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401(k) Plans

19,378 topics in this forum

  1. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 812 views

  2. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 391 views

  3. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 671 views

  4. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 573 views

  5. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 326 views

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

    By Peter Gulia,
    • 5 replies
    • 565 views

  7. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1.5k views

  8. LTPT

    By thepensionmaven,
    • 0 replies
    • 295 views

  9. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1.1k views

  10. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 799 views

  11. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 553 views

  12. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 360 views

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

    By ejohnke,
    • 2 replies
    • 481 views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

  15. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 1.5k views

  16. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 962 views

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

    By cheersmate,
    • 2 replies
    • 696 views

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

    By BG5150,
    • 1 reply
    • 470 views

  19. Break in Service - Rehire

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

  20. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 290 views

  21. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 728 views

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

    By swam,   
    • 0 replies
    • 308 views

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

    By legort69,
    • 3 replies
    • 631 views

  24. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 733 views

  25. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 2.1k views

  26. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 520 views

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

    By Pixie,
    • 6 replies
    • 582 views

  28. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1k views

  29. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 819 views

  30. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 897 views

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

    By Interested Party,
    • 2 replies
    • 612 views

  32. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 569 views

  33. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 1.2k views

  34. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 526 views

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

    By casey72,
    • 13 replies
    • 1.6k views

  36. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 818 views

  37. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 935 views

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

    By Guest erisafried,
    • 5 replies
    • 2.2k views

  39. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 534 views

  40. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 791 views

  41. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 894 views

  42. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.5k views

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

    By austin3515,
    • 4 replies
    • 978 views

  44. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 357 views

  45. Forfeiture Account Use

    By khn,
    • 3 replies
    • 807 views

  46. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 778 views

  47. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 842 views

  48. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 1 reply
    • 634 views

  50. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 644 views
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