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401(k) Plans

19,450 topics in this forum

  1. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1.3k views

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

    By Tom,
    • 1 reply
    • 649 views

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

    By TPApril,
    • 0 replies
    • 496 views

  4. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 2.2k views

  5. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 1.2k views

  6. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 1.5k views

  7. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1.6k views
    • Bri
    • Bri

  8. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 1.1k views

  9. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.7k views

  10. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 666 views

  11. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 1k views

  12. Amendment Required

    By DPSRich,
    • 6 replies
    • 956 views

  13. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 1.1k views

  14. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 781 views

  15. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 2.4k views

  16. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 862 views

  17. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 907 views

  18. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 1.8k views

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

    By austin3515,
    • 34 replies
    • 5.9k views

  20. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.5k views

  21. Discretionary Match

    By khn,
    • 3 replies
    • 879 views

  22. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 3.7k views

  23. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 5.3k views

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

    By erisageek1978,
    • 13 replies
    • 4.4k views

  25. Union - LTPT

    By TH 401k,
    • 1 reply
    • 701 views

  26. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.5k views

  27. Mandatory Roth catch-up

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

  28. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 2.1k views

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

    By Tom,
    • 0 replies
    • 754 views
    • Tom
    • Tom

  30. 410b

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

  31. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 974 views

  32. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 804 views

  33. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 606 views

  34. Vacation Time A taxable fringe??

    By austin3515,
    • 17 replies
    • 6.7k views

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

    By Bart,
    • 1 reply
    • 977 views

  36. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 882 views

  37. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 915 views

  38. Safe Harbor Nonelective Excludes HCE's

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

  39. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2.6k views

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

    By Paul I,
    • 0 replies
    • 589 views

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

    By ratherbereading,
    • 3 replies
    • 2.1k views

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

    By PensionPro,
    • 11 replies
    • 7k views

  43. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 959 views

  44. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.4k views

  45. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 957 views

  46. Unused Forfeiture

    By TH 401k,
    • 3 replies
    • 1.8k views

  47. ADP Refund

    By TH 401k,
    • 5 replies
    • 1.7k views

  48. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 2.2k views

  49. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.5k views

  50. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

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