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401(k) Plans

19,334 topics in this forum

  1. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 2.6k views

  2. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 734 views

  3. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 1.7k views

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

    By Pixie,
    • 9 replies
    • 3.4k views

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

    By Tom,
    • 6 replies
    • 3.7k views

  6. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 4.7k views

  7. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1k views

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

    By bzorc,
    • 1 reply
    • 768 views

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

    By Danny CPA,
    • 11 replies
    • 2.1k views

  10. RMD Refresher

    By Tom,
    • 3 replies
    • 1.2k views

  11. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.6k views

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

    By bdeancpa,
    • 5 replies
    • 1.8k views

  13. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 668 views

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

    By msmith,
    • 2 replies
    • 719 views

  15. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 2k views

  16. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 571 views

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

    By metsfan026,
    • 2 replies
    • 692 views

  18. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 799 views

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

    By AlbanyConsultant,
    • 0 replies
    • 273 views

  20. Is Some PEP trust account information private?

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

  21. LTPT entry date

    By legort69,
    • 4 replies
    • 1k views

  22. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.4k views

  23. Timing of deposits

    By 52626,
    • 4 replies
    • 2.1k views

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

    By Peter Gulia,
    • 0 replies
    • 441 views

  25. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 460 views

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

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

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

    By TPApril,
    • 1 reply
    • 559 views

  28. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 808 views

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

    By rblum50,
    • 4 replies
    • 1.4k views

  30. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 4.4k views

  31. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 371 views

  32. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 2.7k views

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

    By 401krepays,   
    • 4 replies
    • 3.3k views

  34. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 893 views

  35. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 651 views

  36. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.3k views

  37. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 3k views

  38. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.5k views

  39. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.5k views

  40. 401(k) Plan moved to a Pooled Employer Plan

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

  41. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1.1k views

  42. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 469 views

  43. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 944 views

  44. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 775 views

  45. 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

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

    By CNB CONSULTING,
    • 4 replies
    • 2.4k views

  47. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1.1k views

  48. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 914 views

  49. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.3k views

  50. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 642 views
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