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401(k) Plans

19,487 topics in this forum

  1. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 1.2k views

  2. Amendment Required

    By DPSRich,
    • 6 replies
    • 1.1k views

  3. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 1.2k views

  4. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 870 views

  5. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 2.8k views

  6. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 983 views

  7. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 1k views

  8. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 2.1k views

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

    By austin3515,
    • 34 replies
    • 6.4k views

  10. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.7k views

  11. Discretionary Match

    By khn,
    • 3 replies
    • 967 views

  12. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 3.9k views

  13. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 5.9k views

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

    By erisageek1978,
    • 13 replies
    • 4.9k views

  15. Union - LTPT

    By TH 401k,
    • 1 reply
    • 762 views

  16. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.7k views

  17. Mandatory Roth catch-up

    By Ian,
    • 2 replies
    • 1.5k views
    • Ian
    • Ian

  18. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 2.3k views

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

    By Tom,
    • 0 replies
    • 805 views
    • Tom
    • Tom

  20. 410b

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

  21. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 1.1k views

  22. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 884 views

  23. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 658 views

  24. Vacation Time A taxable fringe??

    By austin3515,
    • 17 replies
    • 7.4k views

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

    By Bart,
    • 1 reply
    • 1.1k views

  26. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 991 views

  27. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 1k views

  28. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA,   
    • 5 replies
    • 1.1k views
    • Bri
    • Bri

  29. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2.8k views

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

    By Paul I,
    • 0 replies
    • 643 views

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

    By ratherbereading,
    • 3 replies
    • 2.3k views

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

    By PensionPro,
    • 11 replies
    • 7.3k views

  33. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 1.1k views

  34. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.5k views

  35. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 1k views

  36. Unused Forfeiture

    By TH 401k,
    • 3 replies
    • 1.9k views

  37. ADP Refund

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

  38. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 2.4k views

  39. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.7k views

  40. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By TinaW,
    • 6 replies
    • 3.1k views

  42. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 2.8k views

  43. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.6k views

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

    By austin3515,
    • 3 replies
    • 2.2k views

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

    By Fibonacci,
    • 0 replies
    • 482 views

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

    By Jakyasar,
    • 4 replies
    • 755 views

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

    By WCC,
    • 2 replies
    • 1.5k views

  48. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 589 views
    • B21
    • B21

  49. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 2.3k views

  50. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 602 views
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