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401(k) Plans

19,516 topics in this forum

  1. Taxation of plan distribution after moving to another state

    By rblum50,
    • 11 replies
    • 29.3k views

  2. LTPT question

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

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

    By LMK TPA,
    • 3 replies
    • 1.5k views

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

    By WDIK,
    • 9 replies
    • 13.2k views

  5. retention bonus contribution question

    By SundanceKid,
    • 1 reply
    • 1.8k views

  6. transfer fees for platform change

    By pmacduff,
    • 2 replies
    • 1.3k views

  7. In-Plan Roth Conversion

    By Molgilny89,
    • 5 replies
    • 5.1k views

  8. Direct investments in the prefunded account?

    By hockptuey,
    • 7 replies
    • 2.1k views

  9. Rehire - elapsed time

    By Lou81,
    • 2 replies
    • 1.4k views

  10. 402g Excess-Can it be distributed after 4/15?

    By justatester,
    • 9 replies
    • 4.4k views

  11. Require full distribution at Required Beginning Date?

    By kmhaab,
    • 5 replies
    • 1.8k views

  12. 1st of month 401k entry date in practice

    By TPApril,
    • 3 replies
    • 2.5k views

  13. Death RMDs Might Be The Death of Me

    By austin3515,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,
    • 9 replies
    • 3.5k views

  15. In service rollovers

    By Soundbc1,
    • 4 replies
    • 1.3k views

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

    By austin3515,
    • 3 replies
    • 932 views

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

    By Belgarath,
    • 4 replies
    • 1.5k views

  18. LTPT - interns

    By Belgarath,
    • 24 replies
    • 6.6k views

  19. Top Heavy Test - Excluded HCE

    By Vlad401k,
    • 7 replies
    • 2k views

  20. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 1.2k views

  21. Late Deferral Contributions

    By FishOn,
    • 7 replies
    • 2.5k views

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

    By youngbenefitslawyer,
    • 1 reply
    • 914 views

  23. Late deposits to a Solo K

    By Nic Pospiech,   
    • 3 replies
    • 1.1k views

  24. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing,
    • 1 reply
    • 734 views

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

    By AlbanyConsultant,
    • 1 reply
    • 737 views

  26. Changing ADP Testing btwn current & prior years

    By TPApril,
    • 3 replies
    • 1.3k views

  27. Safe Harbor Notice

    By R. Butler,
    • 0 replies
    • 673 views

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

    By BG5150,
    • 1 reply
    • 1.1k views

  29. Vesting and plan merger

    By 30Rock,
    • 8 replies
    • 3.1k views

  30. Excluding on part of otherwise excludable employees in ADP testing?

    By SnorkleDink,
    • 2 replies
    • 1.1k views

  31. Timing of 401k contribution via ACH (remittance and allocation)

    By TGIF,
    • 2 replies
    • 4.1k views

  32. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 811 views

  33. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen,
    • 12 replies
    • 3.3k views

  34. How to document in-plan conversion of after tax voluntary contribution

    By Old Reliable,
    • 4 replies
    • 2.9k views

  35. I have a simple IRA at my office, and I want to start a 401k in 2024. Do I need to rollover the funds into 401k account?

    By rbridges,
    • 6 replies
    • 2k views

  36. Allocating Forfeiture Account For Terminated Plan

    By metsfan026,
    • 6 replies
    • 3.9k views

  37. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 2.2k views

  38. Congruent Solutions

    By mjf06241972,
    • 0 replies
    • 537 views

  39. Corrective Distributions for 3 Plan Years

    By pixiebear,
    • 2 replies
    • 955 views

  40. Can someone explain this to me

    By Eaglepi,
    • 7 replies
    • 26.1k views

  41. Terminating 401(k) Plan - Notices

    By drakecohen,
    • 4 replies
    • 5.7k views

  42. Distribution via QRRO from Roth 401(k)

    By fmsinc,
    • 1 reply
    • 746 views

  43. ADP/ACP Testing

    By 52626,
    • 3 replies
    • 1.1k views

  44. ADP Test - Determining HCE

    By metsfan026,
    • 3 replies
    • 1.2k views

  45. Definition of Disability and Protected Benefits

    By Abby N,
    • 5 replies
    • 4k views

  46. Coverage Testing

    By 52626,
    • 7 replies
    • 1.9k views

  47. QDRO alterative payee-Cancel payment.

    By Panda,
    • 4 replies
    • 2.5k views

  48. LTPT and Automatic Enrollment (and vesting)

    By Gilmore,
    • 13 replies
    • 3.4k views

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

    By AlbanyConsultant,
    • 7 replies
    • 4.5k views

  50. 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
    • 1.3k views
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