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401(k) Plans

19,450 topics in this forum

  1. Does a recordkeeper presume a plan sponsor adopts a § 414A automatic-enrollment arrangement?

    By Peter Gulia,
    • 10 replies
    • 1.1k views

  2. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.7k views

  3. 401 K

    By lian bawi,
    • 1 reply
    • 460 views

  4. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.5k views

  5. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 1.1k views

  6. Missed Deferral Opportunity - with a twist

    By Kattdogg12,
    • 1 reply
    • 648 views
    • Bri
    • Bri

  7. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.9k views

  8. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 8.3k views

  9. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 579 views

  10. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 746 views

  11. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.9k views

  12. Comp for match--stop match after the limit?

    By BG5150,
    • 3 replies
    • 1.4k views

  13. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 630 views

  14. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 1k views

  15. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 1k views

  16. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 2.5k views

  17. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 578 views

  18. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.3k views

  19. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1.4k views

  20. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.3k views

  21. HCE's limited to 4.5% deferral. An HCE that termed deferred 28%. How to correct ADP test?

    By Jim Chad,
    • 3 replies
    • 937 views

  22. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.5k views

  23. QACA default rate escalate to 6% or 10%

    By gregburst,
    • 2 replies
    • 748 views

  24. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 699 views

  25. Dad does asset sale to son: successor plan?

    By AlbanyConsultant,
    • 0 replies
    • 627 views

  26. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 2.1k views

  27. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 1k views

  28. SECURE 2.0 2025 auto-enrollment applying to LTPT employees?

    By Belgarath,
    • 6 replies
    • 3.3k views

  29. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 6k views

  30. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 641 views

  31. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.7k views

  32. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 974 views

  33. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 926 views

  34. QACA Safe Harbor Match - and Cash Tips - how to apply def %

    By justanotheradmin,
    • 0 replies
    • 415 views

  35. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 3.9k views

  36. Solo 401(k)

    By Dobber,
    • 1 reply
    • 542 views

  37. Late Filing - IRS Letter

    By kimso,
    • 1 reply
    • 641 views
    • WCC
    • WCC

  38. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 620 views

  39. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 861 views

  40. Mandatory Distributions

    By Tom,
    • 1 reply
    • 629 views

  41. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 672 views
    • khn
    • khn

  42. Amend PSP into SHMatching 401k 99 days prior to year end

    By cheersmate,
    • 2 replies
    • 777 views

  43. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 539 views

  44. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 1.6k views
    • Tom
    • Tom

  45. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.8k views

  46. Nondiscrimination testing re the TIMING of contributions to two different groups

    By Belgarath,
    • 1 reply
    • 537 views

  47. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 1.2k views

  48. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 598 views

  49. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 649 views

  50. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 768 views
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