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Basically created a topic in 401(k) Plans
"The Roth catch-up requirement rule is that if you earned $150K of W2 income the previous year then your catch-up deferrals must be Roth deferrals. Is there something that I can show a CPA clarifying reported K1 income? I googled and found someone saying the rule points strictly to W2 income."
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Jakyasar created a topic in Defined Benefit Plans, Including Cash Balance
Law firm. CB plan, effective 2024. For 2024 had 15 active participants with 0% vesting -- vesting effective with inception of the plan. During 2025 exceeded 25 active participants (26 in total), again all with 0% vested balances. During 2026 dropped to 20 active participants. No partial termination issues. It will never exceed 20 again. So, during 2025, plan is covered by PBGC and will be so for 2026 and all future years, at least
according to PBGC rules that I am aware of. Any way out of this, is there anything I can do? Am I missing an option here?"
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