Jump to content

401(k) Plans

19,489 topics in this forum

  1. Self Employment Income determination

    By Rose,
    • 4 replies
    • 3k views

  2. Eligibility Age for 401(k) Plan

    By metsfan026,
    • 11 replies
    • 4.2k views

  3. CODA situation ?

    By AnnCK,
    • 5 replies
    • 1.8k views

  4. Profit Sharing Amendments

    By dragondon,
    • 5 replies
    • 995 views

  5. Taking A Loan While On Leave of Absence

    By metsfan026,
    • 5 replies
    • 16.4k views

  6. S corp conversion and deferrals contributed prior to the conversion

    By Tom,
    • 5 replies
    • 1.5k views

  7. Notice 2023-43 Demographic failure conflict

    By Purplemandinga,
    • 3 replies
    • 951 views

  8. When is 401(k) plan considered liquidated with installment sale of a plan asset?

    By Tom,
    • 1 reply
    • 557 views

  9. Coordination of 403(b) and 401(k) Plans

    By truphao,
    • 5 replies
    • 1.5k views

  10. Nationwide doesn't certify assets anymore?

    By bzorc,
    • 0 replies
    • 632 views

  11. What is the deferral limit

    By Jakyasar,
    • 4 replies
    • 969 views

  12. 100% Match.... how much can be contributed?

    By Basically,
    • 9 replies
    • 1.8k views

  13. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 1k views

  14. Secure 2.0-Roth catchup

    By justatester,
    • 1 reply
    • 669 views

  15. hardship grossed up for taxes

    By AlbanyConsultant,
    • 7 replies
    • 2.5k views

  16. entry date - 3 consecutive months of continueous service

    By Lou81,   
    • 11 replies
    • 2.8k views

  17. Triple Stacked Match

    By Coleboy1,
    • 2 replies
    • 950 views

  18. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 2k views

  19. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 683 views

  20. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 3.6k views

  21. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 2.9k views

  22. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 4.9k views

  23. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 3.9k views

  24. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 968 views

  25. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 6.5k views

  26. Is there a common practice for the threshold of HCE's and when you should think about Top Heavy

    By dragondon,
    • 5 replies
    • 1.1k views

  27. Increased Catch-up Limit for ages 60-63

    By austin3515,
    • 9 replies
    • 3k views

  28. Is my one-participant 401(k) out of compliance? I want to terminate it.

    By sify iway,
    • 3 replies
    • 937 views

  29. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 894 views

  30. Top Heavy plan excludes HCEs, no profit sharing, but what if an HCE is non-key?

    By Tom,
    • 8 replies
    • 3.3k views

  31. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.8k views

  32. Can a Safe Harbor Non Elective Plan still be exempt from testing if they contribute more than 3%?

    By dragondon,
    • 2 replies
    • 1.2k views

  33. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 811 views

  34. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 3.1k views

  35. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 594 views

  36. pro rated limits for joining a MEP mid year?

    By AlbanyConsultant,
    • 0 replies
    • 581 views

  37. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 848 views

  38. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 1.1k views

  39. ACP failure, refund to participant, losses, 1099-R

    By pmacduff,
    • 4 replies
    • 1.9k views

  40. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 596 views

  41. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.9k views

  42. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 5.4k views

  43. How does changing business structure of a plan sponsor effect a 401k plan

    By dragondon,
    • 3 replies
    • 1.9k views

  44. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 829 views

  45. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.8k views

  46. late deferral contribution

    By Lou81,   
    • 7 replies
    • 1.3k views

  47. Converting two Solo 401k plans into one when you have an LLC and are self employed 

    By ill,
    • 3 replies
    • 3.6k views

  48. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 623 views

  49. Can a trust sponsor a 401(k)?

    By KEM,   
    • 12 replies
    • 2.5k views

  50. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 1k views
×
×
  • Create New...