Jump to content

401(k) Plans

19,450 topics in this forum

  1. 401-k Plan Audits

    By KevinMc,
    • 1 reply
    • 676 views

  2. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.3k views

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

    By casey72,
    • 1 reply
    • 552 views

  4. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 514 views

  5. Bonus pay period start and end vs check date

    By dragondon,
    • 4 replies
    • 2.8k views

  6. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 648 views

  7. Salary Reduction for 401k SH Match

    By TN CPA,
    • 5 replies
    • 3.3k views

  8. RMD - Sole Spouse Beneficiary

    By M_2015,
    • 0 replies
    • 736 views

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

    By legort69,
    • 1 reply
    • 651 views

  10. Hardship Distribution for Purchase of Multiplex Building

    By cathgrace,   
    • 13 replies
    • 1.4k views

  11. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 543 views

  12. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 705 views

  13. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.5k views

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

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

  15. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 1.7k views

  16. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.5k views

  17. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 860 views

  18. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 2.4k views

  19. |Cash vs 401k

    By 52626,
    • 8 replies
    • 1k views

  20. Back Pay

    By BTG,
    • 1 reply
    • 1.8k views

  21. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.5k views
    • Tom
    • Tom

  22. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.3k views

  23. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 2k views

  24. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 712 views

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

    By Tom,
    • 4 replies
    • 4.9k views

  26. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 647 views

  27. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 587 views

  28. Early Retirement Age

    By baileybear,
    • 1 reply
    • 589 views

  29. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 413 views

  30. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 2.8k views

  31. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 2.6k views

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

    By bzorc,
    • 6 replies
    • 1.8k views

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

    By ERISA-Bubs,
    • 6 replies
    • 855 views

  34. LTPT, 401(k) only for now

    By Belgarath,
    • 7 replies
    • 1.1k views

  35. 402(g) Excess - Correction Options After April 15

    By Towanda,   
    • 9 replies
    • 2.6k views
    • KEM
    • KEM

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

    By R. Scott,
    • 1 reply
    • 499 views

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

    By Peter Gulia,   
    • 21 replies
    • 3.8k views

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

    By Tom,
    • 6 replies
    • 2.2k views

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

    By Pammie57,
    • 6 replies
    • 1.3k views

  40. Software

    By TinaW,
    • 5 replies
    • 2.1k views

  41. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 829 views

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

    By Peter Gulia,
    • 4 replies
    • 883 views

  43. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 1.2k views

  44. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.6k views

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

    By ECSmith,
    • 2 replies
    • 799 views

  46. Small Employer Start-up Tax Credits

    By Gilmore,
    • 0 replies
    • 391 views

  47. affliated service group 101?

    By pmacduff,
    • 9 replies
    • 1k views

  48. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay,
    • 11 replies
    • 1.8k views

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

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

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

    By austin3515,
    • 5 replies
    • 782 views
×
×
  • Create New...