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401(k) Plans

19,532 topics in this forum

  1. Effects of cash basis vs accrual in compliance testing

    By Abby H.,
    • 3 replies
    • 1.5k views

  2. Automatic Enrollment / Rehires

    By austin3515,
    • 1 reply
    • 1.8k views

  3. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 955 views

  4. Loan taken which exceeds borrowing limitation

    By Tom,
    • 2 replies
    • 991 views

  5. 401k Loan for Primary Residence. Settled a month ago

    By 401king,
    • 2 replies
    • 1.7k views

  6. IRS Filing Requirements

    By dragondon,
    • 9 replies
    • 2.7k views

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

    By AlbanyConsultant,
    • 7 replies
    • 2.5k views

  8. Missed Deferral Opportunity

    By FishOn,
    • 2 replies
    • 1.2k views

  9. California Final Wages

    By longjongbongkingkong,
    • 5 replies
    • 9.1k views

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

    By austin3515,
    • 4 replies
    • 1.6k views

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

    By Tom,
    • 6 replies
    • 7.8k views

  12. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay,   
    • 8 replies
    • 1.6k views

  13. First Year Top-Heavy Question

    By effingeh,   
    • 5 replies
    • 2.4k views

  14. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru,
    • 2 replies
    • 784 views

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

    By AmyO,
    • 2 replies
    • 1.1k views

  16. Closed MEP and audit requirement?

    By justanotheradmin,
    • 4 replies
    • 1.6k views

  17. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 2.7k views

  18. LLC taxed as a Sole Proprietor

    By ac,
    • 2 replies
    • 872 views

  19. timing of deferrals for self-employed and partners

    By ldr,   
    • 47 replies
    • 26.3k views

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

    By Tom,
    • 1 reply
    • 1.1k views

  21. Safe Harbor - Controlled Group

    By 52626,
    • 2 replies
    • 1.7k views

  22. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs,
    • 3 replies
    • 2.2k views

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

    By Peter Gulia,
    • 1 reply
    • 885 views

  24. Brokerage accounts and plan sponsor responsibility

    By ejohnke,
    • 8 replies
    • 2.5k views

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

    By Basically,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri

  26. Eligibility question with Rehire

    By Tom,
    • 6 replies
    • 1.7k views
    • Tom
    • Tom

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

    By legort69,
    • 11 replies
    • 2k views

  28. Missed Roth deferral and QNEC is non-Roth

    By andrew,
    • 6 replies
    • 5.8k views

  29. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 936 views

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

    By Logan401,
    • 1 reply
    • 819 views

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

    By BG5150,
    • 7 replies
    • 2.1k views

  32. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G.,
    • 14 replies
    • 2.1k views

  33. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  34. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 956 views

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

    By BG5150,
    • 3 replies
    • 962 views

  36. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 909 views

  37. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.9k views

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

    By casey72,
    • 1 reply
    • 855 views

  39. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 752 views

  40. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 3.6k views

  41. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 922 views

  42. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 4k views

  43. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 987 views

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

    By legort69,
    • 1 reply
    • 898 views

  45. Hardship Distribution for Purchase of Multiplex Building

    By Footnote12,   
    • 13 replies
    • 2k views

  46. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 857 views

  47. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 1.1k views

  48. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.9k views

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

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

  50. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 2.3k views
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