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401(k) Plans

19,467 topics in this forum

  1. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 1.1k views

  2. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.3k views

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

    By Jewels0110,   
    • 5 replies
    • 8.5k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 3.5k views

  5. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 578 views

  6. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 768 views

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

    By Mikerbpm,
    • 1 reply
    • 486 views

  8. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 368 views

  9. Participant or not

    By msmith,
    • 5 replies
    • 774 views

  10. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 1.6k views

  11. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 1.6k views

  12. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 619 views

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

    By drakecohen,
    • 15 replies
    • 2.9k views

  14. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 3.7k views

  15. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 485 views

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

    By dragondon,
    • 3 replies
    • 1k views

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

    By MEP,
    • 5 replies
    • 789 views
    • MEP
    • MEP

  18. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1.2k views

  19. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,
    • 18 replies
    • 1.9k views

  21. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 678 views

  22. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 821 views

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

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  25. 945 withholding for 2021

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

  26. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 1k views

  27. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.4k views

  28. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 839 views

  29. 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
    • 1.4k views

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

    By dragondon,
    • 6 replies
    • 1.5k views

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

    By dragondon,
    • 1 reply
    • 639 views

  32. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.6k views

  33. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 781 views

  34. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 2k views

  35. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 1k views

  36. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.2k views

  37. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 871 views

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

    By TPApril,
    • 1 reply
    • 480 views

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

    By Jakyasar,
    • 4 replies
    • 906 views

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

    By Tom,
    • 2 replies
    • 1.2k views

  41. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 1k views

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

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

  43. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.9k views

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

    By rblum50,
    • 2 replies
    • 535 views

  45. Employer Securities & Participating Employer

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

  46. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 1.2k views

  47. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.8k views

  48. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 993 views

  49. First RMD due

    By ratherbereading,   
    • 4 replies
    • 693 views

  50. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 1k views
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