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401(k) Plans

19,532 topics in this forum

  1. auto enrollment for rehires who opted out previously

    By TPApril,
    • 2 replies
    • 1k views

  2. Loan from Roth accounts

    By Ian,
    • 3 replies
    • 1.5k views

  3. Coverage test with allocation condition

    By TH 401k,
    • 6 replies
    • 1.5k views

  4. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.8k views

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

    By austin3515,
    • 4 replies
    • 1.7k views

  6. Payroll advance

    By 401kAllTheWay,
    • 0 replies
    • 675 views

  7. Forfeiture Account Use

    By khn,
    • 3 replies
    • 1.5k views

  8. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 1.4k views

  9. 401k Termination with Partners

    By Gilmore,
    • 3 replies
    • 1.6k views

  10. Maximum Deductible Contribution - 2-person Plan

    By metsfan026,
    • 10 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

  12. 410(b) Testing with Control Group

    By Rose,
    • 1 reply
    • 1k views

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

    By Paul I,
    • 0 replies
    • 749 views

  14. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 1.3k views

  16. Safe Harbor and Dual Eligibility

    By Gilmore,
    • 15 replies
    • 4.4k views

  17. Integration - Maximize

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

  18. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant,
    • 2 replies
    • 1.8k views

  19. 3% nonelective safe harbor notice

    By Tom,
    • 2 replies
    • 1.3k views

  20. Cares Act and Secure Act - Amendments required by?

    By 401KsRme,
    • 1 reply
    • 1.2k views

  21. Accountant will not release Plan audit

    By kshaw,
    • 5 replies
    • 1.9k views

  22. Overpayment and excess deferrals

    By BellaBee41,
    • 2 replies
    • 1.2k views

  23. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 1.3k views

  24. Contribution error

    By BellaBee41,
    • 3 replies
    • 1.4k views

  25. 8955-SSA - QNEC deposited years after Termination

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

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

    By effingeh,
    • 8 replies
    • 6.8k views

  27. Application of deemed Roth provision

    By Megan G,
    • 6 replies
    • 1.7k views

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

    By TPApril,
    • 2 replies
    • 938 views

  29. 5500 audit requirement first year

    By Tom,
    • 9 replies
    • 3.6k views

  30. 8955 filing date

    By Tom,
    • 1 reply
    • 734 views

  31. ADP Contribution amount used for testing

    By Transplant,
    • 5 replies
    • 1.4k views

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

    By Belgarath,
    • 4 replies
    • 2.4k views

  33. catch-up universal availability failure

    By WCC,
    • 1 reply
    • 960 views

  34. Gateway Minimum Contribution

    By TH 401k,
    • 14 replies
    • 2k views

  35. Excess Contribution

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

  36. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 1.5k views

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

    By Tom,
    • 4 replies
    • 1.8k views

  38. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 5.9k views

  39. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 3.6k views

  40. Reference guides for TPAs on the annual cycle?

    By SensibleUsername,
    • 4 replies
    • 1.7k views

  41. Employee Deferrals - Reconciliation Shortages as Late Deposits?

    By A.C.,
    • 5 replies
    • 2.6k views

  42. Residual Received After Plan Termination

    By metsfan026,
    • 5 replies
    • 3.3k views

  43. NUA

    By Ian,
    • 4 replies
    • 5k views

  44. Exclusions

    By Coleboy1,
    • 3 replies
    • 1.8k views

  45. 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
    • 1.5k views
    • Bri
    • Bri

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

    By Peter Gulia,
    • 3 replies
    • 1.7k views

  47. New Comparability

    By Bruce1,
    • 6 replies
    • 3.6k views

  48. Mandatory Roth Catchups

    By FishOn,
    • 8 replies
    • 3k views

  49. Error with Compensation definition - how to fix?

    By MD-Benefits Guy,
    • 1 reply
    • 2.6k views

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

    By Peter Gulia,
    • 6 replies
    • 4.5k views
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