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401(k) Plans

19,450 topics in this forum

  1. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 759 views

  2. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 1.2k views

  3. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 565 views

  4. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 1.3k views

  5. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 983 views

  6. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 1.8k views

  7. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 1.5k views

  8. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By Vikram Aurora, QPA, QKC,
    • 19 replies
    • 5.5k views

  9. financial advisor buys their client... and is still getting paid

    By AlbanyConsultant,
    • 1 reply
    • 881 views

  10. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 500 views

  11. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 1.5k views

  12. Form 5330

    By 52626,
    • 6 replies
    • 1.2k views

  13. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 784 views

  14. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 3.4k views

  15. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 2k views

  16. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 1k views

  17. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 2.3k views

  18. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 705 views

  19. ADP Corrective Distributions and Top Heavy Balances

    By justatester,
    • 1 reply
    • 707 views
    • Bri
    • Bri

  20. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 1.3k views

  21. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 1.1k views

  22. How to Handle Match Formula

    By mming,
    • 2 replies
    • 798 views

  23. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 972 views

  24. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 2k views

  25. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 998 views

  26. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 467 views

  27. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 895 views

  28. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 729 views

  29. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 464 views

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

    By Peter Gulia,
    • 5 replies
    • 818 views

  31. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 2.3k views

  32. LTPT

    By thepensionmaven,
    • 0 replies
    • 402 views

  33. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1.4k views

  34. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 966 views

  35. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 733 views

  36. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 503 views

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

    By ejohnke,
    • 2 replies
    • 582 views

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

    By Belgarath,
    • 2 replies
    • 2k views

  39. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 2.1k views

  40. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 1.2k views

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

    By cheersmate,
    • 2 replies
    • 1k views

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

    By BG5150,
    • 1 reply
    • 570 views

  43. Break in Service - Rehire

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

  44. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 408 views

  45. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 1k views

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

    By swam,   
    • 0 replies
    • 389 views

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

    By legort69,
    • 3 replies
    • 766 views

  48. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 1k views

  49. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 2.8k views

  50. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 778 views
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