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401(k) Plans

19,467 topics in this forum

  1. Does corporate resolution to make a discretionary contribution create legal obligation to do so?

    By Belgarath,
    • 4 replies
    • 923 views

  2. Electronic signing Plan Documents - RK pushback?

    By Kac1214,
    • 15 replies
    • 2.7k views

  3. Safe Harbor to fix Top-Heavy (9/30 plan year end)

    By JHalligan,
    • 1 reply
    • 459 views

  4. Family Attribution Rules - Grandkids

    By metsfan026,
    • 5 replies
    • 3.6k views

  5. Participant Moves from one Location to Another

    By Coleboy1,
    • 11 replies
    • 1.9k views

  6. Lifetime Income illustrations

    By Micheleciz,
    • 22 replies
    • 2.6k views

  7. In-Law Attribution

    By EBECatty,
    • 3 replies
    • 812 views

  8. Solo 401(k)

    By Dobber,
    • 3 replies
    • 998 views

  9. Plan doc allows for provisions, but no service provider offers it

    By 401kay,
    • 7 replies
    • 1.4k views

  10. Fiscal plan deferral limit

    By Jakyasar,
    • 3 replies
    • 1k views

  11. Participant wants to change distribution election

    By Ananda,
    • 10 replies
    • 3.1k views

  12. Safe Harbor plan exclude some HCEs, but not all

    By R. Butler,
    • 4 replies
    • 1.4k views

  13. Changing QACA percentage mid-year

    By cpc0506,
    • 0 replies
    • 489 views

  14. Terminating plan with forfeitures

    By RatherBeGolfing,
    • 6 replies
    • 971 views

  15. Potential 414(s) failure

    By R. Butler,
    • 3 replies
    • 922 views

  16. Normal retirement: service vs participation years for vesting

    By pmacduff,
    • 5 replies
    • 1.9k views

  17. Limiting loan amount and repayment period

    By cpc0506,
    • 5 replies
    • 1k views

  18. 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
    • 901 views

  19. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 1.2k views

  20. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 1k views
    • JRN
    • JRN

  21. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 1.1k views

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

    By karl,
    • 13 replies
    • 2.8k views

  23. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 2.1k views
    • Bri
    • Bri

  24. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 3.3k views

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

    By KJJ-TPA,
    • 3 replies
    • 777 views

  26. 401k match contributions condition

    By Santo Gold,
    • 8 replies
    • 1.6k views

  27. Deferrals based on clawed-back bonus

    By HCE,
    • 4 replies
    • 1.8k views
    • HCE
    • HCE

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

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  29. Payroll Setup - Settlor expense?

    By khn,
    • 2 replies
    • 1.2k views

  30. Lifetime Income Disclosure - owner only plans

    By Tom,
    • 14 replies
    • 2.5k views

  31. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA,
    • 2 replies
    • 1k views

  32. PPP Loan Forgiveness & SE Income

    By EBECatty,
    • 10 replies
    • 4k views

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

    By Belgarath,
    • 4 replies
    • 1.4k views

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

    By metsfan026,
    • 17 replies
    • 6.8k views

  35. When do catch-ups occur?

    By gc@chimentowebb.com,
    • 7 replies
    • 1.4k views

  36. New to Voluntary Contributions

    By thepensionmaven,
    • 9 replies
    • 1.3k views

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

    By Jakyasar,
    • 13 replies
    • 2k views

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

    By Jakyasar,
    • 7 replies
    • 3.3k views

  39. Deleted - inadvertent duplicate

    By Belgarath,
    • 0 replies
    • 277 views

  40. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 1.9k views

  41. Ineligible Participants Allowed To Defer

    By metsfan026,
    • 7 replies
    • 2.2k views

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

    By kevind2010,
    • 14 replies
    • 4.8k views

  43. Establishing a PS only plan after plan year ends

    By cpc0506,
    • 1 reply
    • 594 views

  44. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 913 views

  45. Long term part time employees

    By Belgarath,
    • 10 replies
    • 2.1k views

  46. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 1.7k views

  47. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 1.9k views

  48. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 957 views

  49. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 807 views

  50. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 718 views
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