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401(k) Plans

19,516 topics in this forum

  1. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 766 views

  2. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 25.3k views

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

    By Tom,
    • 1 reply
    • 1k views

  4. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.6k views

  5. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs,
    • 3 replies
    • 2.1k views

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

    By Peter Gulia,
    • 1 reply
    • 824 views

  7. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 2.3k views

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

    By Basically,
    • 3 replies
    • 1k views
    • Bri
    • Bri

  9. Eligibility question with Rehire

    By Tom,
    • 6 replies
    • 1.6k views
    • Tom
    • Tom

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

    By legort69,
    • 11 replies
    • 1.8k views

  11. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 5.2k views

  12. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 874 views

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

    By Logan401,
    • 1 reply
    • 700 views

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

    By BG5150,
    • 7 replies
    • 2k views

  15. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G.,
    • 14 replies
    • 2k views

  16. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.6k views

  17. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 860 views

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

    By BG5150,
    • 3 replies
    • 881 views

  19. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 843 views

  20. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.7k views

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

    By casey72,
    • 1 reply
    • 770 views

  22. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 696 views

  23. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 3.3k views

  24. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 859 views

  25. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 3.8k views

  26. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 881 views

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

    By legort69,
    • 1 reply
    • 828 views

  28. Hardship Distribution for Purchase of Multiplex Building

    By Footnote12,   
    • 13 replies
    • 1.8k views

  29. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 776 views

  30. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 1.1k views

  31. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.7k views

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

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

  33. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 2.2k views

  34. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.8k views

  35. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 1.1k views

  36. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 3k views

  37. |Cash vs 401k

    By 52626,
    • 8 replies
    • 1.5k views

  38. Back Pay

    By BTG,
    • 1 reply
    • 2.2k views

  39. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.8k views
    • Tom
    • Tom

  40. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.6k views

  41. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 2.6k views

  42. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 1k views

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

    By Tom,
    • 4 replies
    • 5.5k views

  44. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 890 views

  45. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 770 views

  46. Early Retirement Age

    By baileybear,
    • 1 reply
    • 750 views

  47. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 702 views

  48. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 3.3k views

  49. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 3.1k views

  50. Reversion to Employer from a 401(k) Plan

    By bzorc,
    • 6 replies
    • 2.4k views
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