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401(k) Plans

19,362 topics in this forum

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

    By ratherbereading,
    • 3 replies
    • 1.9k views

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

    By PensionPro,
    • 11 replies
    • 6.2k views

  3. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 836 views

  4. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.3k views

  5. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 811 views

  6. Unused Forfeiture

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

  7. ADP Refund

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

  8. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 1.9k views

  9. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.3k views

  10. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By TinaW,
    • 6 replies
    • 2k views

  12. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 2.2k views

  13. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.2k views

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

    By austin3515,
    • 3 replies
    • 1.6k views

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

    By Fibonacci,
    • 0 replies
    • 376 views

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

    By Jakyasar,
    • 4 replies
    • 547 views

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

    By WCC,
    • 2 replies
    • 1.2k views

  18. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 433 views
    • B21
    • B21

  19. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 561 views

  20. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.4k views

  21. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 468 views

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

    By Renee H,
    • 4 replies
    • 1.1k views

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

    By RetirementGal86,
    • 2 replies
    • 1k views

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

    By campy,
    • 2 replies
    • 911 views

  25. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 700 views

  26. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 609 views

  27. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1.3k views

  28. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 1k views

  29. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 888 views

  30. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 626 views

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

    By Tom,
    • 4 replies
    • 1.7k views

  32. SPD Requirement

    By Bruce1,
    • 7 replies
    • 935 views

  33. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1k views

  34. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 627 views

  35. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.4k views

  36. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 720 views

  37. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.2k views

  38. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 640 views

  39. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.2k views

  40. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.2k views

  41. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 891 views

  42. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 664 views

  43. Participant Count

    By In House Counsel,
    • 2 replies
    • 561 views

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

    By Jakyasar,
    • 3 replies
    • 992 views

  45. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 595 views

  46. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 507 views

  47. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 888 views

  48. Which early-out distribution amounts are inflation-adjusted?

    By Peter Gulia,
    • 0 replies
    • 387 views

  49. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 771 views

  50. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.7k views
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