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401(k) Plans

19,467 topics in this forum

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

    By Brenda Wren,
    • 2 replies
    • 686 views

  2. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 505 views

  3. Ineligible employee allowed to defer to 401k

    By ConnieStorer,
    • 4 replies
    • 2.1k views

  4. True-up Question - Safe Harbor Match

    By metsfan026,
    • 4 replies
    • 973 views

  5. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 2.3k views

  6. Coverage and a SH Match Plan

    By justatester,
    • 0 replies
    • 384 views

  7. Software for DC Plans

    By Bruce1,
    • 5 replies
    • 1.2k views

  8. ineligible solo 401k

    By Pixie,
    • 8 replies
    • 1.5k views

  9. overdeposit of PS - de minimis refund?

    By TPApril,
    • 8 replies
    • 1k views

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

    By Tom,
    • 1 reply
    • 477 views

  11. QACA Vesting Schedules

    By AJ North,
    • 9 replies
    • 3.9k views

  12. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515,
    • 22 replies
    • 3k views

  13. undoing a plan termination

    By Draper55,
    • 0 replies
    • 463 views

  14. QSLP Matching Contribution Frequency

    By Interested Party,
    • 0 replies
    • 414 views

  15. Remove PS Allocations for the year?

    By Mr Bagwell,
    • 2 replies
    • 855 views

  16. Top Heavy and Secure 2.0

    By tpa_girl,   
    • 5 replies
    • 4.2k views

  17. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 942 views

  18. Standalone to MEP to Standalone

    By taralynnf85,
    • 0 replies
    • 591 views

  19. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay,
    • 2 replies
    • 1.3k views

  20. Estimated inflation adjustments for 2025 limits?

    By Peter Gulia,
    • 4 replies
    • 922 views

  21. Employee elects Roth deferral by mistake

    By 30Rock,
    • 9 replies
    • 1.8k views

  22. Amendment to automatic enrollment mid-year

    By pixiebear,
    • 0 replies
    • 604 views

  23. Participant Benefit Statements

    By alwaysaquestion,
    • 4 replies
    • 1.3k views

  24. Correction of erroneous Roth deferrals

    By M_2015,
    • 1 reply
    • 664 views

  25. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 1.1k views

  26. Salary Deferral contribution timing

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

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

    By metsfan026,
    • 4 replies
    • 9.9k views
    • Bri
    • Bri

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

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

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

    By Interested Party,
    • 5 replies
    • 1.5k views

  30. automatic enrollment & immediate eligibility

    By AlbanyConsultant,
    • 4 replies
    • 1.5k views

  31. Hours requirement... got me thinking

    By Basically,
    • 5 replies
    • 1.2k views

  32. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 994 views

  33. Employer contribution credit - owners only

    By austin3515,
    • 3 replies
    • 778 views

  34. Automatic enrollment in 2025

    By Belgarath,
    • 3 replies
    • 799 views

  35. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 987 views

  36. Hurricane Debby tax relief

    By doombuggy,
    • 2 replies
    • 656 views

  37. Top Heavy Plan + Safe Harbor Match

    By metsfan026,
    • 5 replies
    • 1.5k views

  38. 401(k) Eligibility - 500 Hours

    By EBECatty,
    • 3 replies
    • 1.6k views

  39. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor,
    • 2 replies
    • 2k views

  40. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 512 views

  41. Control Groups & Foreign Subsidiaries

    By vintagelemon,
    • 9 replies
    • 2.5k views

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

    By Tom,
    • 2 replies
    • 916 views

  43. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 1.8k views

  44. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin,
    • 2 replies
    • 755 views

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

    By Zach Del,   
    • 0 replies
    • 489 views

  46. 5500 audit requirement

    By Tom,
    • 1 reply
    • 682 views

  47. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven,
    • 2 replies
    • 841 views

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

    By Nicole777,
    • 5 replies
    • 4.9k views

  49. Help with 415 Limit

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

  50. single entry date - how does it work?

    By AlbanyConsultant,
    • 5 replies
    • 1.2k views
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