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401(k) Plans

19,294 topics in this forum

  1. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 565 views

  2. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 593 views

  3. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 312 views

  4. Mid year conversion of SIMPLE to 401(k) Safe Harbor

    By Keith Lowery,
    • 2 replies
    • 411 views

  5. QSLP's

    By Belgarath,
    • 2 replies
    • 384 views

  6. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.1k views

  7. Can the cash value of a life insurance policy be rolled over to a 401K?

    By Scott Reed,   
    • 3 replies
    • 4.3k views

  8. May a plan exclude an intern (even if she met LTPT conditions)?

    By Peter Gulia,
    • 1 reply
    • 953 views

  9. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 763 views

  10. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 951 views

  11. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.1k views

  12. SCP-exclusion form deferral opportunity for HCE under safe harbor nonelective 401(k)

    By Draper55,
    • 0 replies
    • 249 views

  13. do deferrals refunded due to zero net s/e comp trigger TH minimum?

    By AlbanyConsultant,
    • 2 replies
    • 487 views

  14. Can an ER deposit lost earnings if deferrals were segregated but not invested?

    By OrderOfOps,
    • 4 replies
    • 806 views

  15. Does a recordkeeper inform a plan sponsor about the long-term-part-time provision?

    By Peter Gulia,
    • 4 replies
    • 885 views

  16. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 6.6k views

  17. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  18. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.2k views

  19. plan with no value - how to complete 5500-EZ?

    By AlbanyConsultant,
    • 7 replies
    • 971 views

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

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

  21. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 777 views

  22. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 615 views

  23. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 1.8k views

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

    By Brenda Wren,
    • 2 replies
    • 434 views

  25. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 380 views

  26. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.4k views

  27. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 670 views

  28. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.5k views

  29. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 244 views

  30. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 765 views

  31. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1k views

  32. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 721 views

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

    By Tom,
    • 1 reply
    • 348 views

  34. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 1.9k views

  35. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 1.8k views

  36. undoing a plan termination

    By Draper55,
    • 0 replies
    • 312 views

  37. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 294 views

  38. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 667 views

  39. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 2.5k views

  40. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 685 views

  41. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 413 views

  42. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 951 views

  43. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 715 views

  44. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.3k views

  45. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 422 views

  46. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 716 views

  47. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 461 views

  48. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 727 views

  49. Salary Deferral contribution timing

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

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

    By metsfan026,
    • 4 replies
    • 4.6k views
    • Bri
    • Bri
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