401(k) Plans

19,362 topics in this forum

1. Lifetime income disclosures - timing headaches

   By AlbanyConsultant, July 5, 2022
   • 4 replies
   • 788 views
   • 
   • AlbanyConsultant
   • July 14, 2022

2. 401k retirement plan administrator job

   By Indu, July 12, 2022
   • 2 replies
   • 600 views
   • 
   • Indu
   • July 14, 2022

3. Non-Elective Contribution for HCE Only

   By Coleboy1, July 12, 2022
   • 12 replies
   • 861 views
   • 
   • Bird
   • July 14, 2022

4. Loan Payments From Severance

   By austin3515, July 13, 2022
   • 5 replies
   • 6.1k views
   • 
   • fmsinc
   • July 13, 2022

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

   By TPApril, July 12, 2022
   • 2 replies
   • 471 views
   • 
   • Luke Bailey
   • July 12, 2022

6. Ending Loan Program Mid Year

   By metsfan026, July 12, 2022
   • 2 replies
   • 818 views
   • 
   • metsfan026
   • July 12, 2022

7. Calculating Match for Related Employers

   By Laura23, July 9, 2022
   • 5 replies
   • 790 views
   • 
   • Bri
   • July 12, 2022

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

   By thepensionmaven, July 10, 2022
   • 2 replies
   • 548 views
   • 
   • thepensionmaven
   • July 12, 2022

9. Forfeiture Allocation of PS funds

   By 52626, July 11, 2022
   • 1 reply
   • 418 views
   • 
   • Lou S.
   • July 11, 2022

10. Datair connection issues?

    By ldr, July 11, 2022
    • 1 reply
    • 557 views
    • 
    • ldr
    • July 11, 2022

11. Safe Harbor Match True-Up

    By hsctpa, July 7, 2022
    • 3 replies
    • 739 views
    • 
    • Tom
    • July 8, 2022

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

    By cpc0506, May 13, 2022
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • July 8, 2022

13. Safe Harbor -Merger Mid Year

    By 52626, June 16, 2022
    • 1 reply
    • 670 views
    • 
    • MWeddell
    • July 8, 2022

14. Remove Roth mid-year for SH plan?

    By BG5150, June 24, 2022
    • 6 replies
    • 618 views
    • 
    • MWeddell
    • July 8, 2022

15. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59, June 28, 2022
    • 3 replies
    • 886 views
    • 
    • MWeddell
    • July 8, 2022

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

    By JamesS, July 4, 2022
    • 3 replies
    • 749 views
    • 
    • JOH
    • July 6, 2022

17. Form 8881(Rev. December 2020)

    By Kac1214, April 7, 2021
    • 2 replies
    • 1k views
    • 
    • Kac1214
    • July 6, 2022

18. SH match not deposited for 2020

    By M Norton, July 5, 2022
    • 2 replies
    • 634 views
    • 
    • Barry Levy
    • July 6, 2022

19. Does a disclaimer revive a beneficiary designation

    By EMB, June 30, 2022
    • 7 replies
    • 1.6k views
    • 
    • EMB
    • July 6, 2022

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

    By Peter Gulia, July 1, 2022   

    • severance-from-employment
    • 3 replies
    • 648 views
    • 
    • CuseFan
    • July 5, 2022

21. Deductible year of late safe harbor contributions

    By KevinMc, July 5, 2022
    • 3 replies
    • 613 views
    • 
    • CuseFan
    • July 5, 2022

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

    By PamR, June 29, 2022
    • 11 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 5, 2022

23. Employer Stock in 401(k) Plan

    By bzorc, June 12, 2022
    • 9 replies
    • 1.8k views
    • 
    • Linda Wilkins
    • June 30, 2022

24. 401k HCE limit as a fraction

    By TPApril, June 29, 2022
    • 3 replies
    • 555 views
    • 
    • CuseFan
    • June 30, 2022

25. Control Group Compliance Issue

    By Chipwood 24, June 28, 2022
    • 5 replies
    • 589 views
    • 
    • Barry Levy
    • June 29, 2022

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

    By K-t-F, June 28, 2022
    • 9 replies
    • 1.3k views
    • 
    • CuseFan
    • June 29, 2022

