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401(k) Plans

19,467 topics in this forum

  1. Mid year auto enroll change

    By 401KsRme,
    • 0 replies
    • 578 views

  2. Top-heavy contributions for plans without deferrals

    By Miles Leech,
    • 1 reply
    • 2k views

  3. Plan Termination and Forfeitures

    By 30Rock,
    • 3 replies
    • 1.6k views

  4. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer,
    • 3 replies
    • 1.7k views

  5. ACP 4% non-discretionary match

    By Bruce1,
    • 12 replies
    • 1.8k views

  6. Compensation for HCE determination

    By justatester,
    • 2 replies
    • 1.1k views

  7. Sign-on bonuses

    By austin3515,
    • 13 replies
    • 4.2k views

  8. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1.6k views

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

    By youngbenefitslawyer,
    • 2 replies
    • 1.3k views

  10. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 898 views

  11. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 874 views

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

    By Interested Party,
    • 5 replies
    • 1.4k views

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

    By MGOAdmin,   
    • 4 replies
    • 1.6k views

  14. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 961 views

  15. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 1.3k views

  16. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 803 views

  17. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 599 views

  18. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1.3k views

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

    By Tom,
    • 1 reply
    • 674 views

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

    By TPApril,
    • 0 replies
    • 512 views

  21. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 2.4k views

  22. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 1.2k views

  23. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 1.6k views

  24. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1.7k views
    • Bri
    • Bri

  25. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 1.2k views

  26. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.8k views

  27. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 699 views

  28. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 1.1k views

  29. Amendment Required

    By DPSRich,
    • 6 replies
    • 991 views

  30. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 1.1k views

  31. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 810 views

  32. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 2.6k views

  33. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 904 views

  34. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 953 views

  35. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 1.9k views

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

    By austin3515,
    • 34 replies
    • 6.1k views

  37. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.6k views

  38. Discretionary Match

    By khn,
    • 3 replies
    • 908 views

  39. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 3.8k views

  40. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 5.7k views

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

    By erisageek1978,
    • 13 replies
    • 4.6k views

  42. Union - LTPT

    By TH 401k,
    • 1 reply
    • 724 views

  43. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.6k views

  44. Mandatory Roth catch-up

    By Ian,
    • 2 replies
    • 1.4k views
    • Ian
    • Ian

  45. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 2.2k views

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

    By Tom,
    • 0 replies
    • 777 views
    • Tom
    • Tom

  47. 410b

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

  48. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 1k views

  49. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 833 views

  50. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 626 views
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