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401(k) Plans

19,362 topics in this forum

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

    By BG5150,
    • 8 replies
    • 989 views

  2. 100% match coupled with a SH match

    By K-t-F,
    • 12 replies
    • 1.8k views

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

    By Tom,
    • 3 replies
    • 654 views

  4. Acquired Sponsor and Successor Plan Rule

    By Plan Doc,
    • 2 replies
    • 461 views

  5. Form 5330 Lost Earnings

    By Becca,   
    • 2 replies
    • 3.1k views

  6. QNEC and Catch-Ups

    By Mr Bagwell,
    • 6 replies
    • 1.8k views

  7. Individual/solo 401k plan sequence number

    By BGLA,
    • 13 replies
    • 5.1k views
    • NV
    • NV

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

    By jpdrews,
    • 8 replies
    • 1.7k views

  9. New plan, retro start date with EACA

    By DMcGovern,
    • 0 replies
    • 441 views

  10. Deferrals Exceeding 402(g) Limit

    By Lucky32,
    • 4 replies
    • 1k views

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

    By Gilmore,
    • 3 replies
    • 1.2k views

  12. Blackout Notice - pooled account

    By 401(k)athryn,
    • 6 replies
    • 2.1k views

  13. transfer from benefits eligible status job to a non-benefits eligible job & 401(k) plan compensation

    By alexa,
    • 3 replies
    • 687 views

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

    By Bobloblaw,
    • 5 replies
    • 1.2k views

  15. Which recordkeepers allow a hardship distribution on a participant’s certification?

    By Peter Gulia,
    • 3 replies
    • 768 views

  16. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 391 views

  17. Coverage Fail-Safe for Excluded Interns

    By Plan Doc,
    • 4 replies
    • 788 views

  18. No Fund Change Notice

    By khn,
    • 1 reply
    • 476 views

  19. solo LLC wants 2 401k plans

    By doombuggy,
    • 13 replies
    • 1.6k views

  20. About long-term part-time employees, interpreting Internal Revenue Code § 401(k)(2)(D)(ii) and § 401(k)(15)

    By Peter Gulia,
    • 2 replies
    • 408 views

  21. Self Employment Income determination

    By Rose,
    • 4 replies
    • 1.6k views

  22. Eligibility Age for 401(k) Plan

    By metsfan026,
    • 11 replies
    • 3.3k views

  23. CODA situation ?

    By AnnCK,
    • 5 replies
    • 1.4k views

  24. Profit Sharing Amendments

    By dragondon,
    • 5 replies
    • 700 views

  25. Taking A Loan While On Leave of Absence

    By metsfan026,
    • 5 replies
    • 13.3k views

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

    By Tom,
    • 5 replies
    • 793 views

  27. Notice 2023-43 Demographic failure conflict

    By Purplemandinga,
    • 3 replies
    • 693 views

  28. When is 401(k) plan considered liquidated with installment sale of a plan asset?

    By Tom,
    • 1 reply
    • 417 views

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

    By truphao,
    • 5 replies
    • 807 views

  30. Nationwide doesn't certify assets anymore?

    By bzorc,
    • 0 replies
    • 461 views

  31. What is the deferral limit

    By Jakyasar,
    • 4 replies
    • 749 views

  32. 100% Match.... how much can be contributed?

    By Basically,
    • 9 replies
    • 1.2k views

  33. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 753 views

  34. Secure 2.0-Roth catchup

    By justatester,
    • 1 reply
    • 533 views

  35. hardship grossed up for taxes

    By AlbanyConsultant,
    • 7 replies
    • 1.8k views

  36. entry date - 3 consecutive months of continueous service

    By Lou81,   
    • 11 replies
    • 2k views

  37. Triple Stacked Match

    By Coleboy1,
    • 2 replies
    • 785 views

  38. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 1.6k views

  39. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 500 views

  40. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 2.9k views

  41. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 2.3k views

  42. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 3.6k views

  43. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 3.4k views

  44. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 679 views

  45. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 4.5k views

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

    By dragondon,
    • 5 replies
    • 849 views

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

    By austin3515,
    • 9 replies
    • 2.2k views

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

    By sify iway,
    • 3 replies
    • 730 views

  49. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 728 views

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

    By Tom,
    • 8 replies
    • 2.8k views
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