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401(k) Plans

19,526 topics in this forum

  1. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 1.8k views

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

    By Pensions2020,
    • 0 replies
    • 703 views

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

    By jsample,
    • 1 reply
    • 1.6k views

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

    By Belgarath,
    • 1 reply
    • 1.1k views

  5. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 1.1k views

  6. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 2.2k views

  7. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 4.1k views

  8. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 617 views

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

    By 401 Chaos,
    • 3 replies
    • 1.9k views

  10. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 2.3k views

  11. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 895 views

  12. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 4.7k views

  13. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 1.4k views

  14. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 2.5k views

  15. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 7.7k views

  16. Allocations Limited by 415

    By ac,
    • 5 replies
    • 1.8k views

  17. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 2.8k views

  18. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 1.4k views

  19. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.9k views

  20. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 1.2k views

  21. Special Tax Notice

    By austin3515,
    • 12 replies
    • 4.3k views

  22. Employer Contribution Tax Credit / FICA Wages

    By austin3515,
    • 3 replies
    • 1.1k views

  23. Self-Certification of Hardship Distributions

    By metsfan026,
    • 1 reply
    • 1.5k views

  24. Employer match of Roth 401k

    By thepensionmaven,
    • 4 replies
    • 23k views

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

    By metsfan026,
    • 3 replies
    • 1.1k views

  26. 1099-R coding for rollover of taxable amount to Roth IRA

    By Tom,
    • 2 replies
    • 6.6k views
    • Tom
    • Tom

  27. Part-Time Employee Exclusions & Secure Act

    By metsfan026,
    • 6 replies
    • 2.9k views

  28. Mistaken Employer Contribution

    By Gadgetfreak,
    • 2 replies
    • 2k views

  29. Filed 5500-SF instead of 5500-EZ for several years – can I switch?

    By user12,
    • 2 replies
    • 2.6k views

  30. Employer Match as Roth - As Per Secure 2.0

    By metsfan026,
    • 5 replies
    • 2.5k views

  31. Is top heavy required under 401k plan?

    By Jakyasar,
    • 4 replies
    • 1.1k views

  32. LTPT Questions that thread the needle

    By austin3515,
    • 3 replies
    • 1.3k views

  33. Plan Mergers/Controlled Group

    By KevinMc,
    • 3 replies
    • 1.4k views

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

    By austin3515,
    • 27 replies
    • 5.5k views

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

    By PMZJohn,
    • 4 replies
    • 2.6k views

  36. Top-Heavy/Key-Employee question

    By Tom,
    • 10 replies
    • 3.7k views

  37. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 1.2k views

  38. Solo 401(k)Plan

    By Dobber,
    • 18 replies
    • 6.1k views

  39. 402g limit exceeded

    By J Simmons,
    • 2 replies
    • 1.4k views

  40. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 1.5k views

  41. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 3.4k views

  42. PTLT

    By thepensionmaven,
    • 12 replies
    • 2.3k views

  43. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 785 views

  44. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 987 views

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

    By metsfan026,
    • 13 replies
    • 7.3k views

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

    By Peter Gulia,
    • 8 replies
    • 2k views

  47. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 1k views

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

    By Vlad401k,
    • 2 replies
    • 3.4k views

  49. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 1.2k views

  50. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 11.6k views
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