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401(k) Plans

19,275 topics in this forum

  1. Short Plan year and top heavy

    By Tom,
    • 1 reply
    • 443 views

  2. Messy situation

    By Belgarath,
    • 2 replies
    • 337 views

  3. Forfeitures from Merged Plan

    By 52626,
    • 1 reply
    • 449 views

  4. HCE Definition / Multiple Plans / Different Plan Years

    By austin3515,
    • 4 replies
    • 961 views

  5. Only allow Roth catch ups for everyone (not SECURE related, but kind of)

    By WCC,
    • 6 replies
    • 1.1k views

  6. Leased employees allowed in plan

    By FishOn,
    • 3 replies
    • 661 views

  7. ADP/ACP Testing Question

    By Coleboy1,
    • 18 replies
    • 2k views

  8. Employees Paying Back Signing Bonus - ADP/ACP Testing

    By David Olive,
    • 1 reply
    • 917 views

  9. 402(g) limit is exceeded

    By Jakyasar,
    • 4 replies
    • 826 views

  10. Long-Term Disability Er Paid Premiums

    By austin3515,
    • 4 replies
    • 1.3k views

  11. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 416 views

  12. Are employers ready to provide an incentive for 401(k) deferrals?

    By Peter Gulia,
    • 4 replies
    • 1.3k views

  13. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 914 views

  14. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 503 views

  15. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 522 views

  16. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 568 views

  17. RMD non owner 72 in 2022 - retired in 2023

    By D Lewis,
    • 7 replies
    • 673 views

  18. Roth 401(k) and Roth IRA Contribution Limits

    By Vlad401k,
    • 2 replies
    • 785 views

  19. new plan credit for small employers clarification needed

    By Tom,
    • 5 replies
    • 1k views
    • Tom
    • Tom

  20. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 627 views

  21. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 2.8k views

  22. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 546 views

  23. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 989 views

  24. Prior year testing Question

    By PaulL,
    • 4 replies
    • 845 views
    • Bri
    • Bri

  25. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 992 views

  26. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 602 views

  27. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.3k views

  28. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 373 views

  29. Eligibility Question

    By Below Ground,
    • 3 replies
    • 345 views

  30. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 856 views

  31. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe,
    • 1 reply
    • 365 views

  32. When would a sole proprietor (with no employee) want a § 401(k) arrangement?

    By Peter Gulia,   
    • 4 replies
    • 564 views

  33. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 700 views

  34. Foreign entity wants to provide 401K plan to US employees. Trustee?

    By Matt RPS,
    • 5 replies
    • 1.8k views

  35. SECURE 2.0: 401k plans that don't have Roth in them

    By AlbanyConsultant,
    • 2 replies
    • 595 views

  36. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 445 views

  37. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 785 views

  38. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 1.4k views

  39. late deferral deposit correction

    By Tom,
    • 4 replies
    • 939 views

  40. On Demand Pay Arrangements & Plan Compensation

    By MSN,
    • 6 replies
    • 2.2k views
    • MSN
    • MSN

  41. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 295 views

  42. Successor Plan & adoption vs effective date

    By TPApril,
    • 6 replies
    • 1.1k views

  43. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1k views

  44. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 328 views

  45. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 1.8k views

  46. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 1.7k views

  47. Employee Retention Credit

    By AlbanyConsultant,
    • 2 replies
    • 538 views

  48. Secure 2.0 Section 603 - striking subparagraph (c)

    By WCC,
    • 3 replies
    • 579 views

  49. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 2k views

  50. Employment contract - just poor wording or a larger problem

    By Kansas401k,
    • 13 replies
    • 1.1k views
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