401(k) Plans

19,423 topics in this forum

1. Use of Forfeiture Account Balance with Terminating Plan

   By waid10, July 14, 2023   

   • terminating plans
   • forfeiture
   • 4 replies
   • 1.4k views
   • 
   • Paul I
   • July 14, 2023

2. Forfeiture Account for Terminating Plan

   By metsfan026, July 12, 2023
   • 5 replies
   • 1.9k views
   • 
   • Peter Gulia
   • July 12, 2023

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

   By jkharvey, July 10, 2023
   • 0 replies
   • 454 views
   • 
   • jkharvey
   • July 10, 2023

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

   By AMDG, May 24, 2023
   • 13 replies
   • 2.6k views
   • 
   • Belgarath
   • July 7, 2023

5. ERISA Bond - owners of an S Corp

   By Tom, July 5, 2023
   • 2 replies
   • 810 views
   • 
   • EBP
   • July 6, 2023

6. Hardship Distributions

   By Belgarath, June 29, 2023
   • 8 replies
   • 2.2k views
   • 
   • Peter Gulia
   • July 5, 2023

7. Ineligible participant received loan

   By Erin L, June 20, 2023
   • 7 replies
   • 1.7k views
   • 
   • Centerstage
   • July 5, 2023

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

   By Basically, June 27, 2023
   • 9 replies
   • 1.4k views
   • 
   • Belgarath
   • July 3, 2023

9. Off PYE with Fiscal Tax filing - deadline?

   By 401KsRme, June 29, 2023
   • 3 replies
   • 835 views
   • 
   • Jakyasar
   • June 30, 2023

10. LTPT

    By Belgarath, June 29, 2023
    • 6 replies
    • 853 views
    • 
    • Paul I
    • June 29, 2023

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

    By metsfan026, June 28, 2023
    • 6 replies
    • 1k views
    • 
    • rocknrolls2
    • June 29, 2023

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

    By Plan Doc, June 23, 2023
    • 4 replies
    • 574 views
    • 
    • Plan Doc
    • June 28, 2023

13. SECURE 2.0 Roth Catch-up - Automatic Spillover

    By Gruegen, June 23, 2023
    • 6 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 27, 2023

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

    By BG5150, June 26, 2023
    • 8 replies
    • 1.1k views
    • 
    • Peter Gulia
    • June 26, 2023

15. 100% match coupled with a SH match

    By K-t-F, June 20, 2023
    • 12 replies
    • 2.1k views
    • 
    • Bird
    • June 26, 2023

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

    By Tom, June 22, 2023
    • 3 replies
    • 734 views
    • 
    • Tom
    • June 23, 2023

17. Acquired Sponsor and Successor Plan Rule

    By Plan Doc, June 22, 2023
    • 2 replies
    • 516 views
    • 
    • Plan Doc
    • June 23, 2023

18. Form 5330 Lost Earnings

    By Becca, June 21, 2023   

    • 5330 late contributions
    • 5330
    • (and 1 more)

      Tagged with:

      • 5330 late contributions
      • 5330
      • missed earnings
    • 2 replies
    • 3.4k views
    • 
    • Below Ground
    • June 22, 2023

19. QNEC and Catch-Ups

    By Mr Bagwell, June 15, 2023
    • 6 replies
    • 2.1k views
    • 
    • Mr Bagwell
    • June 22, 2023

20. Individual/solo 401k plan sequence number

    By BGLA, November 1, 2022
    • 13 replies
    • 5.6k views
    • 
    • NV
    • June 22, 2023

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

    By jpdrews, June 16, 2023
    • 8 replies
    • 1.9k views
    • 
    • jpdrews
    • June 21, 2023

22. New plan, retro start date with EACA

    By DMcGovern, June 21, 2023
    • 0 replies
    • 489 views
    • 
    • DMcGovern
    • June 21, 2023

23. Deferrals Exceeding 402(g) Limit

    By Lucky32, June 20, 2023
    • 4 replies
    • 1.2k views
    • 
    • Lucky32
    • June 21, 2023

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

    By Gilmore, June 19, 2023
    • 3 replies
    • 1.3k views
    • 
    • Paul I
    • June 20, 2023

