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401(k) Plans

19,526 topics in this forum

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

    By Tom,
    • 2 replies
    • 1.4k views

  2. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 1.3k views

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

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

  4. Zero Compensation

    By Buckeye,
    • 10 replies
    • 3.5k views

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

    By rblum50,
    • 2 replies
    • 890 views

  6. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 3.6k views

  7. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 1.6k views

  8. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 2.3k views

  9. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 1.4k views

  10. First RMD due

    By ratherbereading,   
    • 4 replies
    • 1.1k views

  11. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 1.3k views

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

    By dragondon,
    • 4 replies
    • 1.1k views

  13. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 991 views

  14. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 1.3k views

  15. In-Service Distribution

    By FishOn,
    • 8 replies
    • 3k views

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

    By Peter Gulia,   
    • 2 replies
    • 745 views

  17. Open Enrollment

    By 401Karina,
    • 1 reply
    • 725 views

  18. to general test or not

    By Jakyasar,
    • 3 replies
    • 1.4k views

  19. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 2.3k views

  20. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  21. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 3.2k views

  22. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 1 reply
    • 790 views

  24. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 927 views

  25. contribution in error

    By 52626,
    • 2 replies
    • 1.2k views

  26. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 3.5k views

  27. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 1.2k views

  28. Safe Harbor and ADP testing

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

  29. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 821 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.6k views

  31. eligibiltiy for rehire

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

  32. EPCRS de minimis amount - excess contribution

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

  33. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 3k views

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

    By truphao,
    • 4 replies
    • 1k views

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

    By hsctpa,
    • 1 reply
    • 684 views

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

    By Bob Demontigny,
    • 1 reply
    • 1.4k views

  37. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 3k views

  38. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 981 views

  39. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1.8k views

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

    By ABeach,
    • 4 replies
    • 1.3k views

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

    By JHalligan,
    • 2 replies
    • 1k views

  42. Termination Date

    By FT Retire,
    • 3 replies
    • 1.2k views

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

    By TPApril,
    • 5 replies
    • 1.9k views

  44. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 778 views

  45. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 1.4k views

  46. Partial Termination

    By austin3515,
    • 5 replies
    • 2.9k views

  47. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8.8k views

  48. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 774 views

  49. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 1.4k views

  50. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 2k views
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