401(k) Plans

19,275 topics in this forum

1. SECURE ACT - LTPT Employees

   By 52626, July 19, 2023
   • 25 replies
   • 3.8k views
   • 
   • Barbara
   • October 18, 2023

2. QSLOB Testing with Multiple Plans

   By LarryDavid, July 18, 2023
   • 2 replies
   • 1.5k views
   • 
   • LarryDavid
   • July 19, 2023

3. Vesting for Rehires

   By FishOn, July 18, 2023
   • 2 replies
   • 495 views
   • 
   • 401kAllTheWay
   • July 18, 2023

4. Issue Snapshot — Deductibility of employer contributions to a 401(k) plan made after the end of the tax year

   By Jakyasar, July 17, 2023
   • 12 replies
   • 1.4k views
   • 
   • Belgarath
   • July 21, 2023

5. Which employers will use a starter 401(k) deferral-only arrangement?

   By Peter Gulia, July 17, 2023
   • 9 replies
   • 1.1k views
   • 
   • rocknrolls2
   • July 18, 2023

6. Use of Forfeiture Account Balance with Terminating Plan

   By waid10, July 14, 2023   

   • terminating plans
   • forfeiture
   • 4 replies
   • 1.2k views
   • 
   • Paul I
   • July 14, 2023

7. Looking for Citation

   By thepensionmaven, July 14, 2023
   • 3 replies
   • 524 views
   • 
   • pmacduff
   • July 14, 2023

8. Retroactive CB plan set up for 2022

   By Bob Demontigny, July 13, 2023
   • 2 replies
   • 478 views
   • 
   • cpc0506
   • July 17, 2023

9. Owner-Only Plan & Top Heavy

   By 401(k)athryn, July 12, 2023
   • 12 replies
   • 1.9k views
   • 
   • Bird
   • July 17, 2023

10. Forfeiture Account for Terminating Plan

    By metsfan026, July 12, 2023
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • July 12, 2023

11. Best Book to Purchase

    By 401kAllTheWay, July 11, 2023
    • 14 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 17, 2023

12. Department of Labor Wage and Hour Division FLSA Back Wages

    By jkharvey, July 10, 2023
    • 0 replies
    • 380 views
    • 
    • jkharvey
    • July 10, 2023

13. removal of spousal consent when not required under K plan

    By Tom, July 6, 2023
    • 5 replies
    • 1.5k views
    • 
    • fmsinc
    • February 14, 2024

14. ERISA Bond - owners of an S Corp

    By Tom, July 5, 2023
    • 2 replies
    • 609 views
    • 
    • EBP
    • July 6, 2023

15. Hardship Distributions

    By Belgarath, June 29, 2023
    • 8 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 5, 2023

16. Off PYE with Fiscal Tax filing - deadline?

    By 401KsRme, June 29, 2023
    • 3 replies
    • 701 views
    • 
    • Jakyasar
    • June 30, 2023

17. LTPT

    By Belgarath, June 29, 2023
    • 6 replies
    • 745 views
    • 
    • Paul I
    • June 29, 2023

18. Eligibility for 401(k) & Safe Harbor Match

    By metsfan026, June 28, 2023
    • 6 replies
    • 857 views
    • 
    • rocknrolls2
    • June 29, 2023

19. Control Group... simple "yes" or "no"

    By Basically, June 27, 2023
    • 9 replies
    • 1.2k views
    • 
    • Belgarath
    • July 3, 2023

20. Cost of late contribs--paid from plan?

    By BG5150, June 26, 2023
    • 8 replies
    • 890 views
    • 
    • Peter Gulia
    • June 26, 2023

21. SECURE 2.0 Roth Catch-up - Automatic Spillover

    By Gruegen, June 23, 2023
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • June 27, 2023

22. SH Status Post-Sale if All Es Hired by Buyer

    By Plan Doc, June 23, 2023
    • 4 replies
    • 469 views
    • 
    • Plan Doc
    • June 28, 2023

23. Secure 1.0 Amendment deadline (Setting up Every Community....)

    By Tom, June 22, 2023
    • 3 replies
    • 597 views
    • 
    • Tom
    • June 23, 2023

24. Acquired Sponsor and Successor Plan Rule

    By Plan Doc, June 22, 2023
    • 2 replies
    • 417 views
    • 
    • Plan Doc
    • June 23, 2023

25. New plan, retro start date with EACA

    By DMcGovern, June 21, 2023
    • 0 replies
    • 399 views
    • 
    • DMcGovern
    • June 21, 2023

26. Form 5330 Lost Earnings

    By Becca, June 21, 2023   

    • 5330 late contributions
    • 5330
    • (and 1 more)

