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401(k) Plans

19,489 topics in this forum

  1. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath,
    • 3 replies
    • 1.1k views

  2. Retroactive New Plan and Deduction Timing

    By EBECatty,
    • 4 replies
    • 1k views

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

    By supernole,
    • 8 replies
    • 1.9k views

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

    By CNB CONSULTING,
    • 4 replies
    • 2.9k views

  5. TH minimum required?

    By RatherBeGolfing,
    • 7 replies
    • 1.4k views

  6. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 1.2k views

  7. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.5k views

  8. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 815 views

  9. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 775 views

  10. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 1.4k views

  11. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 2k views

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

    By AlbanyConsultant,
    • 7 replies
    • 2.1k views

  13. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 971 views

  14. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 8.5k views

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

    By austin3515,
    • 4 replies
    • 1.4k views

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

    By Tom,
    • 6 replies
    • 7k views

  17. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 1.2k views

  18. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 1.9k views

  19. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 604 views

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

    By AmyO,
    • 2 replies
    • 883 views

  21. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  22. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 2.3k views

  23. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 635 views

  24. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 24.2k views

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

    By Tom,
    • 1 reply
    • 913 views

  26. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.5k views

  27. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs,
    • 3 replies
    • 1.9k views

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

    By Peter Gulia,
    • 1 reply
    • 719 views

  29. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 2.1k views

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

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

  31. Eligibility question with Rehire

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

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

    By legort69,
    • 11 replies
    • 1.6k views

  33. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 4.5k views

  34. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 799 views

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

    By Logan401,
    • 1 reply
    • 578 views

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

    By BG5150,
    • 7 replies
    • 1.7k views

  37. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G.,
    • 14 replies
    • 1.7k views

  38. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

  39. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 739 views

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

    By BG5150,
    • 3 replies
    • 768 views

  41. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 743 views

  42. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.6k views

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

    By casey72,
    • 1 reply
    • 643 views

  44. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 575 views

  45. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 3k views

  46. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 777 views

  47. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 3.5k views

  48. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 794 views

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

    By legort69,
    • 1 reply
    • 746 views

  50. Hardship Distribution for Purchase of Multiplex Building

    By Footnote12,   
    • 13 replies
    • 1.6k views
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