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401(k) Plans

19,275 topics in this forum

  1. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 2k views

  2. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 1.8k views

  3. Congruent Solutions

    By mjf06241972,
    • 0 replies
    • 256 views

  4. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 2.7k views

  5. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 471 views

  6. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.3k views

  7. LTPT and Per Diem Employees

    By Coleboy1,
    • 10 replies
    • 2.5k views

  8. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 15.5k views

  9. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 846 views

  10. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 1.8k views

  11. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 813 views

  12. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 4.1k views

  13. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 423 views

  14. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 613 views

  15. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 1.6k views

  16. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 2.5k views

  17. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.1k views

  18. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 4.2k views

  19. Coverage Testing

    By 52626,
    • 7 replies
    • 1.1k views

  20. RMD

    By 401Karina,
    • 6 replies
    • 739 views

  21. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 460 views

  22. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.3k views

  23. Ability to roll loans from the plan - protected benefit?

    By AlbanyConsultant,
    • 7 replies
    • 1.6k views

  24. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 652 views

  25. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 458 views

  26. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.4k views

  27. Can ADP QNEC correction exceed 402(g)?

    By Dalai Pookah,
    • 14 replies
    • 1.6k views
    • Bri
    • Bri

  28. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.2k views

  29. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2k views

  30. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 2.6k views

  31. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.7k views

  32. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 921 views

  33. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 943 views

  34. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.1k views

  35. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1k views

  36. One Person Plan

    By khn,
    • 5 replies
    • 680 views

  37. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 919 views

  38. Age Based Match Formulas

    By justatester,
    • 4 replies
    • 722 views
    • Bri
    • Bri

  39. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 498 views

  40. Deceased employee with over $5000 balance. No bene, no kin to be found

    By Rocha,
    • 11 replies
    • 1.6k views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 4.9k views

  42. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 920 views

  43. Authorization to Sign Form 5500 On Client's Behalf

    By metsfan026,
    • 2 replies
    • 1.1k views

  44. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 566 views

  45. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 898 views

  46. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 946 views

  47. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 1.8k views

  48. Confusion with Short Plan Year Audit and 2023 Audit Rule Changes

    By TN CPA,
    • 2 replies
    • 1.5k views

  49. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 946 views

  50. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 300 views
    • Tom
    • Tom
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