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401(k) Plans

19,489 topics in this forum

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

    By Peter Gulia,
    • 5 replies
    • 2.5k views

  2. Auto Enrollment Required?

    By Barbara,
    • 3 replies
    • 1.2k views

  3. Amending plan for discretionary match

    By pixiebear,
    • 1 reply
    • 1.2k views

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

    By TN CPA,
    • 2 replies
    • 1.9k views

  5. Extra deferral deposited during the year

    By Jakyasar,
    • 7 replies
    • 1.3k views

  6. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 807 views

  7. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.5k views

  8. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 443 views
    • Tom
    • Tom

  9. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 3.7k views

  10. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 945 views

  11. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 2.3k views

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

    By Pixie,
    • 9 replies
    • 4.3k views

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

    By Tom,
    • 6 replies
    • 4.9k views

  14. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 5.6k views

  15. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 1.5k views

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

    By bzorc,
    • 1 reply
    • 975 views

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

    By Danny CPA,
    • 11 replies
    • 2.6k views

  18. RMD Refresher

    By Tom,
    • 3 replies
    • 1.7k views

  19. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 2k views

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

    By bdeancpa,
    • 5 replies
    • 2.6k views

  21. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 919 views

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

    By msmith,
    • 2 replies
    • 913 views

  23. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 2.6k views

  24. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 765 views

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

    By metsfan026,
    • 2 replies
    • 945 views

  26. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 0 replies
    • 578 views

  28. Is Some PEP trust account information private?

    By With Appreciation....,
    • 2 replies
    • 1.1k views

  29. LTPT entry date

    By legort69,
    • 4 replies
    • 1.3k views

  30. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 1.9k views

  31. Timing of deposits

    By 52626,
    • 4 replies
    • 2.9k views

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

    By Peter Gulia,
    • 0 replies
    • 542 views

  33. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 625 views

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

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

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

    By TPApril,
    • 1 reply
    • 719 views

  36. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 1.1k views

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

    By rblum50,
    • 4 replies
    • 1.8k views

  38. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 6.5k views

  39. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 475 views

  40. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 3.6k views

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

    By 401krepays,   
    • 4 replies
    • 4.3k views

  42. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 1.1k views

  43. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 806 views

  44. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.7k views

  45. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 4.6k views

  46. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 1.9k views

  47. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 1.8k views

  48. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 3.7k views

  49. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1.3k views

  50. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 580 views
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