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401(k) Plans

19,332 topics in this forum

  1. minimum gateway with statutory exclusion

    By Tom,
    • 2 replies
    • 600 views

  2. Form 5330 / E-Filing

    By austin3515,
    • 9 replies
    • 2.4k views

  3. Safe Harbor Match to HCE

    By metsfan026,
    • 5 replies
    • 1.2k views

  4. US Company with Canadian Subsidiary

    By 401kSteve,
    • 1 reply
    • 757 views

  5. Counting of Hours for DC Plan

    By metsfan026,
    • 3 replies
    • 972 views

  6. 410 b test failure options for average benefits?

    By Traci,
    • 3 replies
    • 878 views

  7. Designated Beneficiary (Annulment)

    By youngbenefitslawyer,
    • 2 replies
    • 743 views

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

    By ERISA guy,
    • 2 replies
    • 665 views

  9. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 622 views

  10. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 998 views

  11. 414(s) Test

    By TJ,
    • 3 replies
    • 1.2k views

  12. Discretionary Match

    By Connor,
    • 4 replies
    • 972 views

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

    By user001,
    • 4 replies
    • 610 views

  14. Top Heavy Minimum

    By TH 401k,
    • 4 replies
    • 813 views

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

    By Renee Crabill,
    • 1 reply
    • 658 views

  16. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 805 views

  17. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 738 views

  18. Timing of Deposits

    By 52626,
    • 2 replies
    • 877 views

  19. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.1k views

  20. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 902 views

  21. elapsed time - vesting

    By Lou81,   
    • 6 replies
    • 1.2k views

  22. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 1k views

  23. Key Employee definition

    By Tom,
    • 1 reply
    • 890 views

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

    By jeanh,
    • 10 replies
    • 1.3k views

  25. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 1.6k views

  26. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 1.8k views

  27. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k,
    • 3 replies
    • 1k views

  28. 415 violation for S/E

    By Belgarath,
    • 4 replies
    • 1.8k views

  29. purchased by private equity firm

    By AlbanyConsultant,
    • 9 replies
    • 1.6k views

  30. Merger Question

    By khn,
    • 3 replies
    • 1.3k views

  31. Real Estate in a Profit Sharing Plan

    By jenny,
    • 3 replies
    • 1.1k views

  32. Company Subsidiary to Start Plan or Adopt Current One

    By KevinMc,
    • 7 replies
    • 1k views

  33. Vesting - Layoff

    By 52626,
    • 2 replies
    • 1.1k views

  34. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515,
    • 2 replies
    • 826 views

  35. Automatic enrollment failure and terminated employees

    By MATRIX,
    • 6 replies
    • 1.6k views

  36. Safe Harbor 4% Non-Elective Contribution, Top Heavy Contribution and Secure Act

    By Michele F,
    • 2 replies
    • 1.1k views

  37. 401k and ESOP plan

    By TH 401k,
    • 3 replies
    • 876 views

  38. EACA and QDIA fund

    By 52626,
    • 1 reply
    • 944 views

  39. Employer Match

    By thepensionmaven,
    • 1 reply
    • 763 views

  40. Recommendations sought for solo 401(k) auditor

    By blguest,   
    • 1 reply
    • 893 views

  41. Prevailing wage fringe benefit exemption

    By HrdWrkr,
    • 3 replies
    • 1.8k views

  42. Safe Harbor vs Solo 401k Conversion

    By bluehavana2,
    • 9 replies
    • 1.6k views

  43. 415 Excess - Past Deadline - True Ups also due...

    By 401kology,   
    • 10 replies
    • 1.2k views

  44. After-Tax Contributions (Again!)

    By mjbais1489,
    • 7 replies
    • 1.6k views

  45. 401k recordkeepers

    By LAHurricane,
    • 2 replies
    • 4.1k views

  46. K-1 Earned Income

    By Catch22PGM,
    • 3 replies
    • 2.1k views

  47. Failed ADP oops it really passed

    By 401KsRme,
    • 2 replies
    • 1.1k views

  48. SECURE 2.0 COLA Adjustments

    By austin3515,
    • 2 replies
    • 1k views

  49. controlled group 5500 filing requirement

    By Tom,
    • 2 replies
    • 690 views

  50. Death of participant - proof needed

    By Tom,
    • 18 replies
    • 2.3k views
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