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401(k) Plans

19,516 topics in this forum

  1. New Plan didn't actually start

    By ejohnke,
    • 4 replies
    • 1.5k views

  2. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com,
    • 9 replies
    • 5.8k views

  3. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 914 views

  4. SHNEC Contribution and ACP testing

    By justatester,
    • 6 replies
    • 1.6k views

  5. Flexible Match Notice not needed for first year?

    By BG5150,
    • 3 replies
    • 919 views

  6. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO,   
    • 1 reply
    • 1.2k views

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

    By D Lewis,
    • 7 replies
    • 1.4k views

  8. new plan credit for small employers clarification needed

    By Tom,
    • 5 replies
    • 2k views
    • Tom
    • Tom

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

    By Vlad401k,
    • 2 replies
    • 1.6k views

  10. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath,
    • 2 replies
    • 1.2k views

  11. 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
    • 649 views

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

    By Peter Gulia,   
    • 4 replies
    • 972 views

  13. Entry date for rehired employee in new plan

    By drakecohen,
    • 2 replies
    • 1.4k views

  14. Related Company and Compensation for ADP Test

    By Tom,
    • 1 reply
    • 980 views

  15. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 3k views

  16. Addition of investment alternative - advance notice requirement?

    By Belgarath,
    • 3 replies
    • 1.3k views

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

    By Santo Gold,
    • 13 replies
    • 7k views

  18. Prior year testing Question

    By PaulL,
    • 4 replies
    • 1.3k views
    • Bri
    • Bri

  19. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.9k views

  20. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 4.2k views

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

    By Kansas401k,
    • 13 replies
    • 2.1k views

  22. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 730 views

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

    By Matt RPS,
    • 5 replies
    • 3k views

  24. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 998 views

  25. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 2.3k views

  26. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 1.2k views

  27. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 2.5k views

  28. Eligibility Question

    By Below Ground,
    • 3 replies
    • 784 views

  29. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 1.2k views

  30. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 2 replies
    • 991 views

  32. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 671 views

  33. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 610 views

  34. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 2k views

  35. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 646 views

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

    By WCC,
    • 3 replies
    • 939 views

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

    By joef,
    • 11 replies
    • 8.5k views

  38. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 680 views
    • Tom
    • Tom

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

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

  40. Missed Deferral Opportunity

    By Gilmore,
    • 4 replies
    • 1.9k views
    • Bri
    • Bri

  41. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 2.1k views

  42. Early Entry

    By Inquiring Mind,
    • 3 replies
    • 1.2k views
    • Bri
    • Bri

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.7k views

  44. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 1.3k views

  45. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.8k views

  46. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 1.2k views

  47. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 4.5k views

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

    By 401king,
    • 3 replies
    • 1k views

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

    By D Lewis,
    • 5 replies
    • 2.1k views

  50. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 887 views
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