401(k) Plans

17,890 topics in this forum

1. Unbeknownst SEP-IRA by affiliated service group member

   By J Simmons, December 30, 2021
   • 5 replies
   • 1.1k views
   • 
   • shERPA
   • January 6, 2022

2. Successor Plan & adoption vs effective date

   By TPApril, 4 hours ago
   • 0 replies
   • 5 views
   • 
   • TPApril
   • 4 hours ago

3. SECURE 2.0 New Distributable Events

   By Ian, Friday at 09:10 PM
   • 6 replies
   • 202 views
   • 
   • AMDG
   • 13 hours ago

4. SECURE 2.0 Deduction for Roth employer contributions

   By Ian, Friday at 02:23 PM
   • 9 replies
   • 262 views
   • 
   • FPGuy
   • 13 hours ago

5. ROBS funding source

   By Henry Zephyr, Saturday at 06:46 AM
   • 1 reply
   • 100 views
   • 
   • Lou S.
   • 15 hours ago

6. Vesting Schedule with Merging Plans

   By 401kAllTheWay, Saturday at 12:38 AM
   • 1 reply
   • 53 views
   • 
   • Lou S.
   • 15 hours ago

7. Employment contract - just poor wording or a larger problem

   By Kansas401k, January 24
   • 11 replies
   • 260 views
   • 
   • QDROphile
   • Thursday at 08:30 PM

8. Secure 2.0 Section 603 - striking subparagraph (c)

   By WCC, Wednesday at 05:08 PM
   • 3 replies
   • 151 views
   • 
   • Lois Baker
   • Thursday at 05:30 PM

9. DOL VFCP Marketing Letter

   By austin3515, Wednesday at 12:33 PM
   • 8 replies
   • 276 views
   • 
   • austin3515
   • Wednesday at 06:31 PM

10. Employee Retention Credit

    By AlbanyConsultant, Wednesday at 05:56 PM
    • 0 replies
    • 48 views
    • 
    • AlbanyConsultant
    • Wednesday at 05:56 PM

11. SECURE 2.0 317: Retroactive 1st year deferral for Sole Prop

    By joef, January 21
    • 11 replies
    • 227 views
    • 
    • joef
    • January 25

12. Secure 2.0 new plan start-up credit

    By Tom, January 24
    • 0 replies
    • 67 views
    • 
    • Tom
    • January 24

13. Catch-up and 415 Limit for participant who participates in two 401(k) plans sponsored by unrelated entities

    By Will.I.Am, January 23
    • 1 reply
    • 153 views
    • 
    • Lou S.
    • January 23

14. Missed Deferral Opportunity

    By Gilmore, December 14, 2019
    • 4 replies
    • 961 views
    • 
    • Bri
    • January 23

15. Solo to General 401(k) Plan?

    By TPApril, January 13
    • 12 replies
    • 292 views
    • 
    • Peter Gulia
    • January 22

16. Early Entry

    By Inquiring Mind, January 17
    • 3 replies
    • 157 views
    • 
    • Bri
    • January 20

17. SECURE 2.0 - Mandatory Auto Enrollment for New 401(k) Plans (What is considered "new"?)

    By youngbenefitslawyer, January 10
    • 9 replies
    • 286 views
    • 
    • Peter Gulia
    • January 20

18. One-time irrevocable election not to participate

    By Rg, January 12
    • 3 replies
    • 179 views
    • 
    • Lou S.
    • January 19

19. Protected Benefit - Definition of Disability

    By 52626, January 10
    • 3 replies
    • 195 views
    • 
    • KEC79
    • January 18

20. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy, January 16
    • 4 replies
    • 158 views
    • 
    • Patricia Neal Jensen
    • January 18

21. Forfeiture Before 5 Years

    By EBECatty, January 6
    • 10 replies
    • 296 views
    • 
    • EBECatty
    • January 18

22. Cycle 3 Discretionary Match - When is the first notice due?

    By 401king, January 17
    • 3 replies
    • 175 views
    • 
    • RatherBeGolfing
    • January 17

23. Participant died after cash distribution processed - no longer needed

    By D Lewis, January 12
    • 5 replies
    • 311 views
    • 
    • bito'money
    • January 17

24. Am I the only one? 1 2

    By austin3515, January 11
    • 46 replies
    • 1.1k views
    • 
    • Riley Britton
    • January 17

25. Canadian Company Becoming Parent and Sponsor

    By Plan Doc, January 15
    • 2 replies
    • 118 views
    • 
    • Plan Doc
    • January 17