401(k) Plans

19,275 topics in this forum

1. Establishing a PS only plan after plan year ends

   By cpc0506, August 3, 2022
   • 1 reply
   • 432 views
   • 
   • Lou S.
   • August 3, 2022

2. New to Voluntary Contributions

   By thepensionmaven, August 3, 2022
   • 9 replies
   • 995 views
   • 
   • Bill Presson
   • August 8, 2022

3. Can I invest my 401k in my hedge fund?

   By Jakyasar, August 3, 2022
   • 7 replies
   • 2.6k views
   • 
   • Luke Bailey
   • August 4, 2022

4. Ineligible Participants Allowed To Defer

   By metsfan026, August 2, 2022
   • 7 replies
   • 1.8k views
   • 
   • Luke Bailey
   • August 4, 2022

5. Is my salary included for deduction limit?

   By Jakyasar, August 2, 2022
   • 12 replies
   • 1.3k views
   • 
   • Jakyasar
   • August 4, 2022

6. Employee Leasing Company 401k

   By LauraERPA, August 1, 2022   

   • peo
   • 2 replies
   • 726 views
   • 
   • Bill Presson
   • August 1, 2022

7. Deadline for form 5500/5558

   By KevinMc, July 28, 2022
   • 2 replies
   • 880 views
   • 
   • Peter Gulia
   • July 8, 2024

8. 402(g) Excess - Correction Options After April 15

   By Towanda, July 28, 2022   

   • 402(g) excess
   • correction after april 15
   • 9 replies
   • 1.7k views
   • 
   • KEM
   • August 10, 2023

9. Post-Severance Compensation

   By HCE, July 28, 2022
   • 2 replies
   • 1k views
   • 
   • Peter Gulia
   • July 28, 2022

10. Plan adopted, no action - still effective?

    By TPApril, July 27, 2022
    • 4 replies
    • 745 views
    • 
    • TPApril
    • July 28, 2022

11. 2 safe harbor plans in the same plan year

    By cpc0506, July 27, 2022
    • 1 reply
    • 673 views
    • 
    • CuseFan
    • July 27, 2022

12. Lifetime Income Statements

    By Anon401kTPA, July 26, 2022
    • 15 replies
    • 1.2k views
    • 
    • Bird
    • July 28, 2022

13. Long term part time employees

    By Belgarath, July 26, 2022
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 28, 2022

14. Death of Sole Proprietor

    By ac, July 26, 2022
    • 1 reply
    • 547 views
    • 
    • Peter Gulia
    • July 26, 2022

15. Schwab "Solo 401(k)"

    By PamR, July 21, 2022
    • 12 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • July 24, 2022

16. Gross pay insufficient to deduct 401(k) deferrals?

    By kmhaab, July 19, 2022
    • 9 replies
    • 4.4k views
    • 
    • Peter Gulia
    • July 20, 2022

17. Lifetime Income Disclosure - owner only plans

    By Tom, July 19, 2022
    • 14 replies
    • 1.7k views
    • 
    • chc93
    • August 11, 2022

18. Divorced Spouse not removed as Beneficiary

    By ratherbereading, July 18, 2022
    • 21 replies
    • 7.6k views
    • 
    • ESOP Guy
    • July 11, 2024

19. Investment Change Notice Failure

    By Archimage, July 14, 2022
    • 1 reply
    • 631 views
    • 
    • Bill Presson
    • July 14, 2022

20. Death Benefit Received By Spouse When Both Spouses Have an Account Balance in Same Qualified Employer 401K Plan

    By Dawn Marlar, July 14, 2022
    • 2 replies
    • 701 views
    • 
    • bito'money
    • July 18, 2022

21. Loan Payments From Severance

    By austin3515, July 13, 2022
    • 5 replies
    • 5.1k views
    • 
    • fmsinc
    • July 13, 2022

22. Non-Elective Contribution for HCE Only

    By Coleboy1, July 12, 2022
    • 12 replies
    • 802 views
    • 
    • Bird
    • July 14, 2022

23. PPP Loan Forgiveness & SE Income

    By EBECatty, July 12, 2022
    • 10 replies
    • 3k views
    • 
    • Belgarath
    • August 10, 2022

24. Ending Loan Program Mid Year

    By metsfan026, July 12, 2022
    • 2 replies
    • 768 views
    • 
    • metsfan026
    • July 12, 2022

25. Affiliated Services Group - professional corp of ALCs, or not

    By TPApril, July 12, 2022
    • 2 replies
    • 440 views
    • 
    • Luke Bailey
    • July 12, 2022

