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401(k) Plans

19,295 topics in this forum

  1. Is it possible to make a true-up contribution in a plan with a payroll by payroll computation period?

    By Zach Del,
    • 5 replies
    • 2.2k views

  2. Can Mistake of Fact be applied to this deferral issue

    By Zimkap,
    • 4 replies
    • 922 views
    • Bri
    • Bri

  3. Should have been a multiple employer plan

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

  4. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo,
    • 3 replies
    • 991 views

  5. Missed Deferral Opportunity?

    By sb0828,
    • 4 replies
    • 887 views

  6. Catchup and ADP Test

    By pixmax,
    • 1 reply
    • 334 views
    • Bri
    • Bri

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

    By WCC,
    • 6 replies
    • 1.1k views

  8. Plan Admin checked wrong selection on QDRO form

    By Nicole,
    • 4 replies
    • 888 views

  9. Escaping a PEP and establishing a new single-Employer 401(k) plan

    By 415 Limit,
    • 0 replies
    • 453 views

  10. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.1k views

  11. HCE Definition / Multiple Plans / Different Plan Years

    By austin3515,
    • 4 replies
    • 971 views

  12. Using 2021 Forms 1096 with 2022 Forms 1099-R

    By AJC,
    • 3 replies
    • 442 views

  13. SIMPLE IRA for an LLC and 401k Plan for a C-Corp - same owner

    By Jen Preston,
    • 2 replies
    • 534 views

  14. On Demand Pay Arrangements & Plan Compensation

    By MSN,
    • 6 replies
    • 2.3k views
    • MSN
    • MSN

  15. ADP/ACP Testing Question

    By Coleboy1,
    • 18 replies
    • 2k views

  16. Forfeitures from Merged Plan

    By 52626,
    • 1 reply
    • 456 views

  17. 402(g) limit is exceeded

    By Jakyasar,
    • 4 replies
    • 836 views

  18. Maxing out 401(k) Plan and Roth IRA

    By AJC,
    • 2 replies
    • 466 views
    • AJC
    • AJC

  19. Messy situation

    By Belgarath,
    • 2 replies
    • 343 views

  20. Short Plan year and top heavy

    By Tom,
    • 1 reply
    • 461 views

  21. Leased employees allowed in plan

    By FishOn,
    • 3 replies
    • 672 views

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

    By Peter Gulia,
    • 4 replies
    • 1.3k views

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

    By David Olive,
    • 1 reply
    • 955 views

  24. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 423 views

  25. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 925 views

  26. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 3k views

  27. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 512 views

  28. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 1k views

  29. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 529 views

  30. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 592 views

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

    By D Lewis,
    • 7 replies
    • 686 views

  32. new plan credit for small employers clarification needed

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

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

    By Vlad401k,
    • 2 replies
    • 834 views

  34. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 651 views

  35. 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
    • 371 views

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

    By Peter Gulia,   
    • 4 replies
    • 573 views

  37. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 877 views

  38. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 557 views

  39. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 1.8k views

  40. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 700 views

  41. must catch-ups be matched in a safe harbor 401k plan?

    By Santo Gold,
    • 13 replies
    • 6.1k views

  42. Prior year testing Question

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

  43. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.3k views

  44. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 1.8k views

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

    By Kansas401k,
    • 13 replies
    • 1.2k views

  46. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 385 views

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

    By Matt RPS,
    • 5 replies
    • 1.9k views

  48. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 611 views

  49. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 1k views

  50. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 796 views
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