27. Code C - box 12 W-2

    By thepensionmaven, June 27, 2022
    • 4 replies
    • 1.1k views
    • 
    • thepensionmaven
    • June 29, 2022

28. Plan EIN #'s

    By metsfan026, June 16, 2022
    • 3 replies
    • 913 views
    • 
    • Cobras59
    • June 28, 2022

29. Flexible vs Rigid Matches

    By austin3515, August 25, 2020
    • 23 replies
    • 9.8k views
    • 
    • anspai
    • June 28, 2022

30. Top Heavy Calc: inactive employee - include?

    By TPApril, June 22, 2022
    • 12 replies
    • 1.8k views
    • 
    • FORMER ESQ.
    • June 27, 2022

31. Controlled/Affiliated Services Group - departure mid year

    By TPApril, June 23, 2022
    • 1 reply
    • 334 views
    • 
    • FORMER ESQ.
    • June 27, 2022

32. Control Group 5500EZ or SF filing

    By Bob Demontigny, June 24, 2022
    • 1 reply
    • 548 views
    • 
    • CuseFan
    • June 24, 2022

33. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell, June 23, 2022
    • 3 replies
    • 1.1k views
    • 
    • MaryMcConnell
    • June 24, 2022

34. ER deposited 'elective' profit sharing

    By BG5150, June 10, 2022
    • 11 replies
    • 1k views
    • 
    • Nate S
    • June 23, 2022

35. Loan Reporting on Form 5500 (Receivables)

    By metsfan026, June 21, 2022
    • 2 replies
    • 941 views
    • 
    • metsfan026
    • June 21, 2022

36. Incorrect ADP Refund to an HCE

    By Rose, June 16, 2022
    • 3 replies
    • 611 views
    • 
    • Luke Bailey
    • June 17, 2022

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

    By Peter Gulia, June 12, 2022
    • 17 replies
    • 3k views
    • 
    • chc93
    • June 17, 2022

38. Plan / Company Merger

    By MGOAdmin, June 15, 2022   

    • plan merger
    • comany merger
    • (and 1 more)

      Tagged with:

      • plan merger
      • comany merger
      • controlled group
    • 1 reply
    • 483 views
    • 
    • Luke Bailey
    • June 16, 2022

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

    By metsfan026, June 14, 2022
    • 4 replies
    • 1.3k views
    • 
    • Dare Johnson
    • June 14, 2022

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

    By TPApril, June 12, 2022
    • 4 replies
    • 670 views
    • 
    • Lou S.
    • June 13, 2022

41. Participating Employer Agreement for QSub

    By KMMB, June 10, 2022
    • 1 reply
    • 660 views
    • 
    • C. B. Zeller
    • June 13, 2022

42. Elapsed Time Eligiblity

    By austin3515, June 9, 2022
    • 3 replies
    • 1k views
    • 
    • austin3515
    • June 12, 2022

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

    By MrsMacias, June 6, 2022
    • 12 replies
    • 5.5k views
    • 
    • Nate S
    • June 11, 2022

44. 415 excess

    By justatester, June 3, 2022
    • 9 replies
    • 1.1k views
    • 
    • Nate S
    • June 11, 2022

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

    By TPApril, June 9, 2022
    • 4 replies
    • 1.3k views
    • 
    • Dare Johnson
    • June 10, 2022

46. In-Plan 401(k) Roth Conversion

    By Tom, June 9, 2022
    • 3 replies
    • 687 views
    • 
    • pmacduff
    • June 9, 2022

47. Eligibility Plan Amendment Rules

    By Thomas Red, June 6, 2022
    • 9 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • June 8, 2022

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

    By AJC, June 8, 2022
    • 2 replies
    • 476 views
    • 
    • Lou S.
    • June 8, 2022

49. interim valuation - do ALL participants need statements?

    By AlbanyConsultant, June 7, 2022
    • 4 replies
    • 920 views
    • 
    • Luke Bailey
    • June 8, 2022

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

    By M Norton, June 7, 2022   

    • eligibility as needed employee
    • 4 replies
    • 2.2k views
    • 
    • Mr Bagwell
    • June 7, 2022