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401(k) Plans

19,450 topics in this forum

  1. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 1.1k views

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

    By Rocha,
    • 11 replies
    • 2.3k views

  3. Age Based Match Formulas

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

  4. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 674 views

  5. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 1.2k views

  6. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4.8k views

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

    By metsfan026,
    • 2 replies
    • 1.3k views

  8. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 5.9k views

  9. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 711 views

  10. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2.5k views

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

    By Peter Gulia,
    • 5 replies
    • 2.2k views

  12. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 1.1k views

  13. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 1.1k views

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

    By TN CPA,
    • 2 replies
    • 1.8k views

  15. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 1.1k views

  16. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 741 views

  17. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.3k views

  18. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 385 views
    • Tom
    • Tom

  19. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 3.4k views

  20. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 838 views

  21. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 2.1k views

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

    By Pixie,
    • 9 replies
    • 4.1k views

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

    By Tom,
    • 6 replies
    • 4.6k views

  24. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 5.3k views

  25. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1.3k views

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

    By bzorc,
    • 1 reply
    • 894 views

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

    By Danny CPA,
    • 11 replies
    • 2.3k views

  28. RMD Refresher

    By Tom,
    • 3 replies
    • 1.6k views

  29. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.9k views

  30. Correct year for deferrals to apply against 402(g) limit

    By bdeancpa,
    • 5 replies
    • 2.4k views

  31. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 795 views

  32. Funding Profit Sharing contribution with excess assets transferred from a terminated DB plan

    By msmith,
    • 2 replies
    • 825 views

  33. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 2.4k views

  34. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 668 views

  35. New Plan Setup - Plan Year For Safe Harbor With Automatic Increase

    By metsfan026,
    • 2 replies
    • 861 views

  36. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 993 views

  37. safe harbor contribution in the year you leave a MEP

    By AlbanyConsultant,
    • 0 replies
    • 537 views

  38. Is Some PEP trust account information private?

    By With Appreciation....,
    • 2 replies
    • 940 views

  39. LTPT entry date

    By legort69,
    • 4 replies
    • 1.2k views

  40. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.8k views

  41. Timing of deposits

    By 52626,
    • 4 replies
    • 2.7k views

  42. Will the IRS delay SECURE 2022’s automatic-contribution condition?

    By Peter Gulia,
    • 0 replies
    • 501 views

  43. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 551 views

  44. Payroll-based SH match timing question--off calendar

    By BG5150,
    • 1 reply
    • 450 views
    • Bri
    • Bri

  45. Startup Tax Savers Credit for small plans - which year?

    By TPApril,
    • 1 reply
    • 637 views

  46. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 1k views

  47. IRA transfer from 401(k) Plan when participant can't be found

    By rblum50,
    • 4 replies
    • 1.7k views

  48. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 5.9k views

  49. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 434 views

  50. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 3.3k views
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