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401(k) Plans

19,489 topics in this forum

  1. Annual Addition limits

    By ratherbereading,
    • 1 reply
    • 901 views

  2. 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
    • 1.5k views

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

    By dragondon,
    • 6 replies
    • 1.6k views

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

    By dragondon,
    • 1 reply
    • 754 views

  5. Rehires and vesting

    By ejohnke,
    • 3 replies
    • 2.7k views

  6. Change Eligibility Requirements Temporarily?

    By Lucky32,
    • 2 replies
    • 905 views

  7. SMM needed for change in Trustees?

    By Diane Thompson,
    • 4 replies
    • 2.1k views

  8. Special Participation Date- PS Eligibility

    By Coleboy1,
    • 7 replies
    • 1.2k views

  9. Severance Pay

    By ratherbereading,
    • 3 replies
    • 1.4k views

  10. safe harbor match - compensation period

    By Tom,
    • 3 replies
    • 957 views

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

    By TPApril,
    • 1 reply
    • 572 views

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

    By Jakyasar,
    • 4 replies
    • 1.1k views

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

    By Tom,
    • 2 replies
    • 1.2k views

  14. 5-Year Rule on Roth, Beneficiary distributions

    By 401king,
    • 2 replies
    • 1.1k views

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

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

  16. Zero Compensation

    By Buckeye,
    • 10 replies
    • 3k views

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

    By rblum50,
    • 2 replies
    • 681 views

  18. Employer Securities & Participating Employer

    By L. S.,   
    • 3 replies
    • 3.2k views

  19. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 1.3k views

  20. retroactive vesting increase

    By Pixie,   
    • 4 replies
    • 2k views

  21. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 1.1k views

  22. First RMD due

    By ratherbereading,   
    • 4 replies
    • 822 views

  23. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 1.1k views

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

    By dragondon,
    • 4 replies
    • 886 views

  25. Qualified birth under SECURE - withholding question

    By bzorc,
    • 3 replies
    • 830 views

  26. Trust ID - SS-4

    By Lou81,
    • 2 replies
    • 1k views

  27. In-Service Distribution

    By FishOn,
    • 8 replies
    • 2.5k views

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

    By Peter Gulia,   
    • 2 replies
    • 591 views

  29. Open Enrollment

    By 401Karina,
    • 1 reply
    • 609 views

  30. to general test or not

    By Jakyasar,
    • 3 replies
    • 1.2k views

  31. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 2k views

  32. rollover of deceased owner's account to spouse

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  33. Brokerage accounts setup under Employer EIN

    By BG5150,
    • 6 replies
    • 2.9k views

  34. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 983 views

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

    By Peter Gulia,   
    • 1 reply
    • 664 views

  36. Flexible Discretionary Match notice requirement

    By R. Scott,
    • 1 reply
    • 762 views

  37. contribution in error

    By 52626,
    • 2 replies
    • 965 views

  38. Retirement Age on the plan

    By dragondon,
    • 16 replies
    • 3k views

  39. Safe Harbor mid year

    By 401kay,
    • 2 replies
    • 1.1k views

  40. Safe Harbor and ADP testing

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

  41. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 693 views

  42. ADP test for fiscal year plan: use leftover catchup from previous calendar year?

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

  43. eligibiltiy for rehire

    By Lou81,
    • 6 replies
    • 1.1k views
    • Bri
    • Bri

  44. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 968 views
    • krw
    • krw

  45. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 2.6k views

  46. Start-up (sort of?) 401(k) Plan

    By truphao,
    • 4 replies
    • 832 views

  47. New 401(k) Plan effective 1/1/2023

    By hsctpa,
    • 1 reply
    • 525 views

  48. In plan Roth Transfer and in Plan Roth Rollover 1099 code(s)

    By Bob Demontigny,
    • 1 reply
    • 1.2k views

  49. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 2.6k views

  50. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 855 views
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