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401(k) Plans

19,321 topics in this forum

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

    By Pensions2020,
    • 4 replies
    • 868 views

  2. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 973 views

  3. "Deemed 125 Compensation"

    By Belgarath,
    • 5 replies
    • 3.9k views

  4. QNEC and QMAC vs nonelective contributions

    By dragondon,
    • 2 replies
    • 1k views

  5. SECURE 2.0 RMD - why age 73?

    By WCC,
    • 3 replies
    • 989 views

  6. Excess deferrals with losses

    By Bird,
    • 3 replies
    • 664 views

  7. Plan Takeover, Document questions

    By ejohnke,
    • 3 replies
    • 804 views

  8. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 414 views

  9. Am I the only one? 1 2

    By austin3515,
    • 60 replies
    • 5.6k views

  10. Match Coverage Failure and ADP/ACP Testing

    By PensionPro,
    • 6 replies
    • 1.4k views

  11. 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

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

    By pam@bbm,
    • 4 replies
    • 905 views

  13. Covid Loan

    By DPSRich,
    • 0 replies
    • 242 views

  14. Non-Employee rollover into 401k plan.

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

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

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  16. Successor Plan Rule Issue?

    By sb0828,
    • 10 replies
    • 1.5k views

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

    By Peter Gulia,
    • 5 replies
    • 713 views

  18. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 2k views

  19. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 442 views

  20. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 1k views

  21. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 1.5k views

  22. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 508 views

  23. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 998 views

  24. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 994 views

  25. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 1.7k views

  26. State paid leave laws

    By R. Butler,
    • 0 replies
    • 398 views

  27. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 560 views

  28. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 483 views

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

    By TPApril,
    • 3 replies
    • 554 views

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

    By TPApril,
    • 0 replies
    • 444 views

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

    By ClintonF,
    • 2 replies
    • 444 views

  32. SECURE 2.0: Automatic Enrollment Exception and Employee Count

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

  33. Enrolled against will

    By Dug29,
    • 6 replies
    • 3.7k views

  34. elapsed time method and ADP testing options

    By DMcGovern,
    • 3 replies
    • 2.8k views

  35. Can the annual 401(k) match be paid say June 30 in the year following the plan year?

    By Cardscrazy,   
    • 7 replies
    • 930 views

  36. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.2k views

  37. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.3k views

  38. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 723 views

  39. Solo 401k

    By 401kay,
    • 9 replies
    • 1.3k views

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

    By Tegernsee,
    • 12 replies
    • 8.8k views

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

    By Dougsbpc,
    • 7 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 1 reply
    • 569 views

  43. Top Heavy Testing

    By Tom,
    • 1 reply
    • 413 views

  44. Plan sponsor is 100% owned by an ESOP - who is a key employee?

    By Tom,
    • 4 replies
    • 1.6k views

  45. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 384 views

  46. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 2k views

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

    By DDB BN,
    • 0 replies
    • 273 views

  48. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 614 views

  49. Key Employee and Family Attribution

    By Tom,
    • 1 reply
    • 385 views
    • Bri
    • Bri

  50. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.1k views
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