Jump to content

401(k) Plans

19,450 topics in this forum

  1. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 1.6k views

  2. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 2.6k views

  3. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 2.6k views

  4. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 544 views

  5. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 695 views

  6. SECURE 1.0 - Retroactive Safe Harbor 4% to Correct ADP

    By Towanda,
    • 1 reply
    • 1k views

  7. Allowing an NHCE to join the plan early - for deferrals only?

    By AlbanyConsultant,
    • 2 replies
    • 831 views

  8. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 784 views

  9. ACP Safe Harbor and After-Tax Employee Contributions

    By EBECatty,
    • 2 replies
    • 1k views

  10. Annuity illustrations_Secure Act

    By gc@chimentowebb.com,
    • 1 reply
    • 599 views

  11. Top Heavy Safe Harbor Plan

    By Below Ground,
    • 20 replies
    • 1.4k views

  12. Form 8955-SSA / Can't get it from IRS website

    By gc@chimentowebb.com,
    • 7 replies
    • 1.5k views

  13. Plan investment fees charged only to the accounts of terminated participants

    By Belgarath,
    • 9 replies
    • 6k views

  14. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 413 views

  15. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester,
    • 3 replies
    • 874 views

  16. Roth Catch-Up Contribution

    By khn,
    • 9 replies
    • 1.8k views

  17. Pooled Plan - Employer Contribution Funding

    By 401(k)athryn,
    • 6 replies
    • 1.3k views

  18. Issue Snapshot — Deductibility of employer contributions to a 401(k) plan made after the end of the tax year

    By Jakyasar,
    • 12 replies
    • 3.6k views

  19. QSLOB Testing with Multiple Plans

    By LarryDavid,
    • 2 replies
    • 1.7k views

  20. Participating ER - stop participating?

    By doombuggy,
    • 7 replies
    • 1.9k views

  21. Vesting for Rehires

    By FishOn,
    • 2 replies
    • 642 views

  22. Which employers will use a starter 401(k) deferral-only arrangement?

    By Peter Gulia,
    • 9 replies
    • 1.7k views

  23. Best Book to Purchase

    By 401kAllTheWay,
    • 14 replies
    • 2.4k views

  24. Owner-Only Plan & Top Heavy

    By 401(k)athryn,
    • 12 replies
    • 2.8k views

  25. Retroactive CB plan set up for 2022

    By Bob Demontigny,
    • 2 replies
    • 603 views

  26. Spreadsheet (?) to determine controlled group

    By BG5150,
    • 22 replies
    • 7.4k views

  27. Looking for Citation

    By thepensionmaven,
    • 3 replies
    • 666 views

  28. Use of Forfeiture Account Balance with Terminating Plan

    By waid10,   
    • 4 replies
    • 1.4k views

  29. Forfeiture Account for Terminating Plan

    By metsfan026,
    • 5 replies
    • 2k views

  30. Department of Labor Wage and Hour Division FLSA Back Wages

    By jkharvey,
    • 0 replies
    • 470 views

  31. Increased Catch-up Limit for ages 60-63 - mandatory?

    By AMDG,
    • 13 replies
    • 2.8k views

  32. ERISA Bond - owners of an S Corp

    By Tom,
    • 2 replies
    • 847 views

  33. Hardship Distributions

    By Belgarath,
    • 8 replies
    • 2.3k views

  34. Ineligible participant received loan

    By Erin L,
    • 7 replies
    • 1.8k views

  35. Control Group... simple "yes" or "no"

    By Basically,
    • 9 replies
    • 1.5k views

  36. Off PYE with Fiscal Tax filing - deadline?

    By 401KsRme,
    • 3 replies
    • 874 views

  37. LTPT

    By Belgarath,
    • 6 replies
    • 899 views

  38. Eligibility for 401(k) & Safe Harbor Match

    By metsfan026,
    • 6 replies
    • 1.1k views

  39. SH Status Post-Sale if All Es Hired by Buyer

    By Plan Doc,
    • 4 replies
    • 598 views

  40. SECURE 2.0 Roth Catch-up - Automatic Spillover

    By Gruegen,
    • 6 replies
    • 2k views

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

    By BG5150,
    • 8 replies
    • 1.1k views

  42. 100% match coupled with a SH match

    By K-t-F,
    • 12 replies
    • 2.2k views

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

    By Tom,
    • 3 replies
    • 764 views

  44. Acquired Sponsor and Successor Plan Rule

    By Plan Doc,
    • 2 replies
    • 538 views

  45. Form 5330 Lost Earnings

    By Becca,   
    • 2 replies
    • 3.5k views

  46. QNEC and Catch-Ups

    By Mr Bagwell,
    • 6 replies
    • 2.3k views

  47. Individual/solo 401k plan sequence number

    By BGLA,
    • 13 replies
    • 5.8k views
    • NV
    • NV

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

    By jpdrews,
    • 8 replies
    • 2k views

  49. New plan, retro start date with EACA

    By DMcGovern,
    • 0 replies
    • 506 views

  50. Deferrals Exceeding 402(g) Limit

    By Lucky32,
    • 4 replies
    • 1.2k views
×
×
  • Create New...