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401(k) Plans

19,403 topics in this forum

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

    By Peter Gulia,
    • 5 replies
    • 788 views

  2. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 2.2k views

  3. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 477 views

  4. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 1.1k views

  5. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 1.8k views

  6. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 567 views

  7. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 1.1k views

  8. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 1.1k views

  9. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 2.1k views

  10. State paid leave laws

    By R. Butler,
    • 0 replies
    • 445 views

  11. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 604 views

  12. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 539 views

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

    By TPApril,
    • 3 replies
    • 617 views

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

    By TPApril,
    • 0 replies
    • 481 views

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

    By ClintonF,
    • 2 replies
    • 494 views

  16. SECURE 2.0: Automatic Enrollment Exception and Employee Count

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

  17. Enrolled against will

    By Dug29,
    • 6 replies
    • 4.3k views

  18. elapsed time method and ADP testing options

    By DMcGovern,
    • 3 replies
    • 2.8k views

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

    By Cardscrazy,   
    • 7 replies
    • 1k views

  20. Hardship self-certification

    By MGOAdmin,
    • 2 replies
    • 2.5k views

  21. Cancel an IRS Fire.com File Submission

    By Gadgetfreak,
    • 6 replies
    • 1.7k views

  22. Plan Startup Credit

    By notapensiongeek,
    • 2 replies
    • 836 views

  23. Solo 401k

    By 401kay,
    • 9 replies
    • 1.6k views

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

    By Tegernsee,
    • 12 replies
    • 10.4k views

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

    By Dougsbpc,
    • 7 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 1 reply
    • 699 views

  27. Top Heavy Testing

    By Tom,
    • 1 reply
    • 457 views

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

    By Tom,
    • 4 replies
    • 1.9k views

  29. Top Heavy - only 401k contribs

    By TPApril,
    • 2 replies
    • 417 views

  30. Allocation Conditions and Profit Sharing

    By justatester,
    • 6 replies
    • 2.5k views

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

    By DDB BN,
    • 0 replies
    • 312 views

  32. Clawbacks and 401(k) Plans

    By 401kology,   
    • 0 replies
    • 675 views

  33. Key Employee and Family Attribution

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

  34. Coverage Test/Waiver of Participation

    By MattHSC,
    • 4 replies
    • 1.2k views

  35. Safe Harbor Correction

    By FT Retire,
    • 8 replies
    • 1.2k views

  36. eligibility upon rehire

    By thepensionmaven,
    • 2 replies
    • 559 views

  37. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 713 views

  38. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 914 views

  39. Grandfathered CODA

    By justatester,
    • 7 replies
    • 1.2k views

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

    By metsfan026,
    • 7 replies
    • 2.2k views

  41. 401k Cash Surrender Value

    By 52626,
    • 8 replies
    • 1.8k views

  42. Nondiscrim testing - coverage

    By Tom,
    • 2 replies
    • 630 views
    • Tom
    • Tom

  43. Spouse/Participant Inherited IRA

    By Plan Doc,
    • 3 replies
    • 708 views

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

    By nsfpsp,
    • 11 replies
    • 2k views

  45. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit,
    • 4 replies
    • 2.1k views

  46. non-uniform match contribution

    By Santo Gold,
    • 4 replies
    • 927 views

  47. Late Deposit Safe Harbor Timing vs 5500 Audit

    By Leopurrd-401k,
    • 2 replies
    • 752 views

  48. ATM 3/15 Deadline?

    By justatester,
    • 4 replies
    • 677 views

  49. Top Heavy Contribution Date

    By FishOn,
    • 6 replies
    • 1.1k views

  50. safe harbor contribution change mid year

    By KevinMc,
    • 1 reply
    • 557 views
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