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401(k) Plans

19,450 topics in this forum

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

    By 401krepays,   
    • 4 replies
    • 4k views

  2. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 1k views

  3. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 753 views

  4. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.5k views

  5. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 4.1k views

  6. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.8k views

  7. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.7k views

  8. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 3.4k views

  9. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1.2k views

  10. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 532 views

  11. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 1.1k views

  12. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 952 views

  13. 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

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

    By CNB CONSULTING,
    • 4 replies
    • 2.7k views

  15. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1.3k views

  16. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 1.1k views

  17. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.4k views

  18. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 732 views

  19. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 685 views

  20. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 1.2k views

  21. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.9k views

  23. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 900 views

  24. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 8.2k views

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

    By austin3515,
    • 4 replies
    • 1.3k views

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

    By Tom,
    • 6 replies
    • 6.6k views

  27. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 1.1k views

  28. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 1.7k views

  29. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 538 views

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

    By AmyO,
    • 2 replies
    • 791 views

  31. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.3k views

  32. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 2.1k views

  33. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 552 views

  34. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 22.5k views

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

    By Tom,
    • 1 reply
    • 849 views

  36. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.4k views

  37. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs,
    • 3 replies
    • 1.8k views

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

    By Peter Gulia,
    • 1 reply
    • 655 views

  39. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 2k views

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

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

  41. Eligibility question with Rehire

    By Tom,
    • 6 replies
    • 1.3k views
    • Tom
    • Tom

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

    By legort69,
    • 11 replies
    • 1.5k views

  43. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 4.2k views

  44. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 704 views

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

    By Logan401,
    • 1 reply
    • 492 views

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

    By BG5150,
    • 7 replies
    • 1.6k views

  47. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G.,
    • 14 replies
    • 1.5k views

  48. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.3k views

  49. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 561 views

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

    By BG5150,
    • 3 replies
    • 689 views
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