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401(k) Plans

19,336 topics in this forum

  1. 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

  2. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 3k views

  3. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.3k views

  4. Congruent Solutions

    By mjf06241972,
    • 0 replies
    • 297 views

  5. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 542 views

  6. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 18.2k views

  7. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 4.5k views

  8. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 465 views

  9. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 681 views

  10. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 869 views

  11. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 2.8k views

  12. Coverage Testing

    By 52626,
    • 7 replies
    • 1.2k views

  13. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 1.8k views

  14. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.4k views

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

    By AlbanyConsultant,
    • 7 replies
    • 2.1k views

  16. 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
    • 994 views

  17. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 4.8k views

  18. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.1k views

  19. RMD

    By 401Karina,
    • 6 replies
    • 779 views

  20. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.1k views

  21. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.5k views

  22. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 572 views

  23. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 1k views

  24. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 740 views

  25. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.2k views

  26. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.5k views

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

    By Dalai Pookah,
    • 14 replies
    • 1.7k views
    • Bri
    • Bri

  28. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 2.8k views

  29. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 491 views

  30. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.8k views

  31. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.4k views

  32. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 990 views

  33. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.1k views

  34. One Person Plan

    By khn,
    • 5 replies
    • 734 views

  35. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 961 views

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

    By Rocha,
    • 11 replies
    • 1.8k views

  37. Age Based Match Formulas

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

  38. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 542 views

  39. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 990 views

  40. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4.1k views

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

    By metsfan026,
    • 2 replies
    • 1.2k views

  42. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 4.1k views

  43. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 608 views

  44. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2.1k views

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

    By Peter Gulia,
    • 5 replies
    • 1.8k views

  46. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 956 views

  47. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 999 views

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

    By TN CPA,
    • 2 replies
    • 1.6k views

  49. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 984 views

  50. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 651 views
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