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401(k) Plans

19,302 topics in this forum

  1. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 10 replies
    • 591 views

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

    By DDB BN,
    • 11 replies
    • 673 views

  3. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC,
    • 19 replies
    • 1.1k views

  4. Can Plan just disappear?

    By TPApril,
    • 11 replies
    • 578 views

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

    By AlbanyConsultant,
    • 1 reply
    • 490 views

  6. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 160 views

  7. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 359 views

  8. Form 5330

    By 52626,
    • 6 replies
    • 840 views

  9. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 314 views

  10. Failed 414s test in safe harbor plan

    By 30Rock,
    • 2 replies
    • 241 views

  11. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 2.6k views

  12. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 548 views

  13. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 665 views

  14. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 915 views

  15. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 330 views

  16. ADP Corrective Distributions and Top Heavy Balances

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

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

    By Peter Gulia,
    • 7 replies
    • 830 views

  18. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 566 views

  19. How to Handle Match Formula

    By mming,
    • 2 replies
    • 365 views

  20. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 633 views

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

    By OrderOfOps,
    • 4 replies
    • 389 views

  22. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 645 views

  23. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 318 views

  24. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 465 views

  25. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 459 views

  26. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 244 views

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

    By Peter Gulia,
    • 5 replies
    • 387 views

  28. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 831 views

  29. LTPT

    By thepensionmaven,
    • 0 replies
    • 221 views

  30. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 904 views

  31. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 677 views

  32. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 455 views

  33. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 281 views

  34. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke,
    • 2 replies
    • 401 views

  35. Lawsuit settlement - contributions to 401(k)?

    By Belgarath,
    • 2 replies
    • 650 views

  36. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 1.2k views

  37. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 523 views

  38. S-Corp and whether or not to add ROTH provisions for 2026

    By cheersmate,
    • 2 replies
    • 407 views

  39. Can ER stop auto-enroll in a new plan

    By BG5150,
    • 1 reply
    • 410 views

  40. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.5k views

  41. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 204 views

  42. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 522 views

  43. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam,   
    • 0 replies
    • 237 views

  44. Plan Takeover/Merger - Beneficiary info carryforward - best practice

    By legort69,
    • 3 replies
    • 544 views

  45. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 535 views

  46. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views

  47. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 382 views

  48. limit compensation for HCE's in a safe harbor match plan

    By Pixie,
    • 6 replies
    • 444 views

  49. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 854 views

  50. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 617 views
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