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401(k) Plans

19,403 topics in this forum

  1. Potential 414(s) failure

    By R. Butler,
    • 3 replies
    • 799 views

  2. Normal retirement: service vs participation years for vesting

    By pmacduff,
    • 5 replies
    • 1.7k views

  3. Limiting loan amount and repayment period

    By cpc0506,
    • 5 replies
    • 931 views

  4. QNEC, Already contributed $20,500 limit to 401K; Turned 50 years old in March 2022, will QNEC count towards Catch-Up Limit?

    By Rita,
    • 2 replies
    • 773 views

  5. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 1k views

  6. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 950 views
    • JRN
    • JRN

  7. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 969 views

  8. Roth Rollover to Plan that doesn't have Roth

    By karl,
    • 13 replies
    • 2.5k views

  9. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 1.9k views
    • Bri
    • Bri

  10. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 2.8k views

  11. Plan 002 with an Earlier Effective Date than Plan 001

    By KJJ-TPA,
    • 3 replies
    • 680 views

  12. 401k match contributions condition

    By Santo Gold,
    • 8 replies
    • 1.4k views

  13. Deferrals based on clawed-back bonus

    By HCE,
    • 4 replies
    • 1.6k views
    • HCE
    • HCE

  14. participant under 72 dies, beneficiary is over 72 - RMD?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  15. Payroll Setup - Settlor expense?

    By khn,
    • 2 replies
    • 1.1k views

  16. Lifetime Income Disclosure - owner only plans

    By Tom,
    • 14 replies
    • 2.2k views

  17. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA,
    • 2 replies
    • 902 views

  18. PPP Loan Forgiveness & SE Income

    By EBECatty,
    • 10 replies
    • 3.4k views

  19. Permissively aggregating 403(b) Plan with a 401(a) Plan for top heavy testing of the 401(a) Plan?

    By Belgarath,
    • 4 replies
    • 1.2k views

  20. Is Spousal Consent Required for All Distributions From A DC Plan?

    By metsfan026,
    • 17 replies
    • 5.6k views

  21. When do catch-ups occur?

    By gc@chimentowebb.com,
    • 7 replies
    • 1.2k views

  22. New to Voluntary Contributions

    By thepensionmaven,
    • 9 replies
    • 1.1k views

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

    By Jakyasar,
    • 13 replies
    • 1.8k views

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

    By Jakyasar,
    • 7 replies
    • 3.1k views

  25. Deleted - inadvertent duplicate

    By Belgarath,
    • 0 replies
    • 234 views

  26. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 1.7k views

  27. Ineligible Participants Allowed To Defer

    By metsfan026,
    • 7 replies
    • 2k views

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

    By kevind2010,
    • 14 replies
    • 4.5k views

  29. Establishing a PS only plan after plan year ends

    By cpc0506,
    • 1 reply
    • 524 views

  30. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 830 views

  31. Long term part time employees

    By Belgarath,
    • 10 replies
    • 1.9k views

  32. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 1.4k views

  33. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 1.5k views

  34. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 853 views

  35. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 751 views

  36. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 636 views

  37. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 3.1k views

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

    By kmhaab,
    • 9 replies
    • 6.2k views

  39. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 1.5k views

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

    By Dawn Marlar,
    • 2 replies
    • 883 views

  41. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 876 views

  42. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 720 views

  43. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 833 views

  44. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 648 views

  45. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 940 views

  46. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 6.6k views

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

    By TPApril,
    • 2 replies
    • 507 views

  48. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 859 views

  49. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 871 views

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

    By thepensionmaven,
    • 2 replies
    • 598 views
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