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401(k) Plans

19,489 topics in this forum

  1. Net Unrealized Appreciation (partial rollover)

    By Dobber,
    • 2 replies
    • 2.4k views

  2. Solo 401k 5500-EZ filed through IRS relief program still subject to DOL penalties?

    By ChevChase,
    • 2 replies
    • 1k views

  3. 415 Compensation / HCE Determination

    By austin3515,
    • 3 replies
    • 843 views

  4. Contribution up to 100 % of comp?

    By SSRRS,
    • 8 replies
    • 1.3k views

  5. Refinancing Participant Loans

    By Cobras59,
    • 1 reply
    • 805 views

  6. ROBS plan - what is different?

    By R. Scott,
    • 10 replies
    • 4k views

  7. Controlled Group - Husband & Wife

    By metsfan026,
    • 3 replies
    • 1.1k views

  8. 402(g) or Excess 415 question on takeover document

    By Bob Demontigny,
    • 3 replies
    • 1.1k views

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

    By BG5150,
    • 10 replies
    • 1.8k views

  10. 200% of 6% safe harbor match

    By austin3515,
    • 12 replies
    • 1.9k views

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

    By RPP2001,
    • 12 replies
    • 3.1k views

  12. 1-person (+spouse) plan exceptions

    By TPApril,
    • 2 replies
    • 1.1k views
    • Bird
    • Bird

  13. 401(k) In-Plan Roth rollover (IRR) vs. In-Plan Roth Transfer (IRT)

    By Tom,
    • 1 reply
    • 5.1k views

  14. Controlled Group question

    By Tom,
    • 4 replies
    • 886 views
    • Tom
    • Tom

  15. 401(k) Eve?

    By CuseFan,
    • 8 replies
    • 994 views

  16. Solo 401(k) Mess

    By Chipwood 24,
    • 2 replies
    • 850 views

  17. Insurance Premiums Paid Outside of Plan

    By metsfan026,
    • 15 replies
    • 1.9k views
    • Bird
    • Bird

  18. Carryover of deferral elections to new plan

    By Carol V. Calhoun,
    • 20 replies
    • 4.7k views

  19. 6 Months and 1000 hour requirement for eligibility

    By Coleboy1,
    • 11 replies
    • 6.3k views

  20. Top Heavy and Prevailing wage

    By Jim Chad,
    • 6 replies
    • 1.3k views

  21. 414s Testing for Safe Harbor Plans

    By justatester,
    • 4 replies
    • 1.9k views

  22. Dual-Qualified Plan In Puerto Rico

    By metsfan026,
    • 6 replies
    • 7.1k views

  23. Termination For Embezzling Money + Profit Sharing

    By metsfan026,
    • 9 replies
    • 2.7k views

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

    By Belgarath,
    • 4 replies
    • 984 views

  25. Electronic signing Plan Documents - RK pushback?

    By Kac1214,
    • 15 replies
    • 2.8k views

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

    By JHalligan,
    • 1 reply
    • 507 views

  27. Family Attribution Rules - Grandkids

    By metsfan026,
    • 5 replies
    • 3.7k views

  28. Participant Moves from one Location to Another

    By Coleboy1,
    • 11 replies
    • 2.1k views

  29. Lifetime Income illustrations

    By Micheleciz,
    • 22 replies
    • 2.8k views

  30. In-Law Attribution

    By EBECatty,
    • 3 replies
    • 882 views

  31. Solo 401(k)

    By Dobber,
    • 3 replies
    • 1.1k views

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

    By 401kay,
    • 7 replies
    • 1.5k views

  33. Fiscal plan deferral limit

    By Jakyasar,
    • 3 replies
    • 1.3k views

  34. Participant wants to change distribution election

    By Ananda,
    • 10 replies
    • 3.4k views

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

    By R. Butler,
    • 4 replies
    • 1.5k views

  36. Changing QACA percentage mid-year

    By cpc0506,
    • 0 replies
    • 545 views

  37. Terminating plan with forfeitures

    By RatherBeGolfing,
    • 6 replies
    • 1.1k views

  38. Potential 414(s) failure

    By R. Butler,
    • 3 replies
    • 1.1k views

  39. Normal retirement: service vs participation years for vesting

    By pmacduff,
    • 5 replies
    • 2k views

  40. Limiting loan amount and repayment period

    By cpc0506,
    • 5 replies
    • 1.2k views

  41. 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
    • 937 views

  42. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 1.3k views

  43. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 1.1k views
    • JRN
    • JRN

  44. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 1.3k views

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

    By karl,
    • 13 replies
    • 3.1k views

  46. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 2.2k views
    • Bri
    • Bri

  47. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 3.5k views

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

    By KJJ-TPA,
    • 3 replies
    • 913 views

  49. 401k match contributions condition

    By Santo Gold,
    • 8 replies
    • 1.7k views

  50. Deferrals based on clawed-back bonus

    By HCE,
    • 4 replies
    • 1.9k views
    • HCE
    • HCE
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