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401(k) Plans

19,489 topics in this forum

  1. Qualified Compensation of a 401k and after tax contributions

    By dragondon,
    • 5 replies
    • 2.1k views

  2. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.5k views

  3. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 3.4k views

  4. New Plan delays 401k start, match on what comp

    By TPApril,
    • 10 replies
    • 1.3k views

  5. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 767 views

  6. Participating Employer

    By Alex M.,
    • 2 replies
    • 701 views

  7. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 934 views

  8. SECURE 2.0 - Roth Catch-Up for HPEs - Payroll or TPA monitoring function?

    By legort69,
    • 4 replies
    • 1.3k views

  9. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.6k views

  10. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.6k views

  11. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 1.1k views

  12. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 644 views

  13. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 2k views

  14. Force-Outs

    By MTWeeks,
    • 3 replies
    • 738 views

  15. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king,
    • 1 reply
    • 792 views

  16. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 1.3k views

  17. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 1.1k views

  18. PS with a last day of plan year and employed on determination date

    By justatester,
    • 6 replies
    • 2.2k views

  19. New 401k plan - Am I missing something in the regs for eligibility?

    By Jakyasar,
    • 3 replies
    • 863 views

  20. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 1.1k views

  21. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 1.1k views

  22. Audited Plan last year (2021) but under 120 balances. Is one required this year?

    By Pensions2020,
    • 4 replies
    • 1.1k views

  23. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 1.2k views

  24. "Deemed 125 Compensation"

    By Belgarath,
    • 5 replies
    • 5.8k views

  25. QNEC and QMAC vs nonelective contributions

    By dragondon,
    • 2 replies
    • 1.4k views

  26. SECURE 2.0 RMD - why age 73?

    By WCC,
    • 3 replies
    • 2.2k views

  27. Excess deferrals with losses

    By Bird,
    • 3 replies
    • 940 views

  28. Plan Takeover, Document questions

    By ejohnke,
    • 3 replies
    • 1.1k views

  29. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 577 views

  30. Am I the only one? 1 2

    By austin3515,
    • 60 replies
    • 7.3k views

  31. Match Coverage Failure and ADP/ACP Testing

    By PensionPro,
    • 6 replies
    • 1.9k views

  32. May a self-employed individual who had pay more than $145,000 choose non-Roth catch-up deferrals?

    By Peter Gulia,
    • 9 replies
    • 1.5k views

  33. Testing a Safe Harbor 401(k) Plan with a Non-Safe Harbor 401(k) Plan

    By pam@bbm,
    • 4 replies
    • 1.2k views

  34. Covid Loan

    By DPSRich,
    • 0 replies
    • 351 views

  35. Non-Employee rollover into 401k plan.

    By Planit 401k,
    • 5 replies
    • 1.5k views

  36. Are there reasons not to merge union and non-union plans?

    By Peter Gulia,
    • 7 replies
    • 2.3k views

  37. Successor Plan Rule Issue?

    By sb0828,
    • 10 replies
    • 2k views

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

    By Peter Gulia,
    • 5 replies
    • 1.1k views

  39. 401k plan with multiple discretionary match formulas

    By Zach Del,
    • 4 replies
    • 2.8k views

  40. Top Heavy and Covid Distributions

    By justatester,
    • 1 reply
    • 569 views

  41. New Comp Basics

    By LarryPensions,   
    • 6 replies
    • 1.4k views

  42. Terminated Plan Failed ADP/ACP Testing

    By dom123,
    • 6 replies
    • 2.2k views

  43. Safe Harbor Plans

    By M_2015,
    • 4 replies
    • 711 views

  44. excess deposits/415 issues

    By Jakyasar,
    • 6 replies
    • 1.3k views

  45. Profit Sharing/401(k) issue

    By ANONY0611,   
    • 3 replies
    • 1.3k views

  46. RMD for 5% owner accounting

    By matthny,
    • 19 replies
    • 2.7k views

  47. State paid leave laws

    By R. Butler,
    • 0 replies
    • 582 views

  48. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 728 views

  49. Rolling Real Estate into an IRA

    By rblum50,
    • 2 replies
    • 674 views

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

    By TPApril,
    • 3 replies
    • 780 views
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