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401(k) Plans

19,401 topics in this forum

  1. Deferrals Exceeding 402(g) Limit

    By Lucky32,
    • 4 replies
    • 1.1k views

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

    By Gilmore,
    • 3 replies
    • 1.2k views

  3. Blackout Notice - pooled account

    By 401(k)athryn,
    • 6 replies
    • 2.3k views

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

    By alexa,
    • 3 replies
    • 738 views

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

    By Bobloblaw,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 808 views

  7. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 417 views

  8. Coverage Fail-Safe for Excluded Interns

    By Plan Doc,
    • 4 replies
    • 859 views

  9. No Fund Change Notice

    By khn,
    • 1 reply
    • 506 views

  10. solo LLC wants 2 401k plans

    By doombuggy,
    • 13 replies
    • 1.7k views

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

    By Peter Gulia,
    • 2 replies
    • 437 views

  12. Self Employment Income determination

    By Rose,
    • 4 replies
    • 1.9k views

  13. Eligibility Age for 401(k) Plan

    By metsfan026,
    • 11 replies
    • 3.5k views

  14. CODA situation ?

    By AnnCK,
    • 5 replies
    • 1.5k views

  15. Profit Sharing Amendments

    By dragondon,
    • 5 replies
    • 770 views

  16. Taking A Loan While On Leave of Absence

    By metsfan026,
    • 5 replies
    • 14.2k views

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

    By Tom,
    • 5 replies
    • 1k views

  18. Notice 2023-43 Demographic failure conflict

    By Purplemandinga,
    • 3 replies
    • 748 views

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

    By Tom,
    • 1 reply
    • 466 views

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

    By truphao,
    • 5 replies
    • 985 views

  21. Nationwide doesn't certify assets anymore?

    By bzorc,
    • 0 replies
    • 496 views

  22. What is the deferral limit

    By Jakyasar,
    • 4 replies
    • 785 views

  23. 100% Match.... how much can be contributed?

    By Basically,
    • 9 replies
    • 1.5k views

  24. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 800 views

  25. Secure 2.0-Roth catchup

    By justatester,
    • 1 reply
    • 573 views

  26. hardship grossed up for taxes

    By AlbanyConsultant,
    • 7 replies
    • 2.1k views

  27. entry date - 3 consecutive months of continueous service

    By Lou81,   
    • 11 replies
    • 2.2k views

  28. Triple Stacked Match

    By Coleboy1,
    • 2 replies
    • 813 views

  29. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 1.7k views

  30. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 531 views

  31. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 3.2k views

  32. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 2.4k views

  33. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 3.9k views

  34. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 3.5k views

  35. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 749 views

  36. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 4.9k views

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

    By dragondon,
    • 5 replies
    • 901 views

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

    By austin3515,
    • 9 replies
    • 2.4k views

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

    By sify iway,
    • 3 replies
    • 773 views

  40. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 756 views

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

    By Tom,
    • 8 replies
    • 3k views

  42. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.6k views

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

    By dragondon,
    • 2 replies
    • 1k views

  44. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 622 views

  45. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.4k views

  46. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 496 views

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

    By AlbanyConsultant,
    • 0 replies
    • 474 views

  48. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 651 views

  49. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 876 views

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

    By pmacduff,
    • 4 replies
    • 1.7k views
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