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401(k) Plans

19,499 topics in this forum

  1. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 1.5k views

  2. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 916 views

  3. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 680 views

  4. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1.4k views

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

    By Tom,
    • 1 reply
    • 771 views

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

    By TPApril,
    • 0 replies
    • 592 views

  7. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 2.9k views

  8. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 1.4k views

  9. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 1.7k views

  10. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1.9k views
    • Bri
    • Bri

  11. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 1.4k views

  12. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 2k views

  13. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 824 views

  14. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 1.3k views

  15. Amendment Required

    By DPSRich,
    • 6 replies
    • 1.3k views

  16. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 1.3k views

  17. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 949 views

  18. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 2.9k views

  19. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 1.1k views

  20. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 1.1k views

  21. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 2.2k views

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

    By austin3515,
    • 34 replies
    • 6.6k views

  23. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.8k views

  24. Discretionary Match

    By khn,
    • 3 replies
    • 1k views

  25. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 4k views

  26. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 6.1k views

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

    By erisageek1978,
    • 13 replies
    • 5.1k views

  28. Union - LTPT

    By TH 401k,
    • 1 reply
    • 791 views

  29. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.8k views

  30. Mandatory Roth catch-up

    By Ian,
    • 2 replies
    • 1.6k views
    • Ian
    • Ian

  31. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 2.4k views

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

    By Tom,
    • 0 replies
    • 842 views
    • Tom
    • Tom

  33. 410b

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

  34. LTPT eligibility

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

  35. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 949 views

  36. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 721 views

  37. Vacation Time A taxable fringe??

    By austin3515,
    • 17 replies
    • 7.6k views

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

    By Bart,
    • 1 reply
    • 1.1k views

  39. Contribution Withdrawal

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

  40. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 1.1k views

  41. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA,   
    • 5 replies
    • 1.2k views
    • Bri
    • Bri

  42. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2.9k views

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

    By Paul I,
    • 0 replies
    • 722 views

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

    By ratherbereading,
    • 3 replies
    • 2.4k views

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

    By PensionPro,
    • 11 replies
    • 7.5k views

  46. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 1.1k views

  47. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.6k views

  48. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 1.1k views

  49. Unused Forfeiture

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

  50. ADP Refund

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