401(k) Plans

19,489 topics in this forum

1. Top Heavy Safe Harbor Plan

   By Below Ground, July 20, 2023
   • 20 replies
   • 1.6k views
   • 
   • Bird
   • July 26, 2023

2. Form 8955-SSA / Can't get it from IRS website

   By gc@chimentowebb.com, July 26, 2023
   • 7 replies
   • 1.6k views
   • 
   • Paul I
   • July 26, 2023

3. Plan investment fees charged only to the accounts of terminated participants

   By Belgarath, July 24, 2023
   • 9 replies
   • 6.8k views
   • 
   • Belgarath
   • July 25, 2023

4. Entry Dates - different for sources

   By Tom, July 25, 2023
   • 1 reply
   • 469 views
   • 
   • C. B. Zeller
   • July 25, 2023

5. Off Calendar Plans and Roth Catchup 2.0 Requirement

   By justatester, July 21, 2023
   • 3 replies
   • 948 views
   • 
   • Gilmore
   • July 24, 2023

6. Roth Catch-Up Contribution

   By khn, July 19, 2023
   • 9 replies
   • 2k views
   • 
   • bito'money
   • July 21, 2023

7. Pooled Plan - Employer Contribution Funding

   By 401(k)athryn, July 19, 2023
   • 6 replies
   • 1.4k views
   • 
   • Bird
   • July 21, 2023

8. Issue Snapshot — Deductibility of employer contributions to a 401(k) plan made after the end of the tax year

   By Jakyasar, July 17, 2023
   • 12 replies
   • 4k views
   • 
   • Belgarath
   • July 21, 2023

9. QSLOB Testing with Multiple Plans

   By LarryDavid, July 18, 2023
   • 2 replies
   • 1.9k views
   • 
   • LarryDavid
   • July 19, 2023

10. Participating ER - stop participating?

    By doombuggy, June 13, 2023
    • 7 replies
    • 2.1k views
    • 
    • Centerstage
    • July 19, 2023

11. Vesting for Rehires

    By FishOn, July 18, 2023
    • 2 replies
    • 710 views
    • 
    • 401kAllTheWay
    • July 18, 2023

12. Which employers will use a starter 401(k) deferral-only arrangement?

    By Peter Gulia, July 17, 2023
    • 9 replies
    • 1.9k views
    • 
    • rocknrolls2
    • July 18, 2023

13. Best Book to Purchase

    By 401kAllTheWay, July 11, 2023
    • 14 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • July 17, 2023

14. Owner-Only Plan & Top Heavy

    By 401(k)athryn, July 12, 2023
    • 12 replies
    • 3.1k views
    • 
    • Bird
    • July 17, 2023

15. Retroactive CB plan set up for 2022

    By Bob Demontigny, July 13, 2023
    • 2 replies
    • 791 views
    • 
    • cpc0506
    • July 17, 2023

16. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 22 replies
    • 7.7k views
    • 
    • Tom Poje
    • July 15, 2023

17. Looking for Citation

    By thepensionmaven, July 14, 2023
    • 3 replies
    • 746 views
    • 
    • pmacduff
    • July 14, 2023

18. Use of Forfeiture Account Balance with Terminating Plan

    By waid10, July 14, 2023   

    • terminating plans
    • forfeiture
    • 4 replies
    • 1.6k views
    • 
    • Paul I
    • July 14, 2023

19. Forfeiture Account for Terminating Plan

    By metsfan026, July 12, 2023
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • July 12, 2023

20. Department of Labor Wage and Hour Division FLSA Back Wages

    By jkharvey, July 10, 2023
    • 0 replies
    • 543 views
    • 
    • jkharvey
    • July 10, 2023

21. Increased Catch-up Limit for ages 60-63 - mandatory?

    By AMDG, May 24, 2023
    • 13 replies
    • 3.1k views
    • 
    • Belgarath
    • July 7, 2023

22. ERISA Bond - owners of an S Corp

    By Tom, July 5, 2023
    • 2 replies
    • 919 views
    • 
    • EBP
    • July 6, 2023

23. Hardship Distributions

    By Belgarath, June 29, 2023
    • 8 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 5, 2023

24. Ineligible participant received loan

    By Erin L, June 20, 2023
    • 7 replies
    • 2k views
    • 
    • Centerstage
    • July 5, 2023

25. Control Group... simple "yes" or "no"

    By Basically, June 27, 2023
    • 9 replies
    • 1.7k views
    • 
    • Belgarath
    • July 3, 2023

26. Off PYE with Fiscal Tax filing - deadline?

    By 401KsRme, June 29, 2023
    • 3 replies
    • 958 views
    • 
    • Jakyasar
    • June 30, 2023

