401(k) Plans

18,081 topics in this forum

1. Unbeknownst SEP-IRA by affiliated service group member

   By J Simmons, December 30, 2021
   • 5 replies
   • 1.3k views
   • 
   • shERPA
   • January 6, 2022

2. Solo 401k Investments in Startups with Plan Funds

   By dragondon, yesterday at 07:32 PM
   • 6 replies
   • 91 views
   • 
   • ErnieG
   • 2 hours ago

3. Secure 2.0-Roth catchup

   By justatester, 22 hours ago
   • 1 reply
   • 65 views
   • 
   • Lou S.
   • 3 hours ago

4. Coordination of 403(b) and 401(k) Plans

   By truphao, 5 hours ago
   • 4 replies
   • 28 views
   • 
   • CuseFan
   • 4 hours ago

5. 100% Match.... how much can be contributed?

   By Basically, yesterday at 09:39 PM
   • 8 replies
   • 120 views
   • 
   • Basically
   • 5 hours ago

6. hardship grossed up for taxes

   By AlbanyConsultant, May 30
   • 7 replies
   • 290 views
   • 
   • Peter Gulia
   • Yesterday at 07:26 PM

7. entry date - 3 consecutive months of continueous service

   By Lou81, Friday at 02:56 PM   

   • ftwilliam
   • 11 replies
   • 249 views
   • 
   • Roycal
   • Yesterday at 06:36 PM

8. Triple Stacked Match

   By Coleboy1, Thursday at 02:03 PM
   • 2 replies
   • 109 views
   • 
   • Coleboy1
   • Thursday at 03:44 PM

9. Blackout Notice - One Former Employee Missed

   By Flyfish71, May 30
   • 5 replies
   • 233 views
   • 
   • Peter Gulia
   • May 31

10. 5500-SF or 5500-EZ

    By drakecohen, May 30
    • 1 reply
    • 111 views
    • 
    • WDIK
    • May 30

11. Increased Catch-up Limit for ages 60-63 - mandatory?

    By AMDG, May 24
    • 12 replies
    • 368 views
    • 
    • Paul I
    • May 26

12. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon, May 25
    • 7 replies
    • 154 views
    • 
    • Mr Bagwell
    • May 26

13. Life Insurance Policy

    By Coleboy1, May 18
    • 11 replies
    • 228 views
    • 
    • Bill Presson
    • May 26

14. Long-Term PArt-Time Employees 1 2

    By austin3515, May 22
    • 26 replies
    • 514 views
    • 
    • Paul I
    • May 25

15. BRF Testing for this Match formula

    By 30Rock, June 23, 2011
    • 11 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • May 25

16. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026, May 24
    • 4 replies
    • 97 views
    • 
    • Paul I
    • May 25

17. 401k Loan Question

    By bluehavana2, May 17
    • 11 replies
    • 212 views
    • 
    • BG5150
    • May 24

18. Profit Sharing Amendments

    By dragondon, May 23
    • 3 replies
    • 97 views
    • 
    • BG5150
    • May 24

19. Is there a common practice for the threshold of HCE's and when you should think about Top Heavy

    By dragondon, May 22
    • 5 replies
    • 126 views
    • 
    • BG5150
    • May 24

20. Increased Catch-up Limit for ages 60-63

    By austin3515, May 21
    • 9 replies
    • 316 views
    • 
    • G8Rs
    • May 24

21. Is my one-participant 401(k) out of compliance? I want to terminate it.

    By sify iway, May 23
    • 3 replies
    • 159 views
    • 
    • Bill Presson
    • May 24

22. Barely a participant - Top Heavy Minimum

    By TPApril, May 18
    • 3 replies
    • 116 views
    • 
    • CuseFan
    • May 23

23. Top Heavy plan excludes HCEs, no profit sharing, but what if an HCE is non-key?

    By Tom, May 23
    • 8 replies
    • 146 views
    • 
    • CuseFan
    • May 23

24. Convert QACA Match to Regular SH Match Mid Year

    By austin3515, May 19
    • 5 replies
    • 172 views
    • 
    • Bill Presson
    • May 22

25. Can a Safe Harbor Non Elective Plan still be exempt from testing if they contribute more than 3%?

    By dragondon, May 19
    • 2 replies
    • 246 views
    • 
    • C. B. Zeller
    • May 20