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401(k) Plans

19,400 topics in this forum

  1. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1.1k views

  2. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 906 views

  3. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 928 views

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

    By Interested Party,
    • 2 replies
    • 654 views

  5. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 596 views

  6. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 1.3k views

  7. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 582 views

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

    By casey72,
    • 13 replies
    • 1.7k views

  9. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 877 views

  10. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 997 views

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

    By Guest erisafried,
    • 5 replies
    • 2.3k views

  12. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 570 views

  13. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 870 views

  14. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 935 views

  15. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.5k views

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

    By austin3515,
    • 4 replies
    • 1.1k views

  17. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 398 views

  18. Forfeiture Account Use

    By khn,
    • 3 replies
    • 913 views

  19. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 860 views

  20. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 922 views

  21. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 1 reply
    • 686 views

  23. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 677 views

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

    By Paul I,
    • 0 replies
    • 405 views

  25. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 841 views

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

    By Peter Gulia,
    • 3 replies
    • 857 views

  27. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 2.9k views

  28. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 700 views

  29. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.4k views

  30. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 883 views

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

    By 401KsRme,
    • 1 reply
    • 770 views

  32. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.2k views

  33. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 804 views

  34. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 781 views

  35. Contribution error

    By BellaBee41,
    • 3 replies
    • 800 views

  36. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 3.2k views

  38. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 898 views

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

    By TPApril,
    • 2 replies
    • 540 views

  40. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 1.6k views

  41. 8955 filing date

    By Tom,
    • 1 reply
    • 328 views

  42. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 855 views

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

    By Belgarath,
    • 4 replies
    • 1.9k views

  44. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 603 views

  45. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 1.1k views

  46. Excess Contribution

    By TH 401k,
    • 10 replies
    • 1.6k views

  47. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 765 views

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

    By Tom,
    • 4 replies
    • 1.4k views

  49. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 4.5k views

  50. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 2.7k views
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