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401(k) Plans

19,317 topics in this forum

  1. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 699 views

  2. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 764 views

  3. Safe Harbor Nonelective Excludes HCE's

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

  4. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2k views

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

    By Paul I,
    • 0 replies
    • 490 views

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

    By ratherbereading,
    • 3 replies
    • 1.8k views

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

    By PensionPro,
    • 11 replies
    • 5.8k views

  8. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 805 views

  9. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.2k views

  10. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 767 views

  11. Unused Forfeiture

    By TH 401k,
    • 3 replies
    • 1.4k views

  12. ADP Refund

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

  13. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 1.7k views

  14. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.2k views

  15. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By TinaW,
    • 6 replies
    • 1.7k views

  17. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 2k views

  18. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.1k views

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

    By austin3515,
    • 3 replies
    • 1.4k views

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

    By Fibonacci,
    • 0 replies
    • 364 views

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

    By Jakyasar,
    • 4 replies
    • 520 views

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

    By WCC,
    • 2 replies
    • 1.1k views

  23. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 416 views
    • B21
    • B21

  24. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 503 views

  25. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.2k views

  26. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 449 views

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

    By Renee H,
    • 4 replies
    • 988 views

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

    By RetirementGal86,
    • 2 replies
    • 970 views

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

    By campy,
    • 2 replies
    • 807 views

  30. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 678 views

  31. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 590 views

  32. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1.1k views

  33. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 974 views

  34. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 850 views

  35. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 603 views

  36. Withholding as Pretax for 2022 when should have been Roth

    By Tom,
    • 4 replies
    • 1.6k views

  37. SPD Requirement

    By Bruce1,
    • 7 replies
    • 907 views

  38. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1k views

  39. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 604 views

  40. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.3k views

  41. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 687 views

  42. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.1k views

  43. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 606 views

  44. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.1k views

  45. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.2k views

  46. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 845 views

  47. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 632 views

  48. Participant Count

    By In House Counsel,
    • 2 replies
    • 535 views

  49. Changing SH from basic match to 3% non-elective effective 1/1/2025

    By Jakyasar,
    • 3 replies
    • 950 views

  50. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 570 views
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