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401(k) Plans

19,423 topics in this forum

  1. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 2.7k views

  2. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 1k views

  3. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.7k views

  4. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 901 views

  5. First RMD due

    By ratherbereading,   
    • 4 replies
    • 624 views

  6. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 960 views

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

    By dragondon,
    • 4 replies
    • 750 views

  8. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 692 views

  9. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 832 views

  10. In-Service Distribution

    By FishOn,
    • 8 replies
    • 2.1k views

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

    By Peter Gulia,   
    • 2 replies
    • 451 views

  12. Open Enrollment

    By 401Karina,
    • 1 reply
    • 424 views

  13. to general test or not

    By Jakyasar,
    • 3 replies
    • 951 views

  14. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.8k views

  15. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 893 views

  16. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2.5k views

  17. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 884 views

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

    By Peter Gulia,   
    • 1 reply
    • 580 views

  19. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 661 views

  20. contribution in error

    By 52626,
    • 2 replies
    • 831 views

  21. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 2.5k views

  22. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 908 views

  23. Safe Harbor and ADP testing

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

  24. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 570 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  26. eligibiltiy for rehire

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

  27. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 789 views
    • krw
    • krw

  28. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 2.2k views

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

    By truphao,
    • 4 replies
    • 643 views

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

    By hsctpa,
    • 1 reply
    • 435 views

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

    By Bob Demontigny,
    • 1 reply
    • 1.1k views

  32. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 2.2k views

  33. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 773 views

  34. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1.2k views

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

    By ABeach,
    • 4 replies
    • 917 views

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

    By JHalligan,
    • 2 replies
    • 760 views

  37. Termination Date

    By FT Retire,
    • 3 replies
    • 734 views

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

    By TPApril,
    • 5 replies
    • 1.4k views

  39. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 552 views

  40. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 977 views

  41. Partial Termination

    By austin3515,
    • 5 replies
    • 2.4k views

  42. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8.3k views

  43. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 580 views

  44. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 1k views

  45. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.4k views

  46. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 1.1k views

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

    By Tom,
    • 4 replies
    • 2.1k views

  48. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1.2k views

  49. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.4k views

  50. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.3k views
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