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401(k) Plans

19,317 topics in this forum

  1. Plan Termination and Forfeitures

    By 30Rock,
    • 3 replies
    • 1k views

  2. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer,
    • 3 replies
    • 888 views

  3. ACP 4% non-discretionary match

    By Bruce1,
    • 12 replies
    • 1.3k views

  4. Compensation for HCE determination

    By justatester,
    • 2 replies
    • 880 views

  5. Sign-on bonuses

    By austin3515,
    • 13 replies
    • 3.5k views

  6. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1k views

  7. Is a 401(k) Spin Off a Viable Option? What are the considerations?

    By youngbenefitslawyer,
    • 2 replies
    • 944 views

  8. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 704 views

  9. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 688 views

  10. No Rollover Contribution Fees for 6 Months -- Any Issues?

    By Interested Party,
    • 5 replies
    • 1.1k views

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

    By MGOAdmin,   
    • 4 replies
    • 1.1k views

  12. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 778 views

  13. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 838 views

  14. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 636 views

  15. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 487 views

  16. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  17. Safe Harbor 401(k) Match top heavy plan - PS only to non-key/non-HCE

    By Tom,
    • 1 reply
    • 556 views

  18. match increase amendment (non s/h plan)

    By TPApril,
    • 0 replies
    • 410 views

  19. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 1.2k views

  20. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 988 views

  21. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 914 views

  22. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1k views
    • Bri
    • Bri

  23. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 912 views

  24. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.3k views

  25. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 542 views

  26. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 738 views

  27. Amendment Required

    By DPSRich,
    • 6 replies
    • 682 views

  28. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 864 views

  29. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 657 views

  30. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 1.4k views

  31. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 671 views

  32. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 715 views

  33. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 1.2k views

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

    By austin3515,
    • 34 replies
    • 4.8k views

  35. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.2k views

  36. Discretionary Match

    By khn,
    • 3 replies
    • 741 views

  37. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 2.4k views

  38. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 1.7k views

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

    By erisageek1978,
    • 13 replies
    • 2.9k views

  40. Union - LTPT

    By TH 401k,
    • 1 reply
    • 580 views

  41. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.3k views

  42. Mandatory Roth catch-up

    By Ian,
    • 2 replies
    • 1.2k views
    • Ian
    • Ian

  43. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 1.4k views

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

    By Tom,
    • 0 replies
    • 670 views
    • Tom
    • Tom

  45. 410b

    By TH 401k,
    • 1 reply
    • 606 views
    • Bri
    • Bri

  46. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 766 views

  47. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 699 views

  48. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 512 views

  49. Vacation Time A taxable fringe??

    By austin3515,
    • 17 replies
    • 4.6k views

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

    By Bart,
    • 1 reply
    • 775 views
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