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401(k) Plans

19,423 topics in this forum

  1. Long term part time employees

    By Belgarath,
    • 10 replies
    • 1.9k views

  2. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 1.5k views

  3. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 1.6k views

  4. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 885 views

  5. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 768 views

  6. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 661 views

  7. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 3.3k views

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

    By kmhaab,
    • 9 replies
    • 6.6k views

  9. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 1.6k views

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

    By Dawn Marlar,
    • 2 replies
    • 929 views

  11. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 917 views

  12. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 746 views

  13. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 860 views

  14. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 667 views

  15. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 978 views

  16. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 7k views

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

    By TPApril,
    • 2 replies
    • 532 views

  18. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 886 views

  19. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 920 views

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

    By thepensionmaven,
    • 2 replies
    • 627 views

  21. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 485 views

  22. Datair connection issues?

    By ldr,
    • 1 reply
    • 621 views

  23. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 834 views

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

    By cpc0506,
    • 2 replies
    • 1.4k views

  25. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 758 views

  26. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 714 views

  27. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 1.1k views

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

    By JamesS,
    • 3 replies
    • 842 views

  29. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 1.1k views

  30. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 717 views

  31. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 1.8k views

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

    By Peter Gulia,   
    • 3 replies
    • 728 views

  33. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 713 views

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

    By PamR,
    • 11 replies
    • 1.8k views

  35. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 2k views

  36. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 657 views

  37. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 684 views

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

    By K-t-F,
    • 9 replies
    • 1.5k views

  39. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  40. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 989 views

  41. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 10.4k views

  42. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 1.9k views

  43. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 384 views

  44. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 608 views

  45. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1.2k views

  46. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 1.2k views

  47. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 1k views

  48. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 685 views

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

    By Peter Gulia,
    • 17 replies
    • 3.8k views

  50. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 542 views
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