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401(k) Plans

19,332 topics in this forum

  1. Safe Harbor Plan - Exclude HCEs beginning of the year

    By Vlad401k,
    • 2 replies
    • 142 views

  2. How do Conversions work? In extremely granular detail.

    By friedliver,
    • 6 replies
    • 453 views

  3. Correcting a plan limit failure with Roth + pre-tax ED

    By roy819,
    • 8 replies
    • 426 views
    • Bri
    • Bri

  4. switching from 5500-SF to full 5500

    By Pixie,
    • 1 reply
    • 203 views

  5. Can Husband / Wife with separate businesses (no employees) set up 1 plan

    By DDB BN,
    • 10 replies
    • 771 views

  6. 402(g) Excess When Deferrals Not Deposited

    By OrderOfOps,
    • 2 replies
    • 315 views

  7. 1st RMD and plan term same year

    By JulesInCNY,   
    • 2 replies
    • 267 views

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

    By WCC,
    • 4 replies
    • 766 views

  9. 1099-R codes for excess deferrals and attributable income that is being distributed 4 years after the excess deferrals

    By Sami Nasser,
    • 2 replies
    • 324 views

  10. New CODA Provisions For Existing Profit Sharing Plan

    By Lucky32,
    • 1 reply
    • 179 views

  11. RMD and CARES Act

    By casey72,
    • 1 reply
    • 328 views

  12. Sole-prop - deferral election

    By Jakyasar,
    • 1 reply
    • 232 views

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

    By Peter Gulia,
    • 17 replies
    • 908 views

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

    By OrderOfOps,
    • 3 replies
    • 318 views

  15. Owners Getting Paid via 1099 & Participating in Plan

    By metsfan026,
    • 12 replies
    • 519 views

  16. SECURE 2.0 Roth catch-ups

    By Itsamario,
    • 0 replies
    • 255 views

  17. Considered Compensation from W2

    By ratherbereading,   
    • 5 replies
    • 927 views

  18. exclude SOME union employees?

    By AlbanyConsultant,
    • 3 replies
    • 512 views

  19. Excluded Employee - Top Heavy

    By Vlad401k,
    • 4 replies
    • 368 views

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

    By Just Tri,
    • 1 reply
    • 251 views

  21. Indirect ownership

    By MGOAdmin,
    • 0 replies
    • 213 views

  22. 80/120 Rule

    By BPG916,
    • 4 replies
    • 391 views

  23. A Real Problem

    By rblum50,
    • 9 replies
    • 776 views

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

    By 401 Chaos,
    • 5 replies
    • 1.8k views

  25. Income Tax Withholding on Elective Deferrals

    By M_2015,
    • 4 replies
    • 563 views

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

    By Transplant,
    • 3 replies
    • 531 views

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

    By Peter Gulia,
    • 5 replies
    • 362 views

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

    By MD-Benefits Guy,
    • 13 replies
    • 1.8k views

  29. Failed 414s test in safe harbor plan

    By 30Rock,
    • 3 replies
    • 380 views

  30. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 297 views

  31. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 776 views

  32. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 288 views

  33. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 751 views

  34. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 694 views

  35. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 946 views

  36. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 900 views

  37. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC,
    • 19 replies
    • 2.1k views

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

    By AlbanyConsultant,
    • 1 reply
    • 597 views

  39. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 238 views

  40. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 529 views

  41. Form 5330

    By 52626,
    • 6 replies
    • 908 views

  42. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 414 views

  43. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 2.8k views

  44. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 789 views

  45. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 753 views

  46. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 1.1k views

  47. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 402 views

  48. ADP Corrective Distributions and Top Heavy Balances

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

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

    By Peter Gulia,
    • 7 replies
    • 939 views

  50. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 647 views
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