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401(k) Plans

19,450 topics in this forum

  1. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 1.6k views
    • EBP
    • EBP

  2. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 4.1k views

  3. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 825 views

  4. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 585 views

  5. True Up Contributions

    By khn,
    • 5 replies
    • 1.2k views

  6. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.3k views

  7. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.5k views

  8. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.6k views

  9. Top Heavy Balance Cash/Accrual

    By AmyETPA,
    • 4 replies
    • 993 views
    • Bri
    • Bri

  10. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 1.2k views

  11. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 2k views

  12. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 696 views

  13. Help - 5500EZ (Solo 401K) - $150K penalty notice CP 220

    By Help_5500EZ_150K,
    • 19 replies
    • 8.4k views

  14. Covered comp tables

    By austin3515,
    • 2 replies
    • 343 views

  15. Prevailing Wage in ADP Test

    By Catch22PGM,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  16. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 809 views

  17. Plan Document Question

    By khn,
    • 2 replies
    • 840 views

  18. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 915 views

  19. Changing from pay-period safe harbor match to annual match

    By Tom,
    • 2 replies
    • 2.1k views

  20. MAX SH NEC %

    By Basically,
    • 4 replies
    • 799 views

  21. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 1.1k views

  22. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 1.4k views

  23. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020,
    • 0 replies
    • 399 views

  24. Auto enrollment for plans that join a PEP or MEP which was established after 12/29/2022

    By jsample,
    • 1 reply
    • 1.3k views

  25. Safe harbor nonelective plan - mid year amendment to exclude bonuses

    By Belgarath,
    • 1 reply
    • 855 views

  26. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 797 views

  27. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 1.8k views

  28. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 3.8k views

  29. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 457 views

  30. Plan Termination Where Plan Sponsor / Administrator Bankrupt / Letter of Direction to Recordkeeper

    By 401 Chaos,
    • 3 replies
    • 1.5k views

  31. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.8k views

  32. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 606 views

  33. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 3.7k views

  34. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 974 views

  35. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 1.8k views

  36. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 6.7k views

  37. Allocations Limited by 415

    By ac,
    • 5 replies
    • 1.3k views

  38. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 2.3k views

  39. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 1.1k views

  40. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.4k views

  41. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 856 views

  42. Special Tax Notice

    By austin3515,
    • 12 replies
    • 3.3k views

  43. Employer Contribution Tax Credit / FICA Wages

    By austin3515,
    • 3 replies
    • 791 views

  44. Self-Certification of Hardship Distributions

    By metsfan026,
    • 1 reply
    • 1.1k views

  45. Employer match of Roth 401k

    By thepensionmaven,
    • 4 replies
    • 20.7k views

  46. Allowing 401(k) but Excluding From Safe Harbor Match

    By metsfan026,
    • 3 replies
    • 766 views

  47. 1099-R coding for rollover of taxable amount to Roth IRA

    By Tom,
    • 2 replies
    • 6k views
    • Tom
    • Tom

  48. Part-Time Employee Exclusions & Secure Act

    By metsfan026,
    • 6 replies
    • 2.3k views

  49. Mistaken Employer Contribution

    By Gadgetfreak,
    • 2 replies
    • 1.6k views

  50. Filed 5500-SF instead of 5500-EZ for several years – can I switch?

    By user12,
    • 2 replies
    • 2.2k views
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