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401(k) Plans

19,406 topics in this forum

  1. Treatment of Otherwise Excludable Employees for Coverage and ADP Testing-Option 1

    By Logan401,
    • 1 reply
    • 459 views

  2. Correction of 402(g) excess by amending W2?

    By BG5150,
    • 7 replies
    • 1.5k views

  3. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G.,
    • 14 replies
    • 1.4k views

  4. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  5. auto enrollment & Entry Dates

    By TPApril,
    • 1 reply
    • 509 views

  6. New, small plans have to be auto enroll--for how long?

    By BG5150,
    • 3 replies
    • 644 views

  7. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 633 views

  8. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.1k views

  9. bad 415(c) correction - prohibited transaction?

    By casey72,
    • 1 reply
    • 502 views

  10. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 470 views

  11. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 2.6k views

  12. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 614 views

  13. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 2.9k views

  14. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 705 views

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

    By legort69,
    • 1 reply
    • 593 views

  16. Hardship Distribution for Purchase of Multiplex Building

    By cathgrace,   
    • 13 replies
    • 1.3k views

  17. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 502 views

  18. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 638 views

  19. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.3k views

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

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

  21. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 1.6k views

  22. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.4k views

  23. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 805 views

  24. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 2.2k views

  25. |Cash vs 401k

    By 52626,
    • 8 replies
    • 922 views

  26. Back Pay

    By BTG,
    • 1 reply
    • 1.7k views

  27. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.4k views
    • Tom
    • Tom

  28. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.2k views

  29. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 1.8k views

  30. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 639 views

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

    By Tom,
    • 4 replies
    • 4k views

  32. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 598 views

  33. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 544 views

  34. Early Retirement Age

    By baileybear,
    • 1 reply
    • 551 views

  35. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 384 views

  36. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 2.3k views

  37. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 2.1k views

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

    By bzorc,
    • 6 replies
    • 1.7k views

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

    By ERISA-Bubs,
    • 6 replies
    • 774 views

  40. LTPT, 401(k) only for now

    By Belgarath,
    • 7 replies
    • 999 views

  41. 402(g) Excess - Correction Options After April 15

    By Towanda,   
    • 9 replies
    • 2.3k views
    • KEM
    • KEM

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

    By R. Scott,
    • 1 reply
    • 462 views

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

    By Peter Gulia,   
    • 21 replies
    • 3.3k views

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

    By Tom,
    • 6 replies
    • 2k views

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

    By Pammie57,
    • 6 replies
    • 1.2k views

  46. Software

    By TinaW,
    • 5 replies
    • 1.9k views

  47. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 781 views

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

    By Peter Gulia,
    • 4 replies
    • 807 views

  49. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 1.1k views

  50. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.4k views
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