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401(k) Plans

19,321 topics in this forum

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

    By TPApril,
    • 1 reply
    • 372 views

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

    By Tom,
    • 2 replies
    • 847 views

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

    By Jakyasar,
    • 4 replies
    • 686 views

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

    By rblum50,
    • 2 replies
    • 391 views

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

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

  6. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.3k views

  7. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 2.1k views

  8. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 573 views

  9. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 778 views

  10. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 753 views

  11. Open Enrollment

    By 401Karina,
    • 1 reply
    • 347 views

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

    By Peter Gulia,   
    • 2 replies
    • 367 views

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

    By MEP,
    • 5 replies
    • 574 views
    • MEP
    • MEP

  14. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 810 views

  15. to general test or not

    By Jakyasar,
    • 3 replies
    • 857 views

  16. In-Service Distribution

    By FishOn,
    • 8 replies
    • 1.7k views

  17. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 695 views

  18. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.1k views

  19. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 735 views

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

    By Peter Gulia,   
    • 1 reply
    • 488 views

  21. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 484 views

  22. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 786 views

  23. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2k views

  24. First RMD due

    By ratherbereading,   
    • 4 replies
    • 499 views

  25. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 771 views

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

    By dragondon,
    • 4 replies
    • 634 views

  27. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 557 views

  28. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 861 views

  29. Safe Harbor and ADP testing

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

  30. contribution in error

    By 52626,
    • 2 replies
    • 713 views

  31. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 727 views

  32. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 4 replies
    • 948 views

  34. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 451 views

  35. eligibiltiy for rehire

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

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

    By truphao,
    • 4 replies
    • 527 views

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

    By hsctpa,
    • 1 reply
    • 335 views

  38. exclusion from plan by citizenship

    By pmacduff,
    • 6 replies
    • 1.2k views

  39. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 644 views

  40. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 1.8k views

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

    By ABeach,
    • 4 replies
    • 739 views

  42. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 452 views

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

    By Bob Demontigny,
    • 1 reply
    • 806 views

  44. Termination Date

    By FT Retire,
    • 3 replies
    • 592 views

  45. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 1.9k views

  46. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1k views

  47. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 843 views

  48. two divisions, only one PPT eligible in one division

    By JHalligan,
    • 2 replies
    • 639 views

  49. Owner of 1-person plan dies - how to terminate?

    By TPApril,
    • 5 replies
    • 1.1k views

  50. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 489 views
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