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401(k) Plans

19,499 topics in this forum

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

    By swam,   
    • 0 replies
    • 524 views

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

    By legort69,
    • 3 replies
    • 951 views

  3. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 1.3k views

  4. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 3.4k views

  5. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 1.1k views

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

    By Pixie,
    • 6 replies
    • 1k views

  7. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1.4k views

  8. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 1.2k views

  9. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 1.2k views

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

    By Interested Party,
    • 2 replies
    • 888 views

  11. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 854 views

  12. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 2.1k views

  13. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 862 views

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

    By casey72,
    • 13 replies
    • 2.7k views

  15. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 1.2k views

  16. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 1.3k views

  17. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 783 views

  18. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 1.2k views

  19. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 1.3k views

  20. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.7k views

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

    By austin3515,
    • 4 replies
    • 1.4k views

  22. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 560 views

  23. Forfeiture Account Use

    By khn,
    • 3 replies
    • 1.3k views

  24. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 1.2k views

  25. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 1.3k views

  26. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 1 reply
    • 906 views

  28. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 870 views

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

    By Paul I,
    • 0 replies
    • 559 views

  30. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 1.2k views

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

    By Peter Gulia,
    • 3 replies
    • 1.2k views

  32. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 3.9k views

  33. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 1.2k views

  34. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.7k views

  35. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 1.1k views

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

    By 401KsRme,
    • 1 reply
    • 1k views

  37. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.6k views

  38. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 1.1k views

  39. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 1.1k views

  40. Contribution error

    By BellaBee41,
    • 3 replies
    • 1.1k views

  41. 8955-SSA - QNEC deposited years after Termination

    By A.C.,
    • 1 reply
    • 728 views
    • Bri
    • Bri

  42. How does a client handle an ineligible Hardship Request?

    By effingeh,
    • 8 replies
    • 5.9k views

  43. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 1.3k views

  44. Voluntary After Tax vs Roth for low earners & can they be corrected to Roth?

    By TPApril,
    • 2 replies
    • 793 views

  45. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 3.1k views

  46. 8955 filing date

    By Tom,
    • 1 reply
    • 541 views

  47. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 1.2k views

  48. Aggregating FICA compensation from CG/ASG members for purposes of HPI determination for Roth catch-up

    By Belgarath,
    • 4 replies
    • 2.2k views

  49. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 808 views

  50. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 1.8k views
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