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401(k) Plans

19,466 topics in this forum

  1. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 1k views

  2. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 771 views

  3. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 521 views

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

    By ejohnke,
    • 2 replies
    • 610 views

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

    By Belgarath,
    • 2 replies
    • 2.2k views

  6. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 2.2k views

  7. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 1.2k views

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

    By cheersmate,
    • 2 replies
    • 1.1k views

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

    By BG5150,
    • 1 reply
    • 595 views

  10. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.7k views

  11. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 429 views

  12. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 1.1k views

  13. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam,   
    • 0 replies
    • 424 views

  14. Plan Takeover/Merger - Beneficiary info carryforward - best practice

    By legort69,
    • 3 replies
    • 793 views

  15. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 1.1k views

  16. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 2.9k views

  17. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 879 views

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

    By Pixie,
    • 6 replies
    • 825 views

  19. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1.3k views

  20. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 1k views

  21. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 1k views

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

    By Interested Party,
    • 2 replies
    • 765 views

  23. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 700 views

  24. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 1.8k views

  25. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 744 views

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

    By casey72,
    • 13 replies
    • 2.2k views

  27. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 1k views

  28. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 1.2k views

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

    By Guest erisafried,
    • 5 replies
    • 2.4k views

  30. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 662 views

  31. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 1.1k views

  32. Coverage test with allocation condition

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

  33. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.5k views

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

    By austin3515,
    • 4 replies
    • 1.3k views

  35. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 480 views

  36. Forfeiture Account Use

    By khn,
    • 3 replies
    • 1.1k views

  37. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 1k views

  38. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 1.1k views

  39. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 1 reply
    • 798 views

  41. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 777 views

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

    By Paul I,
    • 0 replies
    • 459 views

  43. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 969 views

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

    By Peter Gulia,
    • 3 replies
    • 961 views

  45. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 3.5k views

  46. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 978 views

  47. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.5k views

  48. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 1k views

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

    By 401KsRme,
    • 1 reply
    • 899 views

  50. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.4k views
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