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401(k) Plans

19,275 topics in this forum

  1. Secure 2.0 new plan start-up credit

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

  2. 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

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

    By joef,
    • 11 replies
    • 2.7k views

  4. Early Entry

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

  5. Cycle 3 Discretionary Match - When is the first notice due?

    By 401king,
    • 3 replies
    • 545 views

  6. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 651 views

  7. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 589 views

  8. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.2k views

  9. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.1k views

  10. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 795 views

  11. Participant died after cash distribution processed - no longer needed

    By D Lewis,
    • 5 replies
    • 1.3k views

  12. How do you handle 401(K) Catch Up on the Payroll side?

    By Jewels0110,   
    • 5 replies
    • 4.5k views
    • WCC
    • WCC

  13. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 870 views

  14. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 677 views

  15. Am I the only one? 1 2

    By austin3515,
    • 60 replies
    • 5.4k views

  16. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 431 views

  17. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 582 views

  18. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1k views

  19. Tax credits for a new plan even though we have an existing plan

    By Mikerbpm,
    • 1 reply
    • 340 views

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

    By youngbenefitslawyer,
    • 9 replies
    • 1.7k views

  21. SECURE 2.0, Sec. 604 Employer contributions as Roth

    By justanotheradmin,
    • 12 replies
    • 1.5k views

  22. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.4k views

  23. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 269 views

  24. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 2.1k views

  25. Participant or not

    By msmith,
    • 5 replies
    • 578 views

  26. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 611 views

  27. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.1k views

  28. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 464 views

  29. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.2k views

  30. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 323 views

  31. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 478 views

  32. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 2.7k views

  33. SECURE 2.0: Classifying catch-ups as roth for ADP testing in 2024

    By drakecohen,
    • 15 replies
    • 2.2k views

  34. ReHired account balance

    By 401Karina,
    • 2 replies
    • 736 views
    • Bri
    • Bri

  35. Can Solo 401k's have an automatic enrollment feature?

    By dragondon,
    • 3 replies
    • 728 views

  36. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 927 views

  37. 945 withholding for 2021

    By thepensionmaven,
    • 1 reply
    • 450 views
    • Tom
    • Tom

  38. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 993 views

  39. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 681 views

  40. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 804 views

  41. need professional help and reassurance - solo 401k anxiety

    By anxious,
    • 2 replies
    • 634 views

  42. Top- heavy relief included in SECURE 2.0!!

    By austin3515,
    • 24 replies
    • 3.8k views

  43. What are the difficulties with 60-something catch-up elective deferrals?

    By Peter Gulia,
    • 7 replies
    • 806 views

  44. Is there a way to structure a solo 401k plan to count pass through income as eligible income for either after tax or deferrals

    By dragondon,
    • 5 replies
    • 897 views

  45. Are after tax contributions subject to the 402 g limit or the 100% of compensation portion of the 415 limit?

    By dragondon,
    • 1 reply
    • 470 views

  46. Can an employer make matching contributions to a solo 401k?

    By dragondon,
    • 6 replies
    • 868 views

  47. Solo 401k

    By 401kay,
    • 9 replies
    • 1.2k views

  48. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.2k views

  49. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 556 views

  50. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 1.9k views
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