401(k) Plans

19,275 topics in this forum

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

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

2. Increased Catch-up Limit for ages 60-63 - mandatory?

   By AMDG, May 24, 2023
   • 13 replies
   • 2k views
   • 
   • Belgarath
   • July 7, 2023

3. ERISA Bond - owners of an S Corp

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

4. Hardship Distributions

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

5. Ineligible participant received loan

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

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

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

7. Off PYE with Fiscal Tax filing - deadline?

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

8. LTPT

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

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

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

10. 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

11. SECURE 2.0 Roth Catch-up - Automatic Spillover

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

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

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

13. 100% match coupled with a SH match

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

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

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

15. Acquired Sponsor and Successor Plan Rule

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

16. 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

17. QNEC and Catch-Ups

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

18. Individual/solo 401k plan sequence number

    By BGLA, November 1, 2022
    • 13 replies
    • 4.5k views
    • 
    • NV
    • June 22, 2023

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

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

20. New plan, retro start date with EACA

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

21. Deferrals Exceeding 402(g) Limit

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

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

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

23. Blackout Notice - pooled account

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

24. 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

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

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

26. 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

27. Automatic Enrollment under SECURE 2.0

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

28. Coverage Fail-Safe for Excluded Interns

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

29. No Fund Change Notice

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

30. solo LLC wants 2 401k plans

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

31. 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

32. Self Employment Income determination

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

33. Eligibility Age for 401(k) Plan

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

34. CODA situation ?

    By AnnCK, June 7, 2023
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • June 9, 2023

35. Profit Sharing Amendments

    By dragondon, May 23, 2023
    • 5 replies
    • 619 views
    • 
    • FORMER ESQ.
    • June 9, 2023

36. Taking A Loan While On Leave of Absence

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

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

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

38. Notice 2023-43 Demographic failure conflict

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

39. 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

40. Coordination of 403(b) and 401(k) Plans

    By truphao, June 6, 2023
    • 5 replies
    • 629 views
    • 
    • Ilene Ferenczy
    • June 8, 2023

41. Nationwide doesn't certify assets anymore?

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

42. What is the deferral limit

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

43. 100% Match.... how much can be contributed?

    By Basically, June 5, 2023
    • 9 replies
    • 1.1k views
    • 
    • Paul I
    • June 7, 2023

44. Solo 401k Investments in Startups with Plan Funds

    By dragondon, June 5, 2023
    • 7 replies
    • 715 views
    • 
    • Peter Gulia
    • June 7, 2023

45. Secure 2.0-Roth catchup

    By justatester, June 6, 2023
    • 1 reply
    • 500 views
    • 
    • Lou S.
    • June 6, 2023

46. hardship grossed up for taxes

    By AlbanyConsultant, May 30, 2023
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • June 5, 2023

47. entry date - 3 consecutive months of continueous service

    By Lou81, June 2, 2023   

    • ftwilliam
    • 11 replies
    • 1.8k views
    • 
    • Roycal
    • June 5, 2023

48. Triple Stacked Match

    By Coleboy1, June 1, 2023
    • 2 replies
    • 713 views
    • 
    • Coleboy1
    • June 1, 2023

49. Blackout Notice - One Former Employee Missed

    By Flyfish71, May 30, 2023
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 31, 2023

50. 5500-SF or 5500-EZ

    By drakecohen, May 30, 2023
    • 1 reply
    • 448 views
    • 
    • WDIK
    • May 30, 2023