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401(k) Plans

19,450 topics in this forum

  1. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1.1k views

  2. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 18 replies
    • 1.8k views

  4. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 647 views

  5. ReHired account balance

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

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

    By anxious,
    • 2 replies
    • 792 views

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

    By Peter Gulia,
    • 7 replies
    • 1k views

  8. 945 withholding for 2021

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

  9. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 999 views

  10. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.4k views

  11. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 775 views

  12. 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
    • 1.2k views

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

    By dragondon,
    • 6 replies
    • 1.5k views

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

    By dragondon,
    • 1 reply
    • 611 views

  15. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.5k views

  16. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 745 views

  17. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 1.8k views

  18. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 956 views

  19. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.2k views

  20. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 829 views

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

    By TPApril,
    • 1 reply
    • 460 views

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

    By Jakyasar,
    • 4 replies
    • 852 views

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

    By Tom,
    • 2 replies
    • 1.1k views

  24. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 985 views

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

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

  26. Zero Compensation

    By Buckeye,
    • 10 replies
    • 2.8k views

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

    By rblum50,
    • 2 replies
    • 500 views

  28. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 2.8k views

  29. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 1.1k views

  30. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 1.8k views

  31. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 948 views

  32. First RMD due

    By ratherbereading,   
    • 4 replies
    • 656 views

  33. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 999 views

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

    By dragondon,
    • 4 replies
    • 775 views

  35. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 736 views

  36. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 863 views

  37. In-Service Distribution

    By FishOn,
    • 8 replies
    • 2.1k views

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

    By Peter Gulia,   
    • 2 replies
    • 477 views

  39. Open Enrollment

    By 401Karina,
    • 1 reply
    • 448 views

  40. to general test or not

    By Jakyasar,
    • 3 replies
    • 992 views

  41. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.9k views

  42. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 928 views

  43. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2.6k views

  44. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 907 views

  45. Must safe-harbor matching or nonelective contributions be withdrawal-restricted.

    By Peter Gulia,   
    • 1 reply
    • 603 views

  46. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 688 views

  47. contribution in error

    By 52626,
    • 2 replies
    • 865 views

  48. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 2.6k views

  49. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 954 views

  50. Safe Harbor and ADP testing

    By ejohnke,
    • 1 reply
    • 745 views
    • Bri
    • Bri
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