25. Blackout Notice - pooled account

    By 401(k)athryn, June 20, 2023
    • 6 replies
    • 2.4k views
    • 
    • 401(k)athryn
    • June 20, 2023

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

    By alexa, June 16, 2023
    • 3 replies
    • 768 views
    • 
    • justanotheradmin
    • June 19, 2023

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

    By Bobloblaw, June 16, 2023
    • 5 replies
    • 1.4k views
    • 
    • Paul I
    • June 16, 2023

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

    By Peter Gulia, June 15, 2023
    • 3 replies
    • 840 views
    • 
    • Peter Gulia
    • June 15, 2023

29. Automatic Enrollment under SECURE 2.0

    By sb0828, June 15, 2023
    • 1 reply
    • 453 views
    • 
    • RatherBeGolfing
    • June 15, 2023

30. Coverage Fail-Safe for Excluded Interns

    By Plan Doc, June 13, 2023
    • 4 replies
    • 898 views
    • 
    • Plan Doc
    • June 15, 2023

31. No Fund Change Notice

    By khn, June 14, 2023
    • 1 reply
    • 529 views
    • 
    • Paul I
    • June 14, 2023

32. solo LLC wants 2 401k plans

    By doombuggy, June 12, 2023
    • 13 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 14, 2023

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

    By Peter Gulia, June 14, 2023
    • 2 replies
    • 458 views
    • 
    • Peter Gulia
    • June 14, 2023

34. Self Employment Income determination

    By Rose, June 13, 2023
    • 4 replies
    • 2k views
    • 
    • Paul I
    • June 13, 2023

35. Eligibility Age for 401(k) Plan

    By metsfan026, June 9, 2023
    • 11 replies
    • 3.7k views
    • 
    • doombuggy
    • June 12, 2023

36. CODA situation ?

    By AnnCK, June 7, 2023
    • 5 replies
    • 1.6k views
    • 
    • CuseFan
    • June 9, 2023

37. Profit Sharing Amendments

    By dragondon, May 23, 2023
    • 5 replies
    • 809 views
    • 
    • FORMER ESQ.
    • June 9, 2023

38. Taking A Loan While On Leave of Absence

    By metsfan026, June 8, 2023
    • 5 replies
    • 14.8k views
    • 
    • Paul I
    • June 9, 2023

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

    By Tom, June 7, 2023
    • 5 replies
    • 1.1k views
    • 
    • Tom
    • June 8, 2023

40. Notice 2023-43 Demographic failure conflict

    By Purplemandinga, June 7, 2023
    • 3 replies
    • 791 views
    • 
    • Purplemandinga
    • June 8, 2023

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

    By Tom, June 8, 2023
    • 1 reply
    • 490 views
    • 
    • Lou S.
    • June 8, 2023

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

    By truphao, June 6, 2023
    • 5 replies
    • 1.2k views
    • 
    • Ilene Ferenczy
    • June 8, 2023

43. Nationwide doesn't certify assets anymore?

    By bzorc, June 8, 2023
    • 0 replies
    • 522 views
    • 
    • bzorc
    • June 8, 2023

44. What is the deferral limit

    By Jakyasar, June 7, 2023
    • 4 replies
    • 821 views
    • 
    • Jakyasar
    • June 7, 2023

45. 100% Match.... how much can be contributed?

    By Basically, June 5, 2023
    • 9 replies
    • 1.5k views
    • 
    • Paul I
    • June 7, 2023

46. Solo 401k Investments in Startups with Plan Funds

    By dragondon, June 5, 2023
    • 7 replies
    • 848 views
    • 
    • Peter Gulia
    • June 7, 2023

47. Secure 2.0-Roth catchup

    By justatester, June 6, 2023
    • 1 reply
    • 595 views
    • 
    • Lou S.
    • June 6, 2023

48. hardship grossed up for taxes

    By AlbanyConsultant, May 30, 2023
    • 7 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 5, 2023

49. entry date - 3 consecutive months of continueous service

    By Lou81, June 2, 2023   

    • ftwilliam
    • 11 replies
    • 2.4k views
    • 
    • Roycal
    • June 5, 2023

50. Triple Stacked Match

    By Coleboy1, June 1, 2023
    • 2 replies
    • 846 views
    • 
    • Coleboy1
    • June 1, 2023