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401(k) Plans

19,275 topics in this forum

  1. 6 Months and 1000 hour requirement for eligibility

    By Coleboy1,
    • 11 replies
    • 4.3k views

  2. Top Heavy and Prevailing wage

    By Jim Chad,
    • 6 replies
    • 772 views

  3. 414s Testing for Safe Harbor Plans

    By justatester,
    • 4 replies
    • 1.1k views

  4. Dual-Qualified Plan In Puerto Rico

    By metsfan026,
    • 6 replies
    • 4.8k views

  5. Termination For Embezzling Money + Profit Sharing

    By metsfan026,
    • 9 replies
    • 1.7k views

  6. Does corporate resolution to make a discretionary contribution create legal obligation to do so?

    By Belgarath,
    • 4 replies
    • 713 views

  7. Electronic signing Plan Documents - RK pushback?

    By Kac1214,
    • 15 replies
    • 1.7k views

  8. Safe Harbor to fix Top-Heavy (9/30 plan year end)

    By JHalligan,
    • 1 reply
    • 330 views

  9. Family Attribution Rules - Grandkids

    By metsfan026,
    • 5 replies
    • 2.2k views

  10. Participant Moves from one Location to Another

    By Coleboy1,
    • 11 replies
    • 1.4k views

  11. Lifetime Income illustrations

    By Micheleciz,
    • 22 replies
    • 2k views

  12. In-Law Attribution

    By EBECatty,
    • 3 replies
    • 559 views

  13. Solo 401(k)

    By Dobber,
    • 3 replies
    • 770 views

  14. Plan doc allows for provisions, but no service provider offers it

    By 401kay,
    • 7 replies
    • 1.1k views

  15. Fiscal plan deferral limit

    By Jakyasar,
    • 3 replies
    • 818 views

  16. Participant wants to change distribution election

    By Ananda,
    • 10 replies
    • 2.2k views

  17. Safe Harbor plan exclude some HCEs, but not all

    By R. Butler,
    • 4 replies
    • 1.2k views

  18. Changing QACA percentage mid-year

    By cpc0506,
    • 0 replies
    • 336 views

  19. Terminating plan with forfeitures

    By RatherBeGolfing,
    • 6 replies
    • 693 views

  20. Potential 414(s) failure

    By R. Butler,
    • 3 replies
    • 628 views

  21. Normal retirement: service vs participation years for vesting

    By pmacduff,
    • 5 replies
    • 1.4k views

  22. Limiting loan amount and repayment period

    By cpc0506,
    • 5 replies
    • 801 views

  23. QNEC, Already contributed $20,500 limit to 401K; Turned 50 years old in March 2022, will QNEC count towards Catch-Up Limit?

    By Rita,
    • 2 replies
    • 573 views

  24. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 678 views

  25. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 836 views
    • JRN
    • JRN

  26. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 794 views

  27. Roth Rollover to Plan that doesn't have Roth

    By karl,
    • 13 replies
    • 1.9k views

  28. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 1.4k views
    • Bri
    • Bri

  29. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 2k views

  30. Plan 002 with an Earlier Effective Date than Plan 001

    By KJJ-TPA,
    • 3 replies
    • 574 views

  31. 401k match contributions condition

    By Santo Gold,
    • 8 replies
    • 1.1k views

  32. Deferrals based on clawed-back bonus

    By HCE,
    • 4 replies
    • 1.2k views
    • HCE
    • HCE

  33. participant under 72 dies, beneficiary is over 72 - RMD?

    By AlbanyConsultant,
    • 4 replies
    • 932 views

  34. Payroll Setup - Settlor expense?

    By khn,
    • 2 replies
    • 963 views

  35. Lifetime Income Disclosure - owner only plans

    By Tom,
    • 14 replies
    • 1.7k views

  36. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA,
    • 2 replies
    • 743 views

  37. PPP Loan Forgiveness & SE Income

    By EBECatty,
    • 10 replies
    • 3k views

  38. Permissively aggregating 403(b) Plan with a 401(a) Plan for top heavy testing of the 401(a) Plan?

    By Belgarath,
    • 4 replies
    • 1.1k views

  39. Is Spousal Consent Required for All Distributions From A DC Plan?

    By metsfan026,
    • 17 replies
    • 4.3k views

  40. When do catch-ups occur?

    By gc@chimentowebb.com,
    • 7 replies
    • 935 views

  41. New to Voluntary Contributions

    By thepensionmaven,
    • 9 replies
    • 995 views

  42. Setting up a new plan for 2021 - missed the SH deadline, correct?

    By Jakyasar,
    • 13 replies
    • 1.5k views

  43. Can I invest my 401k in my hedge fund?

    By Jakyasar,
    • 7 replies
    • 2.6k views

  44. Deleted - inadvertent duplicate

    By Belgarath,
    • 0 replies
    • 170 views

  45. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 1.3k views

  46. Ineligible Participants Allowed To Defer

    By metsfan026,
    • 7 replies
    • 1.8k views

  47. Termination Prior to Entry Date, but Compensation after Entry Date

    By kevind2010,
    • 14 replies
    • 4.1k views

  48. Establishing a PS only plan after plan year ends

    By cpc0506,
    • 1 reply
    • 432 views

  49. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 726 views

  50. Long term part time employees

    By Belgarath,
    • 10 replies
    • 1.6k views
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