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401(k) Plans

19,275 topics in this forum

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

    By bdeancpa,
    • 5 replies
    • 1.4k views

  2. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 621 views

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

    By msmith,
    • 2 replies
    • 649 views

  4. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 1.8k views

  5. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 536 views

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

    By metsfan026,
    • 2 replies
    • 648 views

  7. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 745 views

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

    By AlbanyConsultant,
    • 0 replies
    • 251 views

  9. Is Some PEP trust account information private?

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

  10. LTPT entry date

    By legort69,
    • 4 replies
    • 930 views

  11. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.3k views

  12. Timing of deposits

    By 52626,
    • 4 replies
    • 1.8k views

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

    By Peter Gulia,
    • 0 replies
    • 416 views

  14. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 419 views

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

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

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

    By TPApril,
    • 1 reply
    • 531 views

  17. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 734 views

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

    By rblum50,
    • 4 replies
    • 1.2k views

  19. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 4.1k views

  20. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 335 views

  21. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 2.4k views

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

    By 401krepays,   
    • 4 replies
    • 2.9k views

  23. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 837 views

  24. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 624 views

  25. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.2k views

  26. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 2.5k views

  27. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.3k views

  28. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.4k views

  29. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 2.4k views

  30. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1k views

  31. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 444 views

  32. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 909 views

  33. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 710 views

  34. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

    By supernole,
    • 8 replies
    • 1.4k views

  35. Excluded Class Employee works 1000 hours - What next?

    By CNB CONSULTING,
    • 4 replies
    • 2.3k views

  36. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1k views

  37. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 867 views

  38. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.2k views

  39. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 608 views

  40. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 542 views

  41. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 788 views

  42. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 1.3k views

  43. "Non-working partner" - count as an employee?

    By AlbanyConsultant,
    • 7 replies
    • 1.3k views

  44. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 783 views

  45. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 5.9k views

  46. Entity Adopting Safe Harbor 401k Mid-year as Participant Employer

    By austin3515,
    • 4 replies
    • 947 views

  47. Safe Harbor Plan with different eligibility for Deferrals and Safe Harbor

    By Tom,
    • 6 replies
    • 4.5k views

  48. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 780 views

  49. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 1.4k views

  50. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 408 views
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