401(k) Plans

19,275 topics in this forum

1. Post-Severance Compensation

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

2. Lifetime Income Statements

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

3. Plan adopted, no action - still effective?

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

4. 2 safe harbor plans in the same plan year

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

5. Death of Sole Proprietor

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

6. Schwab "Solo 401(k)"

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

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

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

8. discretionary true-up match amendment

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

9. 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

10. Re-Hire Prohibition - How Long

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

11. Investment Change Notice Failure

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

12. Lifetime income disclosures - timing headaches

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

13. 401k retirement plan administrator job

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

14. Non-Elective Contribution for HCE Only

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

15. Loan Payments From Severance

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

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

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

17. Ending Loan Program Mid Year

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

18. Calculating Match for Related Employers

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

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

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

20. Forfeiture Allocation of PS funds

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

21. Datair connection issues?

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

22. Safe Harbor Match True-Up

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

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

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

24. Safe Harbor -Merger Mid Year

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

25. Remove Roth mid-year for SH plan?

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

26. Missed Opportunity to Defer with Safe Harbor Match

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

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

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

28. Form 8881(Rev. December 2020)

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

29. SH match not deposited for 2020

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

30. Does a disclaimer revive a beneficiary designation

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

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

    By Peter Gulia, July 1, 2022   

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

32. Deductible year of late safe harbor contributions

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

33. 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

34. Employer Stock in 401(k) Plan

    By bzorc, June 12, 2022
    • 9 replies
    • 1.7k views
    • 
    • Linda Wilkins
    • June 30, 2022

35. 401k HCE limit as a fraction

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

36. Control Group Compliance Issue

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

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

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

38. Code C - box 12 W-2

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

39. Plan EIN #'s

    By metsfan026, June 16, 2022
    • 3 replies
    • 866 views
    • 
    • Cobras59
    • June 28, 2022

40. Flexible vs Rigid Matches

    By austin3515, August 25, 2020
    • 23 replies
    • 8.9k views
    • 
    • anspai
    • June 28, 2022

41. Top Heavy Calc: inactive employee - include?

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

42. Controlled/Affiliated Services Group - departure mid year

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

43. Control Group 5500EZ or SF filing

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

44. Irrevocable Election (Opt Out) and Coverage

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

45. ER deposited 'elective' profit sharing

    By BG5150, June 10, 2022
    • 11 replies
    • 979 views
    • 
    • Nate S
    • June 23, 2022

46. Loan Reporting on Form 5500 (Receivables)

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

47. Incorrect ADP Refund to an HCE

    By Rose, June 16, 2022
    • 3 replies
    • 573 views
    • 
    • Luke Bailey
    • June 17, 2022

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

    By Peter Gulia, June 12, 2022
    • 17 replies
    • 1.5k views
    • 
    • chc93
    • June 17, 2022

49. Plan / Company Merger

    By MGOAdmin, June 15, 2022   

    • plan merger
    • comany merger
    • (and 1 more)

      Tagged with:

      • plan merger
      • comany merger
      • controlled group
    • 1 reply
    • 446 views
    • 
    • Luke Bailey
    • June 16, 2022

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

    By metsfan026, June 14, 2022
    • 4 replies
    • 1.2k views
    • 
    • Dare Johnson
    • June 14, 2022