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401(k) Plans

19,295 topics in this forum

  1. SECURE 2.0 - Roth Catch-Up for HPEs: Lookback comp for onboarding PEO

    By legort69,
    • 1 reply
    • 509 views

  2. Hardship Distribution for Purchase of Multiplex Building

    By cathgrace,   
    • 13 replies
    • 1.1k views

  3. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 443 views

  4. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 566 views

  5. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.2k views

  6. Catch up contributions at a previous employer with short limitation year

    By ERISA-Bubs,
    • 1 reply
    • 435 views
    • Bri
    • Bri

  7. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 1.3k views

  8. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.1k views

  9. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 667 views

  10. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 1.9k views

  11. |Cash vs 401k

    By 52626,
    • 8 replies
    • 784 views

  12. Back Pay

    By BTG,
    • 1 reply
    • 1.3k views

  13. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.2k views
    • Tom
    • Tom

  14. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.1k views

  15. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 1.5k views

  16. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 533 views

  17. RMD when Roth and pretax in a 401(k) plan

    By Tom,
    • 4 replies
    • 3.2k views

  18. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 499 views

  19. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 484 views

  20. Early Retirement Age

    By baileybear,
    • 1 reply
    • 471 views

  21. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 332 views

  22. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 1.6k views

  23. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 1.4k views

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

    By bzorc,
    • 6 replies
    • 1.4k views

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

    By ERISA-Bubs,
    • 6 replies
    • 702 views

  26. LTPT, 401(k) only for now

    By Belgarath,
    • 7 replies
    • 887 views

  27. 402(g) Excess - Correction Options After April 15

    By Towanda,   
    • 9 replies
    • 1.8k views
    • KEM
    • KEM

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

    By R. Scott,
    • 1 reply
    • 418 views

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

    By Peter Gulia,   
    • 21 replies
    • 2.6k views

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

    By Tom,
    • 6 replies
    • 1.6k views

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

    By Pammie57,
    • 6 replies
    • 842 views

  32. Software

    By TinaW,
    • 5 replies
    • 1.6k views

  33. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 681 views

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

    By Peter Gulia,
    • 4 replies
    • 710 views

  35. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 780 views

  36. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.3k views

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

    By ECSmith,
    • 2 replies
    • 670 views

  38. Small Employer Start-up Tax Credits

    By Gilmore,
    • 0 replies
    • 300 views

  39. affliated service group 101?

    By pmacduff,
    • 9 replies
    • 793 views

  40. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay,
    • 11 replies
    • 1.3k views

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

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

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

    By austin3515,
    • 5 replies
    • 623 views

  43. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 1.3k views

  44. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 1.7k views

  45. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 2k views

  46. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 396 views

  47. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 534 views

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

    By Towanda,
    • 1 reply
    • 823 views

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

    By AlbanyConsultant,
    • 2 replies
    • 683 views

  50. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 635 views
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