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401(k) Plans

19,516 topics in this forum

  1. 402(g) Excess When Deferrals Not Deposited

    By OrderOfOps,
    • 2 replies
    • 1.4k views

  2. 1st RMD and plan term same year

    By JulesInCNY,   
    • 2 replies
    • 954 views

  3. SECURE 2.0 Section 603 - another Roth catch-up question

    By WCC,
    • 4 replies
    • 2k views

  4. 1099-R codes for excess deferrals and attributable income that is being distributed 4 years after the excess deferrals

    By Sami Nasser,
    • 2 replies
    • 2.7k views

  5. New CODA Provisions For Existing Profit Sharing Plan

    By Lucky32,
    • 1 reply
    • 834 views

  6. RMD and CARES Act

    By casey72,
    • 1 reply
    • 841 views

  7. Sole-prop - deferral election

    By Jakyasar,
    • 1 reply
    • 671 views

  8. Does a Solo 401(k) plan’s user know she needs a TPA’s help?

    By Peter Gulia,
    • 17 replies
    • 2.7k views

  9. Enrollment Material Deadlines & MDOs - What are the regs?

    By OrderOfOps,
    • 3 replies
    • 965 views

  10. Owners Getting Paid via 1099 & Participating in Plan

    By metsfan026,
    • 12 replies
    • 1.6k views

  11. Considered Compensation from W2

    By ratherbereading,   
    • 5 replies
    • 6.5k views

  12. exclude SOME union employees?

    By AlbanyConsultant,
    • 3 replies
    • 1.3k views

  13. Excluded Employee - Top Heavy

    By Vlad401k,
    • 4 replies
    • 3.4k views

  14. Prevailing wage in a safe harbor 401(k) plan

    By Just Tri,
    • 1 reply
    • 842 views

  15. Indirect ownership

    By MGOAdmin,
    • 0 replies
    • 619 views

  16. 80/120 Rule

    By BPG916,
    • 4 replies
    • 1.3k views

  17. A Real Problem

    By rblum50,
    • 9 replies
    • 1.8k views

  18. Cashing Out Stock Options (Rather than Exercising) and 415 Compensation Definition

    By 401 Chaos,
    • 5 replies
    • 2.4k views

  19. Income Tax Withholding on Elective Deferrals

    By M_2015,
    • 4 replies
    • 5k views

  20. Will recordkeepers be ready to process the saver’s match?

    By Peter Gulia,
    • 5 replies
    • 1.4k views

  21. Contributions and matching after 401(a)(17) limit has been reached?

    By MD-Benefits Guy,
    • 13 replies
    • 5.9k views

  22. Failed 414s test in safe harbor plan

    By 30Rock,
    • 3 replies
    • 1.2k views

  23. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 1.1k views

  24. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 1.8k views

  25. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 828 views

  26. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 1.8k views

  27. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 1.3k views

  28. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 2.6k views

  29. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 2.1k views

  30. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By Vikram Aurora, QPA, QKC,
    • 19 replies
    • 7.3k views

  31. financial advisor buys their client... and is still getting paid

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

  32. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 695 views

  33. After Tax (Mega Roth)

    By 401kWhisperer,
    • 7 replies
    • 2.1k views

  34. Form 5330

    By 52626,
    • 6 replies
    • 1.6k views

  35. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 1.1k views

  36. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 4k views

  37. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 2.7k views

  38. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 1.4k views

  39. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 2.9k views

  40. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 1.1k views

  41. ADP Corrective Distributions and Top Heavy Balances

    By justatester,
    • 1 reply
    • 1k views
    • Bri
    • Bri

  42. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 1.8k views

  43. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 1.5k views

  44. How to Handle Match Formula

    By mming,
    • 2 replies
    • 1.1k views

  45. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 1.3k views

  46. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 2.5k views

  47. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 1.4k views

  48. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 627 views

  49. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 1.2k views

  50. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 1.1k views
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