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401(k) Plans

19,532 topics in this forum

  1. Successor Plan & adoption vs effective date

    By TPApril,
    • 6 replies
    • 2.3k views

  2. Form 5500 Question - Pre-Funded Contribution

    By metsfan026,
    • 5 replies
    • 2.4k views

  3. Matching Contribution for New Acquisition (Can It Be Different Than Entire Company?)

    By metsfan026,
    • 1 reply
    • 1k views

  4. PTE 80-51 (amended & restated by PTE 91-38) - the 10% investment limit

    By MeAgainst401K,
    • 0 replies
    • 941 views

  5. correcting failed ADP Test

    By Lou81,   
    • 3 replies
    • 1.2k views

  6. Another LTPT Inquiry

    By thepensionmaven,
    • 8 replies
    • 1.5k views

  7. 414s test

    By gregburst,
    • 6 replies
    • 1.9k views

  8. QACA Safe Harbor Matching Contribution

    By mming,
    • 1 reply
    • 1.6k views

  9. minimum gateway with statutory exclusion

    By Tom,
    • 2 replies
    • 1.1k views

  10. Form 5330 / E-Filing

    By austin3515,
    • 9 replies
    • 3.6k views

  11. Safe Harbor Match to HCE

    By metsfan026,
    • 5 replies
    • 2.3k views

  12. US Company with Canadian Subsidiary

    By 401kSteve,
    • 1 reply
    • 1.1k views

  13. Counting of Hours for DC Plan

    By metsfan026,
    • 3 replies
    • 1.6k views

  14. 410 b test failure options for average benefits?

    By Traci,
    • 3 replies
    • 1.7k views

  15. Designated Beneficiary (Annulment)

    By youngbenefitslawyer,
    • 2 replies
    • 1.2k views

  16. Does EPCRS require calculating and depositing "earnings on earnings" for missed contributions?

    By ERISA guy,
    • 2 replies
    • 1.3k views

  17. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 1.2k views

  18. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 1.5k views

  19. 414(s) Test

    By TJ,
    • 3 replies
    • 2k views

  20. Discretionary Match

    By Connor,
    • 4 replies
    • 2.1k views

  21. Testing & 5500 for plan with brokerage and vendor accounts

    By user001,
    • 4 replies
    • 1.3k views

  22. Top Heavy Minimum

    By TH 401k,
    • 4 replies
    • 1.8k views

  23. Is a Non-owner spouse considered an HCE for 2024 if newly married?

    By Renee Crabill,
    • 1 reply
    • 1.1k views

  24. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 1.2k views

  25. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 1.2k views

  26. Timing of Deposits

    By 52626,
    • 2 replies
    • 1.6k views

  27. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.7k views

  28. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 1.3k views

  29. elapsed time - vesting

    By Lou81,   
    • 6 replies
    • 2.7k views

  30. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 1.6k views

  31. Key Employee definition

    By Tom,
    • 1 reply
    • 1.5k views

  32. IRS audit requests for 401k plan and or profit sharing

    By jeanh,
    • 10 replies
    • 2.9k views

  33. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 3.2k views

  34. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 3.5k views

  35. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k,
    • 3 replies
    • 1.7k views

  36. 415 violation for S/E

    By Belgarath,
    • 4 replies
    • 2.6k views

  37. purchased by private equity firm

    By AlbanyConsultant,
    • 9 replies
    • 3.1k views

  38. Merger Question

    By khn,
    • 3 replies
    • 2.3k views

  39. Real Estate in a Profit Sharing Plan

    By jenny,
    • 3 replies
    • 2k views

  40. Company Subsidiary to Start Plan or Adopt Current One

    By KevinMc,
    • 7 replies
    • 2.5k views

  41. Vesting - Layoff

    By 52626,
    • 2 replies
    • 1.7k views

  42. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515,
    • 2 replies
    • 1.3k views

  43. Automatic enrollment failure and terminated employees

    By MATRIX,
    • 6 replies
    • 3.4k views

  44. Safe Harbor 4% Non-Elective Contribution, Top Heavy Contribution and Secure Act

    By Michele F,
    • 2 replies
    • 1.7k views

  45. 401k and ESOP plan

    By TH 401k,
    • 3 replies
    • 1.6k views

  46. EACA and QDIA fund

    By 52626,
    • 1 reply
    • 1.4k views

  47. Employer Match

    By thepensionmaven,
    • 1 reply
    • 1.2k views

  48. Recommendations sought for solo 401(k) auditor

    By blguest,   
    • 1 reply
    • 1.4k views

  49. Prevailing wage fringe benefit exemption

    By HrdWrkr,
    • 3 replies
    • 11.8k views

  50. 415 Excess - Past Deadline - True Ups also due...

    By 401kology,   
    • 10 replies
    • 3.3k views
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