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401(k) Plans

19,532 topics in this forum

  1. S corp conversion and deferrals contributed prior to the conversion

    By Tom,
    • 5 replies
    • 1.8k views

  2. Notice 2023-43 Demographic failure conflict

    By Purplemandinga,
    • 3 replies
    • 1.3k views

  3. When is 401(k) plan considered liquidated with installment sale of a plan asset?

    By Tom,
    • 1 reply
    • 698 views

  4. Coordination of 403(b) and 401(k) Plans

    By truphao,
    • 5 replies
    • 1.8k views

  5. Nationwide doesn't certify assets anymore?

    By bzorc,
    • 0 replies
    • 862 views

  6. What is the deferral limit

    By Jakyasar,
    • 4 replies
    • 1.3k views

  7. 100% Match.... how much can be contributed?

    By Basically,
    • 9 replies
    • 2.2k views

  8. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 1.4k views

  9. Secure 2.0-Roth catchup

    By justatester,
    • 1 reply
    • 875 views

  10. hardship grossed up for taxes

    By AlbanyConsultant,
    • 7 replies
    • 2.9k views

  11. entry date - 3 consecutive months of continueous service

    By Lou81,   
    • 11 replies
    • 3.3k views

  12. Triple Stacked Match

    By Coleboy1,
    • 2 replies
    • 1.1k views

  13. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 2.4k views

  14. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 902 views

  15. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 4.1k views

  16. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 3.5k views

  17. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 5.8k views

  18. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 4.4k views

  19. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 1.2k views

  20. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 7.2k views

  21. Is there a common practice for the threshold of HCE's and when you should think about Top Heavy

    By dragondon,
    • 5 replies
    • 1.4k views

  22. Increased Catch-up Limit for ages 60-63

    By austin3515,
    • 9 replies
    • 3.5k views

  23. Is my one-participant 401(k) out of compliance? I want to terminate it.

    By sify iway,
    • 3 replies
    • 1.3k views

  24. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 1.1k views

  25. Top Heavy plan excludes HCEs, no profit sharing, but what if an HCE is non-key?

    By Tom,
    • 8 replies
    • 3.7k views

  26. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 2.1k views

  27. Can a Safe Harbor Non Elective Plan still be exempt from testing if they contribute more than 3%?

    By dragondon,
    • 2 replies
    • 1.4k views

  28. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 1k views

  29. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 3.4k views

  30. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 792 views

  31. pro rated limits for joining a MEP mid year?

    By AlbanyConsultant,
    • 0 replies
    • 712 views

  32. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 1.1k views

  33. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 1.6k views

  34. ACP failure, refund to participant, losses, 1099-R

    By pmacduff,
    • 4 replies
    • 2.2k views

  35. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 749 views

  36. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 2.3k views

  37. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 5.9k views

  38. How does changing business structure of a plan sponsor effect a 401k plan

    By dragondon,
    • 3 replies
    • 2.2k views

  39. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 993 views

  40. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 2.4k views

  41. late deferral contribution

    By Lou81,   
    • 7 replies
    • 1.7k views

  42. Converting two Solo 401k plans into one when you have an LLC and are self employed 

    By ill,
    • 3 replies
    • 3.9k views

  43. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 762 views

  44. Can a trust sponsor a 401(k)?

    By KEM,   
    • 12 replies
    • 3.2k views

  45. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 1.3k views

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

    By dragondon,
    • 5 replies
    • 2.5k views

  47. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.8k views

  48. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 4.2k views

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

    By TPApril,
    • 10 replies
    • 1.8k views

  50. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 978 views
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