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401(k) Plans

19,406 topics in this forum

  1. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 542 views

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

    By drakecohen,
    • 15 replies
    • 2.6k views

  3. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 3.1k views

  4. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 398 views

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

    By dragondon,
    • 3 replies
    • 921 views

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

    By MEP,
    • 5 replies
    • 662 views
    • MEP
    • MEP

  7. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1.1k views

  8. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 18 replies
    • 1.6k views

  10. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 577 views

  11. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 722 views

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

    By Peter Gulia,
    • 7 replies
    • 913 views

  14. 945 withholding for 2021

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

  15. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 936 views

  16. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.3k views

  17. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 738 views

  18. 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

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

    By dragondon,
    • 6 replies
    • 1.3k views

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

    By dragondon,
    • 1 reply
    • 552 views

  21. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.3k views

  22. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 682 views

  23. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.6k views

  24. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 839 views

  25. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.1k views

  26. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 762 views

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

    By TPApril,
    • 1 reply
    • 420 views

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

    By Jakyasar,
    • 4 replies
    • 738 views

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

    By Tom,
    • 2 replies
    • 967 views

  30. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 895 views

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

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

  32. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.6k views

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

    By rblum50,
    • 2 replies
    • 447 views

  34. Employer Securities & Participating Employer

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

  35. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 965 views

  36. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.6k views

  37. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 872 views

  38. First RMD due

    By ratherbereading,   
    • 4 replies
    • 580 views

  39. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 925 views

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

    By dragondon,
    • 4 replies
    • 724 views

  41. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 664 views

  42. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 809 views

  43. In-Service Distribution

    By FishOn,
    • 8 replies
    • 2k views

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

    By Peter Gulia,   
    • 2 replies
    • 424 views

  45. Open Enrollment

    By 401Karina,
    • 1 reply
    • 402 views

  46. to general test or not

    By Jakyasar,
    • 3 replies
    • 908 views

  47. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.8k views

  48. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 846 views

  49. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2.4k views

  50. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 859 views
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