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401(k) Plans

19,489 topics in this forum

  1. 402g limit exceeded

    By J Simmons,
    • 2 replies
    • 1.1k views

  2. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 1.1k views

  3. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 2.9k views

  4. PTLT

    By thepensionmaven,
    • 12 replies
    • 1.8k views

  5. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 649 views

  6. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 814 views

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

    By metsfan026,
    • 13 replies
    • 5.9k views

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

    By Peter Gulia,
    • 8 replies
    • 1.6k views

  9. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 856 views

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

    By Vlad401k,
    • 2 replies
    • 3.1k views

  11. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 1k views

  12. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 10.3k views

  13. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1.5k views

  14. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 1.3k views

  15. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 2k views

  16. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 960 views

  17. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 684 views

  18. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 1.6k views

  19. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 731 views

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

    By justanotheradmin,
    • 0 replies
    • 749 views

  21. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 1.2k views

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

    By Rayofsunshine,
    • 2 replies
    • 959 views

  23. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 28.5k views

  24. LTPT question

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

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

    By LMK TPA,
    • 3 replies
    • 1.3k views

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

    By WDIK,
    • 9 replies
    • 12.9k views

  27. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.6k views

  28. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 1.1k views

  29. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 4.8k views

  30. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 1.9k views

  31. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 1.2k views

  32. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 4.1k views

  33. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.6k views

  34. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 2.3k views

  35. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 9 replies
    • 3.2k views

  37. In service rollovers

    By Soundbc1,
    • 4 replies
    • 1.1k views

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

    By austin3515,
    • 3 replies
    • 797 views

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

    By Belgarath,
    • 4 replies
    • 1.4k views

  40. LTPT - interns

    By Belgarath,
    • 24 replies
    • 6.1k views

  41. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 1.8k views

  42. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 1.1k views

  43. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 2.3k views

  44. Controlled Group with 2 Separate 401(k) Plans - one employer leaves controlled group - distribution event for 401K?

    By youngbenefitslawyer,
    • 1 reply
    • 788 views

  45. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 1k views

  46. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 652 views

  47. auto enrollment for pre-12/29/22 plans and LTPTE

    By AlbanyConsultant,
    • 1 reply
    • 646 views

  48. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 1.1k views

  49. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 587 views

  50. Re-deposited distrib check--how to get back taxes?

    By BG5150,
    • 1 reply
    • 937 views
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