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401(k) Plans

19,317 topics in this forum

  1. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke,
    • 2 replies
    • 424 views

  2. Lawsuit settlement - contributions to 401(k)?

    By Belgarath,
    • 2 replies
    • 815 views

  3. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 1.2k views

  4. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 566 views

  5. S-Corp and whether or not to add ROTH provisions for 2026

    By cheersmate,
    • 2 replies
    • 467 views

  6. Can ER stop auto-enroll in a new plan

    By BG5150,
    • 1 reply
    • 430 views

  7. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.5k views

  8. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 213 views

  9. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 552 views

  10. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam,   
    • 0 replies
    • 257 views

  11. Plan Takeover/Merger - Beneficiary info carryforward - best practice

    By legort69,
    • 3 replies
    • 570 views

  12. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 574 views

  13. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 1.3k views

  14. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 403 views

  15. limit compensation for HCE's in a safe harbor match plan

    By Pixie,
    • 6 replies
    • 479 views

  16. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 882 views

  17. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 646 views

  18. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 820 views

  19. Mandatory Roth Catch-Up Correction Method -- Followed by EPCRS Correction?

    By Interested Party,
    • 2 replies
    • 503 views

  20. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 505 views

  21. Triggering 3(21) fiduciary responsibility

    By Mleech,
    • 3 replies
    • 780 views

  22. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 447 views

  23. M&A - terminate buyer's plan?

    By casey72,
    • 13 replies
    • 1.3k views

  24. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 709 views

  25. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 832 views

  26. Fun and Games with the DOL (late payment of deferrals)

    By Guest erisafried,
    • 5 replies
    • 2.2k views

  27. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 453 views

  28. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 652 views

  29. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 808 views

  30. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.4k views

  31. Mandatory Roth / Plans where HCE's hit 415 Limit

    By austin3515,
    • 4 replies
    • 812 views

  32. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 275 views

  33. Forfeiture Account Use

    By khn,
    • 3 replies
    • 698 views

  34. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 521 views

  35. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 628 views

  36. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 882 views

  37. mandatory automatic enrollment count... and part-time employees

    By AlbanyConsultant,
    • 1 reply
    • 539 views

  38. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 597 views

  39. Roth Catch Up, Spillover/Linked NQDCs and deemed Roth elections

    By Paul I,
    • 0 replies
    • 330 views

  40. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 678 views

  41. Is a default rollover divided into Roth and non-Roth subaccounts?

    By Peter Gulia,
    • 3 replies
    • 712 views

  42. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 2.4k views

  43. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 511 views

  44. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  45. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 667 views

  46. Cares Act and Secure Act - Amendments required by?

    By 401KsRme,
    • 1 reply
    • 561 views

  47. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.1k views

  48. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 665 views

  49. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 636 views

  50. Contribution error

    By BellaBee41,
    • 3 replies
    • 477 views
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