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401(k) Plans

19,532 topics in this forum

  1. Form 5330

    By 52626,
    • 6 replies
    • 1.7k views

  2. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 1.2k views

  3. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 4.3k views

  4. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 3k views

  5. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 1.6k views

  6. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 3.2k views

  7. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 1.2k views

  8. ADP Corrective Distributions and Top Heavy Balances

    By justatester,
    • 1 reply
    • 1.2k views
    • Bri
    • Bri

  9. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  10. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 1.7k views

  11. How to Handle Match Formula

    By mming,
    • 2 replies
    • 1.2k views

  12. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 1.4k views

  13. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 2.8k views

  14. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 1.5k views

  15. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 711 views

  16. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 1.4k views

  17. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 1.2k views

  18. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 734 views

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

    By Peter Gulia,
    • 5 replies
    • 1.3k views

  20. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 3.4k views

  21. LTPT

    By thepensionmaven,
    • 0 replies
    • 640 views

  22. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1.9k views

  23. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 1.4k views

  24. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 1.2k views

  25. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 839 views

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

    By ejohnke,
    • 2 replies
    • 941 views

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

    By Belgarath,
    • 2 replies
    • 3.1k views

  28. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 3.2k views

  29. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 1.8k views

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

    By cheersmate,
    • 2 replies
    • 1.5k views

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

    By BG5150,
    • 1 reply
    • 910 views

  32. Break in Service - Rehire

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

  33. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515,
    • 1 reply
    • 695 views

  34. Easiest way to find old terminated employees?

    By RayJJohnsonJr,
    • 6 replies
    • 1.6k views

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

    By swam,   
    • 0 replies
    • 623 views

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

    By legort69,
    • 3 replies
    • 1.2k views

  37. 401(k)/Profit-Sharing Plan with Group Annuity Contracts

    By NewBieHere,
    • 4 replies
    • 1.6k views

  38. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 4.1k views

  39. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 1.6k views

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

    By Pixie,
    • 6 replies
    • 1.3k views

  41. Passage of time eligibility

    By 30Rock,
    • 6 replies
    • 1.7k views

  42. Limiting the Number of 60-Day Rollovers?

    By metsfan026,
    • 3 replies
    • 1.4k views

  43. RMD for Beneficiary

    By MGOAdmin,
    • 1 reply
    • 1.5k views

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

    By Interested Party,
    • 2 replies
    • 1.1k views

  45. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 1k views

  46. Triggering 3(21) fiduciary responsibility

    By Miles Leech,
    • 3 replies
    • 2.4k views

  47. Enrolling spouse in owner only 401k plan

    By Renee H,
    • 3 replies
    • 1k views

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

    By casey72,
    • 13 replies
    • 3k views

  49. Roth mandate and off calendar year plan

    By MATRIX,
    • 5 replies
    • 1.5k views

  50. Timing of Amendment for Change to Match

    By metsfan026,
    • 2 replies
    • 1.5k views
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