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401(k) Plans

19,317 topics in this forum

  1. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.5k views

  2. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 694 views

  3. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.6k views

  4. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 251 views

  5. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 821 views

  6. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1.1k views

  7. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 752 views

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

    By Tom,
    • 1 reply
    • 356 views

  9. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 2.1k views

  10. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 1.9k views

  11. undoing a plan termination

    By Draper55,
    • 0 replies
    • 326 views

  12. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 307 views

  13. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 678 views

  14. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 2.7k views

  15. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 710 views

  16. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 431 views

  17. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 983 views

  18. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 734 views

  19. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.4k views

  20. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 436 views

  21. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 779 views

  22. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 476 views

  23. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 780 views

  24. Salary Deferral contribution timing

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

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

    By metsfan026,
    • 4 replies
    • 5.6k views
    • Bri
    • Bri

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

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

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

    By Interested Party,
    • 5 replies
    • 1.1k views

  28. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  29. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 878 views

  30. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 773 views

  31. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 593 views

  32. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 606 views

  33. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 779 views

  34. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 478 views

  35. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.1k views

  36. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 1k views

  37. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 1.5k views

  38. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 394 views

  39. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 1.7k views

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

    By Tom,
    • 2 replies
    • 749 views

  41. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 968 views

  42. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 582 views

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

    By Zach Del,   
    • 0 replies
    • 260 views

  44. 5500 audit requirement

    By Tom,
    • 1 reply
    • 515 views

  45. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 644 views

  46. How to find old 401k balances prior to marriage to do a QDRO

    By Nicole777,
    • 5 replies
    • 3.5k views

  47. Help with 415 Limit

    By MD-Benefits Guy,
    • 1 reply
    • 562 views
    • Bri
    • Bri

  48. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 811 views

  49. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 552 views

  50. Plan configuration question - is this a master trust?

    By letsgoisles89,
    • 1 reply
    • 390 views
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