Jump to content

401(k) Plans

19,423 topics in this forum

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

    By ERISA guy,
    • 2 replies
    • 825 views

  2. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 755 views

  3. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 1.2k views

  4. 414(s) Test

    By TJ,
    • 3 replies
    • 1.4k views

  5. Discretionary Match

    By Connor,
    • 4 replies
    • 1.2k views

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

    By user001,
    • 4 replies
    • 776 views

  7. Top Heavy Minimum

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

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

    By Renee Crabill,
    • 1 reply
    • 758 views

  9. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 896 views

  10. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 840 views

  11. Timing of Deposits

    By 52626,
    • 2 replies
    • 1.1k views

  12. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.3k views

  13. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 1k views

  14. elapsed time - vesting

    By Lou81,   
    • 6 replies
    • 1.7k views

  15. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 1.2k views

  16. Key Employee definition

    By Tom,
    • 1 reply
    • 1.1k views

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

    By jeanh,
    • 10 replies
    • 1.6k views

  18. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 2.4k views

  19. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 2.5k views

  20. QDIA Requirements for EACA and QACA under SECURE 2.0

    By Vlad401k,
    • 3 replies
    • 1.2k views

  21. 415 violation for S/E

    By Belgarath,
    • 4 replies
    • 2k views

  22. purchased by private equity firm

    By AlbanyConsultant,
    • 9 replies
    • 2k views

  23. Merger Question

    By khn,
    • 3 replies
    • 1.5k views

  24. Real Estate in a Profit Sharing Plan

    By jenny,
    • 3 replies
    • 1.3k views

  25. Company Subsidiary to Start Plan or Adopt Current One

    By KevinMc,
    • 7 replies
    • 1.4k views

  26. Vesting - Layoff

    By 52626,
    • 2 replies
    • 1.3k views

  27. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515,
    • 2 replies
    • 959 views

  28. Automatic enrollment failure and terminated employees

    By MATRIX,
    • 6 replies
    • 2.2k views

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

    By Michele F,
    • 2 replies
    • 1.3k views

  30. 401k and ESOP plan

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

  31. EACA and QDIA fund

    By 52626,
    • 1 reply
    • 1k views

  32. Employer Match

    By thepensionmaven,
    • 1 reply
    • 829 views

  33. Recommendations sought for solo 401(k) auditor

    By blguest,   
    • 1 reply
    • 996 views

  34. Prevailing wage fringe benefit exemption

    By HrdWrkr,
    • 3 replies
    • 10.5k views

  35. Safe Harbor vs Solo 401k Conversion

    By bluehavana2,
    • 9 replies
    • 2.1k views

  36. 415 Excess - Past Deadline - True Ups also due...

    By 401kology,   
    • 10 replies
    • 1.8k views

  37. After-Tax Contributions (Again!)

    By mjbais1489,
    • 7 replies
    • 2k views

  38. 401k recordkeepers

    By LAHurricane,
    • 2 replies
    • 4.7k views

  39. K-1 Earned Income

    By Catch22PGM,
    • 3 replies
    • 2.4k views

  40. Failed ADP oops it really passed

    By 401KsRme,
    • 2 replies
    • 1.3k views

  41. SECURE 2.0 COLA Adjustments

    By austin3515,
    • 2 replies
    • 1.2k views

  42. controlled group 5500 filing requirement

    By Tom,
    • 2 replies
    • 820 views

  43. Death of participant - proof needed

    By Tom,
    • 18 replies
    • 3.1k views

  44. Good wholistic books about retirement planning?

    By Miles Leech,
    • 2 replies
    • 1.3k views

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

    By 401KIA,
    • 3 replies
    • 1.1k views

  46. Fund Remittance - Employer Contribution

    By John K,
    • 5 replies
    • 1.5k views

  47. 401k Plan Loan Default

    By ratherbereading,
    • 3 replies
    • 1.1k views

  48. 2026 Roth Catch-ups for HPI's

    By Belgarath,
    • 1 reply
    • 1.3k views

  49. PS Testing - Dual Eligibility - Compensation Exclusions

    By OrderOfOps,
    • 2 replies
    • 1.1k views

  50. GW minimum calculation with dual eligibility requirements for SH & PSC

    By Audrey,
    • 1 reply
    • 727 views
×
×
  • Create New...