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401(k) Plans

19,489 topics in this forum

  1. Matching Contributions With Monthly Plan Entry

    By metsfan026,
    • 3 replies
    • 635 views

  2. LPTP Question - Age Requirement

    By Gilmore,
    • 2 replies
    • 918 views

  3. Hardship distributions and definition of child

    By 30Rock,
    • 2 replies
    • 1.6k views

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

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

  5. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG,
    • 11 replies
    • 2k views

  6. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 1.7k views

  7. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 928 views

  8. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 2.6k views

  9. |Cash vs 401k

    By 52626,
    • 8 replies
    • 1.3k views

  10. Back Pay

    By BTG,
    • 1 reply
    • 2k views

  11. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 1.6k views
    • Tom
    • Tom

  12. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.4k views

  13. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 2.2k views

  14. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 858 views

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

    By Tom,
    • 4 replies
    • 5.3k views

  16. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 741 views

  17. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 653 views

  18. Early Retirement Age

    By baileybear,
    • 1 reply
    • 657 views

  19. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 578 views

  20. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 3.1k views

  21. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 2.8k views

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

    By bzorc,
    • 6 replies
    • 2k views

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

    By ERISA-Bubs,
    • 6 replies
    • 937 views

  24. LTPT, 401(k) only for now

    By Belgarath,
    • 7 replies
    • 1.2k views

  25. 402(g) Excess - Correction Options After April 15

    By Towanda,   
    • 9 replies
    • 2.7k views
    • KEM
    • KEM

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

    By R. Scott,
    • 1 reply
    • 561 views

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

    By Peter Gulia,   
    • 21 replies
    • 4.3k views

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

    By Tom,
    • 6 replies
    • 2.3k views

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

    By Pammie57,
    • 6 replies
    • 1.5k views

  30. Software

    By TinaW,
    • 5 replies
    • 2.4k views

  31. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 1k views

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

    By Peter Gulia,
    • 4 replies
    • 1k views

  33. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 1.4k views

  34. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.8k views

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

    By ECSmith,
    • 2 replies
    • 891 views

  36. Small Employer Start-up Tax Credits

    By Gilmore,
    • 0 replies
    • 445 views

  37. affliated service group 101?

    By pmacduff,
    • 9 replies
    • 1.2k views

  38. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay,
    • 11 replies
    • 2.1k views

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

    By Leopurrd-401k,
    • 4 replies
    • 1.1k views

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

    By austin3515,
    • 5 replies
    • 875 views

  41. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 1.7k views

  42. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 2.9k views

  43. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 2.9k views

  44. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 603 views

  45. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 780 views

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

    By Towanda,
    • 1 reply
    • 1.1k views

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

    By AlbanyConsultant,
    • 2 replies
    • 886 views

  48. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 872 views

  49. ACP Safe Harbor and After-Tax Employee Contributions

    By EBECatty,
    • 2 replies
    • 1.2k views

  50. Annuity illustrations_Secure Act

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