      Tagged with:

      • 5330 late contributions
      • 5330
      • missed earnings
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • June 22, 2023

27. Deferrals Exceeding 402(g) Limit

    By Lucky32, June 20, 2023
    • 4 replies
    • 921 views
    • 
    • Lucky32
    • June 21, 2023

28. 100% match coupled with a SH match

    By K-t-F, June 20, 2023
    • 12 replies
    • 1.5k views
    • 
    • Bird
    • June 26, 2023

29. Ineligible participant received loan

    By Erin L, June 20, 2023
    • 7 replies
    • 1.4k views
    • 
    • Centerstage
    • July 5, 2023

30. Blackout Notice - pooled account

    By 401(k)athryn, June 20, 2023
    • 6 replies
    • 1.7k views
    • 
    • 401(k)athryn
    • June 20, 2023

31. Roth/Catch-up and Off-Calendar Year Plans

    By Gilmore, June 19, 2023
    • 3 replies
    • 1k views
    • 
    • Paul I
    • June 20, 2023

32. Transition Safe Harbor 401k to solo 401k?

    By jpdrews, June 16, 2023
    • 8 replies
    • 1.6k views
    • 
    • jpdrews
    • June 21, 2023

33. What is penalty for long-term part-time failures?

    By Bobloblaw, June 16, 2023
    • 5 replies
    • 1k views
    • 
    • Paul I
    • June 16, 2023

34. transfer from benefits eligible status job to a non-benefits eligible job & 401(k) plan compensation

    By alexa, June 16, 2023
    • 3 replies
    • 595 views
    • 
    • justanotheradmin
    • June 19, 2023

35. Which recordkeepers allow a hardship distribution on a participant’s certification?

    By Peter Gulia, June 15, 2023
    • 3 replies
    • 734 views
    • 
    • Peter Gulia
    • June 15, 2023

36. QNEC and Catch-Ups

    By Mr Bagwell, June 15, 2023
    • 6 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • June 22, 2023

37. Automatic Enrollment under SECURE 2.0

    By sb0828, June 15, 2023
    • 1 reply
    • 358 views
    • 
    • RatherBeGolfing
    • June 15, 2023

38. No Fund Change Notice

    By khn, June 14, 2023
    • 1 reply
    • 442 views
    • 
    • Paul I
    • June 14, 2023

39. About long-term part-time employees, interpreting Internal Revenue Code § 401(k)(2)(D)(ii) and § 401(k)(15)

    By Peter Gulia, June 14, 2023
    • 2 replies
    • 380 views
    • 
    • Peter Gulia
    • June 14, 2023

40. Participating ER - stop participating?

    By doombuggy, June 13, 2023
    • 7 replies
    • 1.5k views
    • 
    • Centerstage
    • July 19, 2023

41. Self Employment Income determination

    By Rose, June 13, 2023
    • 4 replies
    • 1.3k views
    • 
    • Paul I
    • June 13, 2023

42. Coverage Fail-Safe for Excluded Interns

    By Plan Doc, June 13, 2023
    • 4 replies
    • 719 views
    • 
    • Plan Doc
    • June 15, 2023

43. solo LLC wants 2 401k plans

    By doombuggy, June 12, 2023
    • 13 replies
    • 1.5k views
    • 
    • ESOP Guy
    • June 14, 2023

44. Eligibility Age for 401(k) Plan

    By metsfan026, June 9, 2023
    • 11 replies
    • 2.6k views
    • 
    • doombuggy
    • June 12, 2023

45. When is 401(k) plan considered liquidated with installment sale of a plan asset?

    By Tom, June 8, 2023
    • 1 reply
    • 367 views
    • 
    • Lou S.
    • June 8, 2023

46. Taking A Loan While On Leave of Absence

    By metsfan026, June 8, 2023
    • 5 replies
    • 11.1k views
    • 
    • Paul I
    • June 9, 2023

47. Nationwide doesn't certify assets anymore?

    By bzorc, June 8, 2023
    • 0 replies
    • 402 views
    • 
    • bzorc
    • June 8, 2023

48. S corp conversion and deferrals contributed prior to the conversion

    By Tom, June 7, 2023
    • 5 replies
    • 651 views
    • 
    • Tom
    • June 8, 2023

49. Notice 2023-43 Demographic failure conflict

    By Purplemandinga, June 7, 2023
    • 3 replies
    • 625 views
    • 
    • Purplemandinga
    • June 8, 2023

50. What is the deferral limit

    By Jakyasar, June 7, 2023
    • 4 replies
    • 690 views
    • 
    • Jakyasar
    • June 7, 2023