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401(k) Plans

19,317 topics in this forum

  1. Owners Getting Paid via 1099 & Participating in Plan

    By metsfan026,
    • 5 replies
    • 300 views

  2. exclude SOME union employees?

    By AlbanyConsultant,
    • 3 replies
    • 252 views

  3. Excluded Employee - Top Heavy

    By Vlad401k,
    • 4 replies
    • 296 views

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

    By Just Tri,
    • 1 reply
    • 196 views
    • Bri
    • Bri

  5. Indirect ownership

    By MGOAdmin,
    • 0 replies
    • 166 views

  6. 80/120 Rule

    By BPG916,
    • 4 replies
    • 306 views

  7. A Real Problem

    By rblum50,
    • 9 replies
    • 629 views

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

    By 401 Chaos,
    • 5 replies
    • 1.7k views

  9. Income Tax Withholding on Elective Deferrals

    By M_2015,
    • 4 replies
    • 449 views

  10. Mid-Year Change for 401(k) Safe Harbor

    By Transplant,
    • 3 replies
    • 374 views

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

    By Peter Gulia,
    • 5 replies
    • 308 views

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

    By MD-Benefits Guy,
    • 13 replies
    • 1.5k views

  13. Failed 414s test in safe harbor plan

    By 30Rock,
    • 3 replies
    • 324 views

  14. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 229 views

  15. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 689 views

  16. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 235 views

  17. Considered Compensation from W2

    By ratherbereading,   
    • 3 replies
    • 640 views

  18. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 662 views

  19. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 629 views

  20. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 806 views

  21. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 784 views

  22. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC,
    • 19 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 1 reply
    • 550 views

  24. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 190 views

  25. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 431 views

  26. Form 5330

    By 52626,
    • 6 replies
    • 865 views

  27. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 360 views

  28. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 2.7k views

  29. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 636 views

  30. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 701 views

  31. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 999 views

  32. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 360 views

  33. ADP Corrective Distributions and Top Heavy Balances

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

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

    By Peter Gulia,
    • 7 replies
    • 864 views

  35. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 608 views

  36. How to Handle Match Formula

    By mming,
    • 2 replies
    • 395 views

  37. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 673 views

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

    By OrderOfOps,
    • 4 replies
    • 541 views

  39. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 686 views

  40. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 337 views

  41. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 546 views

  42. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 485 views

  43. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 264 views

  44. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 423 views

  45. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1k views

  46. LTPT

    By thepensionmaven,
    • 0 replies
    • 243 views

  47. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 946 views

  48. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 706 views

  49. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 479 views

  50. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 307 views
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