12 replies
    • 1.3k views

  4. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 487 views

  5. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 531 views

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

    By metsfan026,
    • 13 replies
    • 3.7k views

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

    By Peter Gulia,
    • 8 replies
    • 1.1k views

  8. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 638 views

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

    By Vlad401k,
    • 2 replies
    • 2.3k views

  10. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 710 views

  11. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 6k views

  12. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1k views

  13. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 995 views

  14. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 1.6k views

  15. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 732 views

  16. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 503 views

  17. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 662 views

  18. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 546 views

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

    By justanotheradmin,
    • 0 replies
    • 529 views

  20. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 899 views

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

    By Rayofsunshine,
    • 2 replies
    • 643 views

  22. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 16.2k views

  23. LTPT question

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

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

    By LMK TPA,
    • 3 replies
    • 1k views

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

    By WDIK,
    • 9 replies
    • 6.1k views

  26. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.4k views

  27. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 863 views

  28. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 3k views

  29. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 1.3k views

  30. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 960 views

  31. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 2.9k views

  32. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.2k views

  33. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 1.6k views

  34. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 904 views

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

    By Peter Gulia,
    • 9 replies
    • 2.1k views

  36. In service rollovers

    By Soundbc1,
    • 4 replies
    • 874 views

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

    By austin3515,
    • 3 replies
    • 561 views

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

    By Belgarath,
    • 4 replies
    • 1.1k views

  39. LTPT - interns

    By Belgarath,
    • 24 replies
    • 4.5k views

  40. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 1.3k views

  41. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 837 views

  42. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 1.7k views

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

    By youngbenefitslawyer,
    • 1 reply
    • 604 views

  44. Deemed Loans

    By 401Karina,
    • 13 replies
    • 2.3k views

  45. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 715 views

  46. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 463 views

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

    By AlbanyConsultant,
    • 1 reply
    • 489 views

  48. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 774 views

  49. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 445 views

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

    By BG5150,
    • 1 reply
    • 768 views
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