401(k) Plans

19,275 topics in this forum

1. Controlled Group Question

   By Vlad401k, January 31
   • 5 replies
   • 771 views
   • 
   • Artie M
   • February 4

2. Discrimination Testing If Everyone Is An HCE

   By metsfan026, January 31
   • 4 replies
   • 940 views
   • 
   • Artie M
   • January 31

3. Beneficiary Designations and Divorce

   By youngbenefitslawyer, January 31
   • 6 replies
   • 1k views
   • 
   • fmsinc
   • February 1

4. returning a refund... or not

   By AlbanyConsultant, January 31
   • 2 replies
   • 925 views
   • 
   • AlbanyConsultant
   • February 4

5. ACP 4% non-discretionary match

   By Bruce1, January 29
   • 12 replies
   • 1.2k views
   • 
   • RatherBeGolfing
   • February 11

6. ADP Test Correction & RMD

   By pixiebear, January 29
   • 1 reply
   • 501 views
   • 
   • C. B. Zeller
   • January 29

7. Avoiding Single-Employer Treatment for Portfolio Company Benefits

   By NonQualified, January 29
   • 4 replies
   • 866 views
   • 
   • Peter Gulia
   • January 29

8. Deferral Change frequency

   By Santo Gold, January 28
   • 4 replies
   • 1.1k views
   • 
   • Artie M
   • January 29

9. 401k safe harbor nonunion/union

   By MURPHY, January 28
   • 8 replies
   • 872 views
   • 
   • Bri
   • January 30

10. 3% Nonelective SH with QACA

    By DavidO, January 28
    • 3 replies
    • 797 views
    • 
    • Bill Presson
    • January 28

11. affiliated service group after tax deferral

    By Nic Pospiech, January 27
    • 3 replies
    • 614 views
    • 
    • Nic Pospiech
    • January 27

12. Not too good to be true is it?

    By austin3515, January 26
    • 2 replies
    • 620 views
    • 
    • austin3515
    • January 28

13. Amendment Required

    By DPSRich, January 25
    • 6 replies
    • 639 views
    • 
    • DPSRich
    • January 28

14. In Plan Roth Rollovers In Service Withdrawals

    By AJ North, January 24
    • 4 replies
    • 762 views
    • 
    • AJ North
    • January 30

15. Safe Harbor Diminimus?

    By rjterpstra19, January 24
    • 5 replies
    • 1.2k views
    • 
    • Artie M
    • January 24

16. ACP Safe Harbor Plan

    By austin3515, January 24
    • 7 replies
    • 666 views
    • 
    • austin3515
    • January 25

17. Help with Beneficiary Designation

    By Vanessa, January 23
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • January 28

18. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party, January 23
    • 17 replies
    • 1.1k views
    • 
    • rocknrolls2
    • January 24

19. Discretionary Match Notice Requirement

    By Tom, January 23
    • 2 replies
    • 1.9k views
    • 
    • Artie M
    • January 23

20. Employer contributions as Roth

    By Belgarath, January 22
    • 3 replies
    • 1.3k views
    • 
    • Paul I
    • January 22

21. Discretionary Match

    By khn, January 21
    • 3 replies
    • 699 views
    • 
    • Artie M
    • January 23

22. Union - LTPT

    By TH 401k, January 21
    • 1 reply
    • 524 views
    • 
    • ratherbereading
    • January 22

23. Distributions from 401(k) plan when employer in bankruptcy?

    By erisageek1978, January 21
    • 13 replies
    • 2.4k views
    • 
    • Peter Gulia
    • January 22

24. not for profit funding match for 2023 in 2025

    By Tom, January 20
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 22

25. Mandatory Roth catch-up

    By Ian, January 19
    • 2 replies
    • 1.1k views
    • 
    • Ian
    • January 20

26. Roth deferrals deducted by CPA on Sole Prop tax return

    By Tom, January 16
    • 0 replies
    • 627 views
    • 
    • Tom
    • January 16

27. LTPT eligibility

    By TH 401k, January 16
    • 4 replies
    • 710 views
    • 
    • TH 401k
    • January 16

28. 410b

    By TH 401k, January 16
    • 1 reply
    • 578 views
    • 
    • Bri
    • January 16

29. Mandatory Auto Enrollment

    By FishOn, January 15
    • 1 reply
    • 662 views
    • 
    • Paul I
    • January 15

30. Off calendar plan year (6/30 year end) - catch-up reclass

    By MGOAdmin, January 15   

    • cathup
    • reclass
    • 4 replies
    • 992 views
    • 
    • MGOAdmin
    • February 5

31. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer, January 15
    • 0 replies
    • 490 views
    • 
    • youngbenefitslawyer
    • January 15

32. Transaction reporting for contributions in brokerage accounts

    By TPApril, January 15
    • 4 replies
    • 1.2k views
    • 
    • Bruce1
    • January 17

33. Plan sponsor change (updated with form 5500 issue)

    By Bart, January 13
    • 1 reply
    • 736 views
    • 
    • justanotheradmin
    • January 14

34. Contribution Withdrawal

    By TH 401k, January 12
    • 6 replies
    • 649 views
    • 
    • 401king
    • January 14

35. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA, January 10   

    • help
    • 6 replies
    • 672 views
    • 
    • R Griffith
    • January 28

36. IRS guidance for Catch-Up contributions and for Auto Enrollment scheduled to be published next week

    By Paul I, January 10
    • 0 replies
    • 456 views
    • 
    • Paul I
    • January 10

37. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA, January 10   

    • help
    • 5 replies
    • 728 views
    • 
    • Bri
    • January 13

38. Catch-up 60-63

    By Tom, January 9
    • 5 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • January 10

39. Timing Questions - Roth Employer Contributions

    By AllThingsForGood, January 9
    • 4 replies
    • 776 views
    • 
    • AllThingsForGood
    • January 9

40. Tax Credits for Start Up Plans

    By ERISAGal, January 9
    • 2 replies
    • 721 views
    • 
    • ERISAGal
    • January 13

41. Missed Deferral Opportunity - Form 5500 Sched H line 4a

    By ratherbereading, January 9
    • 3 replies
    • 1.6k views
    • 
    • ratherbereading
    • January 10

42. RMD after Death

    By Lou81, January 9   

    • rmd
    • 2 replies
    • 1.1k views
    • 
    • Bruce1
    • January 9

43. Unused Forfeiture

    By TH 401k, January 8
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 8

44. ADP Refund

    By TH 401k, January 8
    • 5 replies
    • 1.1k views
    • 
    • Lou S.
    • January 8
45. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

46. $150,000 penalty

    By Orlando advisor, January 4
    • 6 replies
    • 1.1k views
    • 
    • ERISALawyr
    • January 7

47. RMD from 401(k) for Beneficiaries

    By Tom, January 2
    • 4 replies
    • 1.5k views
    • 
    • Bruce1
    • January 7

48. Stop Safe Harbor on 1/1 - notice requirement

    By TinaW, December 30, 2024
    • 6 replies
    • 1.4k views
    • 
    • Lou S.
    • January 3

49. Fiscal year plan (1/31/24) overcontributes before end of plan year.

    By Fibonacci, December 24, 2024
    • 0 replies
    • 339 views
    • 
    • Fibonacci
    • December 24, 2024

50. Mandatory Auto Enrollment 1/1/2025 and beyond

    By austin3515, December 23, 2024
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 24, 2024