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401(k) Plans

19,499 topics in this forum

  1. Cashing Out Stock Options (Rather than Exercising) and 415 Compensation Definition

    By 401 Chaos,
    • 5 replies
    • 2.3k views

  2. Income Tax Withholding on Elective Deferrals

    By M_2015,
    • 4 replies
    • 4.8k views

  3. Will recordkeepers be ready to process the saver’s match?

    By Peter Gulia,
    • 5 replies
    • 1.3k views

  4. Contributions and matching after 401(a)(17) limit has been reached?

    By MD-Benefits Guy,
    • 13 replies
    • 5.5k views

  5. Failed 414s test in safe harbor plan

    By 30Rock,
    • 3 replies
    • 1.1k views

  6. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 1k views

  7. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 1.6k views

  8. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 751 views

  9. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 1.7k views

  10. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 1.2k views

  11. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 2.4k views

  12. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 1.9k views

  13. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By Vikram Aurora, QPA, QKC,
    • 19 replies
    • 6.8k views

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

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

  15. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 630 views

  16. After Tax (Mega Roth)

    By 401kWhisperer,
    • 7 replies
    • 1.9k views

  17. Form 5330

    By 52626,
    • 6 replies
    • 1.4k views

  18. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 986 views

  19. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 3.8k views

  20. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 2.5k views

  21. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 1.4k views

  22. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 2.8k views

  23. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 984 views

  24. ADP Corrective Distributions and Top Heavy Balances

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

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

    By Peter Gulia,
    • 7 replies
    • 1.6k views

  26. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 1.4k views

  27. How to Handle Match Formula

    By mming,
    • 2 replies
    • 1k views

  28. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 1.2k views

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

    By OrderOfOps,
    • 4 replies
    • 2.4k views

  30. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 1.3k views

  31. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 570 views

  32. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 1.1k views

  33. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 970 views

  34. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 612 views

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

    By Peter Gulia,
    • 5 replies
    • 1.1k views

  36. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 2.9k views

  37. LTPT

    By thepensionmaven,
    • 0 replies
    • 513 views

  38. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1.6k views

  39. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 1.2k views

  40. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 924 views

  41. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 662 views

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

    By ejohnke,
    • 2 replies
    • 769 views

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

    By Belgarath,
    • 2 replies
    • 2.6k views

  44. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 2.7k views

  45. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 1.5k views

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

    By cheersmate,
    • 2 replies
    • 1.3k views

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

    By BG5150,
    • 1 reply
    • 734 views

  48. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.8k views

  49. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 521 views

  50. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 1.4k views
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