26. 401k retirement plan administrator job

    By Indu, July 12, 2022
    • 2 replies
    • 509 views
    • 
    • Indu
    • July 14, 2022

27. Forfeiture Allocation of PS funds

    By 52626, July 11, 2022
    • 1 reply
    • 382 views
    • 
    • Lou S.
    • July 11, 2022

28. Datair connection issues?

    By ldr, July 11, 2022
    • 1 reply
    • 530 views
    • 
    • ldr
    • July 11, 2022

29. amend safe harbor non-elective to ACP with QMAC

    By thepensionmaven, July 10, 2022
    • 2 replies
    • 488 views
    • 
    • thepensionmaven
    • July 12, 2022

30. Calculating Match for Related Employers

    By Laura23, July 9, 2022
    • 5 replies
    • 716 views
    • 
    • Bri
    • July 12, 2022

31. discretionary true-up match amendment

    By Roxie99, July 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • Roxie99
    • July 19, 2022

32. Safe Harbor Match True-Up

    By hsctpa, July 7, 2022
    • 3 replies
    • 682 views
    • 
    • Tom
    • July 8, 2022

33. SH match not deposited for 2020

    By M Norton, July 5, 2022
    • 2 replies
    • 594 views
    • 
    • Barry Levy
    • July 6, 2022

34. Lifetime income disclosures - timing headaches

    By AlbanyConsultant, July 5, 2022
    • 4 replies
    • 755 views
    • 
    • AlbanyConsultant
    • July 14, 2022

35. Deductible year of late safe harbor contributions

    By KevinMc, July 5, 2022
    • 3 replies
    • 562 views
    • 
    • CuseFan
    • July 5, 2022

36. A company with roth conversion of PRE tax contributions inside of its 401k ?

    By JamesS, July 4, 2022
    • 3 replies
    • 664 views
    • 
    • JOH
    • July 6, 2022

37. Is leaving for an employer’s non-US affiliate a severance-from-employment?

    By Peter Gulia, July 1, 2022   

    • severance-from-employment
    • 3 replies
    • 606 views
    • 
    • CuseFan
    • July 5, 2022

38. Does a disclaimer revive a beneficiary designation

    By EMB, June 30, 2022
    • 7 replies
    • 1.4k views
    • 
    • EMB
    • July 6, 2022

39. 401k HCE limit as a fraction

    By TPApril, June 29, 2022
    • 3 replies
    • 476 views
    • 
    • CuseFan
    • June 30, 2022

40. Employer not depositing employee deferrals - does TPA report to the DOL?

    By PamR, June 29, 2022
    • 11 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 5, 2022

41. Control Group Compliance Issue

    By Chipwood 24, June 28, 2022
    • 5 replies
    • 538 views
    • 
    • Barry Levy
    • June 29, 2022

42. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59, June 28, 2022
    • 3 replies
    • 752 views
    • 
    • MWeddell
    • July 8, 2022

43. Old Keogh -> 401(k).... same EIN?

    By K-t-F, June 28, 2022
    • 9 replies
    • 1.2k views
    • 
    • CuseFan
    • June 29, 2022

44. Code C - box 12 W-2

    By thepensionmaven, June 27, 2022
    • 4 replies
    • 795 views
    • 
    • thepensionmaven
    • June 29, 2022

45. Remove Roth mid-year for SH plan?

    By BG5150, June 24, 2022
    • 6 replies
    • 585 views
    • 
    • MWeddell
    • July 8, 2022

46. Control Group 5500EZ or SF filing

    By Bob Demontigny, June 24, 2022
    • 1 reply
    • 504 views
    • 
    • CuseFan
    • June 24, 2022

47. Controlled/Affiliated Services Group - departure mid year

    By TPApril, June 23, 2022
    • 1 reply
    • 301 views
    • 
    • FORMER ESQ.
    • June 27, 2022

48. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell, June 23, 2022
    • 3 replies
    • 1k views
    • 
    • MaryMcConnell
    • June 24, 2022

49. Top Heavy Calc: inactive employee - include?

    By TPApril, June 22, 2022
    • 12 replies
    • 1.6k views
    • 
    • FORMER ESQ.
    • June 27, 2022

50. Loan Reporting on Form 5500 (Receivables)

    By metsfan026, June 21, 2022
    • 2 replies
    • 893 views
    • 
    • metsfan026
    • June 21, 2022