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401(k) Plans

19,317 topics in this forum

  1. QSLP's

    By Belgarath,
    • 2 replies
    • 411 views

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

    By Keith Lowery,
    • 2 replies
    • 421 views

  3. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.2k views

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

    By Scott Reed,   
    • 3 replies
    • 4.7k views

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

    By Peter Gulia,
    • 1 reply
    • 975 views

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

    By Draper55,
    • 0 replies
    • 259 views

  7. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 994 views

  8. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 2 replies
    • 509 views

  10. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 800 views

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

    By OrderOfOps,
    • 4 replies
    • 858 views

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

    By Peter Gulia,
    • 4 replies
    • 899 views

  13. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  14. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 793 views

  15. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 646 views

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

    By Brenda Wren,
    • 2 replies
    • 467 views

  17. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 392 views

  18. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 1.9k views

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

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

  20. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 253 views

  21. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 697 views

  22. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1k views

  24. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.6k views

  25. Late deferral deposits and earnings calculation

    By Tom,
    • 12 replies
    • 2.2k views

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

    By Tom,
    • 1 reply
    • 358 views

  27. undoing a plan termination

    By Draper55,
    • 0 replies
    • 328 views

  28. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 310 views

  29. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 754 views

  30. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 680 views

  31. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 2.1k views

  32. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 823 views

  33. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 2.7k views

  34. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 436 views

  35. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 712 views

  36. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1.1k views

  37. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 436 views

  38. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 987 views

  39. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 734 views

  40. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 782 views

  41. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.4k views

  42. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 787 views

  43. Salary Deferral contribution timing

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

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

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

  45. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 1.9k views

  46. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

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

    By Interested Party,
    • 5 replies
    • 1.1k views

  48. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 882 views

  49. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 775 views

  50. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 779 views
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