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401(k) Plans

19,382 topics in this forum

  1. Using 2021 Forms 1096 with 2022 Forms 1099-R

    By AJC,
    • 3 replies
    • 507 views

  2. SIMPLE IRA for an LLC and 401k Plan for a C-Corp - same owner

    By Jen Preston,
    • 2 replies
    • 667 views

  3. On Demand Pay Arrangements & Plan Compensation

    By MSN,
    • 6 replies
    • 2.5k views
    • MSN
    • MSN

  4. ADP/ACP Testing Question

    By Coleboy1,
    • 18 replies
    • 2.4k views

  5. Forfeitures from Merged Plan

    By 52626,
    • 1 reply
    • 509 views

  6. 402(g) limit is exceeded

    By Jakyasar,
    • 4 replies
    • 887 views

  7. Maxing out 401(k) Plan and Roth IRA

    By AJC,
    • 2 replies
    • 514 views
    • AJC
    • AJC

  8. Messy situation

    By Belgarath,
    • 2 replies
    • 368 views

  9. Short Plan year and top heavy

    By Tom,
    • 1 reply
    • 525 views

  10. Leased employees allowed in plan

    By FishOn,
    • 3 replies
    • 729 views

  11. Are employers ready to provide an incentive for 401(k) deferrals?

    By Peter Gulia,
    • 4 replies
    • 1.5k views

  12. Employees Paying Back Signing Bonus - ADP/ACP Testing

    By David Olive,
    • 1 reply
    • 1.2k views

  13. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 464 views

  14. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 1k views

  15. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 3.9k views

  16. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 589 views

  17. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 1.1k views

  18. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 565 views

  19. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 734 views

  20. RMD non owner 72 in 2022 - retired in 2023

    By D Lewis,
    • 7 replies
    • 743 views

  21. new plan credit for small employers clarification needed

    By Tom,
    • 5 replies
    • 1.3k views
    • Tom
    • Tom

  22. Roth 401(k) and Roth IRA Contribution Limits

    By Vlad401k,
    • 2 replies
    • 1k views

  23. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 742 views

  24. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe,
    • 1 reply
    • 406 views

  25. When would a sole proprietor (with no employee) want a § 401(k) arrangement?

    By Peter Gulia,   
    • 4 replies
    • 626 views

  26. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 1k views

  27. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 623 views

  28. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 2k views

  29. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 806 views

  30. must catch-ups be matched in a safe harbor 401k plan?

    By Santo Gold,
    • 13 replies
    • 6.3k views

  31. Prior year testing Question

    By PaulL,
    • 4 replies
    • 920 views
    • Bri
    • Bri

  32. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.4k views

  33. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 2.4k views

  34. Employment contract - just poor wording or a larger problem

    By Kansas401k,
    • 13 replies
    • 1.3k views

  35. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 439 views

  36. Foreign entity wants to provide 401K plan to US employees. Trustee?

    By Matt RPS,
    • 5 replies
    • 2.1k views

  37. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 678 views

  38. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 1.5k views

  39. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 863 views

  40. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 1.6k views

  41. Eligibility Question

    By Below Ground,
    • 3 replies
    • 401 views

  42. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 756 views

  43. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1k views

  44. SECURE 2.0: 401k plans that don't have Roth in them

    By AlbanyConsultant,
    • 2 replies
    • 647 views

  45. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 496 views

  46. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 334 views

  47. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1.4k views

  48. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 380 views

  49. Secure 2.0 Section 603 - striking subparagraph (c)

    By WCC,
    • 3 replies
    • 648 views

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

    By joef,
    • 11 replies
    • 6k views
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