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401(k) Plans

19,275 topics in this forum

  1. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.2k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.6k views

  3. 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
    • 913 views

  4. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 4.2k views

  5. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.1k views

  6. RMD

    By 401Karina,
    • 6 replies
    • 739 views

  7. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1k views

  8. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.3k views

  9. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 460 views

  10. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 921 views

  11. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 652 views

  12. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.1k views

  13. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.4k views

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

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

  15. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 2.6k views

  16. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 458 views

  17. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.7k views

  18. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.2k views

  19. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 943 views

  20. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2k views

  21. One Person Plan

    By khn,
    • 5 replies
    • 680 views

  22. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 919 views

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

    By Rocha,
    • 11 replies
    • 1.6k views

  24. Age Based Match Formulas

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

  25. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 498 views

  26. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 920 views

  27. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 3.8k views

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

    By metsfan026,
    • 2 replies
    • 1.1k views

  29. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 3.1k views

  30. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 566 views

  31. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 1.8k views

  32. To take an emergency personal expense distribution, must a participant leave $1,000 in her account?

    By Peter Gulia,
    • 5 replies
    • 1.7k views

  33. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 898 views

  34. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 946 views

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

    By TN CPA,
    • 2 replies
    • 1.5k views

  36. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 946 views

  37. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 602 views

  38. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.1k views

  39. LTPT top heavy and DB combo

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

  40. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 2k views

  41. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 706 views

  42. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 1.6k views

  43. Enrolling an Owner's Spouse into 401k plan

    By Pixie,
    • 9 replies
    • 3.1k views

  44. LTPT rules - anniversary year vs. plan year or calendar year

    By Tom,
    • 6 replies
    • 3.3k views

  45. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 4.5k views

  46. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 941 views

  47. Frozen 401(k) Plan/Participant Loan Issue

    By bzorc,
    • 1 reply
    • 721 views

  48. Plan doesn't allow Roth, but Participants made Roth Deferrals

    By Danny CPA,
    • 11 replies
    • 2k views

  49. RMD Refresher

    By Tom,
    • 3 replies
    • 1.1k views

  50. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.5k views
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