Jump to content

401(k) Plans

19,400 topics in this forum

  1. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 1k views

  2. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 439 views

  3. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 986 views

  4. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 864 views

  5. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 1.4k views

  6. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 1.3k views

  7. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC,
    • 19 replies
    • 3.9k views

  8. financial advisor buys their client... and is still getting paid

    By AlbanyConsultant,
    • 1 reply
    • 763 views

  9. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 394 views

  10. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 1k views

  11. Form 5330

    By 52626,
    • 6 replies
    • 1.1k views

  12. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 639 views

  13. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 3.1k views

  14. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 1.5k views

  15. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 914 views

  16. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 1.6k views

  17. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 559 views

  18. ADP Corrective Distributions and Top Heavy Balances

    By justatester,
    • 1 reply
    • 588 views
    • Bri
    • Bri

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

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  20. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 920 views

  21. How to Handle Match Formula

    By mming,
    • 2 replies
    • 662 views

  22. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 870 views

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

    By OrderOfOps,
    • 4 replies
    • 1.5k views

  24. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 889 views

  25. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 416 views

  26. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 768 views

  27. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 628 views

  28. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 390 views

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

    By Peter Gulia,
    • 5 replies
    • 666 views

  30. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1.8k views

  31. LTPT

    By thepensionmaven,
    • 0 replies
    • 348 views

  32. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1.2k views

  33. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 851 views

  34. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 617 views

  35. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 421 views

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

    By ejohnke,
    • 2 replies
    • 514 views

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

    By Belgarath,
    • 2 replies
    • 1.5k views

  38. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 1.7k views

  39. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 1k views

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

    By cheersmate,
    • 2 replies
    • 824 views

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

    By BG5150,
    • 1 reply
    • 494 views

  42. Break in Service - Rehire

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

  43. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 333 views

  44. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 815 views

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

    By swam,   
    • 0 replies
    • 324 views

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

    By legort69,
    • 3 replies
    • 678 views

  47. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 831 views

  48. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 2.3k views

  49. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 572 views

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

    By Pixie,
    • 6 replies
    • 640 views
×
×
  • Create New...