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401(k) Plans

19,450 topics in this forum

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

    By Pixie,
    • 6 replies
    • 794 views

  2. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1.2k views

  3. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 1k views

  4. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 1k views

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

    By Interested Party,
    • 2 replies
    • 744 views

  6. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 672 views

  7. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 1.7k views

  8. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 716 views

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

    By casey72,
    • 13 replies
    • 2.1k views

  10. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 971 views

  11. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 1.1k views

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

    By Guest erisafried,
    • 5 replies
    • 2.3k views

  13. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 646 views

  14. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 1k views

  15. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 1k views

  16. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.5k views

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

    By austin3515,
    • 4 replies
    • 1.2k views

  18. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 452 views

  19. Forfeiture Account Use

    By khn,
    • 3 replies
    • 1k views

  20. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 984 views

  21. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 1.1k views

  22. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 1 reply
    • 772 views

  24. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 756 views

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

    By Paul I,
    • 0 replies
    • 448 views

  26. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 932 views

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

    By Peter Gulia,
    • 3 replies
    • 943 views

  28. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 3.4k views

  29. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 868 views

  30. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.5k views

  31. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 979 views

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

    By 401KsRme,
    • 1 reply
    • 871 views

  33. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.4k views

  34. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 880 views

  35. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 867 views

  36. Contribution error

    By BellaBee41,
    • 3 replies
    • 941 views

  37. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 4.6k views

  39. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 1k views

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

    By TPApril,
    • 2 replies
    • 610 views

  41. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 2.4k views

  42. 8955 filing date

    By Tom,
    • 1 reply
    • 381 views

  43. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 957 views

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

    By Belgarath,
    • 4 replies
    • 2k views

  45. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 678 views

  46. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 1.3k views

  47. Excess Contribution

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

  48. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 886 views

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

    By Tom,
    • 4 replies
    • 1.4k views

  50. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 4.9k views
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