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401(k) Plans

19,321 topics in this forum

  1. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 2.5k views

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

    By Peter Gulia,
    • 5 replies
    • 1.8k views

  3. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 4.7k views

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

    By Pixie,
    • 9 replies
    • 3.4k views

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

    By bzorc,
    • 1 reply
    • 754 views

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

    By Tom,
    • 6 replies
    • 3.6k views

  7. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1k views

  8. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 1.7k views

  9. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 658 views

  10. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.6k views

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

    By msmith,
    • 2 replies
    • 692 views

  12. RMD Refresher

    By Tom,
    • 3 replies
    • 1.2k views

  13. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 560 views

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

    By bdeancpa,
    • 5 replies
    • 1.7k views

  15. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 781 views

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

    By AlbanyConsultant,
    • 0 replies
    • 264 views

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

    By metsfan026,
    • 2 replies
    • 678 views

  18. Is Some PEP trust account information private?

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

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

    By Peter Gulia,
    • 0 replies
    • 435 views

  20. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 442 views

  21. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.4k views

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

    By TPApril,
    • 1 reply
    • 553 views

  23. LTPT entry date

    By legort69,
    • 4 replies
    • 991 views

  24. Timing of deposits

    By 52626,
    • 4 replies
    • 2.1k views

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

    By rblum50,
    • 4 replies
    • 1.3k views

  26. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 359 views

  27. The 401(a)(17) Contribution Limit and Multiple Employers

    By ERISA-Bubs,
    • 5 replies
    • 2.5k views

  28. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 644 views

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

    By 401krepays,   
    • 4 replies
    • 3.2k views

  30. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 784 views

  31. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 873 views

  32. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.3k views

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

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

  34. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 1.9k views

  35. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.5k views

  36. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1.1k views

  37. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 462 views

  38. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.4k views

  39. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 929 views

  40. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 2.6k views

  41. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 762 views

  42. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 2.7k views

  43. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 894 views

  44. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.3k views

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

    By CNB CONSULTING,
    • 4 replies
    • 2.3k views

  46. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 630 views

  47. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1.1k views

  48. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 559 views

  49. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 805 views

  50. Self Employment Income determination

    By Rose,
    • 8 replies
    • 2.5k views
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