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401(k) Plans

19,275 topics in this forum

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

    By Peter Gulia,
    • 4 replies
    • 1.3k views

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

    By David Olive,
    • 1 reply
    • 917 views

  3. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 416 views

  4. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 914 views

  5. Automatic Rebalancing: What is the typical procedure?

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

  6. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 503 views

  7. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 989 views

  8. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 523 views

  9. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 570 views

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

    By D Lewis,
    • 7 replies
    • 673 views

  11. new plan credit for small employers clarification needed

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

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

    By Vlad401k,
    • 2 replies
    • 786 views

  13. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 627 views

  14. 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

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

    By Peter Gulia,   
    • 4 replies
    • 564 views

  16. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 857 views

  17. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 546 views

  18. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 1.8k views

  19. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 677 views

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

    By Santo Gold,
    • 13 replies
    • 6k views

  21. Prior year testing Question

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

  22. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.3k views

  23. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 1.7k views

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

    By Kansas401k,
    • 13 replies
    • 1.1k views

  25. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 373 views

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

    By Matt RPS,
    • 5 replies
    • 1.8k views

  27. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 602 views

  28. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 992 views

  29. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 785 views

  30. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 1.4k views

  31. Eligibility Question

    By Below Ground,
    • 3 replies
    • 346 views

  32. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 700 views

  33. late deferral deposit correction

    By Tom,
    • 4 replies
    • 940 views

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

    By AlbanyConsultant,
    • 2 replies
    • 595 views

  35. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 445 views

  36. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 295 views

  37. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1k views

  38. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 328 views

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

    By WCC,
    • 3 replies
    • 579 views

  40. SECURE 2.0 317: Retroactive 1st year deferral for Sole Prop

    By joef,
    • 11 replies
    • 2.7k views

  41. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 296 views
    • Tom
    • Tom

  42. Catch-up and 415 Limit for participant who participates in two 401(k) plans sponsored by unrelated entities

    By Will.I.Am,
    • 1 reply
    • 592 views

  43. Missed Deferral Opportunity

    By Gilmore,
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  44. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.2k views

  45. Early Entry

    By Inquiring Mind,
    • 3 replies
    • 678 views
    • Bri
    • Bri

  46. SECURE 2.0 - Mandatory Auto Enrollment for New 401(k) Plans (What is considered "new"?)

    By youngbenefitslawyer,
    • 9 replies
    • 1.7k views

  47. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 795 views

  48. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.4k views

  49. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 651 views

  50. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 2.1k views
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