Jump to content

401(k) Plans

19,532 topics in this forum

  1. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 953 views

  2. 5500 COunt - Term with zero beg balance

    By TinaW,
    • 4 replies
    • 1.9k views

  3. LTPT top heavy and DB combo

    By Tom,
    • 0 replies
    • 610 views
    • Tom
    • Tom

  4. Consolidating Multiple Solo 401k Plans into One

    By ill,
    • 6 replies
    • 4.3k views

  5. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 1.3k views

  6. LTPT YOS credits under age 21

    By pmacduff,
    • 8 replies
    • 2.8k views

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

    By Pixie,
    • 9 replies
    • 4.9k views

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

    By Tom,
    • 6 replies
    • 5.7k views

  9. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026,
    • 2 replies
    • 6.5k views

  10. Adoption vs. Effective Date of Corrective Amendment

    By Ananda,
    • 6 replies
    • 2.1k views

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

    By bzorc,
    • 1 reply
    • 1.2k views

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

    By Danny CPA,
    • 11 replies
    • 3k views

  13. RMD Refresher

    By Tom,
    • 3 replies
    • 2.1k views

  14. Refusal to make Safe Harbor Match

    By Guest_Question,
    • 7 replies
    • 2.3k views

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

    By bdeancpa,
    • 5 replies
    • 3k views

  16. Missed Deferrals

    By MGOAdmin,
    • 2 replies
    • 1.1k views

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

    By msmith,
    • 2 replies
    • 1.2k views

  18. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven,
    • 10 replies
    • 3.1k views

  19. A ridiculous situation

    By Belgarath,
    • 2 replies
    • 999 views

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

    By metsfan026,
    • 2 replies
    • 1.1k views

  21. Lifetime Income Illustrations

    By Belgarath,
    • 3 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 0 replies
    • 730 views

  23. Is Some PEP trust account information private?

    By With Appreciation....,
    • 2 replies
    • 1.3k views

  24. LTPT entry date

    By legort69,
    • 4 replies
    • 1.5k views

  25. 401k Contributions Guidance for Two-Member LLC

    By ill,
    • 3 replies
    • 2.3k views

  26. Timing of deposits

    By 52626,
    • 4 replies
    • 3.2k views

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

    By Peter Gulia,
    • 0 replies
    • 707 views

  28. Auto-enrollment grandfathering

    By Belgarath,
    • 2 replies
    • 878 views

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

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

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

    By TPApril,
    • 1 reply
    • 842 views

  31. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 1.5k views

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

    By rblum50,
    • 4 replies
    • 2.1k views

  33. DFVCP Following IRS Penalty Assessment

    By EBECatty,
    • 12 replies
    • 7.3k views

  34. Auto Enrollment Trends

    By TPApril,
    • 0 replies
    • 805 views

  35. Rehires and Rule of Parity

    By Towanda,
    • 7 replies
    • 4.3k views

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

    By 401krepays,   
    • 4 replies
    • 4.9k views

  37. controlled group - safe harbor 401k plan

    By Pixie,
    • 3 replies
    • 1.3k views

  38. Discontinuing a SH Match and impact on Vesting

    By justatester,
    • 2 replies
    • 1.1k views

  39. LTPT

    By Brenda Wren,
    • 3 replies
    • 1.9k views

  40. Eligible compensation issue and correction

    By Zach Del,
    • 6 replies
    • 5.2k views

  41. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin,
    • 3 replies
    • 2.3k views

  42. Employer giving too much ER Match & correction?

    By EBP Guy,
    • 2 replies
    • 2.1k views

  43. 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO,   
    • 3 replies
    • 4.4k views

  44. RMD with no previous year balance

    By ratherbereading,   
    • 1 reply
    • 1.6k views

  45. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril,
    • 0 replies
    • 787 views

  46. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 1.3k views

  47. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 1.3k views

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

    By supernole,
    • 8 replies
    • 2.2k views

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

    By CNB CONSULTING,
    • 4 replies
    • 3.1k views

  50. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1.7k views
×
×
  • Create New...