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401(k) Plans

19,317 topics in this forum

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

    By R. Scott,
    • 1 reply
    • 426 views

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

    By Peter Gulia,   
    • 21 replies
    • 2.7k views

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

    By Tom,
    • 6 replies
    • 1.6k views

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

    By Pammie57,
    • 6 replies
    • 896 views

  5. Software

    By TinaW,
    • 5 replies
    • 1.7k views

  6. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 695 views

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

    By Peter Gulia,
    • 4 replies
    • 721 views

  8. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 850 views

  9. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.3k views

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

    By ECSmith,
    • 2 replies
    • 682 views

  11. Small Employer Start-up Tax Credits

    By Gilmore,
    • 0 replies
    • 310 views

  12. affliated service group 101?

    By pmacduff,
    • 9 replies
    • 809 views

  13. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay,
    • 11 replies
    • 1.4k views

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

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

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

    By austin3515,
    • 5 replies
    • 629 views

  16. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 1.3k views

  17. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 1.8k views

  18. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 2.1k views

  19. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 412 views

  20. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 548 views

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

    By Towanda,
    • 1 reply
    • 842 views

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

    By AlbanyConsultant,
    • 2 replies
    • 694 views

  23. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 658 views

  24. ACP Safe Harbor and After-Tax Employee Contributions

    By EBECatty,
    • 2 replies
    • 761 views

  25. Annuity illustrations_Secure Act

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

  26. Top Heavy Safe Harbor Plan

    By Below Ground,
    • 20 replies
    • 1.1k views

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

    By gc@chimentowebb.com,
    • 7 replies
    • 1.2k views

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

    By Belgarath,
    • 9 replies
    • 4.1k views

  29. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 328 views

  30. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester,
    • 3 replies
    • 698 views

  31. Roth Catch-Up Contribution

    By khn,
    • 9 replies
    • 1.5k views

  32. Pooled Plan - Employer Contribution Funding

    By 401(k)athryn,
    • 6 replies
    • 1k views

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

    By Jakyasar,
    • 12 replies
    • 1.8k views

  34. QSLOB Testing with Multiple Plans

    By LarryDavid,
    • 2 replies
    • 1.5k views

  35. Participating ER - stop participating?

    By doombuggy,
    • 7 replies
    • 1.6k views

  36. Vesting for Rehires

    By FishOn,
    • 2 replies
    • 522 views

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

    By Peter Gulia,
    • 9 replies
    • 1.2k views

  38. Best Book to Purchase

    By 401kAllTheWay,
    • 14 replies
    • 1.9k views

  39. Owner-Only Plan & Top Heavy

    By 401(k)athryn,
    • 12 replies
    • 2.1k views

  40. Retroactive CB plan set up for 2022

    By Bob Demontigny,
    • 2 replies
    • 501 views

  41. Spreadsheet (?) to determine controlled group

    By BG5150,
    • 22 replies
    • 6.8k views

  42. Looking for Citation

    By thepensionmaven,
    • 3 replies
    • 539 views

  43. Use of Forfeiture Account Balance with Terminating Plan

    By waid10,   
    • 4 replies
    • 1.2k views

  44. Forfeiture Account for Terminating Plan

    By metsfan026,
    • 5 replies
    • 1.6k views

  45. Department of Labor Wage and Hour Division FLSA Back Wages

    By jkharvey,
    • 0 replies
    • 395 views

  46. Increased Catch-up Limit for ages 60-63 - mandatory?

    By AMDG,
    • 13 replies
    • 2.1k views

  47. ERISA Bond - owners of an S Corp

    By Tom,
    • 2 replies
    • 642 views

  48. Hardship Distributions

    By Belgarath,
    • 8 replies
    • 1.8k views

  49. Ineligible participant received loan

    By Erin L,
    • 7 replies
    • 1.4k views

  50. Control Group... simple "yes" or "no"

    By Basically,
    • 9 replies
    • 1.2k views
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