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401(k) Plans

19,403 topics in this forum

  1. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 771 views

  2. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 3.6k views

  3. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 795 views

  4. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 508 views

  5. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 1.1k views

  6. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 808 views

  7. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.6k views

  8. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 527 views

  9. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 1k views

  10. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 578 views

  11. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 885 views

  12. Salary Deferral contribution timing

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

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

    By metsfan026,
    • 4 replies
    • 8.1k views
    • Bri
    • Bri

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

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

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

    By Interested Party,
    • 5 replies
    • 1.3k views

  16. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.3k views

  17. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 1.1k views

  18. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 886 views

  19. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 684 views

  20. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 691 views

  21. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 869 views

  22. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 573 views

  23. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.3k views

  24. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 1.3k views

  25. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 1.7k views

  26. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 454 views

  27. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 2.1k views

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

    By Tom,
    • 2 replies
    • 837 views

  29. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 1.7k views

  30. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 666 views

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

    By Zach Del,   
    • 0 replies
    • 348 views

  32. 5500 audit requirement

    By Tom,
    • 1 reply
    • 591 views

  33. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 737 views

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

    By Nicole777,
    • 5 replies
    • 4.3k views

  35. Help with 415 Limit

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

  36. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 1k views

  37. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 625 views

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

    By letsgoisles89,
    • 1 reply
    • 451 views

  39. 401k Without a Beneficiary Designation

    By guestdelta,
    • 3 replies
    • 4.2k views

  40. Corrections process on errors

    By BellaBee41,
    • 3 replies
    • 977 views

  41. Recoupment of overpayments

    By austin3515,
    • 7 replies
    • 1.7k views

  42. Eligibility Help

    By pixiebear,
    • 1 reply
    • 661 views

  43. Question re QSLOB Analysis

    By Cephas,
    • 3 replies
    • 1.7k views

  44. Fair Market Value every year for EZ filers?

    By Brenda Wren,
    • 3 replies
    • 649 views

  45. SECURE 2.0 60-63 CAtch-ups - Optional or Mandatory?

    By austin3515,
    • 13 replies
    • 6.2k views

  46. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 804 views

  47. Plan Termination - What to do with really small account balances (under $1.00)?

    By waid10,
    • 5 replies
    • 1.9k views

  48. K-1 Elig Plan Comp Calc for Limited Partner (LP)

    By B_17,
    • 0 replies
    • 449 views

  49. Failure to report late deposits, failure to file 5330

    By LMK TPA,
    • 3 replies
    • 1.5k views

  50. Owner Only Late Deposits

    By Gilmore,
    • 5 replies
    • 1.3k views
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