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401(k) Plans

19,378 topics in this forum

  1. Plan Mergers - Change in Equivalencies

    By BentoBox,
    • 3 replies
    • 1.3k views

  2. Excluded employee allowed to participate

    By Belgarath,
    • 3 replies
    • 3k views

  3. Excess deferral question

    By Tom,
    • 4 replies
    • 3.4k views

  4. Mandatory Automatic Enrollment and Pooled Plans

    By austin3515,
    • 4 replies
    • 1.4k views

  5. Death of Participant and Outstanding Loan

    By 401k Conundrums,
    • 1 reply
    • 1.1k views

  6. Lifetime Income Disclosures - Tables for Calculations

    By austin3515,
    • 13 replies
    • 1.9k views

  7. Business acquisition - merge or terminate plan

    By Tom,
    • 4 replies
    • 2.2k views

  8. SIMPLE Roth Rollover

    By MGOAdmin,
    • 1 reply
    • 2k views
    • G8Rs
    • G8Rs

  9. Address Changes

    By 401Katie,
    • 4 replies
    • 2.8k views

  10. SECURE 2.0 Act Section 603 Mandatory Roth Catch Up - ADP Testing

    By FishOn,
    • 2 replies
    • 1.6k views

  11. Roth Conversion for ADP Catch-up Reclass

    By MGOAdmin,
    • 4 replies
    • 2.2k views

  12. Adding 401(k) to Profit Sharing

    By ejohnke,
    • 1 reply
    • 470 views

  13. No Delays in Mandatory Roth Catch-ups, right?

    By austin3515,
    • 12 replies
    • 3.2k views
    • ACK
    • ACK

  14. Late Deposits (Small Plan vs Large Plan after new participant counting methodology)

    By 401k Conundrums,
    • 2 replies
    • 1.9k views

  15. Forfeiture cases...

    By fmsinc,
    • 5 replies
    • 2.2k views

  16. rehire, eligiblity and entry

    By Lou81,
    • 2 replies
    • 1.3k views

  17. Auto enrollment procedures

    By Santo Gold,
    • 4 replies
    • 2.4k views

  18. ACP Correction After Distribution

    By In House Counsel,
    • 5 replies
    • 1.6k views

  19. Eligibility for A Participant Working Remotely Out of the US

    By metsfan026,
    • 13 replies
    • 3.1k views

  20. True-ups

    By Belgarath,
    • 3 replies
    • 1.5k views

  21. New plan under new audit participant count definition

    By John ATL,
    • 4 replies
    • 1.9k views

  22. plan merger

    By Tom,
    • 2 replies
    • 1.2k views

  23. Permissive disaggregation and ineligible employees

    By t.haley,
    • 0 replies
    • 1k views

  24. Husband & Wife Solo PS Allocation

    By Basically,
    • 7 replies
    • 2.7k views

  25. Definition of Comp - Overtime and Tips Deduction

    By austin3515,
    • 12 replies
    • 2.6k views

  26. Mandatory Roth -- Deemed Roth Feature -- Timing Issue

    By Interested Party,
    • 4 replies
    • 1.3k views

  27. PEO plan for NHCE, not for HCE/Owners

    By justanotheradmin,
    • 2 replies
    • 2k views

  28. Reporting of Late Deposits on form 5500

    By Nic Pospiech,
    • 8 replies
    • 989 views

  29. Timing of Mega Backdoor Roth

    By metsfan026,
    • 4 replies
    • 3.2k views

  30. EACA Mandate and QACA

    By MATRIX,
    • 7 replies
    • 1.4k views

  31. Correcting 415 Excess with Matched Deferrals

    By EBECatty,
    • 3 replies
    • 764 views

  32. Accredited Professional Corporation and SE Income

    By justanotheradmin,
    • 2 replies
    • 3k views

  33. Investment: LLC K-1 is negative

    By TPApril,
    • 2 replies
    • 2.2k views

  34. thoughts on HPI deferral elections?

    By AlbanyConsultant,
    • 2 replies
    • 1.5k views

  35. Long Term Part Time Employee - plan started 1/1/2023

    By MQS0413,
    • 2 replies
    • 1.5k views

  36. acquistion and plan freeze amendment

    By MATRIX,
    • 1 reply
    • 2.7k views

  37. 415 Compensation

    By KevinMc,
    • 3 replies
    • 2.8k views

  38. Mid-Year Acquisition - Comp for Testing, Top Heavy, & SH Allocation Calculations

    By OrderOfOps,
    • 4 replies
    • 1.4k views

  39. Tips

    By Kay Kruse JPM,
    • 4 replies
    • 1k views

  40. DFVC Filing Process

    By metsfan026,
    • 3 replies
    • 1.2k views

  41. FT William Plan Docs - Eligibility Expressed in Days

    By austin3515,
    • 11 replies
    • 1.9k views

  42. Age weighted and 401(a)(4) non discrimination Testing

    By TH 401k,
    • 3 replies
    • 688 views
    • Bri
    • Bri

  43. 415(c) and Amended Tax Returns

    By Cephas,
    • 2 replies
    • 799 views

  44. insurance paid by deferrals... PS-58 needed?

    By AlbanyConsultant,
    • 5 replies
    • 2.5k views

  45. Is this nondiscriminatory?

    By erisageek1978,
    • 8 replies
    • 1.2k views

  46. Investment Fiduciary

    By austin3515,
    • 2 replies
    • 802 views

  47. About a higher-wage participant’s age-based catch-up, what is an effective opportunity to elect against Roth contributions?

    By Peter Gulia,
    • 3 replies
    • 775 views

  48. 401k participant deceased and beneficiary deceased before any distribution made

    By t.haley,
    • 7 replies
    • 1.1k views

  49. Participant's deferral election and non cash compensation

    By TPA Bob,
    • 3 replies
    • 986 views

  50. Super Catch-up for off-calendar plan year

    By pholosofizer,
    • 2 replies
    • 844 views
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