Jump to content

401(k) Plans

19,423 topics in this forum

  1. Coverage Testing

    By 52626,
    • 7 replies
    • 1.4k views

  2. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 2.1k views

  3. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 2.7k views

  4. Ability to roll loans from the plan - protected benefit?

    By AlbanyConsultant,
    • 7 replies
    • 3k views

  5. Do taxable bonuses to replace forfeited matches violate the IRC sec. 1.401(k)-1(e)(6) anti-conditioning rule?

    By Luke Bailey,   
    • 1 reply
    • 1.1k views

  6. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 5.4k views

  7. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.4k views

  8. RMD

    By 401Karina,
    • 6 replies
    • 906 views

  9. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.4k views

  10. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.8k views

  11. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 712 views

  12. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 1.2k views

  13. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 924 views

  14. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.5k views

  15. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.7k views

  16. Can ADP QNEC correction exceed 402(g)?

    By Dalai Pookah,
    • 14 replies
    • 2.2k views
    • Bri
    • Bri

  17. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 3.2k views

  18. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 547 views

  19. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 2k views

  20. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.6k views

  21. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 1.1k views

  22. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.3k views

  23. One Person Plan

    By khn,
    • 5 replies
    • 861 views

  24. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 1.1k views

  25. Deceased employee with over $5000 balance. No bene, no kin to be found

    By Rocha,
    • 11 replies
    • 2.2k views

  26. Age Based Match Formulas

    By justatester,
    • 4 replies
    • 848 views
    • Bri
    • Bri

  27. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 642 views

  28. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 1.1k views

  29. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4.6k views

  30. Authorization to Sign Form 5500 On Client's Behalf

    By metsfan026,
    • 2 replies
    • 1.3k views

  31. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 5.6k views

  32. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 681 views

  33. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2.4k views

  34. To take an emergency personal expense distribution, must a participant leave $1,000 in her account?

    By Peter Gulia,
    • 5 replies
    • 2.1k views

  35. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 1.1k views

  36. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 1.1k views

  37. Confusion with Short Plan Year Audit and 2023 Audit Rule Changes

    By TN CPA,
    • 2 replies
    • 1.8k views

  38. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 1.1k views

  39. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 720 views

  40. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.3k views

  41. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 368 views
    • Tom
    • Tom

  42. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 3.3k views

  43. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 803 views

  44. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 2k views

  45. Enrolling an Owner's Spouse into 401k plan

    By Pixie,
    • 9 replies
    • 3.9k views

  46. LTPT rules - anniversary year vs. plan year or calendar year

    By Tom,
    • 6 replies
    • 4.4k views

  47. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 5.1k views

  48. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1.3k views

  49. Frozen 401(k) Plan/Participant Loan Issue

    By bzorc,
    • 1 reply
    • 872 views

  50. Plan doesn't allow Roth, but Participants made Roth Deferrals

    By Danny CPA,
    • 11 replies
    • 2.2k views
×
×
  • Create New...