401(k) Plans

19,275 topics in this forum

1. Mandatory Auto Enrollment Effective Date

   By FishOn, April 15
   • 2 replies
   • 4.5k views
   • 
   • Peter Gulia
   • April 15

2. Question about (QRP) Qualified Replacement Plan investments from terminated DB plan

   By Indiana Joes, April 14
   • 3 replies
   • 1.2k views
   • 
   • Artie M
   • April 15

3. LLC 401K Contribution(s)

   By Nic Pospiech, April 14
   • 2 replies
   • 1k views
   • 
   • Peter Gulia
   • April 14

4. QACA Match - formula not being capped

   By Spencer, April 11
   • 0 replies
   • 521 views
   • 
   • Spencer
   • April 11

5. Hardship Determination

   By metsfan026, April 11
   • 4 replies
   • 1.3k views
   • 
   • Ken Marblestone
   • April 15

6. ERISA Preemption of State Legislation Prohibiting Investments tied to Chinese/Foreign Adversaries

   By ERISAQuestions1234, April 10
   • 1 reply
   • 582 views
   • 
   • Peter Gulia
   • April 10

7. Safe Harbor Plan and Sale/acquisition

   By 30Rock, April 10
   • 10 replies
   • 1.7k views
   • 
   • Belgarath
   • April 14

8. RMD for "of counsel" attorney

   By nancy, April 9
   • 7 replies
   • 1.6k views
   • 
   • david rigby
   • April 14

9. Termination of SH Matching plan to convert to SIMPLE IRA

   By GwenOC, April 8
   • 4 replies
   • 946 views
   • 
   • GwenOC
   • April 15

10. Operational failure of involuntary cash-outs and rollovers

    By 30Rock, April 8
    • 10 replies
    • 1.4k views
    • 
    • 30Rock
    • April 11

11. Safe Harbor plan with discretionary match using flexible discretionary formula

    By R. Butler, April 7
    • 0 replies
    • 494 views
    • 
    • R. Butler
    • April 7

12. Different Matching Contribution For Different Employees Question

    By metsfan026, April 5
    • 6 replies
    • 1.6k views
    • 
    • metsfan026
    • April 11

13. Agent’s fraudulent adoption of 401(k) plan

    By JungRet, April 4
    • 5 replies
    • 1.3k views
    • 
    • Gina Alsdorf
    • April 8

14. SECURE 2.0 amendment

    By Tom, April 4
    • 3 replies
    • 1.2k views
    • 
    • Paul I
    • April 7

15. 401k Participant Loan repayments greater than the loan schedule.

    By ScottCPFA, April 4
    • 4 replies
    • 1.6k views
    • 
    • ScottCPFA
    • April 14

16. Good wholistic books about retirement planning?

    By Mleech, April 3
    • 2 replies
    • 1k views
    • 
    • eRIZZa
    • May 1

17. Money purchase pension assets in top heavy testing

    By Mleech, April 3
    • 3 replies
    • 630 views
    • 
    • ESOP Guy
    • April 3

18. Aggressive Discretionary Matching Formula

    By metsfan026, April 2
    • 7 replies
    • 1k views
    • 
    • metsfan026
    • April 4

19. Flexible Discretionary Match Formula

    By Transplant, April 1
    • 1 reply
    • 543 views
    • 
    • Paul I
    • April 1

20. For the automatic-contribution requirement, what is the employer?

    By Peter Gulia, March 29
    • 4 replies
    • 551 views
    • 
    • Peter Gulia
    • March 30

21. Discretionary Matching Contribution Question

    By metsfan026, March 29
    • 4 replies
    • 742 views
    • 
    • metsfan026
    • April 1

22. Controlled Group Spreadsheet

    By aleallie, March 29
    • 0 replies
    • 438 views
    • 
    • aleallie
    • March 29

23. S-Corp, W-2, 401k and match deposits

    By LMK TPA, March 28
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • March 29

24. Different vesting schedules

    By 30Rock, March 28
    • 5 replies
    • 1.2k views
    • 
    • 30Rock
    • March 29

