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401(k) Plans

19,275 topics in this forum

  1. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek,
    • 0 replies
    • 375 views

  2. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 375 views

  3. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 374 views

  4. Plan configuration question - is this a master trust?

    By letsgoisles89,
    • 1 reply
    • 374 views

  5. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 373 views

  6. QSLP's

    By Belgarath,
    • 2 replies
    • 373 views

  7. Matching on the incorrect source...any ideas?

    By Benguru25,
    • 1 reply
    • 372 views

  8. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 372 views

  9. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 372 views

  10. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 371 views

  11. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 371 views

  12. Solo 401(k) Deduction

    By bzorc,
    • 1 reply
    • 370 views

  13. Still time for loan payment suspensions?

    By Gilmore,
    • 0 replies
    • 370 views

  14. Safe harbor Change

    By coleboy,
    • 1 reply
    • 370 views

  15. Plan Effective date for newly unrelated entities

    By JustMe,
    • 0 replies
    • 369 views

  16. QSLOB company do we count hours for discretionary non-elective

    By Jim Chad,
    • 1 reply
    • 369 views

  17. Incorrect Deferral % - Overage

    By Purplemandinga,
    • 1 reply
    • 369 views

  18. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 368 views

  19. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 368 views

  20. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 368 views

  21. Rollover Withdrawal from Retirement Plan

    By mjf06241972,
    • 1 reply
    • 368 views

  22. K-1 Elig Plan Comp Calc for Limited Partner (LP)

    By B_17,
    • 0 replies
    • 367 views

  23. When is 401(k) plan considered liquidated with installment sale of a plan asset?

    By Tom,
    • 1 reply
    • 367 views

  24. Contributions to the solo 401(k) for a QJV with a full-time W-2 job

    By ill,
    • 0 replies
    • 367 views
    • ill
    • ill

  25. Key Employee and Family Attribution

    By Tom,
    • 1 reply
    • 366 views
    • Bri
    • Bri

  26. HCE limit increase & change from 135K to 150K

    By TPApril,
    • 0 replies
    • 366 views

  27. sole proprietor and partnership with frozen DB plan and a DC plan

    By R. Butler,
    • 0 replies
    • 365 views

  28. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe,
    • 1 reply
    • 365 views

  29. Data Loss Prevention / MimeCast

    By austin3515,
    • 0 replies
    • 364 views

  30. Adding 3% Safe Harbor--notice needed first time?

    By BG5150,
    • 1 reply
    • 364 views

  31. Employer Stock in 401k plan - exit strategy

    By Jesse C,
    • 3 replies
    • 363 views

  32. Is there more?

    By Pammie57,
    • 1 reply
    • 363 views

  33. Voluntary After Tax vs Roth for low earners & can they be corrected to Roth?

    By TPApril,
    • 2 replies
    • 362 views

  34. Establish End of the Year 401(k) Plan

    By rblum50,
    • 2 replies
    • 361 views

  35. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 360 views

  36. Notice for SIMPLE to 401(k) mid-year replacement

    By justanotheradmin,
    • 0 replies
    • 359 views

  37. Long Term Part Time workers under a leasing/ temp arrangement

    By justanotheradmin,
    • 0 replies
    • 359 views

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

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

  39. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 358 views

  40. What does it mean to "maintain" a plan under §1003?

    By JWRB,
    • 0 replies
    • 358 views

  41. Correcting ADP test under EPCRS-5330?

    By BG5150,
    • 0 replies
    • 357 views

  42. Off Calendar Safe Harbor Startup

    By Gilmore,
    • 1 reply
    • 356 views

  43. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 355 views
    • Tom
    • Tom

  44. plan terminated before VFCP amount put in

    By stan evans,
    • 0 replies
    • 355 views

  45. Deadline for profit sharing if short plan year follows

    By Mr401k,
    • 1 reply
    • 355 views

  46. Two 1099Rs for excess contribution

    By thepensionmaven,
    • 1 reply
    • 355 views

  47. 401K

    By Byronious316@gmail.com,
    • 1 reply
    • 355 views

  48. requiring prior YOS in a startup plan - records sketchy

    By AlbanyConsultant,
    • 0 replies
    • 354 views

  49. Loan Corrections

    By austin3515,
    • 1 reply
    • 354 views

  50. How do coverage and nondiscrimination tests work for eligibility changes during a year?

    By Peter Gulia,   
    • 2 replies
    • 353 views
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