401(k) Plans

19,295 topics in this forum

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

   By KJJ-TPA, August 17, 2022
   • 3 replies
   • 589 views
   • 
   • KJJ-TPA
   • August 19, 2022

2. 401k match contributions condition

   By Santo Gold, August 17, 2022
   • 8 replies
   • 1.1k views
   • 
   • BG5150
   • August 18, 2022

3. Deferrals based on clawed-back bonus

   By HCE, August 17, 2022
   • 4 replies
   • 1.2k views
   • 
   • HCE
   • August 18, 2022

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

   By AlbanyConsultant, August 17, 2022
   • 4 replies
   • 946 views
   • 
   • AlbanyConsultant
   • August 17, 2022

5. Payroll Setup - Settlor expense?

   By khn, August 15, 2022
   • 2 replies
   • 968 views
   • 
   • Bird
   • August 15, 2022

6. Lifetime Income Disclosure - owner only plans

   By Tom, July 19, 2022
   • 14 replies
   • 1.8k views
   • 
   • chc93
   • August 11, 2022

7. Mid-Year Safe Harbor Change to Eligibility

   By AmyETPA, August 10, 2022
   • 2 replies
   • 755 views
   • 
   • AmyETPA
   • August 10, 2022

8. PPP Loan Forgiveness & SE Income

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

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

   By Belgarath, August 4, 2022
   • 4 replies
   • 1.1k views
   • 
   • 401kology
   • August 9, 2022

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

    By metsfan026, August 5, 2022
    • 17 replies
    • 4.5k views
    • 
    • david rigby
    • August 9, 2022

11. When do catch-ups occur?

    By gc@chimentowebb.com, August 3, 2022
    • 7 replies
    • 954 views
    • 
    • MWeddell
    • August 8, 2022

12. New to Voluntary Contributions

    By thepensionmaven, August 3, 2022
    • 9 replies
    • 1k views
    • 
    • Bill Presson
    • August 8, 2022

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

    By Jakyasar, October 8, 2021
    • 13 replies
    • 1.5k views
    • 
    • Lou S.
    • August 5, 2022

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

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

15. Deleted - inadvertent duplicate

    By Belgarath, August 4, 2022
    • 0 replies
    • 176 views
    • 
    • Belgarath
    • August 4, 2022

16. Is my salary included for deduction limit?

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

17. Ineligible Participants Allowed To Defer

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

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

    By kevind2010, February 23, 2015
    • 14 replies
    • 4.1k views
    • 
    • MWeddell
    • August 3, 2022

19. Establishing a PS only plan after plan year ends

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

20. Employee Leasing Company 401k

    By LauraERPA, August 1, 2022   

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

21. Long term part time employees

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

22. Post-Severance Compensation

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

23. Lifetime Income Statements

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

24. Plan adopted, no action - still effective?

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

25. 2 safe harbor plans in the same plan year

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

26. Death of Sole Proprietor

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

27. Schwab "Solo 401(k)"

    By PamR, July 21, 2022
    • 12 replies
    • 2k views
    • 
    • RatherBeGolfing
    • July 24, 2022

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

    By kmhaab, July 19, 2022
    • 9 replies
    • 4.6k views
    • 
    • Peter Gulia
    • July 20, 2022

29. discretionary true-up match amendment

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

30. 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
    • 716 views
    • 
    • bito'money
    • July 18, 2022

31. Re-Hire Prohibition - How Long

    By LSU2020, May 20, 2022
    • 4 replies
    • 782 views
    • 
    • LSU2020
    • July 15, 2022

32. Investment Change Notice Failure

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

33. Lifetime income disclosures - timing headaches

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

34. 401k retirement plan administrator job

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

35. Non-Elective Contribution for HCE Only

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

36. Loan Payments From Severance

    By austin3515, July 13, 2022
    • 5 replies
    • 5.2k views
    • 
    • fmsinc
    • July 13, 2022

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

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

38. Ending Loan Program Mid Year

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

39. Calculating Match for Related Employers

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

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

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

41. Forfeiture Allocation of PS funds

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

42. Datair connection issues?

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

43. Safe Harbor Match True-Up

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

44. After-tax (Voluntary) contributions in a safe harbor match plan

    By cpc0506, May 13, 2022
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • July 8, 2022

45. Safe Harbor -Merger Mid Year

    By 52626, June 16, 2022
    • 1 reply
    • 606 views
    • 
    • MWeddell
    • July 8, 2022

46. Remove Roth mid-year for SH plan?

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

47. Missed Opportunity to Defer with Safe Harbor Match

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

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

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

49. Form 8881(Rev. December 2020)

    By Kac1214, April 7, 2021
    • 2 replies
    • 980 views
    • 
    • Kac1214
    • July 6, 2022

50. SH match not deposited for 2020

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