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401(k) Plans

19,334 topics in this forum

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

    By Vlad401k,
    • 2 replies
    • 2.5k views

  2. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 796 views

  3. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 6.5k views

  4. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1k views

  5. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 1k views

  6. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 1.6k views

  7. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 764 views

  8. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 520 views

  9. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 793 views

  10. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 570 views

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

    By justanotheradmin,
    • 0 replies
    • 549 views

  12. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 954 views

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

    By Rayofsunshine,
    • 2 replies
    • 680 views

  14. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 19.1k views

  15. LTPT question

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

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

    By LMK TPA,
    • 3 replies
    • 1.1k views

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

    By WDIK,
    • 9 replies
    • 8.2k views

  18. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.4k views

  19. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 899 views

  20. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 3.3k views

  21. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 1.4k views

  22. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 995 views

  23. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 3.1k views

  24. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.3k views

  25. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 1.7k views

  26. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 931 views

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

    By Peter Gulia,
    • 9 replies
    • 2.2k views

  28. In service rollovers

    By Soundbc1,
    • 4 replies
    • 901 views

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

    By austin3515,
    • 3 replies
    • 591 views

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

    By Belgarath,
    • 4 replies
    • 1.1k views

  31. LTPT - interns

    By Belgarath,
    • 24 replies
    • 4.8k views

  32. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 1.4k views

  33. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 867 views

  34. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 1.8k views

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

    By youngbenefitslawyer,
    • 1 reply
    • 630 views

  36. Deemed Loans

    By 401Karina,
    • 13 replies
    • 2.6k views

  37. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 752 views

  38. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 487 views

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

    By AlbanyConsultant,
    • 1 reply
    • 507 views

  40. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 808 views

  41. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 469 views

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

    By BG5150,
    • 1 reply
    • 787 views

  43. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 2.1k views

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

    By SnorkleDink,
    • 2 replies
    • 709 views

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

    By TGIF,
    • 2 replies
    • 2.3k views

  46. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 538 views

  47. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 2.1k views

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

    By Old Reliable,
    • 4 replies
    • 1.6k 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
    • 1.3k views

  50. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 3k views
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