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401(k) Plans

19,362 topics in this forum

  1. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1.2k views

  2. Is a 401(k) Spin Off a Viable Option? What are the considerations?

    By youngbenefitslawyer,
    • 2 replies
    • 1.1k views

  3. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 731 views

  4. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 728 views

  5. No Rollover Contribution Fees for 6 Months -- Any Issues?

    By Interested Party,
    • 5 replies
    • 1.2k views

  6. Off calendar plan year (6/30 year end) - catch-up reclass

    By MGOAdmin,   
    • 4 replies
    • 1.2k views

  7. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 807 views

  8. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 927 views

  9. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 677 views

  10. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 513 views

  11. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  12. Safe Harbor 401(k) Match top heavy plan - PS only to non-key/non-HCE

    By Tom,
    • 1 reply
    • 573 views

  13. match increase amendment (non s/h plan)

    By TPApril,
    • 0 replies
    • 431 views

  14. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 1.5k views

  15. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 1k views

  16. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 1.1k views

  17. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1.2k views
    • Bri
    • Bri

  18. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 961 views

  19. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.5k views

  20. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 574 views

  21. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 804 views

  22. Amendment Required

    By DPSRich,
    • 6 replies
    • 801 views

  23. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 914 views

  24. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 675 views

  25. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 1.6k views

  26. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 713 views

  27. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 749 views

  28. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 1.3k views

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

    By austin3515,
    • 34 replies
    • 5k views

  30. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.3k views

  31. Discretionary Match

    By khn,
    • 3 replies
    • 766 views

  32. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 3.1k views

  33. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 2.6k views

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

    By erisageek1978,
    • 13 replies
    • 3.3k views

  35. Union - LTPT

    By TH 401k,
    • 1 reply
    • 608 views

  36. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.3k views

  37. Mandatory Roth catch-up

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

  38. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 1.5k views

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

    By Tom,
    • 0 replies
    • 683 views
    • Tom
    • Tom

  40. 410b

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

  41. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 815 views

  42. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 719 views

  43. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 529 views

  44. Vacation Time A taxable fringe??

    By austin3515,
    • 17 replies
    • 5.1k views

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

    By Bart,
    • 1 reply
    • 823 views

  46. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 731 views

  47. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 798 views

  48. Safe Harbor Nonelective Excludes HCE's

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

  49. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2.3k views

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

    By Paul I,
    • 0 replies
    • 516 views
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