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401(k) Plans

19,499 topics in this forum

  1. Notice to Participants about Roth Catch-up in 2024

    By austin3515,
    • 5 replies
    • 935 views

  2. LTPT vs. elapsed time

    By AlbanyConsultant,
    • 6 replies
    • 1.9k views

  3. Early Retirement and Vesting Provisions

    By KayC,
    • 7 replies
    • 3.1k views

  4. DOL VFCP Marketing Letter

    By austin3515,
    • 14 replies
    • 3k views

  5. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 644 views

  6. Form 5500 Year End Plan Assets

    By Benefits 101,
    • 3 replies
    • 817 views

  7. SECURE 1.0 - Retroactive Safe Harbor 4% to Correct ADP

    By Towanda,
    • 1 reply
    • 1.1k views

  8. Allowing an NHCE to join the plan early - for deferrals only?

    By AlbanyConsultant,
    • 2 replies
    • 961 views

  9. reallocate deferrals to catch-up

    By M Norton,
    • 3 replies
    • 937 views

  10. ACP Safe Harbor and After-Tax Employee Contributions

    By EBECatty,
    • 2 replies
    • 1.3k views

  11. Annuity illustrations_Secure Act

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

  12. Top Heavy Safe Harbor Plan

    By Below Ground,
    • 20 replies
    • 1.8k views

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

    By gc@chimentowebb.com,
    • 7 replies
    • 1.7k views

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

    By Belgarath,
    • 9 replies
    • 7k views

  15. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 579 views

  16. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester,
    • 3 replies
    • 995 views

  17. Roth Catch-Up Contribution

    By khn,
    • 9 replies
    • 2.1k views

  18. Pooled Plan - Employer Contribution Funding

    By 401(k)athryn,
    • 6 replies
    • 1.5k views

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

    By Jakyasar,
    • 12 replies
    • 4.1k views

  20. QSLOB Testing with Multiple Plans

    By LarryDavid,
    • 2 replies
    • 2k views

  21. Participating ER - stop participating?

    By doombuggy,
    • 7 replies
    • 2.3k views

  22. Vesting for Rehires

    By FishOn,
    • 2 replies
    • 738 views

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

    By Peter Gulia,
    • 9 replies
    • 2k views

  24. Best Book to Purchase

    By 401kAllTheWay,
    • 14 replies
    • 2.8k views

  25. Owner-Only Plan & Top Heavy

    By 401(k)athryn,
    • 12 replies
    • 3.3k views

  26. Retroactive CB plan set up for 2022

    By Bob Demontigny,
    • 2 replies
    • 860 views

  27. Spreadsheet (?) to determine controlled group

    By BG5150,
    • 22 replies
    • 7.9k views

  28. Looking for Citation

    By thepensionmaven,
    • 3 replies
    • 836 views

  29. Use of Forfeiture Account Balance with Terminating Plan

    By waid10,   
    • 4 replies
    • 1.7k views

  30. Forfeiture Account for Terminating Plan

    By metsfan026,
    • 5 replies
    • 2.2k views

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

    By jkharvey,
    • 0 replies
    • 592 views

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

    By AMDG,
    • 13 replies
    • 3.4k views

  33. ERISA Bond - owners of an S Corp

    By Tom,
    • 2 replies
    • 972 views

  34. Hardship Distributions

    By Belgarath,
    • 8 replies
    • 2.7k views

  35. Ineligible participant received loan

    By Erin L,
    • 7 replies
    • 2.2k views

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

    By Basically,
    • 9 replies
    • 1.8k views

  37. Off PYE with Fiscal Tax filing - deadline?

    By 401KsRme,
    • 3 replies
    • 1k views

  38. LTPT

    By Belgarath,
    • 6 replies
    • 1.1k views

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

    By metsfan026,
    • 6 replies
    • 1.3k views

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

    By Plan Doc,
    • 4 replies
    • 703 views

  41. SECURE 2.0 Roth Catch-up - Automatic Spillover

    By Gruegen,
    • 6 replies
    • 2.2k views

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

    By BG5150,
    • 8 replies
    • 1.4k views

  43. 100% match coupled with a SH match

    By Basically,
    • 12 replies
    • 2.5k views

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

    By Tom,
    • 3 replies
    • 926 views

  45. Acquired Sponsor and Successor Plan Rule

    By Plan Doc,
    • 2 replies
    • 649 views

  46. Form 5330 Lost Earnings

    By Becca,   
    • 2 replies
    • 3.8k views

  47. QNEC and Catch-Ups

    By Mr Bagwell,
    • 6 replies
    • 3k views

  48. Individual/solo 401k plan sequence number

    By BGLA,
    • 13 replies
    • 6.5k views
    • NV
    • NV

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

    By jpdrews,
    • 8 replies
    • 2.3k views

  50. New plan, retro start date with EACA

    By DMcGovern,
    • 0 replies
    • 611 views
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