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401(k) Plans

19,423 topics in this forum

  1. Short Plan year and top heavy

    By Tom,
    • 1 reply
    • 572 views

  2. Leased employees allowed in plan

    By FishOn,
    • 3 replies
    • 795 views

  3. Are employers ready to provide an incentive for 401(k) deferrals?

    By Peter Gulia,
    • 4 replies
    • 1.6k views

  4. Employees Paying Back Signing Bonus - ADP/ACP Testing

    By David Olive,
    • 1 reply
    • 1.4k views

  5. Post-Severance compensation

    By Belgarath,
    • 1 reply
    • 507 views

  6. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 1.1k views

  7. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 4.6k views

  8. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 639 views

  9. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 1.2k views

  10. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 612 views

  11. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 846 views

  12. RMD non owner 72 in 2022 - retired in 2023

    By D Lewis,
    • 7 replies
    • 991 views

  13. new plan credit for small employers clarification needed

    By Tom,
    • 5 replies
    • 1.4k views
    • Tom
    • Tom

  14. Roth 401(k) and Roth IRA Contribution Limits

    By Vlad401k,
    • 2 replies
    • 1.1k views

  15. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 804 views

  16. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe,
    • 1 reply
    • 454 views

  17. When would a sole proprietor (with no employee) want a § 401(k) arrangement?

    By Peter Gulia,   
    • 4 replies
    • 687 views

  18. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 1.1k views

  19. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 659 views

  20. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 2.3k views

  21. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 940 views

  22. must catch-ups be matched in a safe harbor 401k plan?

    By Santo Gold,
    • 13 replies
    • 6.5k views

  23. Prior year testing Question

    By PaulL,
    • 4 replies
    • 963 views
    • Bri
    • Bri

  24. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.5k views

  25. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 3.1k views

  26. Employment contract - just poor wording or a larger problem

    By Kansas401k,
    • 13 replies
    • 1.4k views

  27. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 476 views

  28. Foreign entity wants to provide 401K plan to US employees. Trustee?

    By Matt RPS,
    • 5 replies
    • 2.3k views

  29. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 730 views

  30. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 1.8k views

  31. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 918 views

  32. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 1.8k views

  33. Eligibility Question

    By Below Ground,
    • 3 replies
    • 453 views

  34. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 818 views

  35. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1.1k views

  36. SECURE 2.0: 401k plans that don't have Roth in them

    By AlbanyConsultant,
    • 2 replies
    • 694 views

  37. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 533 views

  38. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 367 views

  39. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1.6k views

  40. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 418 views

  41. Secure 2.0 Section 603 - striking subparagraph (c)

    By WCC,
    • 3 replies
    • 696 views

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

    By joef,
    • 11 replies
    • 7.2k views

  43. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 367 views
    • Tom
    • Tom

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

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

  45. Missed Deferral Opportunity

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

  46. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.5k views

  47. Early Entry

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

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.2k views

  49. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 1k views

  50. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.6k views
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