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401(k) Plans

19,466 topics in this forum

  1. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 934 views

  2. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 894 views

  3. Contribution error

    By BellaBee41,
    • 3 replies
    • 982 views

  4. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 5.1k views

  6. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 1.1k views

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

    By TPApril,
    • 2 replies
    • 631 views

  8. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 2.6k views

  9. 8955 filing date

    By Tom,
    • 1 reply
    • 403 views

  10. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 990 views

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

    By Belgarath,
    • 4 replies
    • 2k views

  12. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 699 views

  13. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 1.4k views

  14. Excess Contribution

    By TH 401k,
    • 10 replies
    • 2.3k views

  15. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 1.1k views

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

    By Tom,
    • 4 replies
    • 1.4k views

  17. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 5k views

  18. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 3k views

  19. Reference guides for TPAs on the annual cycle?

    By SensibleUsername,
    • 4 replies
    • 1.3k views

  20. Employee Deferrals - Reconciliation Shortages as Late Deposits?

    By A.C.,
    • 5 replies
    • 2.1k views

  21. Residual Received After Plan Termination

    By metsfan026,
    • 5 replies
    • 2.8k views

  22. NUA

    By Ian,
    • 4 replies
    • 4.1k views

  23. Exclusions

    By Coleboy1,
    • 3 replies
    • 1.5k views

  24. 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
    • 1.2k views
    • Bri
    • Bri

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

    By Peter Gulia,
    • 3 replies
    • 1.2k views

  26. New Comparability

    By Bruce1,
    • 6 replies
    • 2.9k views

  27. Mandatory Roth Catchups

    By FishOn,
    • 8 replies
    • 2.4k views

  28. Error with Compensation definition - how to fix?

    By MD-Benefits Guy,
    • 1 reply
    • 2.1k views

  29. How many participants are burdened by the condition that a catch-up deferral must be a Roth contribution?

    By Peter Gulia,
    • 6 replies
    • 3.9k views

  30. Compensation after termination

    By Lou81,
    • 1 reply
    • 950 views

  31. May a “notice” about discretionary matching contributions be in the summary plan description?

    By Peter Gulia,
    • 9 replies
    • 4.4k views

  32. Employer Stock in 401k plan - exit strategy

    By Jesse C,
    • 3 replies
    • 1k views

  33. Roth Catch Up final regs

    By Paul I,
    • 15 replies
    • 5.4k views

  34. Employee Roth elections not withheld correctly for 2024

    By Tom,
    • 1 reply
    • 1.7k views

  35. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek,
    • 0 replies
    • 562 views

  36. Part time employees

    By Dougsbpc,
    • 5 replies
    • 2.9k views

  37. Solo-K gone wild

    By 401k Conundrums,
    • 12 replies
    • 4.6k views

  38. Can You Take a Hardship Distribution If You Have An Outstanding Loan?

    By metsfan026,
    • 4 replies
    • 4.5k views

  39. Re-enrollment under the MAE rules when plan becomes a QACA

    By MATRIX,
    • 0 replies
    • 1.4k views

  40. Reallocation of Forfeitures Upon Plan Termination

    By austin3515,
    • 15 replies
    • 4.9k views

  41. Plan Mergers - Change in Equivalencies

    By BentoBox,
    • 3 replies
    • 1.4k views

  42. Excluded employee allowed to participate

    By Belgarath,
    • 3 replies
    • 3.1k views

  43. Excess deferral question

    By Tom,
    • 4 replies
    • 5k views

  44. Mandatory Automatic Enrollment and Pooled Plans

    By austin3515,
    • 4 replies
    • 1.6k views

  45. Death of Participant and Outstanding Loan

    By 401k Conundrums,
    • 1 reply
    • 1.3k views

  46. Lifetime Income Disclosures - Tables for Calculations

    By austin3515,
    • 13 replies
    • 2.2k views

  47. Business acquisition - merge or terminate plan

    By Tom,
    • 4 replies
    • 2.7k views

  48. SIMPLE Roth Rollover

    By MGOAdmin,
    • 1 reply
    • 2.2k views
    • G8Rs
    • G8Rs

  49. Address Changes

    By 401Katie,
    • 4 replies
    • 3.9k views

  50. SECURE 2.0 Act Section 603 Mandatory Roth Catch Up - ADP Testing

    By FishOn,
    • 2 replies
    • 2k views
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