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401(k) Plans

19,320 topics in this forum

  1. Enrollment Material Deadlines & MDOs - What are the regs?

    By OrderOfOps,
    • 0 replies
    • 10 views

  2. Owners Getting Paid via 1099 & Participating in Plan

    By metsfan026,
    • 11 replies
    • 367 views

  3. 1099-R codes for excess deferrals and attributable income that is being distributed 4 years after the excess deferrals

    By Sami Nasser,
    • 0 replies
    • 150 views

  4. SECURE 2.0 Roth catch-ups

    By Itsamario,
    • 0 replies
    • 169 views

  5. Considered Compensation from W2

    By ratherbereading,   
    • 5 replies
    • 716 views

  6. exclude SOME union employees?

    By AlbanyConsultant,
    • 3 replies
    • 420 views

  7. Excluded Employee - Top Heavy

    By Vlad401k,
    • 4 replies
    • 313 views

  8. Prevailing wage in a safe harbor 401(k) plan

    By Just Tri,
    • 1 reply
    • 206 views

  9. Indirect ownership

    By MGOAdmin,
    • 0 replies
    • 173 views

  10. 80/120 Rule

    By BPG916,
    • 4 replies
    • 320 views

  11. A Real Problem

    By rblum50,
    • 9 replies
    • 646 views

  12. Cashing Out Stock Options (Rather than Exercising) and 415 Compensation Definition

    By 401 Chaos,
    • 5 replies
    • 1.7k views

  13. Income Tax Withholding on Elective Deferrals

    By M_2015,
    • 4 replies
    • 461 views

  14. Mid-Year Change for 401(k) Safe Harbor

    By Transplant,
    • 3 replies
    • 393 views

  15. Will recordkeepers be ready to process the saver’s match?

    By Peter Gulia,
    • 5 replies
    • 315 views

  16. Contributions and matching after 401(a)(17) limit has been reached?

    By MD-Benefits Guy,
    • 13 replies
    • 1.6k views

  17. Failed 414s test in safe harbor plan

    By 30Rock,
    • 3 replies
    • 335 views

  18. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 234 views

  19. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 700 views

  20. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 239 views

  21. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 675 views

  22. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 640 views

  23. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 818 views

  24. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 832 views

  25. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC,
    • 19 replies
    • 1.7k views

  26. financial advisor buys their client... and is still getting paid

    By AlbanyConsultant,
    • 1 reply
    • 563 views

  27. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 195 views

  28. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 456 views

  29. Form 5330

    By 52626,
    • 6 replies
    • 870 views

  30. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 368 views

  31. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 2.7k views

  32. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 660 views

  33. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 706 views

  34. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 1k views

  35. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 364 views

  36. ADP Corrective Distributions and Top Heavy Balances

    By justatester,
    • 1 reply
    • 333 views
    • Bri
    • Bri

  37. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 871 views

  38. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 612 views

  39. How to Handle Match Formula

    By mming,
    • 2 replies
    • 407 views

  40. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 680 views

  41. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 582 views

  42. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 690 views

  43. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 345 views

  44. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 554 views

  45. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 494 views

  46. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 267 views

  47. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 429 views

  48. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1k views

  49. LTPT

    By thepensionmaven,
    • 0 replies
    • 244 views

  50. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 951 views
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