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401(k) Plans

19,319 topics in this forum

  1. Reclassifying safe harbor match contributions?

    By Mleech,   
    • 1 reply
    • 882 views

  2. Form 5500 Extension Requirement

    By metsfan026,
    • 6 replies
    • 1.9k views

  3. Secure 2.0/Cares/CAA addendum

    By Pixie,
    • 2 replies
    • 548 views

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

    By Peter Gulia,
    • 14 replies
    • 1.8k views

  5. 401k Plan - must a QDRO be prepared

    By DDB BN,
    • 14 replies
    • 2.1k views

  6. When did a merger really happen

    By austin3515,
    • 6 replies
    • 1k views

  7. Making Up Missed Roth Contributions

    By metsfan026,
    • 5 replies
    • 976 views

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

    By TPApril,
    • 2 replies
    • 679 views

  9. Profit Sharing Plan Adding 401(k) Features

    By mming,
    • 3 replies
    • 629 views

  10. eligibility question

    By Tom,
    • 3 replies
    • 809 views

  11. Opt-out

    By Bruce1,
    • 3 replies
    • 966 views

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

    By Santo Gold,
    • 10 replies
    • 1.2k views

  13. Prevailing Wages Issues

    By Senior Pension Admin,
    • 2 replies
    • 773 views

  14. RMD from Roth

    By Brenda Wren,
    • 4 replies
    • 1.1k views

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

    By Senior Pension Admin,
    • 8 replies
    • 894 views

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

    By metsfan026,
    • 1 reply
    • 680 views

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

    By MeAgainst401K,
    • 0 replies
    • 540 views

  18. Form 5500 Question - Pre-Funded Contribution

    By metsfan026,
    • 5 replies
    • 1k views

  19. EACA Mandate and QACA

    By MATRIX,
    • 7 replies
    • 1.3k views

  20. Letting some NHCEs in early by name

    By Tonya,
    • 15 replies
    • 1.6k views

  21. Another LTPT Inquiry

    By thepensionmaven,
    • 8 replies
    • 827 views

  22. QACA Safe Harbor Matching Contribution

    By mming,
    • 1 reply
    • 910 views

  23. correcting failed ADP Test

    By Lou81,   
    • 3 replies
    • 693 views

  24. 414s test

    By gregburst,
    • 6 replies
    • 1.1k views

  25. minimum gateway with statutory exclusion

    By Tom,
    • 2 replies
    • 585 views

  26. Safe Harbor Match to HCE

    By metsfan026,
    • 5 replies
    • 1.1k views

  27. US Company with Canadian Subsidiary

    By 401kSteve,
    • 1 reply
    • 732 views

  28. Counting of Hours for DC Plan

    By metsfan026,
    • 3 replies
    • 936 views

  29. 410 b test failure options for average benefits?

    By Traci,
    • 3 replies
    • 843 views

  30. Designated Beneficiary (Annulment)

    By youngbenefitslawyer,
    • 2 replies
    • 729 views

  31. 414(s) Test

    By TJ,
    • 3 replies
    • 1.1k views

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

    By ERISA guy,
    • 2 replies
    • 640 views

  33. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 603 views

  34. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 980 views

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

    By user001,
    • 4 replies
    • 595 views

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

    By Renee Crabill,
    • 1 reply
    • 649 views

  37. Discretionary Match

    By Connor,
    • 4 replies
    • 939 views

  38. Top Heavy Minimum

    By TH 401k,
    • 4 replies
    • 763 views

  39. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 728 views

  40. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 789 views

  41. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.1k views

  42. Timing of Deposits

    By 52626,
    • 2 replies
    • 856 views

  43. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 882 views

  44. Key Employee definition

    By Tom,
    • 1 reply
    • 860 views

  45. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 1.6k views

  46. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 1.5k views

  47. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 999 views

  48. 415 violation for S/E

    By Belgarath,
    • 4 replies
    • 1.8k views

  49. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k,
    • 3 replies
    • 1k views

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

    By jeanh,
    • 10 replies
    • 1.2k views
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