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401(k) Plans

19,467 topics in this forum

  1. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 5.2k views

  2. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 705 views

  3. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 1.2k views

  4. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 669 views

  5. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 958 views

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

    By D Lewis,
    • 7 replies
    • 1.1k views

  7. new plan credit for small employers clarification needed

    By Tom,
    • 5 replies
    • 1.6k views
    • Tom
    • Tom

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

    By Vlad401k,
    • 2 replies
    • 1.2k views

  9. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 900 views

  10. 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
    • 536 views

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

    By Peter Gulia,   
    • 4 replies
    • 759 views

  12. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 1.2k views

  13. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 705 views

  14. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 2.6k views

  15. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 1.1k views

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

    By Santo Gold,
    • 13 replies
    • 6.7k views

  17. Prior year testing Question

    By PaulL,
    • 4 replies
    • 1k views
    • Bri
    • Bri

  18. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.6k views

  19. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 3.7k views

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

    By Kansas401k,
    • 13 replies
    • 1.6k views

  21. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 521 views

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

    By Matt RPS,
    • 5 replies
    • 2.5k views

  23. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 789 views

  24. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 2k views

  25. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 995 views

  26. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 2k views

  27. Eligibility Question

    By Below Ground,
    • 3 replies
    • 505 views

  28. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 891 views

  29. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 2 replies
    • 759 views

  31. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 574 views

  32. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 408 views

  33. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1.8k views

  34. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 472 views

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

    By WCC,
    • 3 replies
    • 768 views

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

    By joef,
    • 11 replies
    • 8k views

  37. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 427 views
    • Tom
    • Tom

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

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

  39. Missed Deferral Opportunity

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

  40. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.7k views

  41. Early Entry

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

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.3k views

  43. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 1.1k views

  44. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.7k views

  45. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 855 views

  46. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 3.9k views

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

    By 401king,
    • 3 replies
    • 712 views

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

    By D Lewis,
    • 5 replies
    • 1.8k views

  49. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 769 views

  50. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 834 views
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