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401(k) Plans

19,317 topics in this forum

  1. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 647 views

  2. Eligibility Plan Amendment Rules

    By Thomas Red,
    • 9 replies
    • 1.2k views

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

    By AJC,
    • 2 replies
    • 440 views

  4. interim valuation - do ALL participants need statements?

    By AlbanyConsultant,
    • 4 replies
    • 888 views

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

    By M Norton,   
    • 4 replies
    • 2.1k views

  6. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 680 views

  7. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 559 views

  8. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 300 views

  9. TPA consultant

    By 401kay,   
    • 2 replies
    • 628 views

  10. Compensation Exclusions, etc.

    By ratherbereading,
    • 4 replies
    • 650 views

  11. Controlled Group - Different Eligibility

    By Vlad401k,
    • 4 replies
    • 1.1k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 940 views

  13. Life insurance in a 401k plan

    By Jakyasar,
    • 12 replies
    • 3k views

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

    By Luke Bailey,
    • 10 replies
    • 1.3k views

  15. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 13 replies
    • 950 views

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

    By Will.I.Am,
    • 6 replies
    • 1.4k views

  18. Missed deferral opportunity

    By BG5150,
    • 3 replies
    • 672 views

  19. Installment Payments Upon Plan Termination

    By Anaahu,
    • 7 replies
    • 1.7k views

  20. One Year Holdout

    By EBECatty,
    • 6 replies
    • 1.3k views

  21. 401k plan - ineligible employee deferred and got refund

    By Jakyasar,
    • 4 replies
    • 641 views

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

    By rblum50,
    • 7 replies
    • 1.3k views

  23. Retroactive amendment to loosen eligibility

    By EBECatty,
    • 7 replies
    • 2.5k views

  24. New Safe Harbor Plan started mid-year

    By Tom,
    • 0 replies
    • 271 views

  25. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515,
    • 9 replies
    • 4.2k views

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

    By MeetMeInTheBackdoorRoth,
    • 7 replies
    • 1k views

  27. Deferral on Zero Compensation

    By Plan Doc,
    • 7 replies
    • 642 views

  28. 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
    • 629 views

  29. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan,
    • 1 reply
    • 772 views

  30. Key employee definition for top heavy

    By Tom,
    • 3 replies
    • 1.3k views

  31. Related Rollovers

    By TC1,
    • 12 replies
    • 1.4k views

  32. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 445 views

  33. Missed Deferral Opportunity

    By Lou81,
    • 1 reply
    • 794 views

  34. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson,
    • 1 reply
    • 583 views

  35. Late Employer Contribution to 401(k) Plan

    By rblum50,
    • 3 replies
    • 959 views

  36. Quarterly vesting

    By Dan,
    • 8 replies
    • 944 views

  37. NRA and Break in Service

    By ERISA guy,
    • 7 replies
    • 978 views

  38. EPCRS Missed Deferral Opportunity

    By austin3515,
    • 8 replies
    • 835 views

  39. ECPCRS - Missed Deferral Oppotunity Corrections for 401k

    By austin3515,
    • 6 replies
    • 1.1k views

  40. Late Hardship Regulations Amendment - SCP?

    By casey72,
    • 2 replies
    • 533 views

  41. Per Diem Employees

    By Coleboy1,
    • 3 replies
    • 5k views

  42. PEO Plan Status

    By EBECatty,
    • 4 replies
    • 2.2k views

  43. Safe harbor nonelective, eligibility requirements based on service different than deferrals

    By Belgarath,
    • 3 replies
    • 672 views

  44. PEPs and small TPA firm

    By LMK TPA,
    • 2 replies
    • 845 views

  45. Top-heavy and catch up

    By Becky Schwing,
    • 8 replies
    • 1.2k views

  46. Owner and Union Employee at the same time?

    By BG5150,
    • 7 replies
    • 1k views

  47. Voluntary Fiduciary Correction (VFC) Filing

    By metsfan026,
    • 1 reply
    • 560 views

  48. Missed Deferral Opportunity - mid year correction or max out option

    By legort69,
    • 3 replies
    • 617 views

  49. Excluded Class Allowed to Defer

    By kimso,
    • 5 replies
    • 923 views

  50. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150,
    • 5 replies
    • 1.3k views
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