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401(k) Plans

19,321 topics in this forum

  1. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 778 views

  2. First RMD due

    By ratherbereading,   
    • 4 replies
    • 499 views

  3. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 810 views

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

    By dragondon,
    • 4 replies
    • 634 views

  5. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 573 views

  6. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 753 views

  7. In-Service Distribution

    By FishOn,
    • 8 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 2 replies
    • 367 views

  9. Open Enrollment

    By 401Karina,
    • 1 reply
    • 347 views

  10. to general test or not

    By Jakyasar,
    • 3 replies
    • 857 views

  11. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.6k views

  12. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 735 views

  13. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2k views

  14. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 786 views

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

    By Peter Gulia,   
    • 1 reply
    • 487 views

  16. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 557 views

  17. contribution in error

    By 52626,
    • 2 replies
    • 711 views

  18. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 1.8k views

  19. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 727 views

  20. Safe Harbor and ADP testing

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

  21. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 451 views

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

    By AlbanyConsultant,
    • 4 replies
    • 947 views

  23. eligibiltiy for rehire

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

  24. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 655 views
    • krw
    • krw

  25. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 1.8k views

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

    By truphao,
    • 4 replies
    • 527 views

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

    By hsctpa,
    • 1 reply
    • 335 views

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

    By Bob Demontigny,
    • 1 reply
    • 806 views

  29. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 1.9k views

  30. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 644 views

  31. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1k views

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

    By ABeach,
    • 4 replies
    • 739 views

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

    By JHalligan,
    • 2 replies
    • 639 views

  34. Termination Date

    By FT Retire,
    • 3 replies
    • 592 views

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

    By TPApril,
    • 5 replies
    • 1.1k views

  36. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 452 views

  37. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 843 views

  38. Partial Termination

    By austin3515,
    • 5 replies
    • 2.3k views

  39. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8.1k views

  40. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 489 views

  41. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 832 views

  42. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.2k views

  43. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 900 views

  44. Elimination of Annuity Options in a 401(k)

    By Tom,
    • 4 replies
    • 1.8k views

  45. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1.1k views

  46. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.2k views

  47. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.1k views

  48. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.2k views

  49. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.5k views

  50. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 1.4k views
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