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401(k) Plans

19,275 topics in this forum

  1. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 573 views

  2. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 600 views

  3. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 866 views

  4. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.2k views

  5. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 446 views

  6. Amending Normal Retirement Age in DC Plan (Impact on Vesting)

    By metsfan026,
    • 7 replies
    • 1.9k views

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

    By metsfan026,
    • 4 replies
    • 1.2k views

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

    By Peter Gulia,
    • 17 replies
    • 1.5k views

  9. Top Heavy to HCE - can it be taken out?

    By TPApril,
    • 4 replies
    • 629 views

  10. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 1.7k views

  11. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 592 views

  12. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 979 views

  13. Elapsed Time Eligiblity

    By austin3515,
    • 3 replies
    • 965 views

  14. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 608 views

  15. Counting Hours - payroll vs w-2/ vacation payoff

    By TPApril,
    • 4 replies
    • 1k views

  16. Annual additions limit for non-calendar plan and 401(k) deferrals greater than the calendar year limit.

    By AJC,
    • 2 replies
    • 416 views

  17. eligibility for PRN ("as needed") employee

    By M Norton,   
    • 4 replies
    • 1.9k views

  18. interim valuation - do ALL participants need statements?

    By AlbanyConsultant,
    • 4 replies
    • 860 views

  19. Eligibility Plan Amendment Rules

    By Thomas Red,
    • 9 replies
    • 1.2k views

  20. Spin-Off - When is it appropriate to do a spin-off 401(k)?

    By MrsMacias,
    • 12 replies
    • 4.7k views

  21. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 288 views

  22. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 659 views

  23. 415 excess

    By justatester,
    • 9 replies
    • 1k views

  24. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 539 views

  25. TPA consultant

    By 401kay,   
    • 2 replies
    • 611 views

  26. Compensation Exclusions, etc.

    By ratherbereading,
    • 4 replies
    • 628 views

  27. Controlled Group - Different Eligibility

    By Vlad401k,
    • 4 replies
    • 1k views

  28. Life insurance in a 401k plan

    By Jakyasar,
    • 12 replies
    • 2.7k views

  29. Good faith amendment for Fidelity preapproved adopter that is terminating its plan

    By Luke Bailey,
    • 10 replies
    • 1.2k views

  30. Installment Payments Upon Plan Termination

    By Anaahu,
    • 7 replies
    • 1.6k views

  31. Missed deferral opportunity

    By BG5150,
    • 3 replies
    • 622 views

  32. Convert only After-tax employee contributions via In-plan Roth rollover?

    By Will.I.Am,
    • 6 replies
    • 1.3k views

  33. New Safe Harbor Plan started mid-year

    By Tom,
    • 0 replies
    • 258 views

  34. One Year Holdout

    By EBECatty,
    • 6 replies
    • 1.3k views

  35. Excluding highly compensated employee who is not an owner from a plan

    By rblum50,
    • 7 replies
    • 1.2k views

  36. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 776 views

  37. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 1.5k views

  38. 401k plan - ineligible employee deferred and got refund

    By Jakyasar,
    • 4 replies
    • 622 views

  39. What do you think about a requirement to use an automatic-contribution arrangement?

    By Peter Gulia,   
    • 13 replies
    • 902 views

  40. Retroactive amendment to loosen eligibility

    By EBECatty,
    • 7 replies
    • 2.4k views

  41. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515,
    • 9 replies
    • 3.5k views

  42. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 609 views

  43. Deferral on Zero Compensation

    By Plan Doc,
    • 7 replies
    • 621 views

  44. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan,
    • 1 reply
    • 743 views

  45. How do you freeze a 401(k)?

    By MeetMeInTheBackdoorRoth,
    • 7 replies
    • 985 views

  46. Key employee definition for top heavy

    By Tom,
    • 3 replies
    • 1.2k views

  47. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 434 views

  48. Related Rollovers

    By TC1,
    • 12 replies
    • 1.3k views

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

    By cpc0506,
    • 2 replies
    • 1.2k views

  50. Missed Deferral Opportunity

    By Lou81,
    • 1 reply
    • 774 views
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