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401(k) Plans

19,362 topics in this forum

  1. Timing of deposits

    By 52626,
    • 4 replies
    • 2.2k views

  2. Will the IRS delay SECURE 2022’s automatic-contribution condition?

    By Peter Gulia,
    • 0 replies
    • 444 views

  3. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 472 views

  4. Payroll-based SH match timing question--off calendar

    By BG5150,
    • 1 reply
    • 393 views
    • Bri
    • Bri

  5. Startup Tax Savers Credit for small plans - which year?

    By TPApril,
    • 1 reply
    • 566 views

  6. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 829 views

  7. IRA transfer from 401(k) Plan when participant can't be found

    By rblum50,
    • 4 replies
    • 1.4k views

  8. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 4.7k views

  9. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 375 views

  10. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 2.8k views

  11. Am I do this right? (using 401k calculator for missed payments)

    By 401krepays,   
    • 4 replies
    • 3.5k views

  12. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 908 views

  13. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 656 views

  14. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.4k views

  15. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 3.2k views

  16. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.5k views

  17. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.5k views

  18. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 2.9k views

  19. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1.1k views

  20. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 474 views

  21. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 958 views

  22. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 792 views

  23. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

    By supernole,
    • 8 replies
    • 1.5k views

  24. Excluded Class Employee works 1000 hours - What next?

    By CNB CONSULTING,
    • 4 replies
    • 2.4k views

  25. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1.1k views

  26. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 928 views

  27. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.3k views

  28. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 651 views

  29. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 578 views

  30. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 952 views

  31. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.6k views

  33. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 823 views

  34. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 6.9k views

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

    By austin3515,
    • 4 replies
    • 1.1k views

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

    By Tom,
    • 6 replies
    • 5.4k views

  37. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 866 views

  38. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 1.5k views

  39. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 450 views

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

    By AmyO,
    • 2 replies
    • 666 views

  41. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.2k views

  42. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 1.8k views

  43. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 477 views

  44. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 16.7k views

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

    By Tom,
    • 1 reply
    • 749 views

  46. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.2k views

  47. Fee Disclosure Failure -- de minimis exceptions?

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

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

    By Peter Gulia,
    • 1 reply
    • 586 views

  49. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 1.6k views

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

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