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401(k) Plans

19,381 topics in this forum

  1. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.2k views

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

    By Draper55,
    • 0 replies
    • 288 views

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

    By AlbanyConsultant,
    • 2 replies
    • 560 views

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

    By OrderOfOps,
    • 4 replies
    • 975 views

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

    By Peter Gulia,
    • 4 replies
    • 962 views

  6. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 7.7k views

  7. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  8. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.1k views

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

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

  11. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 848 views

  12. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 712 views

  13. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 2.3k views

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

    By Brenda Wren,
    • 2 replies
    • 525 views

  15. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 430 views

  16. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 1.7k views

  17. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 797 views

  18. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.8k views

  19. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 284 views

  20. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 918 views

  21. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1.2k views

  22. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 806 views

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

    By Tom,
    • 1 reply
    • 390 views

  24. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 2.6k views

  25. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 2.4k views

  26. undoing a plan termination

    By Draper55,
    • 0 replies
    • 366 views

  27. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 334 views

  28. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 744 views

  29. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 3.3k views

  30. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 768 views

  31. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 481 views

  32. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 1.1k views

  33. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 782 views

  34. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.5k views

  35. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 493 views

  36. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 974 views

  37. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 545 views

  38. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 852 views

  39. Salary Deferral contribution timing

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

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

    By metsfan026,
    • 4 replies
    • 7.5k views
    • Bri
    • Bri

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

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

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

    By Interested Party,
    • 5 replies
    • 1.2k views

  43. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  44. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 1k views

  45. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 846 views

  46. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 653 views

  47. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 651 views

  48. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 836 views

  49. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 552 views

  50. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.3k views
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