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401(k) Plans

19,407 topics in this forum

  1. Covid Loan

    By DPSRich,
    • 0 replies
    • 277 views

  2. Non-Employee rollover into 401k plan.

    By Planit 401k,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 7 replies
    • 2k views

  4. Successor Plan Rule Issue?

    By sb0828,
    • 10 replies
    • 1.7k views

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

    By Peter Gulia,
    • 5 replies
    • 805 views

  6. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 2.2k views

  7. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 483 views

  8. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 1.2k views

  9. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 1.8k views

  10. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 572 views

  11. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 1.1k views

  12. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 1.1k views

  13. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 2.1k views

  14. State paid leave laws

    By R. Butler,
    • 0 replies
    • 448 views

  15. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 607 views

  16. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 547 views

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

    By TPApril,
    • 3 replies
    • 621 views

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

    By TPApril,
    • 0 replies
    • 485 views

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

    By ClintonF,
    • 2 replies
    • 502 views

  20. SECURE 2.0: Automatic Enrollment Exception and Employee Count

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

  21. Enrolled against will

    By Dug29,
    • 6 replies
    • 4.4k views

  22. elapsed time method and ADP testing options

    By DMcGovern,
    • 3 replies
    • 2.8k views

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

    By Cardscrazy,   
    • 7 replies
    • 1k views

  24. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.5k views

  25. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.7k views

  26. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 842 views

  27. Solo 401k

    By 401kay,
    • 9 replies
    • 1.6k views

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

    By Tegernsee,
    • 12 replies
    • 10.4k views

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

    By Dougsbpc,
    • 7 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 1 reply
    • 706 views

  31. Top Heavy Testing

    By Tom,
    • 1 reply
    • 458 views

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

    By Tom,
    • 4 replies
    • 1.9k views

  33. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 425 views

  34. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 2.5k views

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

    By DDB BN,
    • 0 replies
    • 315 views

  36. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 679 views

  37. Key Employee and Family Attribution

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

  38. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.2k views

  39. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.2k views

  40. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 568 views

  41. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 724 views

  42. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 921 views

  43. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1.2k views

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

    By metsfan026,
    • 7 replies
    • 2.3k views

  45. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.8k views

  46. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 634 views
    • Tom
    • Tom

  47. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 715 views

  48. C Corp to S Corp - Possible impact on Defined Contribution Plan?

    By nsfpsp,
    • 11 replies
    • 2k views

  49. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 2.1k views

  50. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 933 views
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