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401(k) Plans

19,362 topics in this forum

  1. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 697 views

  2. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 597 views

  3. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 320 views

  4. TPA consultant

    By 401kay,   
    • 2 replies
    • 643 views

  5. Compensation Exclusions, etc.

    By ratherbereading,
    • 4 replies
    • 692 views

  6. Controlled Group - Different Eligibility

    By Vlad401k,
    • 4 replies
    • 1.1k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 991 views

  8. Life insurance in a 401k plan

    By Jakyasar,
    • 12 replies
    • 3.4k views

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

    By Luke Bailey,
    • 10 replies
    • 1.4k views

  10. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 13 replies
    • 995 views

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

    By Will.I.Am,
    • 6 replies
    • 1.6k views

  13. Missed deferral opportunity

    By BG5150,
    • 3 replies
    • 695 views

  14. Installment Payments Upon Plan Termination

    By Anaahu,
    • 7 replies
    • 1.8k views

  15. One Year Holdout

    By EBECatty,
    • 6 replies
    • 1.4k views

  16. 401k plan - ineligible employee deferred and got refund

    By Jakyasar,
    • 4 replies
    • 676 views

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

    By rblum50,
    • 7 replies
    • 1.5k views

  18. Retroactive amendment to loosen eligibility

    By EBECatty,
    • 7 replies
    • 2.6k views

  19. New Safe Harbor Plan started mid-year

    By Tom,
    • 0 replies
    • 285 views

  20. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515,
    • 9 replies
    • 4.9k views

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

    By MeetMeInTheBackdoorRoth,
    • 7 replies
    • 1k views

  22. Deferral on Zero Compensation

    By Plan Doc,
    • 7 replies
    • 668 views

  23. 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
    • 656 views

  24. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan,
    • 1 reply
    • 799 views

  25. Key employee definition for top heavy

    By Tom,
    • 3 replies
    • 1.5k views

  26. Related Rollovers

    By TC1,
    • 12 replies
    • 1.5k views

  27. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 461 views

  28. Missed Deferral Opportunity

    By Lou81,
    • 1 reply
    • 820 views

  29. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson,
    • 1 reply
    • 624 views

  30. Late Employer Contribution to 401(k) Plan

    By rblum50,
    • 3 replies
    • 1k views

  31. Quarterly vesting

    By Dan,
    • 8 replies
    • 975 views

  32. NRA and Break in Service

    By ERISA guy,
    • 7 replies
    • 1k views

  33. EPCRS Missed Deferral Opportunity

    By austin3515,
    • 8 replies
    • 857 views

  34. ECPCRS - Missed Deferral Oppotunity Corrections for 401k

    By austin3515,
    • 6 replies
    • 1.1k views

  35. Late Hardship Regulations Amendment - SCP?

    By casey72,
    • 2 replies
    • 550 views

  36. Per Diem Employees

    By Coleboy1,
    • 3 replies
    • 5.2k views

  37. PEO Plan Status

    By EBECatty,
    • 4 replies
    • 2.4k views

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

    By Belgarath,
    • 3 replies
    • 723 views

  39. PEPs and small TPA firm

    By LMK TPA,
    • 2 replies
    • 878 views

  40. Top-heavy and catch up

    By Becky Schwing,
    • 8 replies
    • 1.3k views

  41. Owner and Union Employee at the same time?

    By BG5150,
    • 7 replies
    • 1k views

  42. Voluntary Fiduciary Correction (VFC) Filing

    By metsfan026,
    • 1 reply
    • 589 views

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

    By legort69,
    • 3 replies
    • 654 views

  44. Excluded Class Allowed to Defer

    By kimso,
    • 5 replies
    • 958 views

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

    By BG5150,
    • 5 replies
    • 1.5k views

  46. Reporting of Management Fees on Form 5500

    By metsfan026,
    • 6 replies
    • 3.1k views

  47. Missed 2021 match for one person--do earnings?

    By BG5150,
    • 6 replies
    • 756 views

  48. Solo(k) Document / Registration Failures? Need guidance please....

    By ColeC,
    • 7 replies
    • 1.4k views

  49. Trustee being removed, needs to sign amendment?

    By TPApril,
    • 13 replies
    • 3k views

  50. ADP/ACP Testing Compensation

    By AmyETPA,
    • 1 reply
    • 722 views
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