Jump to content

401(k) Plans

19,275 topics in this forum

  1. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 1k views

  2. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 1.2k views

  3. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 745 views

  4. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 673 views

  5. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 547 views

  6. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 1.9k views

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

    By kmhaab,
    • 9 replies
    • 4.4k views

  8. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 1.3k views

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

    By Dawn Marlar,
    • 2 replies
    • 701 views

  10. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 776 views

  11. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 631 views

  12. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 755 views

  13. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 509 views

  14. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 802 views

  15. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 5.1k views

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

    By TPApril,
    • 2 replies
    • 440 views

  17. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 768 views

  18. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 716 views

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

    By thepensionmaven,
    • 2 replies
    • 488 views

  20. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 382 views

  21. Datair connection issues?

    By ldr,
    • 1 reply
    • 530 views

  22. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 682 views

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

    By cpc0506,
    • 2 replies
    • 1.2k views

  24. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 600 views

  25. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 585 views

  26. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 752 views

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

    By JamesS,
    • 3 replies
    • 664 views

  28. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 966 views

  29. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 594 views

  30. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 3 replies
    • 606 views

  32. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 562 views

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

    By PamR,
    • 11 replies
    • 1.4k views

  34. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 1.7k views

  35. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 476 views

  36. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 538 views

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

    By K-t-F,
    • 9 replies
    • 1.2k views

  38. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 795 views

  39. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 866 views

  40. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 8.9k views

  41. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 1.6k views

  42. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 301 views

  43. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 504 views

  44. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1k views

  45. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 979 views

  46. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 893 views

  47. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 573 views

  48. How many § 401(a)-(k) plans cover no employee?

    By Peter Gulia,
    • 17 replies
    • 1.5k views

  49. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 446 views

  50. Excluding Part-Time Employees From 401(k) Plan

    By metsfan026,
    • 4 replies
    • 1.2k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept