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401(k) Plans

19,275 topics in this forum

  1. Secure 2.0 - Document / Qualification Issues after 1/1/25?

    By Leopurrd-401k,
    • 3 replies
    • 659 views

  2. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 762 views

  3. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 604 views

  4. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 1.7k views

  5. MEP Questions in connection with 2024 law change about spousal aggregation

    By Brenda Wren,
    • 2 replies
    • 421 views

  6. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 373 views

  7. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.4k views

  8. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 655 views

  9. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.5k views

  10. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 232 views

  11. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 742 views

  12. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1k views

  13. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 707 views

  14. Safe harbor 401(k) sponsor acquires a SIMPLE IRA sponsor

    By Tom,
    • 1 reply
    • 339 views

  15. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 1.8k views

  16. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 1.8k views

  17. undoing a plan termination

    By Draper55,
    • 0 replies
    • 305 views

  18. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 287 views

  19. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 656 views

  20. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 2.4k views

  21. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 670 views

  22. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 402 views

  23. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 925 views

  24. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 709 views

  25. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.3k views

  26. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 413 views

  27. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 693 views

  28. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 444 views

  29. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 702 views

  30. Salary Deferral contribution timing

    By alwaysaquestion,
    • 1 reply
    • 432 views
    • WCC
    • WCC

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

    By metsfan026,
    • 4 replies
    • 3.8k views
    • Bri
    • Bri

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

    By TPApril,
    • 1 reply
    • 308 views
    • Bri
    • Bri

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

    By Interested Party,
    • 5 replies
    • 980 views

  34. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1k views

  35. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 841 views

  36. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 732 views

  37. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 563 views

  38. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 576 views

  39. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 743 views

  40. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 447 views

  41. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.1k views

  42. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 907 views

  43. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 1.4k views

  44. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 368 views

  45. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 1.5k views

  46. Merged Pension in 401(k) and death of participant - QJSA question

    By Tom,
    • 2 replies
    • 720 views

  47. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 879 views

  48. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 562 views

  49. Help - IRS Plan Number Issue due to reverse plan merger

    By Zach Del,   
    • 0 replies
    • 204 views

  50. 5500 audit requirement

    By Tom,
    • 1 reply
    • 481 views
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