Jump to content

401(k) Plans

19,334 topics in this forum

  1. 402(g) or Excess 415 question on takeover document

    By Bob Demontigny,
    • 3 replies
    • 788 views

  2. Partic elected Roth, company did pre tax--fix?

    By BG5150,
    • 10 replies
    • 1.3k views

  3. 200% of 6% safe harbor match

    By austin3515,
    • 12 replies
    • 1.4k views

  4. Add Profit Sharing to Existing 401(k) Plan with SECURE Act Retroactive Amendment

    By RPP2001,
    • 12 replies
    • 2.3k views

  5. 1-person (+spouse) plan exceptions

    By TPApril,
    • 2 replies
    • 715 views
    • Bird
    • Bird

  6. 401(k) In-Plan Roth rollover (IRR) vs. In-Plan Roth Transfer (IRT)

    By Tom,
    • 1 reply
    • 4.1k views

  7. Controlled Group question

    By Tom,
    • 4 replies
    • 562 views
    • Tom
    • Tom

  8. 401(k) Eve?

    By CuseFan,
    • 8 replies
    • 589 views

  9. Solo 401(k) Mess

    By Chipwood 24,
    • 2 replies
    • 596 views

  10. Insurance Premiums Paid Outside of Plan

    By metsfan026,
    • 15 replies
    • 1.3k views
    • Bird
    • Bird

  11. Carryover of deferral elections to new plan

    By Carol V. Calhoun,
    • 20 replies
    • 3.3k views

  12. 6 Months and 1000 hour requirement for eligibility

    By Coleboy1,
    • 11 replies
    • 4.8k views

  13. Top Heavy and Prevailing wage

    By Jim Chad,
    • 6 replies
    • 847 views

  14. 414s Testing for Safe Harbor Plans

    By justatester,
    • 4 replies
    • 1.4k views

  15. Dual-Qualified Plan In Puerto Rico

    By metsfan026,
    • 6 replies
    • 5.4k views

  16. Termination For Embezzling Money + Profit Sharing

    By metsfan026,
    • 9 replies
    • 1.9k views

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

    By Belgarath,
    • 4 replies
    • 757 views

  18. Electronic signing Plan Documents - RK pushback?

    By Kac1214,
    • 15 replies
    • 2k views

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

    By JHalligan,
    • 1 reply
    • 347 views

  20. Family Attribution Rules - Grandkids

    By metsfan026,
    • 5 replies
    • 2.6k views

  21. Participant Moves from one Location to Another

    By Coleboy1,
    • 11 replies
    • 1.5k views

  22. Lifetime Income illustrations

    By Micheleciz,
    • 22 replies
    • 2k views

  23. In-Law Attribution

    By EBECatty,
    • 3 replies
    • 621 views

  24. Solo 401(k)

    By Dobber,
    • 3 replies
    • 818 views

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

    By 401kay,
    • 7 replies
    • 1.1k views

  26. Fiscal plan deferral limit

    By Jakyasar,
    • 3 replies
    • 847 views

  27. Participant wants to change distribution election

    By Ananda,
    • 10 replies
    • 2.5k views

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

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

  29. Changing QACA percentage mid-year

    By cpc0506,
    • 0 replies
    • 358 views

  30. Terminating plan with forfeitures

    By RatherBeGolfing,
    • 6 replies
    • 730 views

  31. Potential 414(s) failure

    By R. Butler,
    • 3 replies
    • 689 views

  32. Normal retirement: service vs participation years for vesting

    By pmacduff,
    • 5 replies
    • 1.5k views

  33. Limiting loan amount and repayment period

    By cpc0506,
    • 5 replies
    • 842 views

  34. 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
    • 631 views

  35. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 819 views

  36. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 870 views
    • JRN
    • JRN

  37. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 848 views

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

    By karl,
    • 13 replies
    • 2.2k views

  39. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 1.6k views
    • Bri
    • Bri

  40. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 2.4k views

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

    By KJJ-TPA,
    • 3 replies
    • 609 views

  42. 401k match contributions condition

    By Santo Gold,
    • 8 replies
    • 1.2k views

  43. Deferrals based on clawed-back bonus

    By HCE,
    • 4 replies
    • 1.3k views
    • HCE
    • HCE

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

    By AlbanyConsultant,
    • 4 replies
    • 971 views

  45. Payroll Setup - Settlor expense?

    By khn,
    • 2 replies
    • 1k views

  46. Lifetime Income Disclosure - owner only plans

    By Tom,
    • 14 replies
    • 1.9k views

  47. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA,
    • 2 replies
    • 793 views

  48. PPP Loan Forgiveness & SE Income

    By EBECatty,
    • 10 replies
    • 3.1k views

  49. 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

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

    By metsfan026,
    • 17 replies
    • 4.9k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept