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401(k) Plans

19,321 topics in this forum

  1. Do taxable bonuses to replace forfeited matches violate the IRC sec. 1.401(k)-1(e)(6) anti-conditioning rule?

    By Luke Bailey,   
    • 1 reply
    • 983 views

  2. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 4.6k views

  3. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.1k views

  4. RMD

    By 401Karina,
    • 6 replies
    • 762 views

  5. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.1k views

  6. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.4k views

  7. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 537 views

  8. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 981 views

  9. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 717 views

  10. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.2k views

  11. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.5k views

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

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

  13. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 2.8k views

  14. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 479 views

  15. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.7k views

  16. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.3k views

  17. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 978 views

  18. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.1k views

  19. One Person Plan

    By khn,
    • 5 replies
    • 712 views

  20. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 952 views

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

    By Rocha,
    • 11 replies
    • 1.8k views

  22. Age Based Match Formulas

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

  23. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 526 views

  24. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 973 views

  25. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4k views

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

    By metsfan026,
    • 2 replies
    • 1.2k views

  27. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 3.9k views

  28. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 592 views

  29. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2k views

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

    By Peter Gulia,
    • 5 replies
    • 1.8k views

  31. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 942 views

  32. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 984 views

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

    By TN CPA,
    • 2 replies
    • 1.6k views

  34. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 971 views

  35. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 640 views

  36. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.2k views

  37. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 319 views
    • Tom
    • Tom

  38. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 2.5k views

  39. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 724 views

  40. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 1.7k views

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

    By Pixie,
    • 9 replies
    • 3.4k views

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

    By Tom,
    • 6 replies
    • 3.6k views

  43. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 4.7k views

  44. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1k views

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

    By bzorc,
    • 1 reply
    • 754 views

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

    By Danny CPA,
    • 11 replies
    • 2k views

  47. RMD Refresher

    By Tom,
    • 3 replies
    • 1.2k views

  48. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.6k views

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

    By bdeancpa,
    • 5 replies
    • 1.7k views

  50. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 658 views
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