401(k) Plans

19,294 topics in this forum

1. Amendment Required

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

2. 3% Nonelective SH with QACA

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

3. Not too good to be true is it?

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

4. Help with Beneficiary Designation

   By Vanessa, January 23
   • 5 replies
   • 1.3k views
   • 
   • Appleby
   • January 28

5. affiliated service group after tax deferral

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

6. ACP Safe Harbor Plan

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

7. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

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

8. Auto Enrollment for New Plans - Auto Enroll Everyone or New Hires?

   By austin3515, December 5, 2023
   • 34 replies
   • 4.7k views
   • 
   • RatherBeGolfing
   • January 24

9. Safe Harbor Diminimus?

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

10. Discretionary Match

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

11. Discretionary Match Notice Requirement

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

12. Employer contributions as Roth

    By Belgarath, January 22
    • 3 replies
    • 1.4k views
    • 
    • Paul I
    • January 22

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

    By erisageek1978, January 21
    • 13 replies
    • 2.6k views
    • 
    • Peter Gulia
    • January 22

14. Union - LTPT

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

15. not for profit funding match for 2023 in 2025

    By Tom, January 20
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 22

16. Mandatory Roth catch-up

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

17. Transaction reporting for contributions in brokerage accounts

    By TPApril, January 15
    • 4 replies
    • 1.3k views
    • 
    • Bruce1
    • January 17

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

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

19. 410b

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

20. LTPT eligibility

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

21. Mandatory Auto Enrollment

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

22. IRS Preapproved Plan Submission - Cover letter

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

23. Vacation Time A taxable fringe??

    By austin3515, June 28, 2016
    • 17 replies
    • 4.4k views
    • 
    • Belgarath
    • January 15

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

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

25. Contribution Withdrawal

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

26. Tax Credits for Start Up Plans

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

27. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA, January 10   

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

28. Catch-up 60-63

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

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

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

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

    By ratherbereading, January 9
    • 3 replies
    • 1.7k views
    • 
    • ratherbereading
    • January 10

31. ACP Test for Safe Harbor Match and Employee After-Tax

    By PensionPro, August 27, 2020
    • 11 replies
    • 5.5k views
    • 
    • Bill Presson
    • January 10

32. Timing Questions - Roth Employer Contributions

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

33. RMD after Death

    By Lou81, January 9   

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

34. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin, January 29, 2024
    • 2 replies
    • 738 views
    • 
    • AllThingsForGood
    • January 9

35. Unused Forfeiture

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

36. ADP Refund

    By TH 401k, January 8
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • January 8

37. RMD from 401(k) for Beneficiaries

    By Tom, January 2
    • 4 replies
    • 1.6k views
    • 
    • Bruce1
    • January 7

38. $150,000 penalty

    By Orlando advisor, January 4
    • 6 replies
    • 1.1k views
    • 
    • ERISALawyr
    • January 7
39. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By TinaW, December 30, 2024
    • 6 replies
    • 1.5k views
    • 
    • Lou S.
    • January 3

41. After-tax contribution deadline

    By BTG, July 6, 2021
    • 5 replies
    • 1.8k views
    • 
    • Bill Presson
    • January 2

42. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren, December 17, 2024
    • 5 replies
    • 1k views
    • 
    • RatherBeGolfing
    • December 26, 2024

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

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

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

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

45. First year of the plan with HCEs limited due to lack of SH

    By Jakyasar, December 20, 2024
    • 4 replies
    • 485 views
    • 
    • Jakyasar
    • December 20, 2024

46. Voluntary employee contributions (after-tax), associated match and distribution timing

    By WCC, December 3, 2024
    • 2 replies
    • 1.1k views
    • 
    • TWM ERISA Attorney
    • December 20, 2024

47. Auto enrollment requirements for controlled group

    By B21, December 19, 2024
    • 0 replies
    • 402 views
    • 
    • B21
    • December 19, 2024

48. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci, December 17, 2024
    • 1 reply
    • 459 views
    • 
    • Peter Gulia
    • December 18, 2024

49. esop guy Pledging company assets as collateral

    By InquisitivePerson, December 15, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 16, 2024

50. QACA auto-enrollment question

    By Bruce1, December 16, 2024
    • 0 replies
    • 433 views
    • 
    • Bruce1
    • December 16, 2024