25. Plan Document Restatements - Solo 401(k) Plans

    By metsfan026, March 27
    • 2 replies
    • 618 views
    • 
    • AlbanyConsultant
    • March 28

26. New VFCP Program - Poll on Anticipated Use

    By austin3515, March 27
    • 0 replies
    • 555 views
    • 
    • austin3515
    • March 27

27. 'Prefunding' Profit Sharing Contributions

    By 0AMatt, March 27   

    • profit sharing
    • correction
    • 6 replies
    • 989 views
    • 
    • Paul I
    • March 28

28. Spousal Consent and Power of Attorney

    By ejohnke, March 26
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 28

29. Enhanced safe harbor match rules

    By Tom, March 26
    • 2 replies
    • 1.1k views
    • 
    • Tom
    • March 31

30. True-up Timing - BRF Issue?

    By BTG, March 26
    • 5 replies
    • 977 views
    • 
    • Paul I
    • March 27

31. Four Step SSI

    By Kattdogg12, March 25
    • 6 replies
    • 988 views
    • 
    • Dave Baker
    • April 29

32. Integrated Profit Sharing

    By ratherbereading, March 25
    • 2 replies
    • 478 views
    • 
    • ratherbereading
    • March 25

33. Top heavy contribution for key employee

    By cathyw, March 24
    • 11 replies
    • 1.5k views
    • 
    • Paul I
    • March 26

34. Long-term, Part-time for plan that excludes PT

    By Tom, March 24
    • 4 replies
    • 923 views
    • 
    • Peter Gulia
    • March 25

35. small SH due to paid-out participant

    By AlbanyConsultant, March 20
    • 3 replies
    • 626 views
    • 
    • Peter Gulia
    • March 21

36. Avoiding the Top-Heavy Mininum - Cash Flow Constraints

    By austin3515, March 19
    • 2 replies
    • 759 views
    • 
    • austin3515
    • March 19

37. Missing participant records

    By 30Rock, March 19
    • 3 replies
    • 1.1k views
    • 
    • 30Rock
    • March 19

38. Form 5500-EZ - Correction Program

    By metsfan026, March 18
    • 3 replies
    • 852 views
    • 
    • Paul I
    • March 18

39. Section 404 and Non-Profit

    By Guest_Question, March 17
    • 1 reply
    • 521 views
    • 
    • CuseFan
    • March 17

40. QACA True-Ups - Are The Mandatory?

    By metsfan026, March 14
    • 0 replies
    • 450 views
    • 
    • metsfan026
    • March 14

41. Are the LTPT employees required to be provided SH and/or PS

    By Jakyasar, March 13
    • 1 reply
    • 525 views
    • 
    • Bri
    • March 14

42. Rehire Eligibility in a Multiple Employer Plan (MEP)

    By JenniferOhio, March 13
    • 2 replies
    • 688 views
    • 
    • JenniferOhio
    • March 18

43. Roth conversions

    By austin3515, March 13
    • 1 reply
    • 517 views
    • 
    • Paul I
    • March 13

44. Buy Back to Restored forfeiture after rehired- ROTH 401K

    By Panda, March 13
    • 0 replies
    • 533 views
    • 
    • Panda
    • March 13

45. Form 8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation

    By Planit 401k, March 12
    • 0 replies
    • 859 views
    • 
    • Planit 401k
    • March 12

46. Profit Sharing funding deadline

    By Pixie, March 12
    • 2 replies
    • 501 views
    • 
    • truphao
    • March 13

47. Timing of 3% Non Elective

    By JROB, March 12
    • 1 reply
    • 871 views
    • 
    • Paul I
    • March 12

48. Investment structure change - protected benefit or not?

    By Tom, March 12
    • 2 replies
    • 667 views
    • 
    • Paul I
    • March 12

49. Compensation Used for Safe Harbor Match

    By metsfan026, March 10
    • 3 replies
    • 760 views
    • 
    • jsample
    • March 11

50. Application of the 25% profit sharing rule

    By Mleech, March 10   

    • profit sharing
    • safe harbor
    • 3 replies
    • 2.8k views
    • 
    • jsample
    • March 11