401(k) Plans

18,743 topics in this forum

1. overdeposit of PS - de minimis refund?

   By TPApril, 2 hours ago
   • 4 replies
   • 34 views
   • 
   • Lou S.
   • 46 minutes ago

2. undoing a plan termination

   By Draper55, 1 hour ago
   • 0 replies
   • 9 views
   • 
   • Draper55
   • 1 hour ago

3. QACA Vesting Schedules

   By AJ North, yesterday at 04:52 PM
   • 6 replies
   • 132 views
   • 
   • Bri
   • 1 hour ago

4. QSLP Matching Contribution Frequency

   By Interested Party, 1 hour ago
   • 0 replies
   • 10 views
   • 
   • Interested Party
   • 1 hour ago

5. Remove PS Allocations for the year?

   By Mr Bagwell, 6 hours ago
   • 2 replies
   • 65 views
   • 
   • Mr Bagwell
   • 4 hours ago

6. Software for DC Plans

   By Bruce1, yesterday at 02:56 PM
   • 4 replies
   • 183 views
   • 
   • CuseFan
   • Yesterday at 06:12 PM

7. Top Heavy and Secure 2.0

   By tpa_girl, Saturday at 01:34 AM   

   • top heavy
   • top heavy minimum
   • (and 2 more)

     Tagged with:

     • top heavy
     • top heavy minimum
     • secure 2.0
     • otherwise excludable
   • 5 replies
   • 213 views
   • 
   • C. B. Zeller
   • Yesterday at 05:47 PM

8. ineligible solo 401k

   By Pixie, Thursday at 08:02 PM
   • 7 replies
   • 309 views
   • 
   • RatherBeGolfing
   • Yesterday at 12:15 AM

9. Merger - Testing & 5500

   By John K, Friday at 03:00 PM
   • 1 reply
   • 261 views
   • 
   • Lou S.
   • Friday at 05:43 PM

10. Standalone to MEP to Standalone

    By taralynnf85, Friday at 04:51 PM
    • 0 replies
    • 98 views
    • 
    • taralynnf85
    • Friday at 04:51 PM

11. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay, Thursday at 01:36 AM
    • 2 replies
    • 353 views
    • 
    • Roycal
    • Friday at 04:46 PM

12. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia, September 11
    • 4 replies
    • 219 views
    • 
    • Lois Baker
    • Friday at 04:07 PM

13. Employee elects Roth deferral by mistake

    By 30Rock, September 10
    • 9 replies
    • 687 views
    • 
    • fmsinc
    • Thursday at 06:30 PM

14. Amendment to automatic enrollment mid-year

    By pixiebear, Thursday at 05:01 PM
    • 0 replies
    • 116 views
    • 
    • pixiebear
    • Thursday at 05:01 PM

15. Participant Benefit Statements

    By alwaysaquestion, September 9
    • 4 replies
    • 205 views
    • 
    • C. B. Zeller
    • September 11

16. Correction of erroneous Roth deferrals

    By M_2015, August 13
    • 1 reply
    • 197 views
    • 
    • R Griffith
    • September 10

17. HCEs and 401(k)

    By BellaBee41, September 10
    • 2 replies
    • 185 views
    • 
    • EBECatty
    • September 10

18. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515, September 8
    • 20 replies
    • 673 views
    • 
    • jsample
    • September 10

19. Salary Deferral contribution timing

    By alwaysaquestion, September 9
    • 1 reply
    • 197 views
    • 
    • WCC
    • September 9

20. Due Date for Profit Sharing Contributions to be Deductible (September 15?)

    By metsfan026, August 28
    • 4 replies
    • 291 views
    • 
    • Bri
    • September 9

21. Excess Contributions on failed ADP test in prior years - calculation of IRA earnings?

    By TPApril, September 9
    • 1 reply
    • 115 views
    • 
    • Bri
    • September 9

22. RMD Issue -- Spouse inherits SIMPLE IRA/Wants to Rollover to 401(k) Plan

    By Interested Party, September 5
    • 5 replies
    • 390 views
    • 
    • justanotheradmin
    • September 6

23. automatic enrollment & immediate eligibility

    By AlbanyConsultant, September 6
    • 4 replies
    • 210 views
    • 
    • Peter Gulia
    • September 6

24. Hours requirement... got me thinking

    By Basically, September 5
    • 5 replies
    • 450 views
    • 
    • Basically
    • September 5

25. Coverage Testing Correction Methods

    By metsfan026, September 4
    • 4 replies
    • 276 views
    • 
    • Bill Presson
    • September 4