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401(k) Plans

19,382 topics in this forum

  1. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 845 views

  2. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 7.3k views

  3. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1.1k views

  4. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 1.1k views

  5. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 1.7k views

  6. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 797 views

  7. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 544 views

  8. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 908 views

  9. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 593 views

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

    By justanotheradmin,
    • 0 replies
    • 587 views

  11. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 1k views

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

    By Rayofsunshine,
    • 2 replies
    • 725 views

  13. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 22.3k views

  14. LTPT question

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

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

    By LMK TPA,
    • 3 replies
    • 1.1k views

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

    By WDIK,
    • 9 replies
    • 10k views

  17. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.5k views

  18. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 933 views

  19. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 3.7k views

  20. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 1.5k views

  21. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 1k views

  22. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 3.4k views

  23. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.3k views

  24. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 1.9k views

  25. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 954 views

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

    By Peter Gulia,
    • 9 replies
    • 2.4k views

  27. In service rollovers

    By Soundbc1,
    • 4 replies
    • 927 views

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

    By austin3515,
    • 3 replies
    • 627 views

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

    By Belgarath,
    • 4 replies
    • 1.1k views

  30. LTPT - interns

    By Belgarath,
    • 24 replies
    • 5.1k views

  31. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 1.5k views

  32. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 899 views

  33. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 1.9k views

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

    By youngbenefitslawyer,
    • 1 reply
    • 657 views

  35. Deemed Loans

    By 401Karina,
    • 13 replies
    • 3k views

  36. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 806 views

  37. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 508 views

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

    By AlbanyConsultant,
    • 1 reply
    • 530 views

  39. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 878 views

  40. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 486 views

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

    By BG5150,
    • 1 reply
    • 810 views

  42. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 2.3k views

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

    By SnorkleDink,
    • 2 replies
    • 774 views

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

    By TGIF,
    • 2 replies
    • 2.8k views

  45. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 563 views

  46. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 2.3k views

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

    By Old Reliable,
    • 4 replies
    • 1.9k views

  48. 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
    • 1.4k views

  49. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 3.1k views

  50. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.4k views
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