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401(k) Plans

19,362 topics in this forum

  1. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.4k views

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

    By dragondon,
    • 2 replies
    • 967 views

  3. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 590 views

  4. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.2k views

  5. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 479 views

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

    By AlbanyConsultant,
    • 0 replies
    • 451 views

  7. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 581 views

  8. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 810 views

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

    By pmacduff,
    • 4 replies
    • 1.5k views

  10. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 467 views

  11. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.5k views

  12. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 4.3k views

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

    By dragondon,
    • 3 replies
    • 1.5k views

  14. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 653 views

  15. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.4k views

  16. late deferral contribution

    By Lou81,   
    • 7 replies
    • 990 views

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

    By ill,
    • 3 replies
    • 2.8k views

  18. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 479 views

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

    By KEM,   
    • 12 replies
    • 1.9k views

  20. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 774 views

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

    By dragondon,
    • 5 replies
    • 838 views

  22. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.1k views

  23. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 2.7k views

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

    By TPApril,
    • 10 replies
    • 951 views

  25. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 597 views

  26. Participating Employer

    By Alex M.,
    • 2 replies
    • 548 views

  27. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 713 views

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

    By legort69,
    • 4 replies
    • 998 views

  29. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.2k views

  30. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.2k views

  31. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 801 views

  32. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 465 views

  33. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.8k views

  34. Force-Outs

    By MTWeeks,
    • 3 replies
    • 535 views

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

    By 401king,
    • 1 reply
    • 521 views

  36. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 988 views

  37. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 920 views

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

    By justatester,
    • 6 replies
    • 1.6k views

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

    By Jakyasar,
    • 3 replies
    • 672 views

  40. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 770 views

  41. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 828 views

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

    By Pensions2020,
    • 4 replies
    • 894 views

  43. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 1k views

  44. "Deemed 125 Compensation"

    By Belgarath,
    • 5 replies
    • 4.4k views

  45. QNEC and QMAC vs nonelective contributions

    By dragondon,
    • 2 replies
    • 1.1k views

  46. SECURE 2.0 RMD - why age 73?

    By WCC,
    • 3 replies
    • 1.2k views

  47. Excess deferrals with losses

    By Bird,
    • 3 replies
    • 697 views

  48. Plan Takeover, Document questions

    By ejohnke,
    • 3 replies
    • 829 views

  49. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 429 views

  50. Am I the only one? 1 2

    By austin3515,
    • 60 replies
    • 5.7k views
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