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401(k) Plans

19,321 topics in this forum

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

    By 401king,
    • 3 replies
    • 566 views

  2. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 688 views

  3. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 610 views

  4. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.2k views

  5. Yet another LTPT question

    By Belgarath,
    • 6 replies
    • 1.1k views

  6. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 861 views

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

    By D Lewis,
    • 5 replies
    • 1.4k views

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

    By Jewels0110,   
    • 5 replies
    • 6.1k views
    • WCC
    • WCC

  9. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 905 views

  10. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 723 views

  11. Am I the only one? 1 2

    By austin3515,
    • 60 replies
    • 5.6k views

  12. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 452 views

  13. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 602 views

  14. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

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

    By Mikerbpm,
    • 1 reply
    • 370 views

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

    By youngbenefitslawyer,
    • 9 replies
    • 1.9k views

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

    By justanotheradmin,
    • 12 replies
    • 1.7k views

  18. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.4k views

  19. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 283 views

  20. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 2.3k views

  21. Participant or not

    By msmith,
    • 5 replies
    • 605 views

  22. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 650 views

  23. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.2k views

  24. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 542 views

  25. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.2k views

  26. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 340 views

  27. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 497 views

  28. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 2.8k views

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

    By drakecohen,
    • 15 replies
    • 2.4k views

  30. ReHired account balance

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

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

    By dragondon,
    • 3 replies
    • 829 views

  32. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 970 views

  33. 945 withholding for 2021

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

  34. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.1k views

  35. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 699 views

  36. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 845 views

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

    By anxious,
    • 2 replies
    • 655 views

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

    By austin3515,
    • 24 replies
    • 4.1k views

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

    By Peter Gulia,
    • 7 replies
    • 842 views

  40. 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
    • 947 views

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

    By dragondon,
    • 1 reply
    • 484 views

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

    By dragondon,
    • 6 replies
    • 1k views

  43. Solo 401k

    By 401kay,
    • 9 replies
    • 1.3k views

  44. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.3k views

  45. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 583 views

  46. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2k views

  47. Might the new requirement for an automatic-contribution arrangement slow down creations of new plans?

    By Peter Gulia,
    • 18 replies
    • 1.4k views

  48. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.2k views

  49. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 724 views

  50. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

    By supernole,
    • 8 replies
    • 1.4k views
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