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401(k) Plans

19,467 topics in this forum

  1. ERISA Bond for PEPs

    By Keith Lowery,
    • 4 replies
    • 1.5k views

  2. RMD

    By 401Karina,
    • 6 replies
    • 1k views

  3. Student Loan Payment Match Anticipated Administration

    By TPApril,
    • 13 replies
    • 1.5k views

  4. Optional Match True-Up

    By Lauren0507,
    • 4 replies
    • 1.9k views

  5. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 763 views

  6. 2024 safe harbor notices

    By Belgarath,
    • 6 replies
    • 1.3k views

  7. 401(k) Transitional Rule

    By 52626,
    • 5 replies
    • 1k views

  8. Blackout required

    By thepensionmaven,
    • 9 replies
    • 1.7k views

  9. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO,   
    • 6 replies
    • 1.8k views

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

    By Dalai Pookah,
    • 14 replies
    • 2.5k views
    • Bri
    • Bri

  11. SECURE - LTPT EEs - Interns?

    By doombuggy,
    • 16 replies
    • 3.5k views

  12. Safe Harbor Contribution Required?

    By Dougsbpc,
    • 2 replies
    • 603 views

  13. Younger RMD Age?

    By kmhaab,
    • 14 replies
    • 2.2k views

  14. Terminating a 401k Plan - final 5500 question

    By James Shen,   
    • 5 replies
    • 1.8k views

  15. 2024 COLA Limits

    By DPSRich,
    • 2 replies
    • 1.1k views

  16. Leaving a PEP

    By Nic Pospiech,
    • 2 replies
    • 2.3k views

  17. One Person Plan

    By khn,
    • 5 replies
    • 947 views

  18. Violation of successor plan rule

    By Belgarath,
    • 2 replies
    • 1.1k views

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

    By Rocha,
    • 11 replies
    • 2.4k views

  20. Age Based Match Formulas

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

  21. Plan Termination - Short 401k Deferral

    By Pensions2020,
    • 3 replies
    • 705 views

  22. Another LTPT Question - (sorry)

    By Gilmore,
    • 5 replies
    • 1.2k views

  23. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 5k views

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

    By metsfan026,
    • 2 replies
    • 1.3k views

  25. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill,
    • 14 replies
    • 6.1k views

  26. 5500 Automatic Extension

    By Tom,
    • 2 replies
    • 737 views

  27. Controlled Group - Are separate plans an option?

    By Renee H,
    • 5 replies
    • 2.6k views

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

    By Peter Gulia,
    • 5 replies
    • 2.4k views

  29. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 1.1k views

  30. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 1.1k views

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

    By TN CPA,
    • 2 replies
    • 1.9k views

  32. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 1.2k views

  33. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 752 views

  34. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.3k views

  35. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 394 views
    • Tom
    • Tom

  36. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 3.6k views

  37. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 863 views

  38. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 2.1k views

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

    By Pixie,
    • 9 replies
    • 4.2k views

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

    By Tom,
    • 6 replies
    • 4.7k views

  41. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 5.4k views

  42. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1.4k views

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

    By bzorc,
    • 1 reply
    • 919 views

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

    By Danny CPA,
    • 11 replies
    • 2.4k views

  45. RMD Refresher

    By Tom,
    • 3 replies
    • 1.7k views

  46. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 1.9k views

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

    By bdeancpa,
    • 5 replies
    • 2.5k views

  48. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 827 views

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

    By msmith,
    • 2 replies
    • 839 views

  50. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 2.5k views
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