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401(k) Plans

19,362 topics in this forum

  1. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 295 views

  2. Participant or not

    By msmith,
    • 5 replies
    • 622 views

  3. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.2k views

  4. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.3k views

  5. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 511 views

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

    By drakecohen,
    • 15 replies
    • 2.5k views

  7. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 2.9k views

  8. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 358 views

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

    By dragondon,
    • 3 replies
    • 853 views

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

    By MEP,
    • 5 replies
    • 607 views
    • MEP
    • MEP

  11. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1k views

  12. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 18 replies
    • 1.5k views

  14. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 506 views

  15. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 671 views

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

    By Peter Gulia,
    • 7 replies
    • 865 views

  18. 945 withholding for 2021

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

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

    By austin3515,
    • 24 replies
    • 4.3k views

  20. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 881 views

  21. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.1k views

  22. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 712 views

  23. 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
    • 1k views

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

    By dragondon,
    • 6 replies
    • 1.1k views

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

    By dragondon,
    • 1 reply
    • 508 views

  26. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.2k views

  27. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 619 views

  28. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.4k views

  29. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 781 views

  30. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.1k views

  31. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 714 views

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

    By TPApril,
    • 1 reply
    • 391 views

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

    By Jakyasar,
    • 4 replies
    • 704 views

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

    By Tom,
    • 2 replies
    • 888 views

  35. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 799 views

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

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

  37. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.4k views

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

    By rblum50,
    • 2 replies
    • 410 views

  39. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 2.3k views

  40. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 880 views

  41. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.5k views

  42. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 806 views

  43. First RMD due

    By ratherbereading,   
    • 4 replies
    • 523 views

  44. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 850 views

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

    By dragondon,
    • 4 replies
    • 660 views

  46. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 605 views

  47. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 770 views

  48. In-Service Distribution

    By FishOn,
    • 8 replies
    • 1.8k views

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

    By Peter Gulia,   
    • 2 replies
    • 381 views

  50. Open Enrollment

    By 401Karina,
    • 1 reply
    • 369 views
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