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401(k) Plans

19,400 topics in this forum

  1. Letting some NHCEs in early by name

    By Tonya,
    • 15 replies
    • 2k views

  2. When did a merger really happen

    By austin3515,
    • 6 replies
    • 1.2k views

  3. Making Up Missed Roth Contributions

    By metsfan026,
    • 5 replies
    • 1.1k views

  4. ADP Test: can switch from prior to current after EOY

    By TPApril,
    • 2 replies
    • 885 views

  5. Late deferral deposits and earnings calculation

    By Tom,
    • 12 replies
    • 2.6k views

  6. Profit Sharing Plan Adding 401(k) Features

    By mming,
    • 3 replies
    • 741 views

  7. Opt-out

    By Bruce1,
    • 3 replies
    • 1.2k views

  8. eligibility question

    By Tom,
    • 3 replies
    • 1k views

  9. Company going broke and closing doors. Can't afford safe harbor match

    By Santo Gold,
    • 10 replies
    • 1.7k views

  10. RMD from Roth

    By Brenda Wren,
    • 4 replies
    • 2k views

  11. Prevailing Wages Issues

    By Senior Pension Admin,
    • 2 replies
    • 969 views

  12. Aggregate Testing for 401(k) Plans under same employer

    By Senior Pension Admin,
    • 8 replies
    • 1.3k views

  13. Successor Plan & adoption vs effective date

    By TPApril,
    • 6 replies
    • 1.5k views

  14. Form 5500 Question - Pre-Funded Contribution

    By metsfan026,
    • 5 replies
    • 1.2k views

  15. Matching Contribution for New Acquisition (Can It Be Different Than Entire Company?)

    By metsfan026,
    • 1 reply
    • 755 views

  16. PTE 80-51 (amended & restated by PTE 91-38) - the 10% investment limit

    By MeAgainst401K,
    • 0 replies
    • 648 views

  17. correcting failed ADP Test

    By Lou81,   
    • 3 replies
    • 767 views

  18. Another LTPT Inquiry

    By thepensionmaven,
    • 8 replies
    • 947 views

  19. 414s test

    By gregburst,
    • 6 replies
    • 1.3k views

  20. QACA Safe Harbor Matching Contribution

    By mming,
    • 1 reply
    • 1.1k views

  21. minimum gateway with statutory exclusion

    By Tom,
    • 2 replies
    • 655 views

  22. Form 5330 / E-Filing

    By austin3515,
    • 9 replies
    • 2.6k views

  23. Safe Harbor Match to HCE

    By metsfan026,
    • 5 replies
    • 1.6k views

  24. US Company with Canadian Subsidiary

    By 401kSteve,
    • 1 reply
    • 827 views

  25. Counting of Hours for DC Plan

    By metsfan026,
    • 3 replies
    • 1.1k views

  26. 410 b test failure options for average benefits?

    By Traci,
    • 3 replies
    • 1.1k views

  27. Designated Beneficiary (Annulment)

    By youngbenefitslawyer,
    • 2 replies
    • 799 views

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

    By ERISA guy,
    • 2 replies
    • 770 views

  29. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 717 views

  30. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 1.1k views

  31. 414(s) Test

    By TJ,
    • 3 replies
    • 1.3k views

  32. Discretionary Match

    By Connor,
    • 4 replies
    • 1.1k views

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

    By user001,
    • 4 replies
    • 726 views

  34. Top Heavy Minimum

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

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

    By Renee Crabill,
    • 1 reply
    • 734 views

  36. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 856 views

  37. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 811 views

  38. Timing of Deposits

    By 52626,
    • 2 replies
    • 1.1k views

  39. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.2k views

  40. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 972 views

  41. elapsed time - vesting

    By Lou81,   
    • 6 replies
    • 1.5k views

  42. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 1.1k views

  43. Key Employee definition

    By Tom,
    • 1 reply
    • 1k views

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

    By jeanh,
    • 10 replies
    • 1.5k views

  45. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 2.2k views

  46. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 2.3k views

  47. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k,
    • 3 replies
    • 1.2k views

  48. 415 violation for S/E

    By Belgarath,
    • 4 replies
    • 2k views

  49. purchased by private equity firm

    By AlbanyConsultant,
    • 9 replies
    • 1.9k views

  50. Merger Question

    By khn,
    • 3 replies
    • 1.4k views
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