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401(k) Plans

19,423 topics in this forum

  1. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 781 views

  2. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 3k views

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

    By 401king,
    • 3 replies
    • 658 views

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

    By D Lewis,
    • 5 replies
    • 1.7k views

  5. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 698 views

  6. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 749 views

  7. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 1k views

  8. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.2k views

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

    By Jewels0110,   
    • 5 replies
    • 8k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 3k views

  11. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 523 views

  12. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 679 views

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

    By Mikerbpm,
    • 1 reply
    • 438 views

  14. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 325 views

  15. Participant or not

    By msmith,
    • 5 replies
    • 693 views

  16. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.4k views

  17. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.4k views

  18. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 558 views

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

    By drakecohen,
    • 15 replies
    • 2.7k views

  20. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 3.3k views

  21. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 416 views

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

    By dragondon,
    • 3 replies
    • 964 views

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

    By MEP,
    • 5 replies
    • 709 views
    • MEP
    • MEP

  24. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1.1k views

  25. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 18 replies
    • 1.7k views

  27. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 616 views

  28. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 764 views

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

    By Peter Gulia,
    • 7 replies
    • 957 views

  31. 945 withholding for 2021

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

  32. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 964 views

  33. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.3k views

  34. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 759 views

  35. 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
    • 1.2k views

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

    By dragondon,
    • 6 replies
    • 1.4k views

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

    By dragondon,
    • 1 reply
    • 584 views

  38. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.4k views

  39. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 715 views

  40. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.7k views

  41. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 890 views

  42. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.2k views

  43. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 794 views

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

    By TPApril,
    • 1 reply
    • 443 views

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

    By Jakyasar,
    • 4 replies
    • 778 views

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

    By Tom,
    • 2 replies
    • 1k views

  47. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 958 views

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

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

  49. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.7k views

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

    By rblum50,
    • 2 replies
    • 478 views
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