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401(k) Plans

19,407 topics in this forum

  1. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 861 views

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

    By Peter Gulia,   
    • 1 reply
    • 553 views

  3. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 637 views

  4. contribution in error

    By 52626,
    • 2 replies
    • 799 views

  5. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 2.3k views

  6. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 879 views

  7. Safe Harbor and ADP testing

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

  8. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 542 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  10. eligibiltiy for rehire

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

  11. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 758 views
    • krw
    • krw

  12. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 2.1k views

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

    By truphao,
    • 4 replies
    • 619 views

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

    By hsctpa,
    • 1 reply
    • 411 views

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

    By Bob Demontigny,
    • 1 reply
    • 1.1k views

  16. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 2.1k views

  17. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 747 views

  18. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1.2k views

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

    By ABeach,
    • 4 replies
    • 883 views

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

    By JHalligan,
    • 2 replies
    • 723 views

  21. Termination Date

    By FT Retire,
    • 3 replies
    • 704 views

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

    By TPApril,
    • 5 replies
    • 1.3k views

  23. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 534 views

  24. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 944 views

  25. Partial Termination

    By austin3515,
    • 5 replies
    • 2.4k views

  26. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8.3k views

  27. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 559 views

  28. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 998 views

  29. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.4k views

  30. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 1k views

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

    By Tom,
    • 4 replies
    • 2k views

  32. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1.2k views

  33. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.4k views

  34. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.2k views

  35. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.4k views

  36. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.7k views

  37. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 2k views

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

    By Sarah73,
    • 3 replies
    • 894 views

  39. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 5.6k views

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

    By Rayofsunshine,
    • 4 replies
    • 1.2k views

  41. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 3k views

  42. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 2.8k views

  43. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 811 views

  44. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 741 views

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

    By dragondon,
    • 6 replies
    • 1.7k views

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

    By JHalligan,
    • 2 replies
    • 1k views

  47. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 960 views

  48. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 831 views

  49. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 432 views

  50. End of year requirements for Profit sharing and non-electives

    By dragondon,
    • 1 reply
    • 614 views
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