401(k) Plans

19,275 topics in this forum

1. FMLA and Last Day Requirement

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

2. employee and employer contribution

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

3. 401(k) deferrals deposited into IRA

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

4. 415 violation for S/E

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

5. QDIA Requirements for EACA and QACA under SECURE 2.0

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

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

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

7. Merger Question

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

8. Converting SIMPLE IRA to 401k - Notice REquirement

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

9. purchased by private equity firm

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

10. Real Estate in a Profit Sharing Plan

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

11. elapsed time - vesting

    By Lou81, May 22   

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

12. 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

13. EACA and QDIA fund

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

14. 401k and ESOP plan

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

15. Employer Match

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

16. Automatic enrollment failure and terminated employees

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

17. Vesting - Layoff

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

18. Company Subsidiary to Start Plan or Adopt Current One

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

19. Prevailing wage fringe benefit exemption

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

20. Safe Harbor vs Solo 401k Conversion

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

21. After-Tax Contributions (Again!)

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

22. 415 excess 415 Excess - Past Deadline - True Ups also due...

    By 401kology, May 8   

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

23. 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

24. 401k recordkeepers

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

25. K-1 Earned Income

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

26. Failed ADP oops it really passed

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

27. SECURE 2.0 COLA Adjustments

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

28. controlled group 5500 filing requirement

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

29. Death of participant - proof needed

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

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

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

31. Fund Remittance - Employer Contribution

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

32. 2026 Roth Catch-ups for HPI's

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

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

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

34. 401k Plan Loan Default

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

35. PS Testing - Dual Eligibility - Compensation Exclusions

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

36. Employer Roth contribution option

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

37. 401k VFCP excel calculator

    By PathFinder111, April 23   

    • vfcp
    • 0 replies
    • 875 views
    • 
    • PathFinder111
    • April 23

38. Force out IRA

    By Bruce1, April 23
    • 3 replies
    • 1k views
    • 
    • CuseFan
    • April 23

39. Depositing elective deferrals before they occur

    By mariemonroe, April 23
    • 2 replies
    • 868 views
    • 
    • Paul I
    • April 23

40. Plan Never Fully Closed even though terminated

    By 401kAllTheWay, April 22
    • 1 reply
    • 1.1k views
    • 
    • Paul I
    • April 22

41. Roth election for Employer Contributions

    By Tom, April 22
    • 3 replies
    • 996 views
    • 
    • Tom
    • April 24

42. LTPT - again!

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

43. ERISA plan document disclosure to former participant

    By 30Rock, April 21
    • 6 replies
    • 2.2k views
    • 
    • 30Rock
    • April 22

44. ADP/ACP question

    By roy819, April 21
    • 0 replies
    • 802 views
    • 
    • roy819
    • April 21

45. Nevada Employee Savings Trust Program

    By gregburst, April 18
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 18

46. Documenting EACA mandate exemption

    By QP_Guy, April 18
    • 1 reply
    • 905 views
    • 
    • Belgarath
    • April 18

47. 401k Matching True-Up Question

    By PensionPete, April 16
    • 6 replies
    • 3.7k views
    • 
    • PensionPete
    • April 17

48. Failure to implement deferral election

    By Bruce1, April 16
    • 3 replies
    • 1.1k views
    • 
    • Artie M
    • April 17

49. Basic QNEC question-failed ADP

    By ratherbereading, April 16
    • 4 replies
    • 1.1k views
    • 
    • Paul I
    • April 17

50. Searching for "Lost" Participants

    By metsfan026, April 15
    • 6 replies
    • 1.4k views
    • 
    • Pam Shoup
    • April 16