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401(k) Plans

19,487 topics in this forum

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

    By casey72,
    • 13 replies
    • 2.5k views

  2. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 1.2k views

  3. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 1.2k views

  4. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 735 views

  5. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 1.2k views

  6. Coverage test with allocation condition

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

  7. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.6k views

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

    By austin3515,
    • 4 replies
    • 1.4k views

  9. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 518 views

  10. Forfeiture Account Use

    By khn,
    • 3 replies
    • 1.2k views

  11. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 1.1k views

  12. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 1.3k views

  13. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 1 reply
    • 848 views

  15. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 830 views

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

    By Paul I,
    • 0 replies
    • 495 views

  17. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 1.1k views

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

    By Peter Gulia,
    • 3 replies
    • 1.1k views

  19. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 3.7k views

  20. Integration - Maximize

    By TH 401k,
    • 5 replies
    • 1.1k views

  21. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.6k views

  22. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 1.1k views

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

    By 401KsRme,
    • 1 reply
    • 972 views

  24. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.5k views

  25. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 1k views

  26. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 998 views

  27. Contribution error

    By BellaBee41,
    • 3 replies
    • 1.1k views

  28. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 5.7k views

  30. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 1.2k views

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

    By TPApril,
    • 2 replies
    • 727 views

  32. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 2.9k views

  33. 8955 filing date

    By Tom,
    • 1 reply
    • 461 views

  34. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 1.1k views

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

    By Belgarath,
    • 4 replies
    • 2.1k views

  36. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 759 views

  37. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 1.6k views

  38. Excess Contribution

    By TH 401k,
    • 10 replies
    • 2.5k views

  39. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 1.2k views

  40. Coverage testing when there are a bunch of work-visa employees

    By Tom,
    • 4 replies
    • 1.5k views

  41. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 5.3k views

  42. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 3.2k views

  43. Reference guides for TPAs on the annual cycle?

    By SensibleUsername,
    • 4 replies
    • 1.4k views

  44. Employee Deferrals - Reconciliation Shortages as Late Deposits?

    By A.C.,
    • 5 replies
    • 2.2k views

  45. Residual Received After Plan Termination

    By metsfan026,
    • 5 replies
    • 2.9k views

  46. NUA

    By Ian,
    • 4 replies
    • 4.3k views

  47. Exclusions

    By Coleboy1,
    • 3 replies
    • 1.5k views

  48. If deferrals have delayed effective date of 7/1, but ADP Safe Harbor Match has no Delayed Effective Date, what compensation is used to calculate match?

    By jkharvey,
    • 1 reply
    • 1.3k views
    • Bri
    • Bri

  49. Why not follow the catch-up rule for 2026 too?

    By Peter Gulia,
    • 3 replies
    • 1.3k views

  50. New Comparability

    By Bruce1,
    • 6 replies
    • 3.1k views
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