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401(k) Plans

19,499 topics in this forum

  1. Shout out to my TPA Peeps on 1099-Rs

    By austin3515,
    • 5 replies
    • 1.2k views

  2. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 2.4k views

  3. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 1.9k views
    • EBP
    • EBP

  4. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 4.7k views

  5. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 953 views

  6. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 703 views

  7. True Up Contributions

    By khn,
    • 5 replies
    • 1.4k views

  8. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.5k views

  9. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.7k views

  10. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.7k views

  11. Top Heavy Balance Cash/Accrual

    By AmyETPA,
    • 4 replies
    • 1.1k views
    • Bri
    • Bri

  12. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 1.4k views

  13. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 2.3k views

  14. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 813 views

  15. Help - 5500EZ (Solo 401K) - $150K penalty notice CP 220

    By Help_5500EZ_150K,
    • 19 replies
    • 9.7k views

  16. Covered comp tables

    By austin3515,
    • 2 replies
    • 437 views

  17. Prevailing Wage in ADP Test

    By Catch22PGM,
    • 1 reply
    • 1.2k views
    • Bri
    • Bri

  18. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 928 views

  19. Plan Document Question

    By khn,
    • 2 replies
    • 1k views

  20. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 1.1k views

  21. Changing from pay-period safe harbor match to annual match

    By Tom,
    • 2 replies
    • 2.3k views

  22. MAX SH NEC %

    By Basically,
    • 4 replies
    • 981 views

  23. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 1.3k views

  24. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 1.6k views

  25. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020,
    • 0 replies
    • 540 views

  26. Auto enrollment for plans that join a PEP or MEP which was established after 12/29/2022

    By jsample,
    • 1 reply
    • 1.4k views

  27. Safe harbor nonelective plan - mid year amendment to exclude bonuses

    By Belgarath,
    • 1 reply
    • 968 views

  28. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 980 views

  29. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 2k views

  30. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 4k views

  31. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 549 views

  32. Plan Termination Where Plan Sponsor / Administrator Bankrupt / Letter of Direction to Recordkeeper

    By 401 Chaos,
    • 3 replies
    • 1.7k views

  33. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 2k views

  34. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 748 views

  35. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 4.3k views

  36. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 1.2k views

  37. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 2.2k views

  38. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 7.4k views

  39. Allocations Limited by 415

    By ac,
    • 5 replies
    • 1.6k views

  40. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 2.6k views

  41. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 1.3k views

  42. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.7k views

  43. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 1.1k views

  44. Special Tax Notice

    By austin3515,
    • 12 replies
    • 3.8k views

  45. Employer Contribution Tax Credit / FICA Wages

    By austin3515,
    • 3 replies
    • 925 views

  46. Self-Certification of Hardship Distributions

    By metsfan026,
    • 1 reply
    • 1.2k views

  47. Employer match of Roth 401k

    By thepensionmaven,
    • 4 replies
    • 22k views

  48. Allowing 401(k) but Excluding From Safe Harbor Match

    By metsfan026,
    • 3 replies
    • 912 views

  49. 1099-R coding for rollover of taxable amount to Roth IRA

    By Tom,
    • 2 replies
    • 6.4k views
    • Tom
    • Tom

  50. Part-Time Employee Exclusions & Secure Act

    By metsfan026,
    • 6 replies
    • 2.6k views
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