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401(k) Plans

19,295 topics in this forum

  1. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 575 views

  2. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 1.9k views

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

    By Peter Gulia,
    • 5 replies
    • 1.7k views

  4. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 912 views

  5. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 958 views

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

    By TN CPA,
    • 2 replies
    • 1.5k views

  7. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 958 views

  8. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 624 views

  9. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.2k views

  10. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 307 views
    • Tom
    • Tom

  11. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 2.2k views

  12. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 713 views

  13. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 1.6k views

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

    By Pixie,
    • 9 replies
    • 3.2k views

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

    By Tom,
    • 6 replies
    • 3.4k views

  16. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 4.6k views

  17. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 970 views

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

    By bzorc,
    • 1 reply
    • 734 views

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

    By Danny CPA,
    • 11 replies
    • 2k views

  20. RMD Refresher

    By Tom,
    • 3 replies
    • 1.1k views

  21. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.5k views

  22. Correct year for deferrals to apply against 402(g) limit

    By bdeancpa,
    • 5 replies
    • 1.5k views

  23. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 631 views

  24. Funding Profit Sharing contribution with excess assets transferred from a terminated DB plan

    By msmith,
    • 2 replies
    • 658 views

  25. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 1.9k views

  26. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 549 views

  27. New Plan Setup - Plan Year For Safe Harbor With Automatic Increase

    By metsfan026,
    • 2 replies
    • 662 views

  28. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 757 views

  29. safe harbor contribution in the year you leave a MEP

    By AlbanyConsultant,
    • 0 replies
    • 257 views

  30. Is Some PEP trust account information private?

    By With Appreciation....,
    • 2 replies
    • 751 views

  31. LTPT entry date

    By legort69,
    • 4 replies
    • 949 views

  32. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.3k views

  33. Timing of deposits

    By 52626,
    • 4 replies
    • 1.9k views

  34. Will the IRS delay SECURE 2022’s automatic-contribution condition?

    By Peter Gulia,
    • 0 replies
    • 427 views

  35. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 430 views

  36. Payroll-based SH match timing question--off calendar

    By BG5150,
    • 1 reply
    • 368 views
    • Bri
    • Bri

  37. Startup Tax Savers Credit for small plans - which year?

    By TPApril,
    • 1 reply
    • 543 views

  38. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 749 views

  39. IRA transfer from 401(k) Plan when participant can't be found

    By rblum50,
    • 4 replies
    • 1.3k views

  40. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 4.1k views

  41. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 345 views

  42. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 2.5k views

  43. Am I do this right? (using 401k calculator for missed payments)

    By 401krepays,   
    • 4 replies
    • 3k views

  44. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 852 views

  45. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 631 views

  46. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.3k views

  47. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 2.7k views

  48. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.4k views

  49. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.4k views

  50. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 2.5k views
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