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401(k) Plans

19,407 topics in this forum

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

    By TPApril,
    • 2 replies
    • 513 views

  2. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 862 views

  3. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 879 views

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

    By thepensionmaven,
    • 2 replies
    • 605 views

  5. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 469 views

  6. Datair connection issues?

    By ldr,
    • 1 reply
    • 604 views

  7. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 810 views

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

    By cpc0506,
    • 2 replies
    • 1.3k views

  9. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 730 views

  10. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 680 views

  11. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 990 views

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

    By JamesS,
    • 3 replies
    • 826 views

  13. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 1.1k views

  14. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 685 views

  15. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 3 replies
    • 696 views

  17. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 685 views

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

    By PamR,
    • 11 replies
    • 1.7k views

  19. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 1.9k views

  20. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 625 views

  21. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 653 views

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

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

  23. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  24. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 963 views

  25. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 10.2k views

  26. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 1.9k views

  27. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 368 views

  28. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 589 views

  29. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1.2k views

  30. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 1.1k views

  31. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 990 views

  32. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 659 views

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

    By Peter Gulia,
    • 17 replies
    • 3.5k views

  34. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 520 views

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

    By metsfan026,
    • 4 replies
    • 1.3k views

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

    By TPApril,
    • 4 replies
    • 724 views

  37. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 720 views

  38. Elapsed Time Eligiblity

    By austin3515,
    • 3 replies
    • 1.1k views

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

    By MrsMacias,
    • 12 replies
    • 5.9k views

  40. 415 excess

    By justatester,
    • 9 replies
    • 1.2k views

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

    By TPApril,
    • 4 replies
    • 1.5k views

  42. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 746 views

  43. Eligibility Plan Amendment Rules

    By Thomas Red,
    • 9 replies
    • 1.5k views

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

    By AJC,
    • 2 replies
    • 521 views

  45. interim valuation - do ALL participants need statements?

    By AlbanyConsultant,
    • 4 replies
    • 976 views

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

    By M Norton,   
    • 4 replies
    • 2.3k views

  47. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 753 views

  48. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 661 views

  49. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 357 views

  50. TPA consultant

    By 401kay,   
    • 2 replies
    • 693 views
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