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401(k) Plans

19,321 topics in this forum

  1. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 775 views

  2. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 691 views

  3. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 571 views

  4. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 2.3k views

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

    By kmhaab,
    • 9 replies
    • 5k views

  6. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 1.3k views

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

    By Dawn Marlar,
    • 2 replies
    • 741 views

  8. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 791 views

  9. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 656 views

  10. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 774 views

  11. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 570 views

  12. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 827 views

  13. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 5.6k views

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

    By TPApril,
    • 2 replies
    • 457 views

  15. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 796 views

  16. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 745 views

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

    By thepensionmaven,
    • 2 replies
    • 525 views

  18. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 403 views

  19. Datair connection issues?

    By ldr,
    • 1 reply
    • 547 views

  20. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 713 views

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

    By cpc0506,
    • 2 replies
    • 1.2k views

  22. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 628 views

  23. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 598 views

  24. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 820 views

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

    By JamesS,
    • 3 replies
    • 719 views

  26. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 999 views

  27. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 620 views

  28. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 1.5k views

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

    By Peter Gulia,   
    • 3 replies
    • 628 views

  30. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 586 views

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

    By PamR,
    • 11 replies
    • 1.5k views

  32. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 1.7k views

  33. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 523 views

  34. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 568 views

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

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

  36. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 932 views

  37. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 891 views

  38. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 9.4k views

  39. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 1.7k views

  40. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 321 views

  41. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 525 views

  42. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1.1k views

  43. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 1k views

  44. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 915 views

  45. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 589 views

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

    By Peter Gulia,
    • 17 replies
    • 2.5k views

  47. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 468 views

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

    By metsfan026,
    • 4 replies
    • 1.2k views

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

    By TPApril,
    • 4 replies
    • 647 views

  50. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 625 views
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