401(k) Plans

19,275 topics in this forum

1. 414(s) Test

   By TJ, June 13
   • 3 replies
   • 1k views
   • 
   • Belgarath
   • June 16

2. Discretionary Match

   By Connor, June 11
   • 4 replies
   • 864 views
   • 
   • Connor
   • June 12

3. Testing & 5500 for plan with brokerage and vendor accounts

   By user001, June 12
   • 4 replies
   • 543 views
   • 
   • user001
   • June 12

4. Top Heavy Minimum

   By TH 401k, June 10
   • 4 replies
   • 664 views
   • 
   • Lou S.
   • June 11

5. Is a Non-owner spouse considered an HCE for 2024 if newly married?

   By Renee Crabill, June 11
   • 1 reply
   • 609 views
   • 
   • Lou S.
   • June 11

6. 2023 retroactivity due to improper company match

   By Kikka, June 6
   • 3 replies
   • 743 views
   • 
   • Lou S.
   • June 11

7. Roth Catchups for HPIs and In Plan Roth Rollovers

   By Pam Shoup, June 9
   • 1 reply
   • 700 views
   • 
   • RatherBeGolfing
   • June 10

8. Timing of Deposits

   By 52626, June 5
   • 2 replies
   • 765 views
   • 
   • Artie M
   • June 6

9. Rollover Prior to Eligibility

   By khn, June 5
   • 3 replies
   • 1k views
   • 
   • Peter Gulia
   • June 6

10. A Poll: VCP Timing and Results?

    By casey72, June 4
    • 1 reply
    • 837 views
    • 
    • EBP
    • June 5

11. elapsed time - vesting

    By Lou81, May 22   

    • vesting
    • 6 replies
    • 1k views
    • 
    • Calavera
    • June 5

12. 401(k) deferrals deposited into IRA

    By Lauren0507, May 28
    • 5 replies
    • 954 views
    • 
    • Lauren0507
    • June 3

13. Key Employee definition

    By Tom, June 2
    • 1 reply
    • 793 views
    • 
    • RELUCTANT_LAWYER
    • June 3

14. IRS audit requests for 401k plan and or profit sharing

    By jeanh, May 27
    • 10 replies
    • 1.1k views
    • 
    • Bill Presson
    • June 1

15. employee and employer contribution

    By thepensionmaven, May 28
    • 6 replies
    • 1.3k views
    • 
    • Paul I
    • June 1

16. FMLA and Last Day Requirement

    By metsfan026, May 29
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 29

17. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k, May 27
    • 3 replies
    • 905 views
    • 
    • Gilmore
    • May 29

18. 415 violation for S/E

    By Belgarath, May 28
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • May 29

19. purchased by private equity firm

    By AlbanyConsultant, May 23
    • 9 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 27

20. Merger Question

    By khn, May 23
    • 3 replies
    • 1.1k views
    • 
    • Ilene Ferenczy
    • May 27

21. Real Estate in a Profit Sharing Plan

    By jenny, May 22
    • 3 replies
    • 1.1k views
    • 
    • ERISALawyr
    • May 26

22. Company Subsidiary to Start Plan or Adopt Current One

    By KevinMc, May 15
    • 7 replies
    • 924 views
    • 
    • QDROphile
    • May 24

23. Vesting - Layoff

    By 52626, May 15
    • 2 replies
    • 1.1k views
    • 
    • RELUCTANT_LAWYER
    • May 23

24. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515, May 23
    • 2 replies
    • 751 views
    • 
    • austin3515
    • May 23

25. Automatic enrollment failure and terminated employees

    By MATRIX, May 18
    • 6 replies
    • 1.4k views
    • 
    • MATRIX
    • May 22

26. Safe Harbor 4% Non-Elective Contribution, Top Heavy Contribution and Secure Act

    By Michele F, May 20
    • 2 replies
    • 962 views
    • 
    • Michele F
    • May 21

27. 401k and ESOP plan

    By TH 401k, May 19
    • 3 replies
    • 777 views
    • 
    • jsample
    • May 20

28. EACA and QDIA fund

    By 52626, May 19
    • 1 reply
    • 894 views
    • 
    • Peter Gulia
    • May 19

29. Employer Match

    By thepensionmaven, May 18
    • 1 reply
    • 728 views
    • 
    • Bill Presson
    • May 19

30. Recommendations sought for solo 401(k) auditor

    By blguest, May 7   

    • audit
    • 401k plan
    • (and 2 more)

      Tagged with:

      • audit
      • 401k plan
      • real estate
      • qdro
    • 1 reply
    • 807 views
    • 
    • Appleby
    • May 14

31. Prevailing wage fringe benefit exemption

    By HrdWrkr, May 12
    • 3 replies
    • 1.4k views
    • 
    • Tom Veal
    • May 14

32. Safe Harbor vs Solo 401k Conversion

    By bluehavana2, May 10
    • 9 replies
    • 1.3k views
    • 
    • bluehavana2
    • May 13

33. 415 excess 415 Excess - Past Deadline - True Ups also due...

    By 401kology, May 8   

    • correction method
    • 10 replies
    • 1k views
    • 
    • Artie M
    • May 13

34. After-Tax Contributions (Again!)

    By mjbais1489, May 8
    • 7 replies
    • 1.3k views
    • 
    • BenefitJack
    • May 13

35. 401k recordkeepers

    By LAHurricane, May 7
    • 2 replies
    • 3.7k views
    • 
    • jsample
    • May 8

36. K-1 Earned Income

    By Catch22PGM, May 7
    • 3 replies
    • 2k views
    • 
    • fmsinc
    • May 7

37. Failed ADP oops it really passed

    By 401KsRme, May 6
    • 2 replies
    • 954 views
    • 
    • 401KsRme
    • May 7

38. SECURE 2.0 COLA Adjustments

    By austin3515, May 3
    • 2 replies
    • 923 views
    • 
    • austin3515
    • May 4

39. controlled group 5500 filing requirement

    By Tom, April 30
    • 2 replies
    • 610 views
    • 
    • Artie M
    • May 1

40. Death of participant - proof needed

    By Tom, April 29
    • 18 replies
    • 1.9k views
    • 
    • Lois Baker
    • May 1

41. Good wholistic books about retirement planning?

    By Mleech, April 3
    • 2 replies
    • 1k views
    • 
    • eRIZZa
    • May 1

42. Midyear replacement of SIMPLE IRA with SH 401k - effective dates

    By 401KIA, April 29
    • 3 replies
    • 835 views
    • 
    • 401KIA
    • April 30

43. Fund Remittance - Employer Contribution

    By John K, April 29
    • 5 replies
    • 1.2k views
    • 
    • Paul I
    • April 30

44. 401k Plan Loan Default

    By ratherbereading, April 29
    • 3 replies
    • 910 views
    • 
    • ratherbereading
    • April 30

45. 2026 Roth Catch-ups for HPI's

    By Belgarath, April 29
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 29

46. PS Testing - Dual Eligibility - Compensation Exclusions

    By OrderOfOps, April 28
    • 2 replies
    • 713 views
    • 
    • C. B. Zeller
    • April 29

47. GW minimum calculation with dual eligibility requirements for SH & PSC

    By Audrey, April 29
    • 1 reply
    • 545 views
    • 
    • C. B. Zeller
    • April 29

48. Four Step SSI

    By Kattdogg12, March 25
    • 6 replies
    • 988 views
    • 
    • Dave Baker
    • April 29

49. Employer Roth contribution option

    By Tom, April 24
    • 3 replies
    • 1.1k views
    • 
    • Artie M
    • April 25

50. LTPT - again!

    By Belgarath, April 22
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • April 25