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401(k) Plans

19,450 topics in this forum

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

    By cpc0506,
    • 2 replies
    • 1.4k views

  2. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 787 views

  3. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 755 views

  4. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 1.2k views

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

    By JamesS,
    • 3 replies
    • 878 views

  6. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 1.2k views

  7. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 752 views

  8. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 1.9k views

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

    By Peter Gulia,   
    • 3 replies
    • 766 views

  10. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 743 views

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

    By PamR,
    • 11 replies
    • 1.9k views

  12. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 2.1k views

  13. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 710 views

  14. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 728 views

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

    By K-t-F,
    • 9 replies
    • 1.6k views

  16. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  17. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 1k views

  18. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 10.7k views

  19. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 2k views

  20. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 403 views

  21. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 627 views

  22. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1.3k views

  23. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 1.3k views

  24. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 1.1k views

  25. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 709 views

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

    By Peter Gulia,
    • 17 replies
    • 4.1k views

  27. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 558 views

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

    By metsfan026,
    • 4 replies
    • 1.4k views

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

    By TPApril,
    • 4 replies
    • 781 views

  30. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 779 views

  31. Elapsed Time Eligiblity

    By austin3515,
    • 3 replies
    • 1.2k views

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

    By MrsMacias,
    • 12 replies
    • 6.3k views

  33. 415 excess

    By justatester,
    • 9 replies
    • 1.3k views

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

    By TPApril,
    • 4 replies
    • 1.7k views

  35. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 800 views

  36. Eligibility Plan Amendment Rules

    By Thomas Red,
    • 9 replies
    • 1.6k views

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

    By AJC,
    • 2 replies
    • 561 views

  38. interim valuation - do ALL participants need statements?

    By AlbanyConsultant,
    • 4 replies
    • 1k views

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

    By M Norton,   
    • 4 replies
    • 2.5k views

  40. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 801 views

  41. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 718 views

  42. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 384 views

  43. TPA consultant

    By 401kay,   
    • 2 replies
    • 738 views

  44. Compensation Exclusions, etc.

    By ratherbereading,
    • 4 replies
    • 835 views

  45. Controlled Group - Different Eligibility

    By Vlad401k,
    • 4 replies
    • 1.3k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 1.1k views

  47. Life insurance in a 401k plan

    By Jakyasar,
    • 12 replies
    • 4.6k views

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

    By Luke Bailey,
    • 10 replies
    • 1.7k views

  49. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 2k views

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

    By Peter Gulia,   
    • 13 replies
    • 1.2k views
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