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401(k) Plans

19,423 topics in this forum

  1. RMD Refresher

    By Tom,
    • 3 replies
    • 1.5k views

  2. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.8k views

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

    By bdeancpa,
    • 5 replies
    • 2.2k views

  4. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 759 views

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

    By msmith,
    • 2 replies
    • 793 views

  6. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 2.3k views

  7. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 634 views

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

    By metsfan026,
    • 2 replies
    • 811 views

  9. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 926 views

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

    By AlbanyConsultant,
    • 0 replies
    • 517 views

  11. Is Some PEP trust account information private?

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

  12. LTPT entry date

    By legort69,
    • 4 replies
    • 1.1k views

  13. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.7k views

  14. Timing of deposits

    By 52626,
    • 4 replies
    • 2.5k views

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

    By Peter Gulia,
    • 0 replies
    • 486 views

  16. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 525 views

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

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

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

    By TPApril,
    • 1 reply
    • 613 views

  19. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 977 views

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

    By rblum50,
    • 4 replies
    • 1.6k views

  21. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 5.4k views

  22. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 417 views

  23. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 3.1k views

  24. Am I do this right? (using 401k calculator for missed payments)

    By 401krepays,   
    • 4 replies
    • 3.9k views

  25. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 1k views

  26. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 726 views

  27. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.5k views

  28. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 3.7k views

  29. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.7k views

  30. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.6k views

  31. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 3.3k views

  32. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1.2k views

  33. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 514 views

  34. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 1k views

  35. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 909 views

  36. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

    By supernole,
    • 8 replies
    • 1.7k views

  37. Excluded Class Employee works 1000 hours - What next?

    By CNB CONSULTING,
    • 4 replies
    • 2.7k views

  38. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1.2k views

  39. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 1k views

  40. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.4k views

  41. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 712 views

  42. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 643 views

  43. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 1.1k views

  44. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 1.7k views

  45. "Non-working partner" - count as an employee?

    By AlbanyConsultant,
    • 7 replies
    • 1.8k views

  46. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 878 views

  47. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 7.7k views

  48. Entity Adopting Safe Harbor 401k Mid-year as Participant Employer

    By austin3515,
    • 4 replies
    • 1.2k views

  49. Safe Harbor Plan with different eligibility for Deferrals and Safe Harbor

    By Tom,
    • 6 replies
    • 6.3k views

  50. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 1k views
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