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401(k) Plans

19,333 topics in this forum

  1. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 1.7k views

  2. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 323 views

  3. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 530 views

  4. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1.1k views

  5. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 1k views

  6. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 921 views

  7. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 595 views

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

    By Peter Gulia,
    • 17 replies
    • 2.7k views

  9. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 474 views

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

    By metsfan026,
    • 4 replies
    • 1.2k views

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

    By TPApril,
    • 4 replies
    • 655 views

  12. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 639 views

  13. Elapsed Time Eligiblity

    By austin3515,
    • 3 replies
    • 1k views

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

    By MrsMacias,
    • 12 replies
    • 5.2k views

  15. 415 excess

    By justatester,
    • 9 replies
    • 1.1k views

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

    By TPApril,
    • 4 replies
    • 1.3k views

  17. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 668 views

  18. Eligibility Plan Amendment Rules

    By Thomas Red,
    • 9 replies
    • 1.3k views

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

    By AJC,
    • 2 replies
    • 453 views

  20. interim valuation - do ALL participants need statements?

    By AlbanyConsultant,
    • 4 replies
    • 898 views

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

    By M Norton,   
    • 4 replies
    • 2.1k views

  22. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 685 views

  23. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 569 views

  24. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 304 views

  25. TPA consultant

    By 401kay,   
    • 2 replies
    • 634 views

  26. Compensation Exclusions, etc.

    By ratherbereading,
    • 4 replies
    • 659 views

  27. Controlled Group - Different Eligibility

    By Vlad401k,
    • 4 replies
    • 1.1k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 955 views

  29. Life insurance in a 401k plan

    By Jakyasar,
    • 12 replies
    • 3.2k views

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

    By Luke Bailey,
    • 10 replies
    • 1.3k views

  31. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 13 replies
    • 970 views

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

    By Will.I.Am,
    • 6 replies
    • 1.5k views

  34. Missed deferral opportunity

    By BG5150,
    • 3 replies
    • 679 views

  35. Installment Payments Upon Plan Termination

    By Anaahu,
    • 7 replies
    • 1.8k views

  36. One Year Holdout

    By EBECatty,
    • 6 replies
    • 1.4k views

  37. 401k plan - ineligible employee deferred and got refund

    By Jakyasar,
    • 4 replies
    • 646 views

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

    By rblum50,
    • 7 replies
    • 1.4k views

  39. Retroactive amendment to loosen eligibility

    By EBECatty,
    • 7 replies
    • 2.6k views

  40. New Safe Harbor Plan started mid-year

    By Tom,
    • 0 replies
    • 276 views

  41. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515,
    • 9 replies
    • 4.5k views

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

    By MeetMeInTheBackdoorRoth,
    • 7 replies
    • 1k views

  43. Deferral on Zero Compensation

    By Plan Doc,
    • 7 replies
    • 645 views

  44. 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
    • 637 views

  45. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan,
    • 1 reply
    • 776 views

  46. Key employee definition for top heavy

    By Tom,
    • 3 replies
    • 1.4k views

  47. Related Rollovers

    By TC1,
    • 12 replies
    • 1.4k views

  48. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 450 views

  49. Missed Deferral Opportunity

    By Lou81,
    • 1 reply
    • 800 views

  50. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson,
    • 1 reply
    • 598 views
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