Jump to content

401(k) Plans

19,423 topics in this forum

  1. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 434 views

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

    By Peter Gulia,
    • 5 replies
    • 751 views

  3. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 2.1k views

  4. LTPT

    By thepensionmaven,
    • 0 replies
    • 379 views

  5. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1.3k views

  6. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 902 views

  7. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 675 views

  8. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 462 views

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

    By ejohnke,
    • 2 replies
    • 544 views

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

    By Belgarath,
    • 2 replies
    • 1.7k views

  11. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 1.9k views

  12. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 1.1k views

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

    By cheersmate,
    • 2 replies
    • 949 views

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

    By BG5150,
    • 1 reply
    • 533 views

  15. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.7k views

  16. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 372 views

  17. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 915 views

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

    By swam,   
    • 0 replies
    • 361 views

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

    By legort69,
    • 3 replies
    • 724 views

  20. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 941 views

  21. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 2.6k views

  22. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 694 views

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

    By Pixie,
    • 6 replies
    • 725 views

  24. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1.2k views

  25. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 984 views

  26. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 967 views

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

    By Interested Party,
    • 2 replies
    • 699 views

  28. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 637 views

  29. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 1.5k views

  30. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 684 views

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

    By casey72,
    • 13 replies
    • 1.9k views

  32. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 918 views

  33. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 1k views

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

    By Guest erisafried,
    • 5 replies
    • 2.3k views

  35. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 612 views

  36. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 956 views

  37. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 976 views

  38. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.5k views

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

    By austin3515,
    • 4 replies
    • 1.2k views

  40. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 426 views

  41. Forfeiture Account Use

    By khn,
    • 3 replies
    • 983 views

  42. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 932 views

  43. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 1k views

  44. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 1 reply
    • 728 views

  46. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 727 views

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

    By Paul I,
    • 0 replies
    • 431 views

  48. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 888 views

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

    By Peter Gulia,
    • 3 replies
    • 901 views

  50. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 3.1k views
×
×
  • Create New...