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401(k) Plans

19,295 topics in this forum

  1. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1k views

  2. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 455 views

  3. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 912 views

  4. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 720 views

  5. 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

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

    By CNB CONSULTING,
    • 4 replies
    • 2.3k views

  7. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1k views

  8. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 878 views

  9. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.2k views

  10. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 620 views

  11. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 549 views

  12. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 812 views

  13. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 1.4k views

  14. "Non-working partner" - count as an employee?

    By AlbanyConsultant,
    • 7 replies
    • 1.3k views

  15. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 792 views

  16. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 6.1k views

  17. Entity Adopting Safe Harbor 401k Mid-year as Participant Employer

    By austin3515,
    • 4 replies
    • 962 views

  18. Safe Harbor Plan with different eligibility for Deferrals and Safe Harbor

    By Tom,
    • 6 replies
    • 4.7k views

  19. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 793 views

  20. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 1.4k views

  21. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 418 views

  22. Entry date and pay date acceleration due to weekend/holiday

    By AmyO,
    • 2 replies
    • 610 views

  23. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.1k views

  24. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 1.7k views

  25. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 450 views

  26. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 12.6k views

  27. Employer fails to start and or increase deferrals under an automatic deferral arrangement

    By Tom,
    • 1 reply
    • 698 views

  28. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.2k views

  29. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs,
    • 3 replies
    • 1.4k views

  30. Who decides which long-term-part-time employees are eligible?

    By Peter Gulia,
    • 1 reply
    • 561 views

  31. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 1.5k views

  32. New to me Plan - SH NEC Review... Not Right

    By Basically,
    • 3 replies
    • 701 views
    • Bri
    • Bri

  33. Eligibility question with Rehire

    By Tom,
    • 6 replies
    • 976 views
    • Tom
    • Tom

  34. SECURE ACT 2.0 Roth Catch Up - 2-year transition period

    By legort69,
    • 11 replies
    • 1.2k views

  35. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 3k views

  36. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 546 views

  37. Treatment of Otherwise Excludable Employees for Coverage and ADP Testing-Option 1

    By Logan401,
    • 1 reply
    • 403 views

  38. Correction of 402(g) excess by amending W2?

    By BG5150,
    • 7 replies
    • 1.2k views

  39. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G.,
    • 14 replies
    • 1.2k views

  40. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  41. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 419 views

  42. New, small plans have to be auto enroll--for how long?

    By BG5150,
    • 3 replies
    • 546 views

  43. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 547 views

  44. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 972 views

  45. bad 415(c) correction - prohibited transaction?

    By casey72,
    • 1 reply
    • 439 views

  46. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 390 views

  47. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 2.2k views

  48. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 545 views

  49. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 2.4k views

  50. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 656 views
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