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401(k) Plans

19,499 topics in this forum

  1. Employer Contributions for SIMPLE to 401(k) SECURE 2.0

    By justanotheradmin,
    • 30 replies
    • 7.3k views

  2. Secure 2.0/Cares/CAA addendum

    By Pixie,
    • 2 replies
    • 852 views

  3. 401k Plan - must a QDRO be prepared

    By DDB BN,
    • 14 replies
    • 3.8k views

  4. A higher-paid employee’s catch-up must be Roth deferrals—how to implement?

    By Peter Gulia,
    • 14 replies
    • 2.9k views

  5. Letting some NHCEs in early by name

    By Tonya,
    • 15 replies
    • 2.7k views

  6. When did a merger really happen

    By austin3515,
    • 6 replies
    • 1.7k views

  7. Making Up Missed Roth Contributions

    By metsfan026,
    • 5 replies
    • 1.4k views

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

    By TPApril,
    • 2 replies
    • 1.1k views

  9. Late deferral deposits and earnings calculation

    By Tom,
    • 12 replies
    • 3.4k views

  10. Profit Sharing Plan Adding 401(k) Features

    By mming,
    • 3 replies
    • 1k views

  11. Opt-out

    By Bruce1,
    • 3 replies
    • 1.6k views

  12. eligibility question

    By Tom,
    • 3 replies
    • 1.4k views

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

    By Santo Gold,
    • 10 replies
    • 2.4k views

  14. RMD from Roth

    By Brenda Wren,
    • 4 replies
    • 3.2k views

  15. Prevailing Wages Issues

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

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

    By Senior Pension Admin,
    • 8 replies
    • 2k views

  17. Successor Plan & adoption vs effective date

    By TPApril,
    • 6 replies
    • 2k views

  18. Form 5500 Question - Pre-Funded Contribution

    By metsfan026,
    • 5 replies
    • 2k views

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

    By metsfan026,
    • 1 reply
    • 930 views

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

    By MeAgainst401K,
    • 0 replies
    • 801 views

  21. correcting failed ADP Test

    By Lou81,   
    • 3 replies
    • 1k views

  22. Another LTPT Inquiry

    By thepensionmaven,
    • 8 replies
    • 1.3k views

  23. 414s test

    By gregburst,
    • 6 replies
    • 1.7k views

  24. QACA Safe Harbor Matching Contribution

    By mming,
    • 1 reply
    • 1.4k views

  25. minimum gateway with statutory exclusion

    By Tom,
    • 2 replies
    • 912 views

  26. Form 5330 / E-Filing

    By austin3515,
    • 9 replies
    • 3.3k views

  27. Safe Harbor Match to HCE

    By metsfan026,
    • 5 replies
    • 2.1k views

  28. US Company with Canadian Subsidiary

    By 401kSteve,
    • 1 reply
    • 1k views

  29. Counting of Hours for DC Plan

    By metsfan026,
    • 3 replies
    • 1.4k views

  30. 410 b test failure options for average benefits?

    By Traci,
    • 3 replies
    • 1.4k views

  31. Designated Beneficiary (Annulment)

    By youngbenefitslawyer,
    • 2 replies
    • 1.1k views

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

    By ERISA guy,
    • 2 replies
    • 1.1k views

  33. Participant not notified of eligibility - Correction

    By Vlad401k,
    • 4 replies
    • 961 views

  34. Roth Catch Up 1.1.2026

    By 52626,
    • 2 replies
    • 1.4k views

  35. 414(s) Test

    By TJ,
    • 3 replies
    • 1.8k views

  36. Discretionary Match

    By Connor,
    • 4 replies
    • 1.5k views

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

    By user001,
    • 4 replies
    • 1.1k views

  38. Top Heavy Minimum

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

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

    By Renee Crabill,
    • 1 reply
    • 909 views

  40. 2023 retroactivity due to improper company match

    By Kikka,
    • 3 replies
    • 1.1k views

  41. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup,
    • 1 reply
    • 1k views

  42. Timing of Deposits

    By 52626,
    • 2 replies
    • 1.4k views

  43. Rollover Prior to Eligibility

    By khn,
    • 3 replies
    • 1.5k views

  44. A Poll: VCP Timing and Results?

    By casey72,
    • 1 reply
    • 1.2k views

  45. elapsed time - vesting

    By Lou81,   
    • 6 replies
    • 2.3k views

  46. 401(k) deferrals deposited into IRA

    By Lauren0507,
    • 5 replies
    • 1.4k views

  47. Key Employee definition

    By Tom,
    • 1 reply
    • 1.3k views

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

    By jeanh,
    • 10 replies
    • 2.2k views

  49. employee and employer contribution

    By thepensionmaven,
    • 6 replies
    • 2.8k views

  50. FMLA and Last Day Requirement

    By metsfan026,
    • 2 replies
    • 3.2k views
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