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401(k) Plans

19,275 topics in this forum

  1. Might the new requirement for an automatic-contribution arrangement slow down creations of new plans?

    By Peter Gulia,
    • 18 replies
    • 1.4k views

  2. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.1k views

  3. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 661 views

  4. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

    By supernole,
    • 8 replies
    • 1.4k views

  5. Secure 2.0 - 100% tax credit for new plans - effective date

    By TPApril,
    • 1 reply
    • 353 views

  6. In-Service distribution from 401(k) that includes terminated DB rollover

    By Tom,
    • 2 replies
    • 808 views

  7. Are the 2021 SH amounts included in 2022 testing?

    By Jakyasar,
    • 4 replies
    • 667 views

  8. Establish End of the Year 401(k) Plan

    By rblum50,
    • 2 replies
    • 361 views

  9. Determining eligibility when rule of parity and one year holdout both don't exclude any service

    By dragondon,
    • 1 reply
    • 410 views
    • EBP
    • EBP

  10. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.2k views

  11. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 1.9k views

  12. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 530 views

  13. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 734 views

  14. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 710 views

  15. Open Enrollment

    By 401Karina,
    • 1 reply
    • 334 views

  16. How do coverage and nondiscrimination tests work for eligibility changes during a year?

    By Peter Gulia,   
    • 2 replies
    • 353 views

  17. Multiemployer Plan - Change in Contract Holder - Does That Participants Eligible for Distribution?

    By MEP,
    • 5 replies
    • 547 views
    • MEP
    • MEP

  18. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 741 views

  19. to general test or not

    By Jakyasar,
    • 3 replies
    • 845 views

  20. In-Service Distribution

    By FishOn,
    • 8 replies
    • 1.6k views

  21. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 669 views

  22. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1k views

  23. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 706 views

  24. Must safe-harbor matching or nonelective contributions be withdrawal-restricted.

    By Peter Gulia,   
    • 1 reply
    • 439 views

  25. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 460 views

  26. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 771 views

  27. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 1.8k views

  28. First RMD due

    By ratherbereading,   
    • 4 replies
    • 476 views

  29. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 739 views

  30. Eligibility for participants who are fired before elective deferrals allowed.

    By dragondon,
    • 4 replies
    • 613 views

  31. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 531 views

  32. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 843 views

  33. Safe Harbor and ADP testing

    By ejohnke,
    • 1 reply
    • 603 views
    • Bri
    • Bri

  34. contribution in error

    By 52626,
    • 2 replies
    • 696 views

  35. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 687 views

  36. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.3k views

  37. ADP test for fiscal year plan: use leftover catchup from previous calendar year?

    By AlbanyConsultant,
    • 4 replies
    • 911 views

  38. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 426 views

  39. eligibiltiy for rehire

    By Lou81,
    • 6 replies
    • 737 views
    • Bri
    • Bri

  40. Start-up (sort of?) 401(k) Plan

    By truphao,
    • 4 replies
    • 512 views

  41. New 401(k) Plan effective 1/1/2023

    By hsctpa,
    • 1 reply
    • 318 views

  42. exclusion from plan by citizenship

    By pmacduff,
    • 6 replies
    • 1.2k views

  43. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 620 views

  44. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 1.6k views

  45. Late Filing letters from the IRS sent to Plan Sponsors of 5500 EZ Plans

    By ABeach,
    • 4 replies
    • 714 views

  46. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 426 views

  47. In plan Roth Transfer and in Plan Roth Rollover 1099 code(s)

    By Bob Demontigny,
    • 1 reply
    • 759 views

  48. Termination Date

    By FT Retire,
    • 3 replies
    • 571 views

  49. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 1.8k views

  50. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 984 views
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