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401(k) Plans

19,295 topics in this forum

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

    By austin3515,
    • 24 replies
    • 3.9k views

  2. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 814 views

  3. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1k views

  4. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 686 views

  5. 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
    • 910 views

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

    By dragondon,
    • 6 replies
    • 922 views

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

    By dragondon,
    • 1 reply
    • 478 views

  8. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 1.9k views

  9. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 569 views

  10. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.2k views

  11. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 684 views

  12. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1k views

  13. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 676 views

  14. Secure 2.0 - 100% tax credit for new plans - effective date

    By TPApril,
    • 1 reply
    • 361 views

  15. Are the 2021 SH amounts included in 2022 testing?

    By Jakyasar,
    • 4 replies
    • 674 views

  16. In-Service distribution from 401(k) that includes terminated DB rollover

    By Tom,
    • 2 replies
    • 826 views

  17. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 750 views

  18. Determining eligibility when rule of parity and one year holdout both don't exclude any service

    By dragondon,
    • 1 reply
    • 419 views
    • EBP
    • EBP

  19. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.2k views

  20. Establish End of the Year 401(k) Plan

    By rblum50,
    • 2 replies
    • 367 views

  21. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 1.9k views

  22. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 850 views

  23. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.4k views

  24. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 746 views

  25. First RMD due

    By ratherbereading,   
    • 4 replies
    • 484 views

  26. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 781 views

  27. Eligibility for participants who are fired before elective deferrals allowed.

    By dragondon,
    • 4 replies
    • 618 views

  28. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 545 views

  29. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 727 views

  30. In-Service Distribution

    By FishOn,
    • 8 replies
    • 1.6k views

  31. How do coverage and nondiscrimination tests work for eligibility changes during a year?

    By Peter Gulia,   
    • 2 replies
    • 359 views

  32. Open Enrollment

    By 401Karina,
    • 1 reply
    • 339 views

  33. to general test or not

    By Jakyasar,
    • 3 replies
    • 852 views

  34. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.5k views

  35. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 717 views

  36. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 1.9k views

  37. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 778 views

  38. Must safe-harbor matching or nonelective contributions be withdrawal-restricted.

    By Peter Gulia,   
    • 1 reply
    • 448 views

  39. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 539 views

  40. contribution in error

    By 52626,
    • 2 replies
    • 705 views

  41. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 1.7k views

  42. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 694 views

  43. Safe Harbor and ADP testing

    By ejohnke,
    • 1 reply
    • 608 views
    • Bri
    • Bri

  44. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 433 views

  45. ADP test for fiscal year plan: use leftover catchup from previous calendar year?

    By AlbanyConsultant,
    • 4 replies
    • 924 views

  46. eligibiltiy for rehire

    By Lou81,
    • 6 replies
    • 753 views
    • Bri
    • Bri

  47. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 646 views
    • krw
    • krw

  48. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 1.8k views

  49. Start-up (sort of?) 401(k) Plan

    By truphao,
    • 4 replies
    • 518 views

  50. New 401(k) Plan effective 1/1/2023

    By hsctpa,
    • 1 reply
    • 325 views
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