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401(k) Plans

19,317 topics in this forum

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

    By cheersmate,
    • 2 replies
    • 468 views

  2. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 214 views

  3. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 567 views

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

    By legort69,
    • 3 replies
    • 570 views

  5. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 552 views

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

    By Pixie,
    • 6 replies
    • 479 views

  7. HCEs excluded for SH

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

  8. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 404 views

  9. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 1.3k views

  10. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 820 views

  11. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 506 views

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

    By Interested Party,
    • 2 replies
    • 504 views

  13. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 646 views

  14. Triggering 3(21) fiduciary responsibility

    By Mleech,
    • 3 replies
    • 784 views

  15. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 448 views

  16. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 882 views

  17. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 834 views

  18. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 454 views

  19. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 713 views

  20. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 655 views

  21. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 809 views

  22. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 276 views

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

    By austin3515,
    • 4 replies
    • 814 views

  24. Forfeiture Account Use

    By khn,
    • 3 replies
    • 700 views

  25. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 522 views

  26. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 630 views

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

    By Paul I,
    • 0 replies
    • 331 views

  28. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 597 views

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

    By AlbanyConsultant,
    • 1 reply
    • 540 views

  30. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 882 views

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

    By Peter Gulia,
    • 3 replies
    • 712 views

  32. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  33. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 667 views

  34. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 513 views

  35. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 681 views

  36. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 576 views

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

    By casey72,
    • 13 replies
    • 1.3k views

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

    By 401KsRme,
    • 1 reply
    • 563 views

  39. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 666 views

  40. 8955-SSA - QNEC deposited years after Termination

    By A.C.,
    • 1 reply
    • 454 views
    • Bri
    • Bri

  41. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 637 views

  42. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 745 views

  43. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.1k views

  44. How does a client handle an ineligible Hardship Request?

    By effingeh,
    • 8 replies
    • 1.2k views

  45. 8955 filing date

    By Tom,
    • 1 reply
    • 257 views

  46. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 337 views

  47. Voluntary After Tax vs Roth for low earners & can they be corrected to Roth?

    By TPApril,
    • 2 replies
    • 419 views

  48. Contribution error

    By BellaBee41,
    • 3 replies
    • 477 views

  49. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 718 views

  50. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 983 views
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