Jump to content

401(k) Plans

19,378 topics in this forum

  1. US Company with Canadian Subsidiary

    By 401kSteve,
    • 1 reply
    • 805 views

  2. Counting of Hours for DC Plan

    By metsfan026,
    • 3 replies
    • 1.1k views

  3. 410 b test failure options for average benefits?

    By Traci,
    • 3 replies
    • 994 views

  4. Designated Beneficiary (Annulment)

    By youngbenefitslawyer,
    • 2 replies
    • 780 views

  5. Does EPCRS require calculating and depositing "earnings on earnings" for missed contributions?

    By ERISA guy,
    • 2 replies
    • 719 views

  6. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 676 views

  7. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 1.1k views

  8. 414(s) Test

    By TJ,
    • 3 replies
    • 1.3k views

  9. Discretionary Match

    By Connor,
    • 4 replies
    • 1.1k views

  10. Testing & 5500 for plan with brokerage and vendor accounts

    By user001,
    • 4 replies
    • 677 views

  11. Top Heavy Minimum

    By TH 401k,
    • 4 replies
    • 1k views

  12. Is a Non-owner spouse considered an HCE for 2024 if newly married?

    By Renee Crabill,
    • 1 reply
    • 698 views

  13. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 831 views

  14. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 777 views

  15. Timing of Deposits

    By 52626,
    • 2 replies
    • 999 views

  16. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.2k views

  17. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 950 views

  18. elapsed time - vesting

    By Lou81,   
    • 6 replies
    • 1.4k views

  19. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 1.1k views

  20. Key Employee definition

    By Tom,
    • 1 reply
    • 982 views

  21. IRS audit requests for 401k plan and or profit sharing

    By jeanh,
    • 10 replies
    • 1.4k views

  22. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 2k views

  23. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 2.1k views

  24. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k,
    • 3 replies
    • 1.1k views

  25. 415 violation for S/E

    By Belgarath,
    • 4 replies
    • 1.9k views

  26. purchased by private equity firm

    By AlbanyConsultant,
    • 9 replies
    • 1.7k views

  27. Merger Question

    By khn,
    • 3 replies
    • 1.4k views

  28. Real Estate in a Profit Sharing Plan

    By jenny,
    • 3 replies
    • 1.2k views

  29. Company Subsidiary to Start Plan or Adopt Current One

    By KevinMc,
    • 7 replies
    • 1.2k views

  30. Vesting - Layoff

    By 52626,
    • 2 replies
    • 1.2k views

  31. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515,
    • 2 replies
    • 890 views

  32. Automatic enrollment failure and terminated employees

    By MATRIX,
    • 6 replies
    • 1.9k views

  33. Safe Harbor 4% Non-Elective Contribution, Top Heavy Contribution and Secure Act

    By Michele F,
    • 2 replies
    • 1.2k views

  34. 401k and ESOP plan

    By TH 401k,
    • 3 replies
    • 932 views

  35. EACA and QDIA fund

    By 52626,
    • 1 reply
    • 979 views

  36. Employer Match

    By thepensionmaven,
    • 1 reply
    • 784 views

  37. Recommendations sought for solo 401(k) auditor

    By blguest,   
    • 1 reply
    • 931 views

  38. Prevailing wage fringe benefit exemption

    By HrdWrkr,
    • 3 replies
    • 8.7k views

  39. Safe Harbor vs Solo 401k Conversion

    By bluehavana2,
    • 9 replies
    • 1.8k views

  40. 415 Excess - Past Deadline - True Ups also due...

    By 401kology,   
    • 10 replies
    • 1.5k views

  41. After-Tax Contributions (Again!)

    By mjbais1489,
    • 7 replies
    • 1.7k views

  42. 401k recordkeepers

    By LAHurricane,
    • 2 replies
    • 4.4k views

  43. K-1 Earned Income

    By Catch22PGM,
    • 3 replies
    • 2.2k views

  44. Failed ADP oops it really passed

    By 401KsRme,
    • 2 replies
    • 1.2k views

  45. SECURE 2.0 COLA Adjustments

    By austin3515,
    • 2 replies
    • 1.1k views

  46. controlled group 5500 filing requirement

    By Tom,
    • 2 replies
    • 751 views

  47. Death of participant - proof needed

    By Tom,
    • 18 replies
    • 2.6k views

  48. Good wholistic books about retirement planning?

    By Miles Leech,
    • 2 replies
    • 1.2k views

  49. Midyear replacement of SIMPLE IRA with SH 401k - effective dates

    By 401KIA,
    • 3 replies
    • 1k views

  50. Fund Remittance - Employer Contribution

    By John K,
    • 5 replies
    • 1.4k views
×
×
  • Create New...