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401(k) Plans

19,450 topics in this forum

  1. Employer Match as Roth - As Per Secure 2.0

    By metsfan026,
    • 5 replies
    • 2.1k views

  2. Is top heavy required under 401k plan?

    By Jakyasar,
    • 4 replies
    • 649 views

  3. LTPT Questions that thread the needle

    By austin3515,
    • 3 replies
    • 991 views

  4. Plan Mergers/Controlled Group

    By KevinMc,
    • 3 replies
    • 1k views

  5. Oh my Lord can someone please call Congress and tell them to stop???

    By austin3515,
    • 27 replies
    • 4.2k views

  6. Missed Deferral Opportunity- no other members of employees group

    By PMZJohn,
    • 4 replies
    • 2.2k views

  7. Top-Heavy/Key-Employee question

    By Tom,
    • 10 replies
    • 2.8k views

  8. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 854 views

  9. Solo 401(k)Plan

    By Dobber,
    • 18 replies
    • 5.2k views

  10. 402g limit exceeded

    By J Simmons,
    • 2 replies
    • 1k views

  11. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 965 views

  12. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 2.7k views

  13. PTLT

    By thepensionmaven,
    • 12 replies
    • 1.6k views

  14. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 589 views

  15. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 702 views

  16. Switching From Form 5500-SF to Form 5500-EZ

    By metsfan026,
    • 13 replies
    • 5.2k views

  17. Is there a reason to prefer a Roth IRA over a Roth 401(k)?

    By Peter Gulia,
    • 8 replies
    • 1.4k views

  18. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 770 views

  19. Terminating Safe Harbor Non-Elective Plan Mid-Year

    By Vlad401k,
    • 2 replies
    • 2.9k views

  20. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 931 views

  21. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 9.3k views

  22. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1.2k views

  23. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 1.2k views

  24. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 1.9k views

  25. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 885 views

  26. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 605 views

  27. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 1.4k views

  28. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 653 views

  29. Form 8881, Small plan tax credit form instructions?

    By justanotheradmin,
    • 0 replies
    • 668 views

  30. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 1.1k views

  31. Transition period over safe harbor and non-safe harbor plan

    By Rayofsunshine,
    • 2 replies
    • 858 views

  32. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 26.8k views

  33. LTPT question

    By Tom,
    • 1 reply
    • 728 views
    • WCC
    • WCC

  34. Plan's a mess...Late Deposits, 5500, 5330, DOL Audit

    By LMK TPA,
    • 3 replies
    • 1.3k views

  35. "Solo 401(k)" [note the quotations] Contribution Deadline from Online Article

    By WDIK,
    • 9 replies
    • 12.3k views

  36. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.6k views

  37. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 1k views

  38. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 4.5k views

  39. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 1.7k views

  40. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 1.1k views

  41. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 3.9k views

  42. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.5k views

  43. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 2.1k views

  44. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 1k views

  45. Should a plan provide a domestic-abuse distribution?

    By Peter Gulia,
    • 9 replies
    • 2.9k views

  46. In service rollovers

    By Soundbc1,
    • 4 replies
    • 1k views

  47. Plan has Division A and Divison B with Different Match Policies

    By austin3515,
    • 3 replies
    • 713 views

  48. LTPT - sometimes I think that's all w2e are here for... anyway

    By Belgarath,
    • 4 replies
    • 1.3k views

  49. LTPT - interns

    By Belgarath,
    • 24 replies
    • 5.7k views

  50. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 1.7k views
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