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401(k) Plans

19,317 topics in this forum

  1. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 1.2k views

  3. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 738 views

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

    By TPApril,
    • 2 replies
    • 417 views

  5. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 981 views

  6. 8955 filing date

    By Tom,
    • 1 reply
    • 256 views

  7. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 718 views

  8. Aggregating FICA compensation from CG/ASG members for purposes of HPI determination for Roth catch-up

    By Belgarath,
    • 4 replies
    • 1.8k views

  9. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 514 views

  10. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 649 views

  11. Excess Contribution

    By TH 401k,
    • 10 replies
    • 886 views

  12. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 568 views

  13. Coverage testing when there are a bunch of work-visa employees

    By Tom,
    • 4 replies
    • 1.3k views

  14. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 4.2k views

  15. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 2.5k views

  16. Reference guides for TPAs on the annual cycle?

    By SensibleUsername,
    • 4 replies
    • 1.1k views

  17. Employee Deferrals - Reconciliation Shortages as Late Deposits?

    By A.C.,
    • 5 replies
    • 1.7k views

  18. Residual Received After Plan Termination

    By metsfan026,
    • 5 replies
    • 2.5k views

  19. NUA

    By Ian,
    • 4 replies
    • 1.7k views

  20. Exclusions

    By Coleboy1,
    • 3 replies
    • 1.2k views

  21. Participant Loans 101

    By austin3515,
    • 4 replies
    • 1.7k views
    • Bri
    • Bri

  22. If deferrals have delayed effective date of 7/1, but ADP Safe Harbor Match has no Delayed Effective Date, what compensation is used to calculate match?

    By jkharvey,
    • 1 reply
    • 1k views
    • Bri
    • Bri

  23. Why not follow the catch-up rule for 2026 too?

    By Peter Gulia,
    • 3 replies
    • 970 views

  24. New Comparability

    By Bruce1,
    • 6 replies
    • 2k views

  25. Mandatory Roth Catchups

    By FishOn,
    • 8 replies
    • 2.1k views

  26. Error with Compensation definition - how to fix?

    By MD-Benefits Guy,
    • 1 reply
    • 1.5k views

  27. How many participants are burdened by the condition that a catch-up deferral must be a Roth contribution?

    By Peter Gulia,
    • 6 replies
    • 3.5k views

  28. Compensation after termination

    By Lou81,
    • 1 reply
    • 795 views

  29. May a “notice” about discretionary matching contributions be in the summary plan description?

    By Peter Gulia,
    • 9 replies
    • 3.7k views

  30. Employer Stock in 401k plan - exit strategy

    By Jesse C,
    • 3 replies
    • 447 views

  31. Roth Catch Up final regs

    By Paul I,
    • 15 replies
    • 4.4k views

  32. Employee Roth elections not withheld correctly for 2024

    By Tom,
    • 1 reply
    • 1.6k views

  33. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek,
    • 0 replies
    • 424 views

  34. Part time employees

    By Dougsbpc,
    • 5 replies
    • 2.2k views

  35. Solo-K gone wild

    By 401k Conundrums,
    • 12 replies
    • 4.1k views

  36. Can You Take a Hardship Distribution If You Have An Outstanding Loan?

    By metsfan026,
    • 4 replies
    • 2.4k views

  37. Re-enrollment under the MAE rules when plan becomes a QACA

    By MATRIX,
    • 0 replies
    • 1.2k views

  38. Reallocation of Forfeitures Upon Plan Termination

    By austin3515,
    • 15 replies
    • 3.4k views

  39. Plan Mergers - Change in Equivalencies

    By BentoBox,
    • 3 replies
    • 1.3k views

  40. Excluded employee allowed to participate

    By Belgarath,
    • 3 replies
    • 2.9k views

  41. Excess deferral question

    By Tom,
    • 4 replies
    • 2.5k views

  42. Mandatory Automatic Enrollment and Pooled Plans

    By austin3515,
    • 4 replies
    • 1.3k views

  43. Death of Participant and Outstanding Loan

    By 401k Conundrums,
    • 1 reply
    • 1k views

  44. Lifetime Income Disclosures - Tables for Calculations

    By austin3515,
    • 13 replies
    • 1.7k views

  45. Business acquisition - merge or terminate plan

    By Tom,
    • 4 replies
    • 2k views

  46. SIMPLE Roth Rollover

    By MGOAdmin,
    • 1 reply
    • 785 views
    • G8Rs
    • G8Rs

  47. Address Changes

    By 401Katie,
    • 4 replies
    • 2.4k views

  48. SECURE 2.0 Act Section 603 Mandatory Roth Catch Up - ADP Testing

    By FishOn,
    • 2 replies
    • 1.3k views

  49. Roth Conversion for ADP Catch-up Reclass

    By MGOAdmin,
    • 4 replies
    • 2.1k views

  50. Adding 401(k) to Profit Sharing

    By ejohnke,
    • 1 reply
    • 428 views
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