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401(k) Plans

19,403 topics in this forum

  1. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 397 views

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

    By dragondon,
    • 3 replies
    • 918 views

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

    By MEP,
    • 5 replies
    • 660 views
    • MEP
    • MEP

  4. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1k views

  5. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 18 replies
    • 1.6k views

  7. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 575 views

  8. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 719 views

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

    By Peter Gulia,
    • 7 replies
    • 908 views

  11. 945 withholding for 2021

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

  12. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 933 views

  13. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.3k views

  14. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 732 views

  15. 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

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

    By dragondon,
    • 6 replies
    • 1.3k views

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

    By dragondon,
    • 1 reply
    • 551 views

  18. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.3k views

  19. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 679 views

  20. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.6k views

  21. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 837 views

  22. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.1k views

  23. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 758 views

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

    By TPApril,
    • 1 reply
    • 417 views

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

    By Jakyasar,
    • 4 replies
    • 737 views

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

    By Tom,
    • 2 replies
    • 966 views

  27. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 895 views

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

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

  29. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.6k views

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

    By rblum50,
    • 2 replies
    • 442 views

  31. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 2.5k views

  32. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 962 views

  33. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.6k views

  34. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 870 views

  35. First RMD due

    By ratherbereading,   
    • 4 replies
    • 578 views

  36. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 923 views

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

    By dragondon,
    • 4 replies
    • 717 views

  38. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 661 views

  39. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 808 views

  40. In-Service Distribution

    By FishOn,
    • 8 replies
    • 2k views

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

    By Peter Gulia,   
    • 2 replies
    • 422 views

  42. Open Enrollment

    By 401Karina,
    • 1 reply
    • 401 views

  43. to general test or not

    By Jakyasar,
    • 3 replies
    • 906 views

  44. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.7k views

  45. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 844 views

  46. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2.4k views

  47. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 859 views

  48. Must safe-harbor matching or nonelective contributions be withdrawal-restricted.

    By Peter Gulia,   
    • 1 reply
    • 547 views

  49. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 633 views

  50. contribution in error

    By 52626,
    • 2 replies
    • 795 views
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