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401(k) Plans

19,332 topics in this forum

  1. How to Handle Match Formula

    By mming,
    • 2 replies
    • 441 views

  2. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 734 views

  3. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 746 views

  4. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 724 views

  5. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 354 views

  6. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 598 views

  7. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 521 views

  8. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 291 views

  9. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 458 views

  10. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1.2k views

  11. LTPT

    By thepensionmaven,
    • 0 replies
    • 254 views

  12. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 983 views

  13. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 736 views

  14. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 493 views

  15. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 325 views

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

    By ejohnke,
    • 2 replies
    • 447 views

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

    By Belgarath,
    • 2 replies
    • 977 views

  18. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 1.3k views

  19. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 620 views

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

    By cheersmate,
    • 2 replies
    • 540 views

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

    By BG5150,
    • 1 reply
    • 440 views

  22. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.6k views

  23. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 234 views

  24. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 595 views

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

    By swam,   
    • 0 replies
    • 275 views

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

    By legort69,
    • 3 replies
    • 595 views

  27. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 615 views

  28. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 1.6k views

  29. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 437 views

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

    By Pixie,
    • 6 replies
    • 506 views

  31. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 919 views

  32. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 698 views

  33. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 851 views

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

    By Interested Party,
    • 2 replies
    • 531 views

  35. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 522 views

  36. Triggering 3(21) fiduciary responsibility

    By Mleech,
    • 3 replies
    • 879 views

  37. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 470 views

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

    By casey72,
    • 13 replies
    • 1.4k views

  39. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 753 views

  40. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 869 views

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

    By Guest erisafried,
    • 5 replies
    • 2.2k views

  42. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 479 views

  43. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 700 views

  44. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 840 views

  45. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.4k views

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

    By austin3515,
    • 4 replies
    • 859 views

  47. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 289 views

  48. Forfeiture Account Use

    By khn,
    • 3 replies
    • 733 views

  49. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 601 views

  50. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 672 views
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