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401(k) Plans

19,321 topics in this forum

  1. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 513 views

  2. IRS Questioning Vesting

    By SSRRS,
    • 12 replies
    • 998 views

  3. IRS questionnaire

    By PAL,
    • 2 replies
    • 1.3k views
    • PAL
    • PAL

  4. IRS Reg for Lump Sum Eligibility Relating to Div Pass Through

    By Guest simma7,   
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  5. IRS Says Prime is NOT Reasonable

    By austin3515,
    • 28 replies
    • 10.7k views

  6. IRS SPECIAL NEWSLETTER RE: Model Amendment for Automatic Rollovers, COLAs and other stuff

    By jevd,
    • 0 replies
    • 952 views

  7. IRS Submission

    By Blinky the 3-eyed Fish,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  8. Irs Submission Of A Money Purchase Merger

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 969 views
    • Guest
    • Guest

  9. IRS Submission Question

    By Guest notapensiongeek,
    • 4 replies
    • 1k views
    • Guest
    • Guest

  10. IRS Targeting of 5300 Filings?

    By Blackbirch,   
    • 3 replies
    • 1.4k views

  11. IRS Tax Assessment Because No Rollover Reported

    By austin3515,
    • 6 replies
    • 899 views

  12. IRS website Help please

    By Jim Chad,
    • 5 replies
    • 1k views

  13. Is $1,000 Automatic Distribution Threshhold a Protected Benefit?

    By kgr12,
    • 2 replies
    • 3.6k views

  14. Is $150,000 the limit on 2025 FICA wages before a participant must make 2026 age-based-catch-up elective deferrals as Roth contributions?

    By Peter Gulia,
    • 1 reply
    • 947 views

  15. Is 0% considered a deferral election?

    By Susan S.,
    • 2 replies
    • 797 views

  16. Is 100% match on first 4%, fully vested, an "enhanced matching" formula for safe harbor purposes?

    By Lori H,
    • 3 replies
    • 1.2k views

  17. Is 100% of deferrals up to 6% SH match okay?

    By BG5150,
    • 2 replies
    • 706 views

  18. Is 3% Safe Harbor contribution required if no deferrals?

    By jkharvey,
    • 3 replies
    • 1.5k views

  19. Is a 1% owner of an S-Corp considered an HCE for ADP testing

    By Guest jhilliard,
    • 10 replies
    • 2.6k views

  20. Is a 401 k plan "self-directed" if plan has 50 mutual funds

    By Guest reesbe,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By youngbenefitslawyer,
    • 2 replies
    • 961 views

  22. Is a 5330 Necessary If Late Deposit of Deferrals Is Corrected Under VFC?

    By Übernerd,   
    • 8 replies
    • 5.5k views

  23. Is a 990-T needed?

    By goldtpa,
    • 6 replies
    • 2.1k views

  24. Is a default rollover divided into Roth and non-Roth subaccounts?

    By Peter Gulia,
    • 3 replies
    • 730 views

  25. Is a deferral late if payroll was never made?

    By TPApril,
    • 2 replies
    • 1.2k views

  26. Is a graduated matching contribution plan as to tenure permissible?

    By Guest Scott Mitchell,
    • 11 replies
    • 4.6k views

  27. Is a hardship withdrawal or hardship distribution from vested match an

    By John A,
    • 1 reply
    • 1.8k views

  28. Is a non employee owner an HCE?

    By Guest richez,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  29. Is a Non-owner spouse considered an HCE for 2024 if newly married?

    By Renee Crabill,
    • 1 reply
    • 651 views

  30. Is a not-for-profit company's 401(k) plan exempt from filing Form 5500?

    By Lori Foresz,
    • 6 replies
    • 2.8k views

  31. Is a participant eligible for a distribution if he terminates but resu

    By Scuba 401,
    • 15 replies
    • 11k views
    • Guest
    • Guest

  32. Is a participant who terminates at NRA or ERA entitled to a Top Heavy contribution?

    By bevfair,
    • 1 reply
    • 1.1k views

  33. Is a partner's plan compensation for a 401(k) computed without regard to deferrals or is it net of deferrals?

    By Guest mjn,
    • 5 replies
    • 1.6k views

  34. Is a plan amendment to change a plan year automatically negated due to

    By Guest Compliance Rep,
    • 3 replies
    • 1.9k views

  35. Is a plan permissible for one class of employees of an employer while

    By Guest Pat Metallic,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  36. Is a rollover from profit sharing plan to a SEP IRA permissable?

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.5k views

  37. Is a Safe Harbor QACA Match of 100% of 6% OK?

    By Anagoge,
    • 2 replies
    • 2.7k views

  38. Is a self-directed brokerage investment option that requires a minimum

    By Guest ak,
    • 7 replies
    • 4.3k views

  39. Is a sign-on bonus plan compensation?

    By Guest youngt,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  40. Is a SIMPLE IRA plan a "successor plan" under the 401(k) rul

    By Guest SCUDDESLER,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  41. Is a single participant plan an ERISA plan?

    By Guest HDM,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  42. Is a Top heavy contrib needed?

    By BG5150,
    • 8 replies
    • 1.7k views

  43. Is A Training Period Included for Eligibility and Vesting Purposes?

    By rocknrolls2,
    • 1 reply
    • 1.1k views

  44. is a voluntary after-tax contribution subaccount "pre-tax"?

    By carelessostrich,
    • 6 replies
    • 1.2k views

  45. Is adopting a volume submitter considered an amendment to an existing plan.

    By Guest jcarlos,
    • 5 replies
    • 1.4k views

  46. Is ADP test irrelevant where all employees are HCEs?

    By Guest JDVJr,
    • 1 reply
    • 1.6k views

  47. Is an amendment necessary for plan sponsor name change

    By cpc0506,
    • 10 replies
    • 10.6k views

  48. Is an annual 401k Safe Harbor Notice required?

    By four01kman,
    • 1 reply
    • 1.3k views

  49. Is an audit necessary?

    By FAPInJax,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  50. Is an employer required to withhold 401(k) deferrals on income in resp

    By Guest Tara Curran,
    • 1 reply
    • 1.4k views
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