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401(k) Plans

19,321 topics in this forum

  1. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 734 views

  2. entry date - 3 consecutive months of continueous service

    By Lou81,   
    • 11 replies
    • 1.9k views

  3. Triple Stacked Match

    By Coleboy1,
    • 2 replies
    • 754 views

  4. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 475 views

  5. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 1.5k views

  6. hardship grossed up for taxes

    By AlbanyConsultant,
    • 7 replies
    • 1.7k views

  7. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 2.6k views

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

    By AMDG,
    • 13 replies
    • 2.1k views

  9. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 626 views

  10. Profit Sharing Amendments

    By dragondon,
    • 5 replies
    • 667 views

  11. Is my one-participant 401(k) out of compliance? I want to terminate it.

    By sify iway,
    • 3 replies
    • 712 views

  12. Top Heavy plan excludes HCEs, no profit sharing, but what if an HCE is non-key?

    By Tom,
    • 8 replies
    • 2.6k views

  13. Is there a common practice for the threshold of HCE's and when you should think about Top Heavy

    By dragondon,
    • 5 replies
    • 813 views

  14. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 3.5k views

  15. Increased Catch-up Limit for ages 60-63

    By austin3515,
    • 9 replies
    • 2k views

  16. Can a Safe Harbor Non Elective Plan still be exempt from testing if they contribute more than 3%?

    By dragondon,
    • 2 replies
    • 933 views

  17. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.4k views

  18. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 455 views

  19. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 2k views

  20. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 571 views

  21. pro rated limits for joining a MEP mid year?

    By AlbanyConsultant,
    • 0 replies
    • 433 views

  22. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 716 views

  23. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 455 views

  24. ACP failure, refund to participant, losses, 1099-R

    By pmacduff,
    • 4 replies
    • 1.5k views

  25. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.1k views

  26. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 3.9k views

  27. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 782 views

  28. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 631 views

  29. How does changing business structure of a plan sponsor effect a 401k plan

    By dragondon,
    • 3 replies
    • 1.4k views

  30. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 463 views

  31. Converting two Solo 401k plans into one when you have an LLC and are self employed 

    By ill,
    • 3 replies
    • 2.5k views

  32. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 4.1k views

  33. late deferral contribution

    By Lou81,   
    • 7 replies
    • 965 views

  34. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.3k views

  35. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.1k views

  36. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 2.4k views

  37. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 744 views

  38. Qualified Compensation of a 401k and after tax contributions

    By dragondon,
    • 5 replies
    • 805 views

  39. Participating Employer

    By Alex M.,
    • 2 replies
    • 528 views

  40. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 571 views

  41. New Plan delays 401k start, match on what comp

    By TPApril,
    • 10 replies
    • 930 views

  42. Can a trust sponsor a 401(k)?

    By KEM,   
    • 12 replies
    • 1.8k views

  43. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 2.6k views

  44. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 686 views

  45. SECURE 2.0 - Roth Catch-Up for HPEs - Payroll or TPA monitoring function?

    By legort69,
    • 4 replies
    • 931 views

  46. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.2k views

  47. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 421 views

  48. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.8k views

  49. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.2k views

  50. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king,
    • 1 reply
    • 495 views
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