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401(k) Plans

19,400 topics in this forum

  1. Reporting of Late Deposits on form 5500

    By Nic Pospiech,
    • 8 replies
    • 1.1k views

  2. Timing of Mega Backdoor Roth

    By metsfan026,
    • 4 replies
    • 3.2k views

  3. EACA Mandate and QACA

    By MATRIX,
    • 7 replies
    • 1.5k views

  4. Correcting 415 Excess with Matched Deferrals

    By EBECatty,
    • 3 replies
    • 803 views

  5. Accredited Professional Corporation and SE Income

    By justanotheradmin,
    • 2 replies
    • 3.1k views

  6. Investment: LLC K-1 is negative

    By TPApril,
    • 2 replies
    • 2.2k views

  7. thoughts on HPI deferral elections?

    By AlbanyConsultant,
    • 2 replies
    • 1.5k views

  8. Long Term Part Time Employee - plan started 1/1/2023

    By MQS0413,
    • 2 replies
    • 1.5k views

  9. acquistion and plan freeze amendment

    By MATRIX,
    • 1 reply
    • 2.7k views

  10. 415 Compensation

    By KevinMc,
    • 3 replies
    • 3.1k views

  11. Mid-Year Acquisition - Comp for Testing, Top Heavy, & SH Allocation Calculations

    By OrderOfOps,
    • 4 replies
    • 1.5k views

  12. Tips

    By Kay Kruse JPM,
    • 4 replies
    • 1.1k views

  13. DFVC Filing Process

    By metsfan026,
    • 3 replies
    • 1.2k views

  14. FT William Plan Docs - Eligibility Expressed in Days

    By austin3515,
    • 11 replies
    • 2k views

  15. Age weighted and 401(a)(4) non discrimination Testing

    By TH 401k,
    • 3 replies
    • 810 views
    • Bri
    • Bri

  16. 415(c) and Amended Tax Returns

    By Cephas,
    • 2 replies
    • 882 views

  17. insurance paid by deferrals... PS-58 needed?

    By AlbanyConsultant,
    • 5 replies
    • 2.7k views

  18. Is this nondiscriminatory?

    By erisageek1978,
    • 8 replies
    • 1.2k views

  19. Investment Fiduciary

    By austin3515,
    • 2 replies
    • 839 views

  20. About a higher-wage participant’s age-based catch-up, what is an effective opportunity to elect against Roth contributions?

    By Peter Gulia,
    • 3 replies
    • 810 views

  21. 401k participant deceased and beneficiary deceased before any distribution made

    By t.haley,
    • 7 replies
    • 1.2k views

  22. Participant's deferral election and non cash compensation

    By TPA Bob,
    • 3 replies
    • 1.1k views

  23. Super Catch-up for off-calendar plan year

    By pholosofizer,
    • 2 replies
    • 891 views

  24. Controlled Group - Multiple 401k Plans and Nondiscrimination Testing

    By LauraS,   
    • 1 reply
    • 652 views

  25. Loan Basis after Deemed Distribution

    By GU,
    • 0 replies
    • 246 views
    • GU
    • GU

  26. MEP

    By TH 401k,
    • 1 reply
    • 393 views

  27. Company Wants to Leave PEO Plan

    By 401kSteve,
    • 0 replies
    • 381 views

  28. New safe harbor plan

    By PensionPro,
    • 6 replies
    • 1k views

  29. Wording of Merger effective date

    By austin3515,
    • 25 replies
    • 3.8k views

  30. Missed Deferral Opportunity? - Controlled Group - $0 Deferral

    By Vlad401k,
    • 3 replies
    • 929 views

  31. Trustee Was Killed

    By Coleboy1,
    • 10 replies
    • 1.7k views

  32. 401(k) Plan for Collectively Bargained Employees -- Is ADP/Safe Harbor Language Required?

    By rocknrolls2,
    • 1 reply
    • 573 views

  33. Form 5500 - Mistake On Participant Count (Amended Form Needed?)

    By metsfan026,
    • 3 replies
    • 1.8k views
    • Bri
    • Bri

  34. Mega Back Door Roth

    By thepensionmaven,
    • 4 replies
    • 2.3k views

  35. LTPT in Average Benefit Test

    By Vlad401k,
    • 1 reply
    • 491 views

  36. Terminating from a PEP

    By MATRIX,
    • 1 reply
    • 778 views

  37. 3 months eligibility with 520 hours

    By jsample,
    • 6 replies
    • 6.8k views

  38. Does a recordkeeper have an indicator for whether a participant is an employee or is a self-employed individual?

    By Peter Gulia,
    • 7 replies
    • 802 views

  39. Self Employment Income determination

    By Rose,
    • 8 replies
    • 3k views

  40. Failed ADP Test, Excess Contributions, Fiscal Years & Taxation

    By TPApril,
    • 1 reply
    • 969 views

  41. Catch-ups and Roth availability

    By BG5150,
    • 7 replies
    • 1.1k views

  42. Is $150,000 the limit on 2025 FICA wages before a participant must make 2026 age-based-catch-up elective deferrals as Roth contributions?

    By Peter Gulia,
    • 1 reply
    • 1.2k views

  43. Loans from 401(k) Were for More Than 50% of Vested Balance; How to Fix?

    By MikeB,
    • 2 replies
    • 1.5k views

  44. AE Mandate

    By MATRIX,
    • 7 replies
    • 2.1k views

  45. Form 5500 Extension Requirement

    By metsfan026,
    • 6 replies
    • 2.3k views

  46. Reclassifying safe harbor match contributions?

    By Miles Leech,   
    • 1 reply
    • 1k views

  47. Employer Contributions for SIMPLE to 401(k) SECURE 2.0

    By justanotheradmin,
    • 30 replies
    • 6k views

  48. Secure 2.0/Cares/CAA addendum

    By Pixie,
    • 2 replies
    • 627 views

  49. 401k Plan - must a QDRO be prepared

    By DDB BN,
    • 14 replies
    • 2.8k views

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

    By Peter Gulia,
    • 14 replies
    • 2.1k views
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