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401(k) Plans

19,317 topics in this forum

  1. Electronic signing Plan Documents - RK pushback?

    By Kac1214,
    • 15 replies
    • 2k views

  2. Safe Harbor to fix Top-Heavy (9/30 plan year end)

    By JHalligan,
    • 1 reply
    • 343 views

  3. Family Attribution Rules - Grandkids

    By metsfan026,
    • 5 replies
    • 2.4k views

  4. Participant Moves from one Location to Another

    By Coleboy1,
    • 11 replies
    • 1.4k views

  5. Lifetime Income illustrations

    By Micheleciz,
    • 22 replies
    • 2k views

  6. In-Law Attribution

    By EBECatty,
    • 3 replies
    • 608 views

  7. Solo 401(k)

    By Dobber,
    • 3 replies
    • 805 views

  8. Plan doc allows for provisions, but no service provider offers it

    By 401kay,
    • 7 replies
    • 1.1k views

  9. Fiscal plan deferral limit

    By Jakyasar,
    • 3 replies
    • 839 views

  10. Participant wants to change distribution election

    By Ananda,
    • 10 replies
    • 2.4k views

  11. Safe Harbor plan exclude some HCEs, but not all

    By R. Butler,
    • 4 replies
    • 1.2k views

  12. Changing QACA percentage mid-year

    By cpc0506,
    • 0 replies
    • 349 views

  13. Terminating plan with forfeitures

    By RatherBeGolfing,
    • 6 replies
    • 713 views

  14. Potential 414(s) failure

    By R. Butler,
    • 3 replies
    • 665 views

  15. Normal retirement: service vs participation years for vesting

    By pmacduff,
    • 5 replies
    • 1.5k views

  16. Limiting loan amount and repayment period

    By cpc0506,
    • 5 replies
    • 824 views

  17. QNEC, Already contributed $20,500 limit to 401K; Turned 50 years old in March 2022, will QNEC count towards Catch-Up Limit?

    By Rita,
    • 2 replies
    • 605 views

  18. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 767 views

  19. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 852 views
    • JRN
    • JRN

  20. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 833 views

  21. Roth Rollover to Plan that doesn't have Roth

    By karl,
    • 13 replies
    • 2.1k views

  22. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 1.5k views
    • Bri
    • Bri

  23. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 2.3k views

  24. Plan 002 with an Earlier Effective Date than Plan 001

    By KJJ-TPA,
    • 3 replies
    • 597 views

  25. 401k match contributions condition

    By Santo Gold,
    • 8 replies
    • 1.1k views

  26. Deferrals based on clawed-back bonus

    By HCE,
    • 4 replies
    • 1.3k views
    • HCE
    • HCE

  27. participant under 72 dies, beneficiary is over 72 - RMD?

    By AlbanyConsultant,
    • 4 replies
    • 957 views

  28. Payroll Setup - Settlor expense?

    By khn,
    • 2 replies
    • 990 views

  29. Lifetime Income Disclosure - owner only plans

    By Tom,
    • 14 replies
    • 1.8k views

  30. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA,
    • 2 replies
    • 774 views

  31. PPP Loan Forgiveness & SE Income

    By EBECatty,
    • 10 replies
    • 3.1k views

  32. Permissively aggregating 403(b) Plan with a 401(a) Plan for top heavy testing of the 401(a) Plan?

    By Belgarath,
    • 4 replies
    • 1.1k views

  33. Is Spousal Consent Required for All Distributions From A DC Plan?

    By metsfan026,
    • 17 replies
    • 4.7k views

  34. When do catch-ups occur?

    By gc@chimentowebb.com,
    • 7 replies
    • 986 views

  35. New to Voluntary Contributions

    By thepensionmaven,
    • 9 replies
    • 1k views

  36. Setting up a new plan for 2021 - missed the SH deadline, correct?

    By Jakyasar,
    • 13 replies
    • 1.6k views

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

    By Jakyasar,
    • 7 replies
    • 2.7k views

  38. Deleted - inadvertent duplicate

    By Belgarath,
    • 0 replies
    • 195 views

  39. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 1.4k views

  40. Ineligible Participants Allowed To Defer

    By metsfan026,
    • 7 replies
    • 1.8k views

  41. Termination Prior to Entry Date, but Compensation after Entry Date

    By kevind2010,
    • 14 replies
    • 4.2k views

  42. Establishing a PS only plan after plan year ends

    By cpc0506,
    • 1 reply
    • 452 views

  43. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 751 views

  44. Long term part time employees

    By Belgarath,
    • 10 replies
    • 1.6k views

  45. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 1.1k views

  46. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 1.3k views

  47. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 772 views

  48. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 690 views

  49. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 567 views

  50. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 2.3k views
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