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401(k) Plans

19,317 topics in this forum

  1. 401k safe harbor nonunion/union

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

  2. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 863 views

  3. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 671 views

  4. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 657 views

  5. Amendment Required

    By DPSRich,
    • 6 replies
    • 682 views

  6. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 914 views

  7. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.2k views

  8. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 714 views

  9. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 1.4k views

  10. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 1.2k views

  11. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 2.4k views

  12. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 1.7k views

  13. Discretionary Match

    By khn,
    • 3 replies
    • 741 views

  14. Union - LTPT

    By TH 401k,
    • 1 reply
    • 580 views

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

    By erisageek1978,
    • 13 replies
    • 2.9k views

  16. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.3k views

  17. Mandatory Roth catch-up

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

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

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

  19. LTPT eligibility

    By TH 401k,
    • 4 replies
    • 765 views

  20. 410b

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

  21. Mandatory Auto Enrollment

    By FishOn,
    • 1 reply
    • 697 views

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

    By MGOAdmin,   
    • 4 replies
    • 1.1k views

  23. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer,
    • 0 replies
    • 511 views

  24. Transaction reporting for contributions in brokerage accounts

    By TPApril,
    • 4 replies
    • 1.4k views

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

    By Bart,
    • 1 reply
    • 775 views

  26. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 699 views

  27. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 736 views

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

    By Paul I,
    • 0 replies
    • 490 views

  29. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA,   
    • 5 replies
    • 779 views
    • Bri
    • Bri

  30. Catch-up 60-63

    By Tom,
    • 5 replies
    • 2k views

  31. Timing Questions - Roth Employer Contributions

    By AllThingsForGood,
    • 4 replies
    • 805 views

  32. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 764 views

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

    By ratherbereading,
    • 3 replies
    • 1.8k views

  34. RMD after Death

    By Lou81,   
    • 2 replies
    • 1.2k views

  35. Unused Forfeiture

    By TH 401k,
    • 3 replies
    • 1.4k views

  36. ADP Refund

    By TH 401k,
    • 5 replies
    • 1.3k views

  37. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

  38. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.2k views

  39. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 1.7k views

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

    By TinaW,
    • 6 replies
    • 1.7k views

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

    By Fibonacci,
    • 0 replies
    • 364 views

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

    By austin3515,
    • 3 replies
    • 1.4k views

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

    By Jakyasar,
    • 4 replies
    • 520 views

  44. Vesting at Normal Retirement Age

    By EBECatty,
    • 16 replies
    • 3.8k views

  45. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 416 views
    • B21
    • B21

  46. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.1k views

  47. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 503 views

  48. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 449 views

  49. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.2k views

  50. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 678 views
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