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401(k) Plans

19,467 topics in this forum

  1. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 3.8k views

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

    By kmhaab,
    • 9 replies
    • 7.6k views

  3. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 1.8k views

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

    By Dawn Marlar,
    • 2 replies
    • 1k views

  5. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 1k views

  6. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 811 views

  7. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 922 views

  8. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 742 views

  9. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 1.1k views

  10. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 7.6k views

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

    By TPApril,
    • 2 replies
    • 580 views

  12. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 952 views

  13. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 1k views

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

    By thepensionmaven,
    • 2 replies
    • 676 views

  15. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 561 views

  16. Datair connection issues?

    By ldr,
    • 1 reply
    • 671 views

  17. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 901 views

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

    By cpc0506,
    • 2 replies
    • 1.5k views

  19. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 811 views

  20. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 787 views

  21. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 1.3k views

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

    By JamesS,
    • 3 replies
    • 908 views

  23. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 1.2k views

  24. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 799 views

  25. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 2k views

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

    By Peter Gulia,   
    • 3 replies
    • 787 views

  27. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 769 views

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

    By PamR,
    • 11 replies
    • 2k views

  29. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 2.2k views

  30. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 761 views

  31. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 770 views

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

    By K-t-F,
    • 9 replies
    • 1.7k views

  33. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  34. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 1.1k views

  35. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 10.8k views

  36. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 2.1k views

  37. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 426 views

  38. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 658 views

  39. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1.3k views

  40. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 1.3k views

  41. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 1.1k views

  42. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 737 views

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

    By Peter Gulia,
    • 17 replies
    • 4.2k views

  44. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 590 views

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

    By metsfan026,
    • 4 replies
    • 1.5k views

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

    By TPApril,
    • 4 replies
    • 823 views

  47. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 825 views

  48. Elapsed Time Eligiblity

    By austin3515,
    • 3 replies
    • 1.2k views

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

    By MrsMacias,
    • 12 replies
    • 6.4k views

  50. 415 excess

    By justatester,
    • 9 replies
    • 1.4k views
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