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401(k) Plans

19,275 topics in this forum

  1. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 731 views

  2. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 768 views

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

    By Pensions2020,
    • 4 replies
    • 798 views

  4. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 946 views

  5. "Deemed 125 Compensation"

    By Belgarath,
    • 5 replies
    • 3.5k views

  6. QNEC and QMAC vs nonelective contributions

    By dragondon,
    • 2 replies
    • 972 views

  7. SECURE 2.0 RMD - why age 73?

    By WCC,
    • 3 replies
    • 872 views

  8. Excess deferrals with losses

    By Bird,
    • 3 replies
    • 623 views

  9. Plan Takeover, Document questions

    By ejohnke,
    • 3 replies
    • 769 views

  10. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 402 views

  11. Am I the only one? 1 2

    By austin3515,
    • 60 replies
    • 5.4k views

  12. Match Coverage Failure and ADP/ACP Testing

    By PensionPro,
    • 6 replies
    • 1.4k views

  13. 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

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

    By pam@bbm,
    • 4 replies
    • 872 views

  15. Covid Loan

    By DPSRich,
    • 0 replies
    • 225 views

  16. Non-Employee rollover into 401k plan.

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

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

    By Peter Gulia,
    • 7 replies
    • 1.8k views

  18. Successor Plan Rule Issue?

    By sb0828,
    • 10 replies
    • 1.4k views

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

    By Peter Gulia,
    • 5 replies
    • 684 views

  20. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 1.9k views

  21. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 424 views

  22. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 980 views

  23. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 1.4k views

  24. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 494 views

  25. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 964 views

  26. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 934 views

  27. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 1.6k views

  28. State paid leave laws

    By R. Butler,
    • 0 replies
    • 375 views

  29. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 537 views

  30. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 446 views

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

    By TPApril,
    • 3 replies
    • 524 views

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

    By TPApril,
    • 0 replies
    • 431 views

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

    By ClintonF,
    • 2 replies
    • 431 views

  34. SECURE 2.0: Automatic Enrollment Exception and Employee Count

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

  35. Enrolled against will

    By Dug29,
    • 6 replies
    • 3.4k views

  36. elapsed time method and ADP testing options

    By DMcGovern,
    • 3 replies
    • 2.7k views

  37. Can the annual 401(k) match be paid say June 30 in the year following the plan year?

    By Cardscrazy,   
    • 7 replies
    • 879 views

  38. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.1k views

  39. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.2k views

  40. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 685 views

  41. Solo 401k

    By 401kay,
    • 9 replies
    • 1.2k views

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

    By Tegernsee,
    • 12 replies
    • 7.7k views

  43. Ineligible participant funds Salary Deferrals in Safe Harbor 401(k) Plan

    By Dougsbpc,
    • 7 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 1 reply
    • 537 views

  45. Top Heavy Testing

    By Tom,
    • 1 reply
    • 398 views

  46. Plan sponsor is 100% owned by an ESOP - who is a key employee?

    By Tom,
    • 4 replies
    • 1.6k views

  47. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 374 views

  48. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 1.9k views

  49. Deceased participants benefit was rolled over to an IRA in a QTIP Trust for Spouse

    By DDB BN,
    • 0 replies
    • 259 views

  50. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 576 views
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