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401(k) Plans

19,526 topics in this forum

  1. Solo to General 401(k) Plan?

    By TPApril,
    • 12 replies
    • 2.3k views

  2. Early Entry

    By Inquiring Mind,
    • 3 replies
    • 1.2k views
    • Bri
    • Bri

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

    By youngbenefitslawyer,
    • 9 replies
    • 2.8k views

  4. One-time irrevocable election not to participate

    By Rg,
    • 3 replies
    • 1.4k views

  5. Protected Benefit - Definition of Disability

    By 52626,
    • 3 replies
    • 1.9k views

  6. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy,
    • 4 replies
    • 1.3k views

  7. Forfeiture Before 5 Years

    By EBECatty,
    • 10 replies
    • 4.6k views

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

    By 401king,
    • 3 replies
    • 1.1k views

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

    By D Lewis,
    • 5 replies
    • 2.2k views

  10. Canadian Company Becoming Parent and Sponsor

    By Plan Doc,
    • 2 replies
    • 947 views

  11. Plan entry for a rehire

    By Ajillity,
    • 5 replies
    • 1.2k views

  12. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 1.5k views

  13. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.6k views

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

    By Jewels0110,   
    • 5 replies
    • 9.3k views
    • WCC
    • WCC

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

    By justanotheradmin,
    • 12 replies
    • 4.3k views

  16. Acquisitions with a SIMPLE and a 401k

    By Kac1214,
    • 2 replies
    • 910 views

  17. Real Estate deposits in a 401(k)

    By Inquiring Mind,
    • 3 replies
    • 1.1k views

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

    By Mikerbpm,
    • 1 reply
    • 788 views

  19. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 520 views

  20. Participant or not

    By msmith,
    • 5 replies
    • 1.1k views

  21. Facts & Circumstances Hardship under audit

    By BG5150,
    • 5 replies
    • 2.2k views

  22. 415(c) limit and catch up

    By drakecohen,
    • 7 replies
    • 2.1k views

  23. Earnings on a Corrected Profit Sharing Contribution

    By ac,
    • 2 replies
    • 863 views

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

    By drakecohen,
    • 15 replies
    • 3.5k views

  25. New HArdship Self Certification

    By austin3515,
    • 17 replies
    • 4.7k views

  26. Eligibility service requirements cut off

    By dragondon,
    • 1 reply
    • 664 views

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

    By dragondon,
    • 3 replies
    • 1.3k views

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

    By MEP,
    • 5 replies
    • 1.2k views
    • MEP
    • MEP

  29. Assets Held for Investment requested by Participant

    By cheersmate,
    • 3 replies
    • 1.4k views

  30. Forfeiture Account for Terminated Plan

    By metsfan026,
    • 5 replies
    • 1.7k views

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

    By Peter Gulia,
    • 18 replies
    • 2.6k views

  32. QNEC and QMAC

    By dragondon,
    • 3 replies
    • 1k views

  33. ReHired account balance

    By 401Karina,
    • 2 replies
    • 1.1k views
    • Bri
    • Bri

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

    By anxious,
    • 2 replies
    • 1k views

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

    By Peter Gulia,
    • 7 replies
    • 1.5k views

  36. 945 withholding for 2021

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

  37. Top Heavy and Gateway Minimum

    By ConnieStorer,
    • 3 replies
    • 1.2k views

  38. New Withholding Rules Requiring W4R?

    By austin3515,
    • 2 replies
    • 1.7k views

  39. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 1k views

  40. 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
    • 1.8k views

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

    By dragondon,
    • 6 replies
    • 1.9k views

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

    By dragondon,
    • 1 reply
    • 916 views

  43. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 3.3k views

  44. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 1.1k views

  45. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 2.4k views

  46. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 1.4k views

  47. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.6k views

  48. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 775 views

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

    By Jakyasar,
    • 4 replies
    • 1.3k views
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