Jump to content

401(k) Plans

19,381 topics in this forum

  1. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 602 views

  2. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 19.6k views

  3. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 4.8k views

  4. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 517 views

  5. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 720 views

  6. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 920 views

  7. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 3k views

  8. Coverage Testing

    By 52626,
    • 7 replies
    • 1.3k views

  9. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 1.9k views

  10. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.5k views

  11. Ability to roll loans from the plan - protected benefit?

    By AlbanyConsultant,
    • 7 replies
    • 2.4k views

  12. 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
    • 1k views

  13. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 5k views

  14. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.3k views

  15. RMD

    By 401Karina,
    • 6 replies
    • 823 views

  16. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.2k views

  17. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.6k views

  18. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 624 views

  19. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 1.1k views

  20. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 827 views

  21. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.3k views

  22. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.6k views

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

    By Dalai Pookah,
    • 14 replies
    • 1.9k views
    • Bri
    • Bri

  24. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 3k views

  25. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 513 views

  26. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 1.9k views

  27. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.4k views

  28. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 1k views

  29. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.2k views

  30. One Person Plan

    By khn,
    • 5 replies
    • 785 views

  31. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 999 views

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

    By Rocha,
    • 11 replies
    • 2k views

  33. Age Based Match Formulas

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

  34. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 584 views

  35. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 1k views

  36. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4.3k views

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

    By metsfan026,
    • 2 replies
    • 1.2k views

  38. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 4.9k views

  39. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 635 views

  40. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2.2k views

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

    By Peter Gulia,
    • 5 replies
    • 1.9k views

  42. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 1k views

  43. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 1k views

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

    By TN CPA,
    • 2 replies
    • 1.7k views

  45. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 1k views

  46. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 679 views

  47. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.2k views

  48. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 345 views
    • Tom
    • Tom

  49. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 3k views

  50. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 753 views
×
×
  • Create New...