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401(k) Plans

19,382 topics in this forum

  1. New to Voluntary Contributions

    By thepensionmaven,
    • 9 replies
    • 1.1k views

  2. Setting up a new plan for 2021 - missed the SH deadline, correct?

    By Jakyasar,
    • 13 replies
    • 1.7k views

  3. Can I invest my 401k in my hedge fund?

    By Jakyasar,
    • 7 replies
    • 3k views

  4. Deleted - inadvertent duplicate

    By Belgarath,
    • 0 replies
    • 213 views

  5. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 1.6k views

  6. Ineligible Participants Allowed To Defer

    By metsfan026,
    • 7 replies
    • 1.9k views

  7. Termination Prior to Entry Date, but Compensation after Entry Date

    By kevind2010,
    • 14 replies
    • 4.4k views

  8. Establishing a PS only plan after plan year ends

    By cpc0506,
    • 1 reply
    • 491 views

  9. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 792 views

  10. Long term part time employees

    By Belgarath,
    • 10 replies
    • 1.7k views

  11. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 1.3k views

  12. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 1.5k views

  13. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 824 views

  14. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 728 views

  15. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 613 views

  16. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 2.8k views

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

    By kmhaab,
    • 9 replies
    • 5.8k views

  18. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 1.5k views

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

    By Dawn Marlar,
    • 2 replies
    • 834 views

  20. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 837 views

  21. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 695 views

  22. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 804 views

  23. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 622 views

  24. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 883 views

  25. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 6.3k views

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

    By TPApril,
    • 2 replies
    • 483 views

  27. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 839 views

  28. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 827 views

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

    By thepensionmaven,
    • 2 replies
    • 575 views

  30. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 439 views

  31. Datair connection issues?

    By ldr,
    • 1 reply
    • 570 views

  32. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 777 views

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

    By cpc0506,
    • 2 replies
    • 1.3k views

  34. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 694 views

  35. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 643 views

  36. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 926 views

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

    By JamesS,
    • 3 replies
    • 783 views

  38. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 1.1k views

  39. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 652 views

  40. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 3 replies
    • 664 views

  42. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 644 views

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

    By PamR,
    • 11 replies
    • 1.6k views

  44. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 1.9k views

  45. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 579 views

  46. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 610 views

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

    By K-t-F,
    • 9 replies
    • 1.4k views

  48. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  49. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 933 views

  50. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 10k views
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