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401(k) Plans

19,321 topics in this forum

  1. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 884 views

  2. Force-Outs

    By MTWeeks,
    • 3 replies
    • 514 views

  3. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.4k views

  4. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 954 views

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

    By Jakyasar,
    • 3 replies
    • 660 views

  6. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 760 views

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

    By Pensions2020,
    • 4 replies
    • 869 views

  8. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 754 views

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

    By justatester,
    • 6 replies
    • 1.4k views

  10. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 800 views

  11. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 973 views

  12. QNEC and QMAC vs nonelective contributions

    By dragondon,
    • 2 replies
    • 1k views

  13. SECURE 2.0 RMD - why age 73?

    By WCC,
    • 3 replies
    • 989 views

  14. "Deemed 125 Compensation"

    By Belgarath,
    • 5 replies
    • 3.9k views

  15. Roth Catch Ups - Secure 2.0 - Survey

    By Pension Nerd,
    • 15 replies
    • 1.3k views

  16. Excess deferrals with losses

    By Bird,
    • 3 replies
    • 664 views

  17. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 414 views

  18. Plan Takeover, Document questions

    By ejohnke,
    • 3 replies
    • 806 views

  19. Covid Loan

    By DPSRich,
    • 0 replies
    • 242 views

  20. Match Coverage Failure and ADP/ACP Testing

    By PensionPro,
    • 6 replies
    • 1.4k views

  21. 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

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

    By pam@bbm,
    • 4 replies
    • 906 views

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

    By Peter Gulia,
    • 5 replies
    • 713 views

  24. Successor Plan Rule Issue?

    By sb0828,
    • 10 replies
    • 1.5k views

  25. Non-Employee rollover into 401k plan.

    By Planit 401k,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  27. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 442 views

  28. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 2k views

  29. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 1k views

  30. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 508 views

  31. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 1.5k views

  32. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 994 views

  33. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 998 views

  34. State paid leave laws

    By R. Butler,
    • 0 replies
    • 398 views

  35. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 561 views

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

    By TPApril,
    • 3 replies
    • 554 views

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

    By TPApril,
    • 0 replies
    • 444 views

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

    By ClintonF,
    • 2 replies
    • 444 views

  39. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 1.8k views

  40. SECURE 2.0: Automatic Enrollment Exception and Employee Count

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

  41. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 483 views

  42. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.3k views

  43. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 724 views

  44. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.2k views

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

    By AlbanyConsultant,
    • 1 reply
    • 570 views

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

    By Tegernsee,
    • 12 replies
    • 8.8k views

  47. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 384 views

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

    By Dougsbpc,
    • 7 replies
    • 1.3k views

  49. Top Heavy Testing

    By Tom,
    • 1 reply
    • 413 views

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

    By DDB BN,
    • 0 replies
    • 273 views
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