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401(k) Plans

19,362 topics in this forum

  1. to general test or not

    By Jakyasar,
    • 3 replies
    • 873 views

  2. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.6k views

  3. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 763 views

  4. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2.1k views

  5. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 803 views

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

    By Peter Gulia,   
    • 1 reply
    • 503 views

  7. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 578 views

  8. contribution in error

    By 52626,
    • 2 replies
    • 737 views

  9. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 2k views

  10. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 770 views

  11. Safe Harbor and ADP testing

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

  12. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 473 views

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

    By AlbanyConsultant,
    • 4 replies
    • 988 views

  14. eligibiltiy for rehire

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

  15. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 682 views
    • krw
    • krw

  16. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 1.9k views

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

    By truphao,
    • 4 replies
    • 545 views

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

    By hsctpa,
    • 1 reply
    • 348 views

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

    By Bob Demontigny,
    • 1 reply
    • 872 views

  20. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 1.9k views

  21. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 666 views

  22. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1.1k views

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

    By ABeach,
    • 4 replies
    • 774 views

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

    By JHalligan,
    • 2 replies
    • 659 views

  25. Termination Date

    By FT Retire,
    • 3 replies
    • 618 views

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

    By TPApril,
    • 5 replies
    • 1.2k views

  27. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 468 views

  28. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 866 views

  29. Partial Termination

    By austin3515,
    • 5 replies
    • 2.3k views

  30. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8.2k views

  31. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 504 views

  32. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 882 views

  33. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.3k views

  34. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 932 views

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

    By Tom,
    • 4 replies
    • 1.8k views

  36. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1.1k views

  37. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.3k views

  38. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.2k views

  39. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.2k views

  40. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.6k views

  41. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 1.6k views

  42. Are there any concerns that never use forfeiture account?

    By Sarah73,
    • 3 replies
    • 819 views

  43. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 5.2k views

  44. small plan deferrals deposited in a timely manner but unable to allocate due to payroll breakdowns not being submitted

    By Rayofsunshine,
    • 4 replies
    • 1.1k views

  45. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 2.6k views

  46. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 2.4k views

  47. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 743 views

  48. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 660 views

  49. Difference between determining non elective at end of plan year or per pay period

    By dragondon,
    • 6 replies
    • 1.5k views

  50. NHCE only 401(k) Profit sharing plan discrimination

    By JHalligan,
    • 2 replies
    • 965 views
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