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401(k) Plans

19,381 topics in this forum

  1. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 1 reply
    • 642 views

  3. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 656 views

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

    By Paul I,
    • 0 replies
    • 380 views

  5. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 799 views

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

    By Peter Gulia,
    • 3 replies
    • 809 views

  7. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 2.7k views

  8. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 656 views

  9. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.3k views

  10. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 807 views

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

    By 401KsRme,
    • 1 reply
    • 717 views

  12. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.2k views

  13. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 757 views

  14. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 744 views

  15. Contribution error

    By BellaBee41,
    • 3 replies
    • 700 views

  16. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 2.7k views

  18. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 857 views

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

    By TPApril,
    • 2 replies
    • 503 views

  20. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 1.4k views

  21. 8955 filing date

    By Tom,
    • 1 reply
    • 308 views

  22. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 818 views

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

    By Belgarath,
    • 4 replies
    • 1.8k views

  24. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 572 views

  25. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 954 views

  26. Excess Contribution

    By TH 401k,
    • 10 replies
    • 1.4k views

  27. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 720 views

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

    By Tom,
    • 4 replies
    • 1.3k views

  29. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 4.4k views

  30. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 2.7k views

  31. Reference guides for TPAs on the annual cycle?

    By SensibleUsername,
    • 4 replies
    • 1.2k views

  32. Employee Deferrals - Reconciliation Shortages as Late Deposits?

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

  33. Residual Received After Plan Termination

    By metsfan026,
    • 5 replies
    • 2.6k views

  34. NUA

    By Ian,
    • 4 replies
    • 2.9k views

  35. Exclusions

    By Coleboy1,
    • 3 replies
    • 1.3k views

  36. Participant Loans 101

    By austin3515,
    • 4 replies
    • 1.9k views
    • Bri
    • Bri

  37. 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

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

    By Peter Gulia,
    • 3 replies
    • 1.1k views

  39. New Comparability

    By Bruce1,
    • 6 replies
    • 2.3k views

  40. Mandatory Roth Catchups

    By FishOn,
    • 8 replies
    • 2.2k views

  41. Error with Compensation definition - how to fix?

    By MD-Benefits Guy,
    • 1 reply
    • 1.7k views

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

    By Peter Gulia,
    • 6 replies
    • 3.6k views

  43. Compensation after termination

    By Lou81,
    • 1 reply
    • 856 views

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

    By Peter Gulia,
    • 9 replies
    • 4k views

  45. Employer Stock in 401k plan - exit strategy

    By Jesse C,
    • 3 replies
    • 659 views

  46. Roth Catch Up final regs

    By Paul I,
    • 15 replies
    • 4.7k views

  47. Employee Roth elections not withheld correctly for 2024

    By Tom,
    • 1 reply
    • 1.6k views

  48. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek,
    • 0 replies
    • 469 views

  49. Part time employees

    By Dougsbpc,
    • 5 replies
    • 2.3k views

  50. Solo-K gone wild

    By 401k Conundrums,
    • 12 replies
    • 4.3k views
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