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401(k) Plans

19,295 topics in this forum

  1. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 3 replies
    • 613 views

  3. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 568 views

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

    By PamR,
    • 11 replies
    • 1.4k views

  5. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 1.7k views

  6. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 493 views

  7. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 547 views

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

    By K-t-F,
    • 9 replies
    • 1.3k views

  9. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 833 views

  10. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 872 views

  11. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 9.1k views

  12. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 1.6k views

  13. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 306 views

  14. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 509 views

  15. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1k views

  16. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 987 views

  17. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 906 views

  18. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 576 views

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

    By Peter Gulia,
    • 17 replies
    • 1.9k views

  20. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 452 views

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

    By metsfan026,
    • 4 replies
    • 1.2k views

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

    By TPApril,
    • 4 replies
    • 638 views

  23. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 608 views

  24. Elapsed Time Eligiblity

    By austin3515,
    • 3 replies
    • 974 views

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

    By MrsMacias,
    • 12 replies
    • 4.9k views

  26. 415 excess

    By justatester,
    • 9 replies
    • 1k views

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

    By TPApril,
    • 4 replies
    • 1k views

  28. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 624 views

  29. Eligibility Plan Amendment Rules

    By Thomas Red,
    • 9 replies
    • 1.2k views

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

    By AJC,
    • 2 replies
    • 424 views

  31. interim valuation - do ALL participants need statements?

    By AlbanyConsultant,
    • 4 replies
    • 874 views

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

    By M Norton,   
    • 4 replies
    • 1.9k views

  33. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 665 views

  34. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 547 views

  35. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 294 views

  36. TPA consultant

    By 401kay,   
    • 2 replies
    • 617 views

  37. Compensation Exclusions, etc.

    By ratherbereading,
    • 4 replies
    • 634 views

  38. Controlled Group - Different Eligibility

    By Vlad401k,
    • 4 replies
    • 1k views

  39. IRA owners can have their RMD's used as QCD's. But Qual Plan RMD's cannot?

    By RayJJohnsonJr,
    • 4 replies
    • 914 views

  40. Life insurance in a 401k plan

    By Jakyasar,
    • 12 replies
    • 2.8k views

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

    By Luke Bailey,
    • 10 replies
    • 1.3k views

  42. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 1.5k views

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

    By Peter Gulia,   
    • 13 replies
    • 910 views

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

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

  45. Missed deferral opportunity

    By BG5150,
    • 3 replies
    • 644 views

  46. Installment Payments Upon Plan Termination

    By Anaahu,
    • 7 replies
    • 1.6k views

  47. One Year Holdout

    By EBECatty,
    • 6 replies
    • 1.3k views

  48. 401k plan - ineligible employee deferred and got refund

    By Jakyasar,
    • 4 replies
    • 628 views

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

    By rblum50,
    • 7 replies
    • 1.2k views

  50. Retroactive amendment to loosen eligibility

    By EBECatty,
    • 7 replies
    • 2.4k views
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