Jump to content

401(k) Plans

19,321 topics in this forum

  1. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 888 views

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

    By Tom,
    • 6 replies
    • 4.9k views

  3. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 6.5k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.4k views

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

    By austin3515,
    • 4 replies
    • 996 views

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

    By AmyO,
    • 2 replies
    • 630 views

  7. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 827 views

  8. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 425 views

  9. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 1.8k views

  10. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 462 views

  11. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 1.4k views

  12. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 1.5k views

  13. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 2.9k views

  14. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.1k views

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

    By Tom,
    • 1 reply
    • 721 views

  16. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.2k views

  17. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs,
    • 3 replies
    • 1.5k views

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

    By Peter Gulia,
    • 1 reply
    • 571 views

  19. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 1.6k views

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

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

  21. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 4.3k views

  22. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 3.3k views

  23. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 564 views

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

    By legort69,
    • 11 replies
    • 1.3k views

  25. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.3k views

  26. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 569 views

  27. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

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

    By BG5150,
    • 3 replies
    • 571 views

  29. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 439 views

  30. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 406 views

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

    By casey72,
    • 1 reply
    • 455 views

  32. Eligibility question with Rehire

    By Tom,
    • 6 replies
    • 1k views
    • Tom
    • Tom

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

    By BG5150,
    • 7 replies
    • 1.3k views

  34. Prototype Plan - Catchup Contributions allowed but no Roth

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

  35. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 552 views

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

    By Logan401,
    • 1 reply
    • 415 views

  37. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1k views

  38. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 668 views

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

    By legort69,
    • 1 reply
    • 530 views

  40. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 2.3k views

  41. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 580 views

  42. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1k views

  43. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 2.5k views

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

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

  45. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.2k views

  46. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.1k views

  47. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 1.3k views

  48. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 691 views

  49. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 451 views

  50. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 554 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept