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401(k) Plans

19,294 topics in this forum

  1. Electronic Delivery of IRS Notices

    By LANDO,   
    • 2 replies
    • 814 views

  2. Merging a 401k plan into a 403b plan

    By cpc0506,
    • 7 replies
    • 6.4k views

  3. Late Form 5500-EZ & Successor Plan Rule

    By Derek,
    • 3 replies
    • 809 views

  4. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 2.4k views

  5. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 654 views

  6. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 763 views

  7. 401k Loans

    By Patrick401k,
    • 10 replies
    • 1.1k views

  8. removal of auto enrollment features

    By pmacduff,
    • 4 replies
    • 1.8k views

  9. Lost Participant Search Service

    By Gadgetfreak,
    • 3 replies
    • 859 views

  10. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 347 views

  11. Mandarin and Cantonese call center?

    By Matt RPS,
    • 2 replies
    • 726 views

  12. father owns business, son over age 21 only employee

    By jeanh,
    • 5 replies
    • 755 views

  13. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 592 views

  14. 410(b) testing - Top Heavy min only participants

    By justanotheradmin,
    • 5 replies
    • 882 views

  15. Client deposited profit sharing monies to safe harbor account and safe harbor monies to profit sharing account.

    By Fibonacci,
    • 2 replies
    • 583 views

  16. Huge Breaking News - No More Chevron Deference

    By austin3515,
    • 22 replies
    • 2.1k views

  17. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 1.7k views

  18. Safe Harbor Plan - Mid-Year Formula Change and Automatic Enrollment

    By Vlad401k,
    • 4 replies
    • 1.4k views

  19. Interesting Match Formula

    By justatester,
    • 5 replies
    • 1.1k views

  20. Divorced Spouse not removed as Beneficiary

    By ratherbereading,
    • 21 replies
    • 7.9k views

  21. Mandatory 20% withholding on hardship distribution not paid.

    By rblum50,
    • 1 reply
    • 778 views

  22. Improperly Excluded Employee: Employee Does NOT Want a QNEC

    By Benefits Plan,
    • 6 replies
    • 1.3k views

  23. Triple Stack Match Conditions

    By The Bartender,
    • 5 replies
    • 1.3k views

  24. Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath,
    • 2 replies
    • 738 views

  25. Deadline for form 5500/5558

    By KevinMc,
    • 2 replies
    • 886 views

  26. Once eligible always eligible for deferrals?

    By Bruce1,
    • 2 replies
    • 656 views

  27. Plan Termination and one year rule

    By 30Rock,
    • 2 replies
    • 719 views

  28. Form 8955 Extension but nothing to file

    By Tom,
    • 1 reply
    • 458 views

  29. Alternative Investment

    By ejohnke,
    • 8 replies
    • 1.3k views

  30. Parent - Adult Child Attribution

    By DonnieMichelada,   
    • 4 replies
    • 1.7k views

  31. Merger/Acquisition & Successor Plan Rules

    By LANDO,   
    • 3 replies
    • 636 views

  32. If 401(k) plan requires ppts to be active on 12/31 to receive match...

    By DayinJune,
    • 2 replies
    • 500 views

  33. $250,000 Minimum Assets for Form 5500

    By metsfan026,
    • 1 reply
    • 460 views

  34. No Accountants Opinion Attached to 5500 - 2022

    By John K,
    • 1 reply
    • 648 views

  35. Bonus Election When Paid w. Regular Payroll

    By 401questions,
    • 5 replies
    • 847 views

  36. ACA mid year auto escalation - notice timing?

    By WCC,
    • 1 reply
    • 458 views

  37. 401(K) Match Eligibility Based on Scheduled Hours?

    By DayinJune,
    • 2 replies
    • 1k views

  38. May an employer design a plan with no payout until normal retirement age?

    By Peter Gulia,
    • 17 replies
    • 1.4k views

  39. Mandatory Federal Withholding - Form W4-R

    By John K,
    • 7 replies
    • 5.6k views

  40. Beneficiary Is Minor Child

    By austin3515,
    • 8 replies
    • 18.8k views

  41. 401 K medical debt proof

    By christiana,
    • 1 reply
    • 808 views

  42. two "owner only 401k plans" in the same business?

    By AlbanyConsultant,
    • 5 replies
    • 3.7k views

  43. Automatic Enrollment question

    By BG5150,
    • 2 replies
    • 575 views

  44. affiliated service group question

    By Tom,
    • 1 reply
    • 425 views

  45. Spousal consent to distributions

    By Tom,
    • 3 replies
    • 826 views

  46. Amendment Timing

    By John K,
    • 2 replies
    • 1.2k views

  47. Hardship withdrawal for Bankruptcy

    By gooseblitz,
    • 2 replies
    • 1.9k views

  48. Eligibility Senior Moment

    By thepensionmaven,
    • 4 replies
    • 662 views

  49. In-Service Distribution with an Outstanding Loan

    By metsfan026,
    • 2 replies
    • 2.6k views

  50. Distribution from plan to employer first then participant???

    By kmhaab,
    • 5 replies
    • 1.4k views
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