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401(k) Plans

19,362 topics in this forum

  1. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1.2k views

  2. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 780 views

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

    By Tom,
    • 1 reply
    • 375 views

  4. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 2.4k views

  5. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 2.2k views

  6. undoing a plan termination

    By Draper55,
    • 0 replies
    • 351 views

  7. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 322 views

  8. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 718 views

  9. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 3.2k views

  10. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 752 views

  11. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 461 views

  12. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 1k views

  13. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 767 views

  14. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.5k views

  15. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 469 views

  16. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 912 views

  17. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 529 views

  18. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 823 views

  19. Salary Deferral contribution timing

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

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

    By metsfan026,
    • 4 replies
    • 7k views
    • Bri
    • Bri

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

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

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

    By Interested Party,
    • 5 replies
    • 1.2k views

  23. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  24. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 940 views

  25. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 817 views

  26. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 633 views

  27. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 638 views

  28. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 815 views

  29. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 521 views

  30. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.2k views

  31. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 1.2k views

  32. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 1.6k views

  33. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 426 views

  34. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 1.9k views

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

    By Tom,
    • 2 replies
    • 778 views

  36. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 1.4k views

  37. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 609 views

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

    By Zach Del,   
    • 0 replies
    • 297 views

  39. 5500 audit requirement

    By Tom,
    • 1 reply
    • 551 views

  40. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 681 views

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

    By Nicole777,
    • 5 replies
    • 3.9k views

  42. Help with 415 Limit

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

  43. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 889 views

  44. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 574 views

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

    By letsgoisles89,
    • 1 reply
    • 415 views

  46. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 3.7k views

  47. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 932 views

  48. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 1.6k views

  49. Eligibility Help

    By pixiebear,
    • 1 reply
    • 594 views

  50. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.6k views
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