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401(k) Plans

19,317 topics in this forum

  1. Secure 2.0/Cares/CAA addendum

    By Pixie,
    • 2 replies
    • 544 views

  2. A higher-paid employee’s catch-up must be Roth deferrals—how to implement?

    By Peter Gulia,
    • 14 replies
    • 1.8k views

  3. 401k Plan - must a QDRO be prepared

    By DDB BN,
    • 14 replies
    • 2.1k views

  4. When did a merger really happen

    By austin3515,
    • 6 replies
    • 1k views

  5. Making Up Missed Roth Contributions

    By metsfan026,
    • 5 replies
    • 969 views

  6. ADP Test: can switch from prior to current after EOY

    By TPApril,
    • 2 replies
    • 677 views

  7. Profit Sharing Plan Adding 401(k) Features

    By mming,
    • 3 replies
    • 621 views

  8. eligibility question

    By Tom,
    • 3 replies
    • 799 views

  9. Opt-out

    By Bruce1,
    • 3 replies
    • 962 views

  10. Company going broke and closing doors. Can't afford safe harbor match

    By Santo Gold,
    • 10 replies
    • 1.2k views

  11. Prevailing Wages Issues

    By Senior Pension Admin,
    • 2 replies
    • 765 views

  12. RMD from Roth

    By Brenda Wren,
    • 4 replies
    • 1.1k views

  13. Aggregate Testing for 401(k) Plans under same employer

    By Senior Pension Admin,
    • 8 replies
    • 890 views

  14. Matching Contribution for New Acquisition (Can It Be Different Than Entire Company?)

    By metsfan026,
    • 1 reply
    • 676 views

  15. PTE 80-51 (amended & restated by PTE 91-38) - the 10% investment limit

    By MeAgainst401K,
    • 0 replies
    • 533 views

  16. Form 5500 Question - Pre-Funded Contribution

    By metsfan026,
    • 5 replies
    • 999 views

  17. EACA Mandate and QACA

    By MATRIX,
    • 7 replies
    • 1.3k views

  18. Letting some NHCEs in early by name

    By Tonya,
    • 15 replies
    • 1.6k views

  19. Another LTPT Inquiry

    By thepensionmaven,
    • 8 replies
    • 822 views

  20. QACA Safe Harbor Matching Contribution

    By mming,
    • 1 reply
    • 903 views

  21. correcting failed ADP Test

    By Lou81,   
    • 3 replies
    • 688 views

  22. 414s test

    By gregburst,
    • 6 replies
    • 1.1k views

  23. minimum gateway with statutory exclusion

    By Tom,
    • 2 replies
    • 580 views

  24. Safe Harbor Match to HCE

    By metsfan026,
    • 5 replies
    • 1.1k views

  25. US Company with Canadian Subsidiary

    By 401kSteve,
    • 1 reply
    • 728 views

  26. Counting of Hours for DC Plan

    By metsfan026,
    • 3 replies
    • 930 views

  27. 410 b test failure options for average benefits?

    By Traci,
    • 3 replies
    • 833 views

  28. Designated Beneficiary (Annulment)

    By youngbenefitslawyer,
    • 2 replies
    • 727 views

  29. 414(s) Test

    By TJ,
    • 3 replies
    • 1.1k views

  30. Does EPCRS require calculating and depositing "earnings on earnings" for missed contributions?

    By ERISA guy,
    • 2 replies
    • 636 views

  31. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 597 views

  32. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 973 views

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

    By user001,
    • 4 replies
    • 585 views

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

    By Renee Crabill,
    • 1 reply
    • 643 views

  35. Discretionary Match

    By Connor,
    • 4 replies
    • 933 views

  36. Top Heavy Minimum

    By TH 401k,
    • 4 replies
    • 755 views

  37. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 726 views

  38. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 782 views

  39. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.1k views

  40. Timing of Deposits

    By 52626,
    • 2 replies
    • 849 views

  41. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 878 views

  42. Key Employee definition

    By Tom,
    • 1 reply
    • 850 views

  43. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 1.5k views

  44. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 1.5k views

  45. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 994 views

  46. 415 violation for S/E

    By Belgarath,
    • 4 replies
    • 1.8k views

  47. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k,
    • 3 replies
    • 1k views

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

    By jeanh,
    • 10 replies
    • 1.2k views

  49. Merger Question

    By khn,
    • 3 replies
    • 1.2k views

  50. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515,
    • 2 replies
    • 804 views
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