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401(k) Plans

19,334 topics in this forum

  1. Auto Enrollment for New Plans - Auto Enroll Everyone or New Hires?

    By austin3515,
    • 34 replies
    • 4.9k views

  2. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.3k views

  3. Discretionary Match

    By khn,
    • 3 replies
    • 756 views

  4. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 2.7k views

  5. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 1.9k views

  6. Distributions from 401(k) plan when employer in bankruptcy?

    By erisageek1978,
    • 13 replies
    • 3.1k views

  7. Union - LTPT

    By TH 401k,
    • 1 reply
    • 594 views

  8. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.3k views

  9. Mandatory Roth catch-up

    By Ian,
    • 2 replies
    • 1.2k views
    • Ian
    • Ian

  10. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 1.5k views

  11. Roth deferrals deducted by CPA on Sole Prop tax return

    By Tom,
    • 0 replies
    • 678 views
    • Tom
    • Tom

  12. 410b

    By TH 401k,
    • 1 reply
    • 635 views
    • Bri
    • Bri

  13. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 798 views

  14. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 713 views

  15. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 526 views

  16. Vacation Time A taxable fringe??

    By austin3515,
    • 17 replies
    • 4.9k views

  17. Plan sponsor change (updated with form 5500 issue)

    By Bart,
    • 1 reply
    • 796 views

  18. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 721 views

  19. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 781 views

  20. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA,   
    • 5 replies
    • 797 views
    • Bri
    • Bri

  21. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2.2k views

  22. IRS guidance for Catch-Up contributions and for Auto Enrollment scheduled to be published next week

    By Paul I,
    • 0 replies
    • 508 views

  23. Missed Deferral Opportunity - Form 5500 Sched H line 4a

    By ratherbereading,
    • 3 replies
    • 1.8k views

  24. ACP Test for Safe Harbor Match and Employee After-Tax

    By PensionPro,
    • 11 replies
    • 6k views

  25. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 822 views

  26. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.2k views

  27. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 783 views

  28. Unused Forfeiture

    By TH 401k,
    • 3 replies
    • 1.5k views

  29. ADP Refund

    By TH 401k,
    • 5 replies
    • 1.3k views

  30. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 1.8k views

  31. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.2k views

  32. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

  33. Stop Safe Harbor on 1/1 - notice requirement

    By TinaW,
    • 6 replies
    • 1.8k views

  34. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 2.1k views

  35. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.1k views

  36. Mandatory Auto Enrollment 1/1/2025 and beyond

    By austin3515,
    • 3 replies
    • 1.5k views

  37. Fiscal year plan (1/31/24) overcontributes before end of plan year.

    By Fibonacci,
    • 0 replies
    • 368 views

  38. First year of the plan with HCEs limited due to lack of SH

    By Jakyasar,
    • 4 replies
    • 533 views

  39. Voluntary employee contributions (after-tax), associated match and distribution timing

    By WCC,
    • 2 replies
    • 1.1k views

  40. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 426 views
    • B21
    • B21

  41. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 535 views

  42. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.3k views

  43. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 460 views

  44. Controlled Group, Affiliated Service Group or Multi-Employer Plan

    By Renee H,
    • 4 replies
    • 1k views

  45. Multiple Vesting Schedules in a 401(k) Plan

    By RetirementGal86,
    • 2 replies
    • 1k views

  46. In-house payroll system programmed to allow catchup capped at $7500

    By campy,
    • 2 replies
    • 871 views

  47. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 690 views

  48. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 601 views

  49. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1.2k views

  50. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 997 views
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