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401(k) Plans

19,489 topics in this forum

  1. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 1.1k views

  2. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 2 replies
    • 862 views

  4. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 613 views

  5. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 516 views

  6. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1.9k views

  7. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 558 views

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

    By WCC,
    • 3 replies
    • 815 views

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

    By joef,
    • 11 replies
    • 8.2k views

  10. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 531 views
    • Tom
    • Tom

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

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

  12. Missed Deferral Opportunity

    By Gilmore,
    • 4 replies
    • 1.8k views
    • Bri
    • Bri

  13. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 1.9k views

  14. Early Entry

    By Inquiring Mind,
    • 3 replies
    • 1k views
    • Bri
    • Bri

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.5k views

  16. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 1.2k views

  17. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.7k views

  18. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 1k views

  19. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 4.2k views

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

    By 401king,
    • 3 replies
    • 839 views

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

    By D Lewis,
    • 5 replies
    • 1.9k views

  22. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 815 views

  23. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 972 views

  24. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 1.2k views

  25. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.4k views

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

    By Jewels0110,   
    • 5 replies
    • 8.8k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 3.8k views

  28. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 720 views

  29. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 918 views

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

    By Mikerbpm,
    • 1 reply
    • 534 views

  31. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 399 views

  32. Participant or not

    By msmith,
    • 5 replies
    • 924 views

  33. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.8k views

  34. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.7k views

  35. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 738 views

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

    By drakecohen,
    • 15 replies
    • 3.1k views

  37. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 4.1k views

  38. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 526 views

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

    By dragondon,
    • 3 replies
    • 1.1k views

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

    By MEP,
    • 5 replies
    • 911 views
    • MEP
    • MEP

  41. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1.2k views

  42. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,
    • 18 replies
    • 2.1k views

  44. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 830 views

  45. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 875 views

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

    By Peter Gulia,
    • 7 replies
    • 1.2k views

  48. 945 withholding for 2021

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

  49. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 1.1k views

  50. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.5k views
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