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401(k) Plans

19,499 topics in this forum

  1. Excess Contribution

    By TH 401k,
    • 10 replies
    • 2.6k views

  2. 3(16) Plan Administrator Indemnification

    By MATRIX,
    • 3 replies
    • 1.3k views

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

    By Tom,
    • 4 replies
    • 1.6k views

  4. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 5.4k views

  5. Minimum Coverage Testing

    By Coleboy1,
    • 7 replies
    • 3.3k views

  6. Reference guides for TPAs on the annual cycle?

    By SensibleUsername,
    • 4 replies
    • 1.5k views

  7. Employee Deferrals - Reconciliation Shortages as Late Deposits?

    By A.C.,
    • 5 replies
    • 2.3k views

  8. Residual Received After Plan Termination

    By metsfan026,
    • 5 replies
    • 3k views

  9. NUA

    By Ian,
    • 4 replies
    • 4.5k views

  10. Exclusions

    By Coleboy1,
    • 3 replies
    • 1.6k views

  11. 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
    • 1.3k views
    • Bri
    • Bri

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

    By Peter Gulia,
    • 3 replies
    • 1.4k views

  13. New Comparability

    By Bruce1,
    • 6 replies
    • 3.2k views

  14. Mandatory Roth Catchups

    By FishOn,
    • 8 replies
    • 2.6k views

  15. Error with Compensation definition - how to fix?

    By MD-Benefits Guy,
    • 1 reply
    • 2.3k views

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

    By Peter Gulia,
    • 6 replies
    • 4.2k views

  17. Compensation after termination

    By Lou81,
    • 1 reply
    • 1.1k views

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

    By Peter Gulia,
    • 9 replies
    • 4.7k views

  19. Employer Stock in 401k plan - exit strategy

    By Jesse C,
    • 3 replies
    • 1.2k views

  20. Roth Catch Up final regs

    By Paul I,
    • 15 replies
    • 5.9k views

  21. Employee Roth elections not withheld correctly for 2024

    By Tom,
    • 1 reply
    • 1.8k views

  22. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek,
    • 0 replies
    • 656 views

  23. Part time employees

    By Dougsbpc,
    • 5 replies
    • 3.2k views

  24. Solo-K gone wild

    By 401k Conundrums,
    • 12 replies
    • 4.9k views

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

    By metsfan026,
    • 4 replies
    • 5.2k views

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

    By MATRIX,
    • 0 replies
    • 1.5k views

  27. Reallocation of Forfeitures Upon Plan Termination

    By austin3515,
    • 15 replies
    • 5.4k views

  28. Plan Mergers - Change in Equivalencies

    By BentoBox,
    • 3 replies
    • 1.6k views

  29. Excluded employee allowed to participate

    By Belgarath,
    • 3 replies
    • 3.3k views

  30. Excess deferral question

    By Tom,
    • 4 replies
    • 5.3k views

  31. Mandatory Automatic Enrollment and Pooled Plans

    By austin3515,
    • 4 replies
    • 1.8k views

  32. Death of Participant and Outstanding Loan

    By 401k Conundrums,
    • 1 reply
    • 1.4k views

  33. Lifetime Income Disclosures - Tables for Calculations

    By austin3515,
    • 13 replies
    • 2.5k views

  34. Business acquisition - merge or terminate plan

    By Tom,
    • 4 replies
    • 2.9k views

  35. SIMPLE Roth Rollover

    By MGOAdmin,
    • 1 reply
    • 2.3k views
    • G8Rs
    • G8Rs

  36. Address Changes

    By 401Katie,
    • 4 replies
    • 4.3k views

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

    By FishOn,
    • 2 replies
    • 2.2k views

  38. Roth Conversion for ADP Catch-up Reclass

    By MGOAdmin,
    • 4 replies
    • 2.7k views

  39. Adding 401(k) to Profit Sharing

    By ejohnke,
    • 1 reply
    • 716 views

  40. No Delays in Mandatory Roth Catch-ups, right?

    By austin3515,
    • 12 replies
    • 3.8k views
    • ACK
    • ACK

  41. Late Deposits (Small Plan vs Large Plan after new participant counting methodology)

    By 401k Conundrums,
    • 2 replies
    • 2.1k views

  42. Forfeiture cases...

    By fmsinc,
    • 5 replies
    • 2.6k views

  43. rehire, eligiblity and entry

    By Lou81,
    • 2 replies
    • 1.6k views

  44. Auto enrollment procedures

    By Santo Gold,
    • 4 replies
    • 2.9k views

  45. ACP Correction After Distribution

    By In House Counsel,
    • 5 replies
    • 2k views

  46. Eligibility for A Participant Working Remotely Out of the US

    By metsfan026,
    • 13 replies
    • 3.9k views

  47. True-ups

    By Belgarath,
    • 3 replies
    • 1.8k views

  48. New plan under new audit participant count definition

    By John ATL,
    • 4 replies
    • 2.3k views

  49. plan merger

    By Tom,
    • 2 replies
    • 1.5k views

  50. Permissive disaggregation and ineligible employees

    By t.haley,
    • 0 replies
    • 1.2k views
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