Jump to content

401(k) Plans

19,334 topics in this forum

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

    By joef,
    • 11 replies
    • 5.1k views

  2. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 320 views
    • Tom
    • Tom

  3. Catch-up and 415 Limit for participant who participates in two 401(k) plans sponsored by unrelated entities

    By Will.I.Am,
    • 1 reply
    • 619 views

  4. Missed Deferral Opportunity

    By Gilmore,
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  5. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.3k views

  6. Early Entry

    By Inquiring Mind,
    • 3 replies
    • 717 views
    • Bri
    • Bri

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

    By youngbenefitslawyer,
    • 9 replies
    • 1.9k views

  8. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 871 views

  9. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.4k views

  10. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 707 views

  11. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 2.3k views

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

    By 401king,
    • 3 replies
    • 575 views

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

    By D Lewis,
    • 5 replies
    • 1.5k views

  14. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 617 views

  15. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 661 views

  16. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 915 views

  17. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

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

    By Jewels0110,   
    • 5 replies
    • 6.3k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 1.7k views

  20. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 462 views

  21. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 609 views

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

    By Mikerbpm,
    • 1 reply
    • 378 views

  23. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 288 views

  24. Participant or not

    By msmith,
    • 5 replies
    • 618 views

  25. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.2k views

  26. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.2k views

  27. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 506 views

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

    By drakecohen,
    • 15 replies
    • 2.4k views

  29. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 2.8k views

  30. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 350 views

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

    By dragondon,
    • 3 replies
    • 841 views

  32. Multiemployer Plan - Change in Contract Holder - Does That Participants Eligible for Distribution?

    By MEP,
    • 5 replies
    • 591 views
    • MEP
    • MEP

  33. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 981 views

  34. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 18 replies
    • 1.5k views

  36. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 493 views

  37. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 662 views

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

    By Peter Gulia,
    • 7 replies
    • 851 views

  40. 945 withholding for 2021

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

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

    By austin3515,
    • 24 replies
    • 4.2k views

  42. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 863 views

  43. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.1k views

  44. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 704 views

  45. 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
    • 966 views

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

    By dragondon,
    • 6 replies
    • 1.1k views

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

    By dragondon,
    • 1 reply
    • 493 views

  48. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.1k views

  49. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 595 views

  50. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.3k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept