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401(k) Plans

19,317 topics in this forum

  1. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1k views

  2. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.4k views

  3. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 527 views

  4. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 970 views

  5. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 706 views

  6. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.2k views

  7. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.5k views

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

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

  9. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 2.7k views

  10. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 475 views

  11. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.7k views

  12. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.3k views

  13. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 973 views

  14. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.1k views

  15. One Person Plan

    By khn,
    • 5 replies
    • 706 views

  16. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 939 views

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

    By Rocha,
    • 11 replies
    • 1.7k views

  18. Age Based Match Formulas

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

  19. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 522 views

  20. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 959 views

  21. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4k views

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

    By metsfan026,
    • 2 replies
    • 1.2k views

  23. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 3.8k views

  24. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 588 views

  25. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2k views

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

    By Peter Gulia,
    • 5 replies
    • 1.8k views

  27. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 932 views

  28. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 973 views

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

    By TN CPA,
    • 2 replies
    • 1.6k views

  30. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 968 views

  31. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 633 views

  32. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.2k views

  33. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 315 views
    • Tom
    • Tom

  34. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 2.5k views

  35. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 721 views

  36. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 1.6k views

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

    By Pixie,
    • 9 replies
    • 3.3k views

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

    By Tom,
    • 6 replies
    • 3.6k views

  39. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 4.7k views

  40. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1k views

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

    By bzorc,
    • 1 reply
    • 748 views

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

    By Danny CPA,
    • 11 replies
    • 2k views

  43. RMD Refresher

    By Tom,
    • 3 replies
    • 1.2k views

  44. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.6k views

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

    By bdeancpa,
    • 5 replies
    • 1.7k views

  46. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 652 views

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

    By msmith,
    • 2 replies
    • 678 views

  48. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 1.9k views

  49. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 559 views

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

    By metsfan026,
    • 2 replies
    • 674 views
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