27. LTPT

    By Belgarath, June 29, 2023
    • 6 replies
    • 1k views
    • 
    • Paul I
    • June 29, 2023

28. Eligibility for 401(k) & Safe Harbor Match

    By metsfan026, June 28, 2023
    • 6 replies
    • 1.2k views
    • 
    • rocknrolls2
    • June 29, 2023

29. SH Status Post-Sale if All Es Hired by Buyer

    By Plan Doc, June 23, 2023
    • 4 replies
    • 678 views
    • 
    • Plan Doc
    • June 28, 2023

30. SECURE 2.0 Roth Catch-up - Automatic Spillover

    By Gruegen, June 23, 2023
    • 6 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 27, 2023

31. Cost of late contribs--paid from plan?

    By BG5150, June 26, 2023
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 26, 2023

32. 100% match coupled with a SH match

    By Basically, June 20, 2023
    • 12 replies
    • 2.4k views
    • 
    • Bird
    • June 26, 2023

33. Secure 1.0 Amendment deadline (Setting up Every Community....)

    By Tom, June 22, 2023
    • 3 replies
    • 845 views
    • 
    • Tom
    • June 23, 2023

34. Acquired Sponsor and Successor Plan Rule

    By Plan Doc, June 22, 2023
    • 2 replies
    • 596 views
    • 
    • Plan Doc
    • June 23, 2023

35. Form 5330 Lost Earnings

    By Becca, June 21, 2023   

    • 5330 late contributions
    • 5330
    • (and 1 more)

      Tagged with:

      • 5330 late contributions
      • 5330
      • missed earnings
    • 2 replies
    • 3.7k views
    • 
    • Below Ground
    • June 22, 2023

36. QNEC and Catch-Ups

    By Mr Bagwell, June 15, 2023
    • 6 replies
    • 2.7k views
    • 
    • Mr Bagwell
    • June 22, 2023

37. Individual/solo 401k plan sequence number

    By BGLA, November 1, 2022
    • 13 replies
    • 6.2k views
    • 
    • NV
    • June 22, 2023

38. Transition Safe Harbor 401k to solo 401k?

    By jpdrews, June 16, 2023
    • 8 replies
    • 2.2k views
    • 
    • jpdrews
    • June 21, 2023

39. New plan, retro start date with EACA

    By DMcGovern, June 21, 2023
    • 0 replies
    • 568 views
    • 
    • DMcGovern
    • June 21, 2023

40. Deferrals Exceeding 402(g) Limit

    By Lucky32, June 20, 2023
    • 4 replies
    • 1.3k views
    • 
    • Lucky32
    • June 21, 2023

41. Roth/Catch-up and Off-Calendar Year Plans

    By Gilmore, June 19, 2023
    • 3 replies
    • 1.5k views
    • 
    • Paul I
    • June 20, 2023

42. Blackout Notice - pooled account

    By 401(k)athryn, June 20, 2023
    • 6 replies
    • 2.8k views
    • 
    • 401(k)athryn
    • June 20, 2023

43. transfer from benefits eligible status job to a non-benefits eligible job & 401(k) plan compensation

    By alexa, June 16, 2023
    • 3 replies
    • 871 views
    • 
    • justanotheradmin
    • June 19, 2023

44. What is penalty for long-term part-time failures?

    By Bobloblaw, June 16, 2023
    • 5 replies
    • 1.7k views
    • 
    • Paul I
    • June 16, 2023

45. Which recordkeepers allow a hardship distribution on a participant’s certification?

    By Peter Gulia, June 15, 2023
    • 3 replies
    • 926 views
    • 
    • Peter Gulia
    • June 15, 2023

46. Automatic Enrollment under SECURE 2.0

    By sb0828, June 15, 2023
    • 1 reply
    • 568 views
    • 
    • RatherBeGolfing
    • June 15, 2023

47. Coverage Fail-Safe for Excluded Interns

    By Plan Doc, June 13, 2023
    • 4 replies
    • 1k views
    • 
    • Plan Doc
    • June 15, 2023

48. No Fund Change Notice

    By khn, June 14, 2023
    • 1 reply
    • 604 views
    • 
    • Paul I
    • June 14, 2023

49. solo LLC wants 2 401k plans

    By doombuggy, June 12, 2023
    • 13 replies
    • 2.1k views
    • 
    • ESOP Guy
    • June 14, 2023

50. About long-term part-time employees, interpreting Internal Revenue Code § 401(k)(2)(D)(ii) and § 401(k)(15)

    By Peter Gulia, June 14, 2023
    • 2 replies
    • 551 views
    • 
    • Peter Gulia
    • June 14, 2023