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401(k) Plans

19,532 topics in this forum

  1. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 1.1k views

  2. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 2.5k views

  3. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 1.5k views

  4. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.6k views

  5. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 789 views

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

    By Jakyasar,
    • 4 replies
    • 1.3k views

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

    By Tom,
    • 2 replies
    • 1.4k views

  9. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 1.3k views

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

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

  11. Zero Compensation

    By Buckeye,
    • 10 replies
    • 3.5k views

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

    By rblum50,
    • 2 replies
    • 908 views

  13. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 3.7k views

  14. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 1.6k views

  15. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 2.4k views

  16. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 1.4k views

  17. First RMD due

    By ratherbereading,   
    • 4 replies
    • 1.1k views

  18. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 1.3k views

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

    By dragondon,
    • 4 replies
    • 1.1k views

  20. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 1k views

  21. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 1.3k views

  22. In-Service Distribution

    By FishOn,
    • 8 replies
    • 3k views

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

    By Peter Gulia,   
    • 2 replies
    • 763 views

  24. Open Enrollment

    By 401Karina,
    • 1 reply
    • 737 views

  25. to general test or not

    By Jakyasar,
    • 3 replies
    • 1.4k views

  26. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 2.3k views

  27. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  28. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 3.3k views

  29. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 1 reply
    • 800 views

  31. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 938 views

  32. contribution in error

    By 52626,
    • 2 replies
    • 1.2k views

  33. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 3.6k views

  34. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 1.2k views

  35. Safe Harbor and ADP testing

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

  36. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 830 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  38. eligibiltiy for rehire

    By Lou81,
    • 6 replies
    • 1.3k views
    • Bri
    • Bri

  39. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 1.2k views
    • krw
    • krw

  40. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 3k views

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

    By truphao,
    • 4 replies
    • 1k views

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

    By hsctpa,
    • 1 reply
    • 693 views

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

    By Bob Demontigny,
    • 1 reply
    • 1.4k views

  44. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 3.1k views

  45. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 1k views

  46. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1.8k views

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

    By ABeach,
    • 4 replies
    • 1.3k views

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

    By JHalligan,
    • 2 replies
    • 1k views

  49. Termination Date

    By FT Retire,
    • 3 replies
    • 1.2k views

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

    By TPApril,
    • 5 replies
    • 1.9k views
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