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401(k) Plans

19,499 topics in this forum

  1. Mistaken Employer Contribution

    By Gadgetfreak,
    • 2 replies
    • 1.8k views

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

    By user12,
    • 2 replies
    • 2.4k views

  3. Employer Match as Roth - As Per Secure 2.0

    By metsfan026,
    • 5 replies
    • 2.3k views

  4. Is top heavy required under 401k plan?

    By Jakyasar,
    • 4 replies
    • 813 views

  5. LTPT Questions that thread the needle

    By austin3515,
    • 3 replies
    • 1.1k views

  6. Plan Mergers/Controlled Group

    By KevinMc,
    • 3 replies
    • 1.2k views

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

    By austin3515,
    • 27 replies
    • 4.9k views

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

    By PMZJohn,
    • 4 replies
    • 2.4k views

  9. Top-Heavy/Key-Employee question

    By Tom,
    • 10 replies
    • 3.3k views

  10. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 987 views

  11. Solo 401(k)Plan

    By Dobber,
    • 18 replies
    • 5.7k views

  12. 402g limit exceeded

    By J Simmons,
    • 2 replies
    • 1.2k views

  13. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 1.2k views

  14. "Mega" 401(k)

    By thepensionmaven,
    • 16 replies
    • 3.1k views

  15. PTLT

    By thepensionmaven,
    • 12 replies
    • 1.9k views

  16. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 683 views

  17. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 863 views

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

    By metsfan026,
    • 13 replies
    • 6.1k views

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

    By Peter Gulia,
    • 8 replies
    • 1.7k views

  20. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 910 views

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

    By Vlad401k,
    • 2 replies
    • 3.1k views

  22. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 1.1k views

  23. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 10.7k views

  24. 5500 SF to 5500EZ

    By FishOn,
    • 7 replies
    • 1.6k views

  25. 'cutback' for increased eligibility provision?

    By TPApril,
    • 4 replies
    • 1.4k views

  26. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant,
    • 9 replies
    • 2.2k views

  27. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  28. Seperate Plans / Commingled Accounts

    By austin3515,
    • 2 replies
    • 742 views

  29. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson,
    • 1 reply
    • 1.6k views

  30. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 792 views

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

    By justanotheradmin,
    • 0 replies
    • 802 views

  32. 401-k Plan Short Year

    By KevinMc,
    • 5 replies
    • 1.3k views

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

    By Rayofsunshine,
    • 2 replies
    • 997 views

  34. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 28.9k views

  35. LTPT question

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

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

    By LMK TPA,
    • 3 replies
    • 1.4k views

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

    By WDIK,
    • 9 replies
    • 13k views

  38. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.7k views

  39. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 1.2k views

  40. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 5k views

  41. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 2k views

  42. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 1.3k views

  43. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 4.3k views

  44. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.7k views

  45. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 2.4k views

  46. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,
    • 9 replies
    • 3.3k views

  48. In service rollovers

    By Soundbc1,
    • 4 replies
    • 1.2k views

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

    By austin3515,
    • 3 replies
    • 860 views

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

    By Belgarath,
    • 4 replies
    • 1.5k views
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