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401(k) Plans

19,407 topics in this forum

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

    By Peter Gulia,   
    • 4 replies
    • 656 views

  2. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 1.1k views

  3. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 646 views

  4. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 2.2k views

  5. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 854 views

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

    By Santo Gold,
    • 13 replies
    • 6.4k views

  7. Prior year testing Question

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

  8. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.5k views

  9. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 2.8k views

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

    By Kansas401k,
    • 13 replies
    • 1.3k views

  11. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 454 views

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

    By Matt RPS,
    • 5 replies
    • 2.2k views

  13. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 707 views

  14. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 1.7k views

  15. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 897 views

  16. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 1.7k views

  17. Eligibility Question

    By Below Ground,
    • 3 replies
    • 428 views

  18. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 797 views

  19. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 2 replies
    • 675 views

  21. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 515 views

  22. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 348 views

  23. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1.5k views

  24. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 403 views

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

    By WCC,
    • 3 replies
    • 671 views

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

    By joef,
    • 11 replies
    • 6.7k views

  27. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 351 views
    • Tom
    • Tom

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

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

  29. Missed Deferral Opportunity

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

  30. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.4k views

  31. Early Entry

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

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.1k views

  33. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 980 views

  34. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.5k views

  35. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 759 views

  36. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 2.7k views

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

    By 401king,
    • 3 replies
    • 631 views

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

    By D Lewis,
    • 5 replies
    • 1.6k views

  39. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 676 views

  40. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 721 views

  41. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 1k views

  42. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.2k views

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

    By Jewels0110,   
    • 5 replies
    • 7.3k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 2.6k views

  45. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 508 views

  46. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 656 views

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

    By Mikerbpm,
    • 1 reply
    • 417 views

  48. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 310 views

  49. Participant or not

    By msmith,
    • 5 replies
    • 667 views

  50. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.4k views
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