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401(k) Plans

19,516 topics in this forum

  1. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 666 views

  2. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 1.2k views

  3. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 3.1k views

  4. LTPT

    By thepensionmaven,
    • 0 replies
    • 555 views

  5. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1.7k views

  6. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 1.3k views

  7. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 1k views

  8. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 727 views

  9. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke,
    • 2 replies
    • 856 views

  10. Lawsuit settlement - contributions to 401(k)?

    By Belgarath,
    • 2 replies
    • 2.9k views

  11. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 2.9k views

  12. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 1.6k views

  13. S-Corp and whether or not to add ROTH provisions for 2026

    By cheersmate,
    • 2 replies
    • 1.4k views

  14. Can ER stop auto-enroll in a new plan

    By BG5150,
    • 1 reply
    • 814 views

  15. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.9k views

  16. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 603 views

  17. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 1.5k views

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

    By swam,   
    • 0 replies
    • 562 views

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

    By legort69,
    • 3 replies
    • 1.1k views

  20. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 1.4k views

  21. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 3.7k views

  22. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 1.3k views

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

    By Pixie,
    • 6 replies
    • 1.1k views

  24. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1.5k views

  25. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 1.3k views

  26. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 1.3k views

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

    By Interested Party,
    • 2 replies
    • 965 views

  28. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 926 views

  29. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 2.2k views

  30. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 911 views

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

    By casey72,
    • 13 replies
    • 2.8k views

  32. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 1.4k views

  33. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 1.4k views

  34. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 872 views

  35. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 1.3k views

  36. Coverage test with allocation condition

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

  37. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.7k views

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

    By austin3515,
    • 4 replies
    • 1.5k views

  39. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 599 views

  40. Forfeiture Account Use

    By khn,
    • 3 replies
    • 1.3k views

  41. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 1.3k views

  42. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 1.5k views

  43. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 1 reply
    • 971 views

  45. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 930 views

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

    By Paul I,
    • 0 replies
    • 634 views

  47. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 1.2k views

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

    By Peter Gulia,
    • 3 replies
    • 1.2k views

  49. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 4.2k views

  50. Integration - Maximize

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