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401(k) Plans

19,382 topics in this forum

  1. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 332 views
    • Tom
    • Tom

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

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

  3. Missed Deferral Opportunity

    By Gilmore,
    • 4 replies
    • 1.6k views
    • Bri
    • Bri

  4. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.3k views

  5. Early Entry

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

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

    By youngbenefitslawyer,
    • 9 replies
    • 2k views

  7. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 939 views

  8. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.5k views

  9. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 736 views

  10. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 2.6k views

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

    By 401king,
    • 3 replies
    • 602 views

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

    By D Lewis,
    • 5 replies
    • 1.6k views

  13. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 646 views

  14. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 691 views

  15. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 957 views

  16. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

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

    By Jewels0110,   
    • 5 replies
    • 7k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 2.3k views

  19. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 484 views

  20. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 635 views

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

    By Mikerbpm,
    • 1 reply
    • 397 views

  22. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 298 views

  23. Participant or not

    By msmith,
    • 5 replies
    • 637 views

  24. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.3k views

  25. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.3k views

  26. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 522 views

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

    By drakecohen,
    • 15 replies
    • 2.6k views

  28. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 3k views

  29. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 369 views

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

    By dragondon,
    • 3 replies
    • 888 views

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

    By MEP,
    • 5 replies
    • 626 views
    • MEP
    • MEP

  32. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1k views

  33. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 18 replies
    • 1.5k views

  35. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 524 views

  36. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 697 views

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

    By Peter Gulia,
    • 7 replies
    • 885 views

  39. 945 withholding for 2021

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

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

    By austin3515,
    • 24 replies
    • 4.5k views

  41. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 900 views

  42. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.2k views

  43. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 720 views

  44. 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
    • 1.1k views

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

    By dragondon,
    • 6 replies
    • 1.2k views

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

    By dragondon,
    • 1 reply
    • 526 views

  47. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.2k views

  48. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 647 views

  49. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.5k views

  50. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 803 views
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