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401(k) Plans

19,275 topics in this forum

  1. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 389 views

  2. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.7k views

  3. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.1k views

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

    By 401king,
    • 1 reply
    • 458 views

  5. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 844 views

  6. Force-Outs

    By MTWeeks,
    • 3 replies
    • 491 views

  7. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.3k views

  8. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 913 views

  9. New 401k plan - Am I missing something in the regs for eligibility?

    By Jakyasar,
    • 3 replies
    • 637 views

  10. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 697 views

  11. Audited Plan last year (2021) but under 120 balances. Is one required this year?

    By Pensions2020,
    • 4 replies
    • 800 views

  12. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 731 views

  13. PS with a last day of plan year and employed on determination date

    By justatester,
    • 6 replies
    • 1.2k views

  14. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 769 views

  15. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 946 views

  16. QNEC and QMAC vs nonelective contributions

    By dragondon,
    • 2 replies
    • 972 views

  17. SECURE 2.0 RMD - why age 73?

    By WCC,
    • 3 replies
    • 872 views

  18. "Deemed 125 Compensation"

    By Belgarath,
    • 5 replies
    • 3.5k views

  19. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.3k views

  20. Excess deferrals with losses

    By Bird,
    • 3 replies
    • 623 views

  21. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 402 views

  22. Plan Takeover, Document questions

    By ejohnke,
    • 3 replies
    • 769 views

  23. Covid Loan

    By DPSRich,
    • 0 replies
    • 225 views

  24. Match Coverage Failure and ADP/ACP Testing

    By PensionPro,
    • 6 replies
    • 1.4k views

  25. May a self-employed individual who had pay more than $145,000 choose non-Roth catch-up deferrals?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

  26. Testing a Safe Harbor 401(k) Plan with a Non-Safe Harbor 401(k) Plan

    By pam@bbm,
    • 4 replies
    • 872 views

  27. Do Roth 401(k) participants not get excused from before-death minimum distributions?

    By Peter Gulia,
    • 5 replies
    • 685 views

  28. Successor Plan Rule Issue?

    By sb0828,
    • 10 replies
    • 1.4k views

  29. Non-Employee rollover into 401k plan.

    By Planit 401k,
    • 5 replies
    • 1.1k views

  30. Are there reasons not to merge union and non-union plans?

    By Peter Gulia,
    • 7 replies
    • 1.8k views

  31. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 424 views

  32. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 1.9k views

  33. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 980 views

  34. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 494 views

  35. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 1.4k views

  36. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 934 views

  37. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 964 views

  38. State paid leave laws

    By R. Butler,
    • 0 replies
    • 375 views

  39. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 537 views

  40. New plans and immediate eligibility vs 1-yr service

    By TPApril,
    • 3 replies
    • 524 views

  41. SECURE 2.0 & new plan in 2022 / Saver's Credits

    By TPApril,
    • 0 replies
    • 431 views

  42. Are most 401(k) plans self-directed?

    By ClintonF,
    • 2 replies
    • 431 views

  43. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 1.6k views

  44. SECURE 2.0: Automatic Enrollment Exception and Employee Count

    By L. S.,
    • 1 reply
    • 599 views

  45. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 446 views

  46. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.2k views

  47. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 685 views

  48. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.1k views

  49. Mega backdoor Roth that actually works... now what?

    By AlbanyConsultant,
    • 1 reply
    • 538 views

  50. Pass through dividends on company stock held in 401(k) plan

    By Tegernsee,
    • 12 replies
    • 7.7k views
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