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401(k) Plans

19,499 topics in this forum

  1. 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
    • 1k views

  2. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 1.4k views

  3. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 1.1k views
    • JRN
    • JRN

  4. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 1.4k views

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

    By karl,
    • 13 replies
    • 3.2k views

  6. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 2.4k views
    • Bri
    • Bri

  7. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 3.7k views

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

    By KJJ-TPA,
    • 3 replies
    • 983 views

  9. 401k match contributions condition

    By Santo Gold,
    • 8 replies
    • 1.7k views

  10. Deferrals based on clawed-back bonus

    By HCE,
    • 4 replies
    • 2k views
    • HCE
    • HCE

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

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

  12. Payroll Setup - Settlor expense?

    By khn,
    • 2 replies
    • 1.3k views

  13. Lifetime Income Disclosure - owner only plans

    By Tom,
    • 14 replies
    • 2.8k views

  14. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA,
    • 2 replies
    • 1.1k views

  15. PPP Loan Forgiveness & SE Income

    By EBECatty,
    • 10 replies
    • 4.3k views

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

    By Belgarath,
    • 4 replies
    • 1.5k views

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

    By metsfan026,
    • 17 replies
    • 7.3k views

  18. When do catch-ups occur?

    By gc@chimentowebb.com,
    • 7 replies
    • 1.7k views

  19. New to Voluntary Contributions

    By thepensionmaven,
    • 9 replies
    • 1.5k views

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

    By Jakyasar,
    • 13 replies
    • 2.2k views

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

    By Jakyasar,
    • 7 replies
    • 3.6k views

  22. Deleted - inadvertent duplicate

    By Belgarath,
    • 0 replies
    • 319 views

  23. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 2.2k views

  24. Ineligible Participants Allowed To Defer

    By metsfan026,
    • 7 replies
    • 2.4k views

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

    By kevind2010,
    • 14 replies
    • 5.1k views

  26. Establishing a PS only plan after plan year ends

    By cpc0506,
    • 1 reply
    • 838 views

  27. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 1.1k views

  28. Long term part time employees

    By Belgarath,
    • 10 replies
    • 2.4k views

  29. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 1.9k views

  30. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 2.4k views

  31. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 1.2k views

  32. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 904 views

  33. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 877 views

  34. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 4.2k views

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

    By kmhaab,
    • 9 replies
    • 8.1k views

  36. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 2k views

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

    By Dawn Marlar,
    • 2 replies
    • 1.1k views

  38. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 1.2k views

  39. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 898 views

  40. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  41. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 950 views

  42. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 1.3k views

  43. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 8k views

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

    By TPApril,
    • 2 replies
    • 731 views

  45. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 1.1k views

  46. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 1.2k views

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

    By thepensionmaven,
    • 2 replies
    • 826 views

  48. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 699 views

  49. Datair connection issues?

    By ldr,
    • 1 reply
    • 786 views

  50. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 1k views
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