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401(k) Plans

19,275 topics in this forum

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

    By AmyO,
    • 2 replies
    • 603 views

  2. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.1k views

  3. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 1.7k views

  4. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 440 views

  5. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 11.4k views

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

    By Tom,
    • 1 reply
    • 687 views

  7. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.2k views

  8. Fee Disclosure Failure -- de minimis exceptions?

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

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

    By Peter Gulia,
    • 1 reply
    • 556 views

  10. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 1.5k views

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

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

  12. Eligibility question with Rehire

    By Tom,
    • 6 replies
    • 951 views
    • Tom
    • Tom

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

    By legort69,
    • 11 replies
    • 1.2k views

  14. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 3k views

  15. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 537 views

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

    By Logan401,
    • 1 reply
    • 396 views

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

    By BG5150,
    • 7 replies
    • 1.2k views

  18. Prototype Plan - Catchup Contributions allowed but no Roth

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

  19. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  20. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 414 views

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

    By BG5150,
    • 3 replies
    • 524 views

  22. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 533 views

  23. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 953 views

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

    By casey72,
    • 1 reply
    • 433 views

  25. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 382 views

  26. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 2.1k views

  27. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 536 views

  28. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 2.3k views

  29. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 647 views

  30. SECURE 2.0 - Roth Catch-Up for HPEs: Lookback comp for onboarding PEO

    By legort69,
    • 1 reply
    • 499 views

  31. Hardship Distribution for Purchase of Multiplex Building

    By cathgrace,   
    • 13 replies
    • 1.1k views

  32. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 434 views

  33. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 555 views

  34. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.2k views

  35. Catch up contributions at a previous employer with short limitation year

    By ERISA-Bubs,
    • 1 reply
    • 430 views
    • Bri
    • Bri

  36. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 1.2k views

  37. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.1k views

  38. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 654 views

  39. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 1.8k views

  40. |Cash vs 401k

    By 52626,
    • 8 replies
    • 752 views

  41. Back Pay

    By BTG,
    • 1 reply
    • 1.3k views

  42. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.2k views
    • Tom
    • Tom

  43. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.1k views

  44. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 1.5k views

  45. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 524 views

  46. RMD when Roth and pretax in a 401(k) plan

    By Tom,
    • 4 replies
    • 3.2k views

  47. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 487 views

  48. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 478 views

  49. Early Retirement Age

    By baileybear,
    • 1 reply
    • 462 views

  50. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 326 views
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