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401(k) Plans

19,532 topics in this forum

  1. Auto enroll permissible withdrawal after termination?

    By BG5150,
    • 4 replies
    • 2k views

  2. Break-in-Service & Eligibility

    By metsfan026,
    • 3 replies
    • 1.2k views

  3. Controlled Group Question - Family Attribution

    By metsfan026,
    • 10 replies
    • 3.3k views

  4. |Cash vs 401k

    By 52626,
    • 8 replies
    • 1.6k views

  5. Back Pay

    By BTG,
    • 1 reply
    • 2.3k views

  6. 415 and off calendar year plan year

    By 30Rock,
    • 6 replies
    • 2k views
    • Tom
    • Tom

  7. Secure 2.0

    By ratherbereading,
    • 10 replies
    • 1.8k views

  8. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 2.8k views

  9. Quarterly Benefit Statements

    By dragondon,
    • 4 replies
    • 1.1k views

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

    By Tom,
    • 4 replies
    • 5.7k views

  11. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 973 views

  12. Timing of 3% Safe Harbor

    By 52626,
    • 2 replies
    • 831 views

  13. Early Retirement Age

    By baileybear,
    • 1 reply
    • 825 views

  14. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 749 views

  15. ROBS Client -

    By SwimmingInBowelsOfERISA,
    • 3 replies
    • 3.4k views

  16. Roth contributions made to plan from employee bank account

    By Pixie,
    • 5 replies
    • 3.3k views

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

    By bzorc,
    • 6 replies
    • 2.6k views

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

    By ERISA-Bubs,
    • 6 replies
    • 1.1k views

  19. LTPT, 401(k) only for now

    By Belgarath,
    • 7 replies
    • 1.5k views

  20. 402(g) Excess - Correction Options After April 15

    By Towanda,   
    • 9 replies
    • 3.2k views
    • KEM
    • KEM

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

    By R. Scott,
    • 1 reply
    • 675 views

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

    By Peter Gulia,   
    • 21 replies
    • 5k views

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

    By Tom,
    • 6 replies
    • 2.7k views

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

    By Pammie57,
    • 6 replies
    • 1.7k views

  25. Software

    By TinaW,
    • 5 replies
    • 2.8k views

  26. In-plan Roth conversion

    By Tom,
    • 2 replies
    • 1.2k views

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

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  28. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 1.6k views

  29. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 2.3k views

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

    By ECSmith,
    • 2 replies
    • 1.1k views

  31. Small Employer Start-up Tax Credits

    By Gilmore,
    • 0 replies
    • 521 views

  32. affliated service group 101?

    By pmacduff,
    • 9 replies
    • 1.4k views

  33. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay,
    • 11 replies
    • 2.6k views

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

    By Leopurrd-401k,
    • 4 replies
    • 1.4k views

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

    By austin3515,
    • 5 replies
    • 1.1k views

  36. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 2.3k views

  37. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 3.4k views

  38. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 3.4k views

  39. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 867 views

  40. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 977 views

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

    By Towanda,
    • 1 reply
    • 1.3k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  43. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 1.2k views

  44. ACP Safe Harbor and After-Tax Employee Contributions

    By EBECatty,
    • 2 replies
    • 1.5k views

  45. Annuity illustrations_Secure Act

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

  46. Top Heavy Safe Harbor Plan

    By Below Ground,
    • 20 replies
    • 2.2k views

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

    By gc@chimentowebb.com,
    • 7 replies
    • 2k views

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

    By Belgarath,
    • 9 replies
    • 7.5k views

  49. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 809 views

  50. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester,
    • 3 replies
    • 1.1k views
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