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401(k) Plans

19,333 topics in this forum

  1. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 679 views

  2. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 938 views

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

    By AlbanyConsultant,
    • 1 reply
    • 570 views

  4. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 617 views

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

    By Paul I,
    • 0 replies
    • 348 views

  6. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 718 views

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

    By Peter Gulia,
    • 3 replies
    • 747 views

  8. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 2.5k views

  9. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 567 views

  10. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  11. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 698 views

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

    By 401KsRme,
    • 1 reply
    • 606 views

  13. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.1k views

  14. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 696 views

  15. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 663 views

  16. Contribution error

    By BellaBee41,
    • 3 replies
    • 515 views

  17. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 1.5k views

  19. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 772 views

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

    By TPApril,
    • 2 replies
    • 435 views

  21. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 1.1k views

  22. 8955 filing date

    By Tom,
    • 1 reply
    • 274 views

  23. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 749 views

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

    By Belgarath,
    • 4 replies
    • 1.8k views

  25. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 532 views

  26. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 708 views

  27. Excess Contribution

    By TH 401k,
    • 10 replies
    • 1k views

  28. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 598 views

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

    By Tom,
    • 4 replies
    • 1.3k views

  30. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 4.2k views

  31. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 2.6k views

  32. Reference guides for TPAs on the annual cycle?

    By SensibleUsername,
    • 4 replies
    • 1.1k views

  33. Employee Deferrals - Reconciliation Shortages as Late Deposits?

    By A.C.,
    • 5 replies
    • 1.8k views

  34. Residual Received After Plan Termination

    By metsfan026,
    • 5 replies
    • 2.5k views

  35. NUA

    By Ian,
    • 4 replies
    • 2.1k views

  36. Exclusions

    By Coleboy1,
    • 3 replies
    • 1.3k views

  37. Participant Loans 101

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

  38. 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
    • 1.1k views
    • Bri
    • Bri

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

    By Peter Gulia,
    • 3 replies
    • 1k views

  40. New Comparability

    By Bruce1,
    • 6 replies
    • 2.1k views

  41. Mandatory Roth Catchups

    By FishOn,
    • 8 replies
    • 2.1k views

  42. Error with Compensation definition - how to fix?

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

  43. 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

  44. Compensation after termination

    By Lou81,
    • 1 reply
    • 816 views

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

    By Peter Gulia,
    • 9 replies
    • 3.8k views

  46. Employer Stock in 401k plan - exit strategy

    By Jesse C,
    • 3 replies
    • 507 views

  47. Roth Catch Up final regs

    By Paul I,
    • 15 replies
    • 4.5k views

  48. Employee Roth elections not withheld correctly for 2024

    By Tom,
    • 1 reply
    • 1.6k views

  49. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek,
    • 0 replies
    • 442 views

  50. Part time employees

    By Dougsbpc,
    • 5 replies
    • 2.2k views
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