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401(k) Plans

19,334 topics in this forum

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

    By truphao,
    • 5 replies
    • 720 views

  2. Nationwide doesn't certify assets anymore?

    By bzorc,
    • 0 replies
    • 438 views

  3. What is the deferral limit

    By Jakyasar,
    • 4 replies
    • 736 views

  4. 100% Match.... how much can be contributed?

    By Basically,
    • 9 replies
    • 1.1k views

  5. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 744 views

  6. Secure 2.0-Roth catchup

    By justatester,
    • 1 reply
    • 527 views

  7. hardship grossed up for taxes

    By AlbanyConsultant,
    • 7 replies
    • 1.8k views

  8. entry date - 3 consecutive months of continueous service

    By Lou81,   
    • 11 replies
    • 1.9k views

  9. Triple Stacked Match

    By Coleboy1,
    • 2 replies
    • 767 views

  10. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 1.5k views

  11. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 489 views

  12. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 2.7k views

  13. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 2.1k views

  14. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 3.5k views

  15. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 3.4k views

  16. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 646 views

  17. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 4.1k views

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

    By dragondon,
    • 5 replies
    • 827 views

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

    By austin3515,
    • 9 replies
    • 2.1k views

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

    By sify iway,
    • 3 replies
    • 717 views

  21. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 722 views

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

    By Tom,
    • 8 replies
    • 2.7k views

  23. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.4k views

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

    By dragondon,
    • 2 replies
    • 946 views

  25. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 577 views

  26. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.1k views

  27. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 468 views

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

    By AlbanyConsultant,
    • 0 replies
    • 441 views

  29. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 561 views

  30. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 790 views

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

    By pmacduff,
    • 4 replies
    • 1.5k views

  32. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 459 views

  33. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.4k views

  34. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 4.1k views

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

    By dragondon,
    • 3 replies
    • 1.4k views

  36. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 641 views

  37. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.3k views

  38. late deferral contribution

    By Lou81,   
    • 7 replies
    • 976 views

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

    By ill,
    • 3 replies
    • 2.6k views

  40. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 471 views

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

    By KEM,   
    • 12 replies
    • 1.9k views

  42. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 755 views

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

    By dragondon,
    • 5 replies
    • 815 views

  44. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.1k views

  45. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 2.6k views

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

    By TPApril,
    • 10 replies
    • 941 views

  47. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 588 views

  48. Participating Employer

    By Alex M.,
    • 2 replies
    • 537 views

  49. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 698 views

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

    By legort69,
    • 4 replies
    • 957 views
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