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401(k) Plans

19,362 topics in this forum

  1. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.3k views

  2. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.5k views

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

    By Dalai Pookah,
    • 14 replies
    • 1.8k views
    • Bri
    • Bri

  4. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 2.9k views

  5. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 499 views

  6. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.8k views

  7. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.4k views

  8. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 997 views

  9. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.2k views

  10. One Person Plan

    By khn,
    • 5 replies
    • 751 views

  11. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 973 views

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

    By Rocha,
    • 11 replies
    • 1.8k views

  13. Age Based Match Formulas

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

  14. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 554 views

  15. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 1k views

  16. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4.2k views

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

    By metsfan026,
    • 2 replies
    • 1.2k views

  18. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 4.6k views

  19. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 616 views

  20. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2.2k views

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

    By Peter Gulia,
    • 5 replies
    • 1.8k views

  22. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 968 views

  23. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 1k views

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

    By TN CPA,
    • 2 replies
    • 1.6k views

  25. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 992 views

  26. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 656 views

  27. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.2k views

  28. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 330 views
    • Tom
    • Tom

  29. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 2.8k views

  30. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 739 views

  31. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 1.8k views

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

    By Pixie,
    • 9 replies
    • 3.5k views

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

    By Tom,
    • 6 replies
    • 3.9k views

  34. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 4.9k views

  35. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1.1k views

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

    By bzorc,
    • 1 reply
    • 786 views

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

    By Danny CPA,
    • 11 replies
    • 2.1k views

  38. RMD Refresher

    By Tom,
    • 3 replies
    • 1.3k views

  39. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.6k views

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

    By bdeancpa,
    • 5 replies
    • 1.9k views

  41. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 689 views

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

    By msmith,
    • 2 replies
    • 726 views

  43. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 2k views

  44. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 577 views

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

    By metsfan026,
    • 2 replies
    • 708 views

  46. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 810 views

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

    By AlbanyConsultant,
    • 0 replies
    • 281 views

  48. Is Some PEP trust account information private?

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

  49. LTPT entry date

    By legort69,
    • 4 replies
    • 1k views

  50. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.5k views
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