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401(k) Plans

19,275 topics in this forum

  1. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 1.5k views

  2. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 1.4k views

  3. Reversion to Employer from a 401(k) Plan

    By bzorc,
    • 6 replies
    • 1.4k views

  4. Do we have a problem with different subsidiaries administering Catch-Ups differently?

    By ERISA-Bubs,
    • 6 replies
    • 693 views

  5. LTPT, 401(k) only for now

    By Belgarath,
    • 7 replies
    • 878 views

  6. 402(g) Excess - Correction Options After April 15

    By Towanda,   
    • 9 replies
    • 1.7k views
    • KEM
    • KEM

  7. How are TPA firms preparing for SECURE 2.0 changes next year?

    By R. Scott,
    • 1 reply
    • 412 views

  8. Form for relying on a participant’s written statement that she has a hardship?

    By Peter Gulia,   
    • 21 replies
    • 2.6k views

  9. Quick eligibility for deferral, 1 year for safe harbor match - top heavy issue?

    By Tom,
    • 6 replies
    • 1.5k views

  10. Rollovers to the 401k plan from Employee who has not satisfied the one year wait/eligibility

    By Pammie57,
    • 6 replies
    • 815 views

  11. Software

    By TinaW,
    • 5 replies
    • 1.5k views

  12. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 675 views

  13. Should a plan allow participants to self-certify other claims?

    By Peter Gulia,
    • 4 replies
    • 699 views

  14. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 736 views

  15. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.3k views

  16. Require all participants to make catch-up contributions on Roth basis?

    By ECSmith,
    • 2 replies
    • 665 views

  17. Small Employer Start-up Tax Credits

    By Gilmore,
    • 0 replies
    • 296 views

  18. affliated service group 101?

    By pmacduff,
    • 9 replies
    • 775 views

  19. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay,
    • 11 replies
    • 1.3k views

  20. Corrective QNEC's for Top Heavy Safe Harbor Plans

    By Leopurrd-401k,
    • 4 replies
    • 720 views

  21. Notice to Participants about Roth Catch-up in 2024

    By austin3515,
    • 5 replies
    • 618 views

  22. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 1.3k views

  23. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 1.7k views

  24. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 2k views

  25. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 390 views

  26. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 525 views

  27. SECURE 1.0 - Retroactive Safe Harbor 4% to Correct ADP

    By Towanda,
    • 1 reply
    • 811 views

  28. Allowing an NHCE to join the plan early - for deferrals only?

    By AlbanyConsultant,
    • 2 replies
    • 659 views

  29. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 630 views

  30. ACP Safe Harbor and After-Tax Employee Contributions

    By EBECatty,
    • 2 replies
    • 708 views

  31. Annuity illustrations_Secure Act

    By gc@chimentowebb.com,
    • 1 reply
    • 506 views

  32. Top Heavy Safe Harbor Plan

    By Below Ground,
    • 20 replies
    • 1.1k views

  33. Form 8955-SSA / Can't get it from IRS website

    By gc@chimentowebb.com,
    • 7 replies
    • 1.1k views

  34. Plan investment fees charged only to the accounts of terminated participants

    By Belgarath,
    • 9 replies
    • 3.6k views

  35. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 315 views

  36. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester,
    • 3 replies
    • 666 views

  37. Roth Catch-Up Contribution

    By khn,
    • 9 replies
    • 1.4k views

  38. Pooled Plan - Employer Contribution Funding

    By 401(k)athryn,
    • 6 replies
    • 957 views

  39. Issue Snapshot — Deductibility of employer contributions to a 401(k) plan made after the end of the tax year

    By Jakyasar,
    • 12 replies
    • 1.4k views

  40. QSLOB Testing with Multiple Plans

    By LarryDavid,
    • 2 replies
    • 1.5k views

  41. Participating ER - stop participating?

    By doombuggy,
    • 7 replies
    • 1.5k views

  42. Vesting for Rehires

    By FishOn,
    • 2 replies
    • 495 views

  43. Which employers will use a starter 401(k) deferral-only arrangement?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

  44. Best Book to Purchase

    By 401kAllTheWay,
    • 14 replies
    • 1.7k views

  45. Owner-Only Plan & Top Heavy

    By 401(k)athryn,
    • 12 replies
    • 1.9k views

  46. Retroactive CB plan set up for 2022

    By Bob Demontigny,
    • 2 replies
    • 478 views

  47. Spreadsheet (?) to determine controlled group

    By BG5150,
    • 22 replies
    • 6.6k views

  48. Looking for Citation

    By thepensionmaven,
    • 3 replies
    • 524 views

  49. Use of Forfeiture Account Balance with Terminating Plan

    By waid10,   
    • 4 replies
    • 1.2k views

  50. Forfeiture Account for Terminating Plan

    By metsfan026,
    • 5 replies
    • 1.5k views
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