Jump to content

401(k) Plans

19,499 topics in this forum

  1. Prior year testing Question

    By PaulL,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

  2. Retroactive amendment for discretionary match to include true up

    By karl,
    • 3 replies
    • 1.8k views

  3. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 4k views

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

    By Kansas401k,
    • 13 replies
    • 1.9k views

  5. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 643 views

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

    By Matt RPS,
    • 5 replies
    • 2.8k views

  7. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 945 views

  8. 1099R - Code 1 USed but Participant is Disabled

    By austin3515,
    • 4 replies
    • 2.2k views

  9. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 1.2k views

  10. Each in own group / No Allocation Conditions

    By austin3515,
    • 12 replies
    • 2.4k views

  11. Eligibility Question

    By Below Ground,
    • 3 replies
    • 660 views

  12. ADP/ACP Test

    By Lou81,   
    • 2 replies
    • 1.1k views

  13. late deferral deposit correction

    By Tom,
    • 4 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 2 replies
    • 942 views

  15. Is this an ASG?

    By DDB BN,
    • 1 reply
    • 636 views

  16. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 576 views

  17. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 2k views

  18. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 603 views

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

    By WCC,
    • 3 replies
    • 864 views

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

    By joef,
    • 11 replies
    • 8.3k views

  21. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 618 views
    • Tom
    • Tom

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

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

  23. Missed Deferral Opportunity

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

  24. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 2k views

  25. Early Entry

    By Inquiring Mind,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.6k views

  27. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 1.3k views

  28. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.8k views

  29. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 1.1k views

  30. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 4.3k views

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

    By 401king,
    • 3 replies
    • 924 views

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

    By D Lewis,
    • 5 replies
    • 2k views

  33. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 857 views

  34. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 1.1k views

  35. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 1.4k views

  36. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.5k views

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

    By Jewels0110,   
    • 5 replies
    • 8.9k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 4k views

  39. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 806 views

  40. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 1k views

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

    By Mikerbpm,
    • 1 reply
    • 600 views

  42. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 430 views

  43. Participant or not

    By msmith,
    • 5 replies
    • 980 views

  44. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.9k views

  45. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.8k views

  46. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 807 views

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

    By drakecohen,
    • 15 replies
    • 3.3k views

  48. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 4.3k views

  49. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 585 views

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

    By dragondon,
    • 3 replies
    • 1.2k views
×
×
  • Create New...