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401(k) Plans

19,362 topics in this forum

  1. Match Coverage Failure and ADP/ACP Testing

    By PensionPro,
    • 6 replies
    • 1.5k views

  2. May a self-employed individual who had pay more than $145,000 choose non-Roth catch-up deferrals?

    By Peter Gulia,
    • 9 replies
    • 1.2k views

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

    By pam@bbm,
    • 4 replies
    • 939 views

  4. Covid Loan

    By DPSRich,
    • 0 replies
    • 256 views

  5. Non-Employee rollover into 401k plan.

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

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

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  7. Successor Plan Rule Issue?

    By sb0828,
    • 10 replies
    • 1.5k views

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

    By Peter Gulia,
    • 5 replies
    • 737 views

  9. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 2.1k views

  10. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 455 views

  11. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 1.1k views

  12. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 1.6k views

  13. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 524 views

  14. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 1k views

  15. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 1k views

  16. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 1.8k views

  17. State paid leave laws

    By R. Butler,
    • 0 replies
    • 411 views

  18. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 573 views

  19. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 503 views

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

    By TPApril,
    • 3 replies
    • 576 views

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

    By TPApril,
    • 0 replies
    • 455 views

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

    By ClintonF,
    • 2 replies
    • 463 views

  23. SECURE 2.0: Automatic Enrollment Exception and Employee Count

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

  24. Enrolled against will

    By Dug29,
    • 6 replies
    • 4.1k views

  25. elapsed time method and ADP testing options

    By DMcGovern,
    • 3 replies
    • 2.8k views

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

    By Cardscrazy,   
    • 7 replies
    • 948 views

  27. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.4k views

  28. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.6k views

  29. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 762 views

  30. Solo 401k

    By 401kay,
    • 9 replies
    • 1.4k views

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

    By Tegernsee,
    • 12 replies
    • 9.5k views

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

    By Dougsbpc,
    • 7 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 1 reply
    • 610 views

  34. Top Heavy Testing

    By Tom,
    • 1 reply
    • 428 views

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

    By Tom,
    • 4 replies
    • 1.7k views

  36. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 393 views

  37. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 2.1k views

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

    By DDB BN,
    • 0 replies
    • 292 views

  39. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 644 views

  40. Key Employee and Family Attribution

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

  41. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.1k views

  42. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.1k views

  43. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 520 views

  44. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 646 views

  45. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 873 views

  46. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1k views

  47. Amending Normal Retirement Age in DC Plan (Impact on Vesting)

    By metsfan026,
    • 7 replies
    • 2.1k views

  48. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.6k views

  49. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 605 views
    • Tom
    • Tom

  50. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 652 views
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