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401(k) Plans

19,381 topics in this forum

  1. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.3k views
    • Tom
    • Tom

  2. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.1k views

  3. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 1.7k views

  4. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 605 views

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

    By Tom,
    • 4 replies
    • 3.8k views

  6. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 578 views

  7. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 523 views

  8. Early Retirement Age

    By baileybear,
    • 1 reply
    • 534 views

  9. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 371 views

  10. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 2.1k views

  11. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 1.9k views

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

    By bzorc,
    • 6 replies
    • 1.6k views

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

    By ERISA-Bubs,
    • 6 replies
    • 756 views

  14. LTPT, 401(k) only for now

    By Belgarath,
    • 7 replies
    • 962 views

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

    By Towanda,   
    • 9 replies
    • 2.1k views
    • KEM
    • KEM

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

    By R. Scott,
    • 1 reply
    • 447 views

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

    By Peter Gulia,   
    • 21 replies
    • 3.2k views

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

    By Tom,
    • 6 replies
    • 1.9k views

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

    By Pammie57,
    • 6 replies
    • 1.1k views

  20. Software

    By TinaW,
    • 5 replies
    • 1.8k views

  21. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 760 views

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

    By Peter Gulia,
    • 4 replies
    • 777 views

  23. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 1k views

  24. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.4k views

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

    By ECSmith,
    • 2 replies
    • 725 views

  26. Small Employer Start-up Tax Credits

    By Gilmore,
    • 0 replies
    • 342 views

  27. affliated service group 101?

    By pmacduff,
    • 9 replies
    • 881 views

  28. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay,
    • 11 replies
    • 1.5k views

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

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

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

    By austin3515,
    • 5 replies
    • 676 views

  31. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 1.4k views

  32. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 2k views

  33. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 2.2k views

  34. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 477 views

  35. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 602 views

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

    By Towanda,
    • 1 reply
    • 925 views

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

    By AlbanyConsultant,
    • 2 replies
    • 754 views

  38. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 708 views

  39. ACP Safe Harbor and After-Tax Employee Contributions

    By EBECatty,
    • 2 replies
    • 855 views

  40. Annuity illustrations_Secure Act

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

  41. Top Heavy Safe Harbor Plan

    By Below Ground,
    • 20 replies
    • 1.2k views

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

    By gc@chimentowebb.com,
    • 7 replies
    • 1.3k views

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

    By Belgarath,
    • 9 replies
    • 4.8k views

  44. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 356 views

  45. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester,
    • 3 replies
    • 766 views

  46. Roth Catch-Up Contribution

    By khn,
    • 9 replies
    • 1.6k views

  47. Pooled Plan - Employer Contribution Funding

    By 401(k)athryn,
    • 6 replies
    • 1.1k views

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

    By Jakyasar,
    • 12 replies
    • 2.5k views

  49. QSLOB Testing with Multiple Plans

    By LarryDavid,
    • 2 replies
    • 1.6k views

  50. Participating ER - stop participating?

    By doombuggy,
    • 7 replies
    • 1.7k views
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