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401(k) Plans

19,334 topics in this forum

  1. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 945 views

  2. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 654 views

  3. How to Handle Match Formula

    By mming,
    • 2 replies
    • 450 views

  4. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 740 views

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

    By OrderOfOps,
    • 4 replies
    • 766 views

  6. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 737 views

  7. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 360 views

  8. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 608 views

  9. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 528 views

  10. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 299 views

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

    By Peter Gulia,
    • 5 replies
    • 463 views

  12. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1.2k views

  13. LTPT

    By thepensionmaven,
    • 0 replies
    • 258 views

  14. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 985 views

  15. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 742 views

  16. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 501 views

  17. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 327 views

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

    By ejohnke,
    • 2 replies
    • 455 views

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

    By Belgarath,
    • 2 replies
    • 990 views

  20. HCEs excluded for SH

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

  21. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 626 views

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

    By cheersmate,
    • 2 replies
    • 551 views

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

    By BG5150,
    • 1 reply
    • 442 views

  24. Break in Service - Rehire

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

  25. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 241 views

  26. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 605 views

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

    By swam,   
    • 0 replies
    • 280 views

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

    By legort69,
    • 3 replies
    • 596 views

  29. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 620 views

  30. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 1.7k views

  31. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 443 views

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

    By Pixie,
    • 6 replies
    • 510 views

  33. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 924 views

  34. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 709 views

  35. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 857 views

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

    By Interested Party,
    • 2 replies
    • 539 views

  37. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 529 views

  38. Triggering 3(21) fiduciary responsibility

    By Mleech,
    • 3 replies
    • 889 views

  39. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 480 views

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

    By casey72,
    • 13 replies
    • 1.4k views

  41. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 761 views

  42. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 870 views

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

    By Guest erisafried,
    • 5 replies
    • 2.2k views

  44. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 484 views

  45. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 709 views

  46. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 847 views

  47. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.4k views

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

    By austin3515,
    • 4 replies
    • 864 views

  49. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 297 views

  50. Forfeiture Account Use

    By khn,
    • 3 replies
    • 736 views
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