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401(k) Plans

19,423 topics in this forum

  1. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 1.7k views

  2. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 510 views

  3. Entry date and pay date acceleration due to weekend/holiday

    By AmyO,
    • 2 replies
    • 757 views

  4. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.3k views

  5. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 2k views

  6. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 532 views

  7. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 20.6k views

  8. Employer fails to start and or increase deferrals under an automatic deferral arrangement

    By Tom,
    • 1 reply
    • 818 views

  9. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.4k views

  10. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs,
    • 3 replies
    • 1.7k views

  11. Who decides which long-term-part-time employees are eligible?

    By Peter Gulia,
    • 1 reply
    • 631 views

  12. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 1.9k views

  13. New to me Plan - SH NEC Review... Not Right

    By Basically,
    • 3 replies
    • 783 views
    • Bri
    • Bri

  14. Eligibility question with Rehire

    By Tom,
    • 6 replies
    • 1.2k views
    • Tom
    • Tom

  15. SECURE ACT 2.0 Roth Catch Up - 2-year transition period

    By legort69,
    • 11 replies
    • 1.4k views

  16. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 4k views

  17. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 679 views

  18. Treatment of Otherwise Excludable Employees for Coverage and ADP Testing-Option 1

    By Logan401,
    • 1 reply
    • 478 views

  19. Correction of 402(g) excess by amending W2?

    By BG5150,
    • 7 replies
    • 1.5k views

  20. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G.,
    • 14 replies
    • 1.4k views

  21. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.3k views

  22. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 535 views

  23. New, small plans have to be auto enroll--for how long?

    By BG5150,
    • 3 replies
    • 665 views

  24. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 652 views

  25. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.2k views

  26. bad 415(c) correction - prohibited transaction?

    By casey72,
    • 1 reply
    • 530 views

  27. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 490 views

  28. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 2.7k views

  29. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 631 views

  30. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 3.2k views

  31. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 717 views

  32. SECURE 2.0 - Roth Catch-Up for HPEs: Lookback comp for onboarding PEO

    By legort69,
    • 1 reply
    • 624 views

  33. Hardship Distribution for Purchase of Multiplex Building

    By cathgrace,   
    • 13 replies
    • 1.3k views

  34. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 523 views

  35. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 666 views

  36. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.4k views

  37. Catch up contributions at a previous employer with short limitation year

    By ERISA-Bubs,
    • 1 reply
    • 503 views
    • Bri
    • Bri

  38. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 1.6k views

  39. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.5k views

  40. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 824 views

  41. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 2.3k views

  42. |Cash vs 401k

    By 52626,
    • 8 replies
    • 972 views

  43. Back Pay

    By BTG,
    • 1 reply
    • 1.7k views

  44. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.4k views
    • Tom
    • Tom

  45. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.2k views

  46. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 1.9k views

  47. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 677 views

  48. RMD when Roth and pretax in a 401(k) plan

    By Tom,
    • 4 replies
    • 4.4k views

  49. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 620 views

  50. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 563 views
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