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401(k) Plans

19,450 topics in this forum

  1. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.6k views

  2. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 3.5k views

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

    By Kansas401k,
    • 13 replies
    • 1.5k views

  4. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 499 views

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

    By Matt RPS,
    • 5 replies
    • 2.4k views

  6. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 764 views

  7. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 1.9k views

  8. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 949 views

  9. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 1.9k views

  10. Eligibility Question

    By Below Ground,
    • 3 replies
    • 478 views

  11. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 855 views

  12. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 2 replies
    • 725 views

  14. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 559 views

  15. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 392 views

  16. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1.8k views

  17. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 440 views

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

    By WCC,
    • 3 replies
    • 738 views

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

    By joef,
    • 11 replies
    • 7.7k views

  20. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 385 views
    • Tom
    • Tom

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

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

  22. Missed Deferral Opportunity

    By Gilmore,
    • 4 replies
    • 1.7k views
    • Bri
    • Bri

  23. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.6k views

  24. Early Entry

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

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.3k views

  26. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 1.1k views

  27. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.6k views

  28. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 811 views

  29. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 3.6k views

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

    By 401king,
    • 3 replies
    • 680 views

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

    By D Lewis,
    • 5 replies
    • 1.8k views

  32. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 736 views

  33. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 788 views

  34. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 1.1k views

  35. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.3k views

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

    By Jewels0110,   
    • 5 replies
    • 8.4k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 3.4k views

  38. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 548 views

  39. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 718 views

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

    By Mikerbpm,
    • 1 reply
    • 456 views

  41. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 343 views

  42. Participant or not

    By msmith,
    • 5 replies
    • 730 views

  43. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.5k views

  44. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.5k views

  45. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 583 views

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

    By drakecohen,
    • 15 replies
    • 2.9k views

  47. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 3.5k views

  48. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 447 views

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

    By dragondon,
    • 3 replies
    • 999 views

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

    By MEP,
    • 5 replies
    • 739 views
    • MEP
    • MEP
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