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401(k) Plans

19,294 topics in this forum

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

    By BG5150,
    • 1 reply
    • 768 views

  2. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 2k views

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

    By SnorkleDink,
    • 2 replies
    • 658 views

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

    By TGIF,
    • 2 replies
    • 1.8k views

  5. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 519 views

  6. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 1.9k views

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

    By Old Reliable,
    • 4 replies
    • 1.2k views

  8. 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

  9. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 2.8k views

  10. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.3k views

  11. Congruent Solutions

    By mjf06241972,
    • 0 replies
    • 269 views

  12. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 481 views

  13. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 16.1k views

  14. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 4.3k views

  15. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 436 views

  16. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 630 views

  17. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 830 views

  18. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 2.6k views

  19. Coverage Testing

    By 52626,
    • 7 replies
    • 1.1k views

  20. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 1.7k views

  21. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.3k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.7k views

  23. Do taxable bonuses to replace forfeited matches violate the IRC sec. 1.401(k)-1(e)(6) anti-conditioning rule?

    By Luke Bailey,   
    • 1 reply
    • 948 views

  24. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 4.4k views

  25. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.1k views

  26. RMD

    By 401Karina,
    • 6 replies
    • 747 views

  27. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1k views

  28. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.4k views

  29. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 485 views

  30. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 939 views

  31. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 675 views

  32. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.1k views

  33. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.5k views

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

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

  35. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 2.7k views

  36. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 467 views

  37. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.7k views

  38. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.3k views

  39. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 959 views

  40. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.1k views

  41. One Person Plan

    By khn,
    • 5 replies
    • 686 views

  42. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 927 views

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

    By Rocha,
    • 11 replies
    • 1.7k views

  44. Age Based Match Formulas

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

  45. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 502 views

  46. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 935 views

  47. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 3.9k views

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

    By metsfan026,
    • 2 replies
    • 1.1k views

  49. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 3.3k views

  50. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 575 views
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