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401(k) Plans

19,532 topics in this forum

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

    By metsfan026,
    • 17 replies
    • 7.9k views

  2. When do catch-ups occur?

    By gc@chimentowebb.com,
    • 7 replies
    • 1.9k views

  3. New to Voluntary Contributions

    By thepensionmaven,
    • 9 replies
    • 1.9k views

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

    By Jakyasar,
    • 13 replies
    • 2.5k views

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

    By Jakyasar,
    • 7 replies
    • 4k views

  6. Deleted - inadvertent duplicate

    By Belgarath,
    • 0 replies
    • 367 views

  7. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 2.6k views

  8. Ineligible Participants Allowed To Defer

    By metsfan026,
    • 7 replies
    • 2.6k views

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

    By kevind2010,
    • 14 replies
    • 5.4k views

  10. Establishing a PS only plan after plan year ends

    By cpc0506,
    • 1 reply
    • 957 views

  11. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 1.3k views

  12. Long term part time employees

    By Belgarath,
    • 10 replies
    • 2.9k views

  13. Post-Severance Compensation

    By HCE,
    • 2 replies
    • 2.1k views

  14. Lifetime Income Statements

    By Anon401kTPA,
    • 15 replies
    • 2.8k views

  15. Plan adopted, no action - still effective?

    By TPApril,
    • 4 replies
    • 1.4k views

  16. 2 safe harbor plans in the same plan year

    By cpc0506,
    • 1 reply
    • 1k views

  17. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 1.1k views

  18. Schwab "Solo 401(k)"

    By PamR,
    • 12 replies
    • 4.6k views

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

    By kmhaab,
    • 9 replies
    • 8.6k views

  20. discretionary true-up match amendment

    By Roxie99,
    • 6 replies
    • 2.4k views

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

    By Dawn Marlar,
    • 2 replies
    • 1.4k views

  22. Re-Hire Prohibition - How Long

    By LSU2020,
    • 4 replies
    • 1.4k views

  23. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 1k views

  24. Lifetime income disclosures - timing headaches

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

  25. 401k retirement plan administrator job

    By Indu,
    • 2 replies
    • 1.1k views

  26. Non-Elective Contribution for HCE Only

    By Coleboy1,
    • 12 replies
    • 1.5k views

  27. Loan Payments From Severance

    By austin3515,
    • 5 replies
    • 8.4k views

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

    By TPApril,
    • 2 replies
    • 931 views

  29. Ending Loan Program Mid Year

    By metsfan026,
    • 2 replies
    • 1.2k views

  30. Calculating Match for Related Employers

    By Laura23,
    • 5 replies
    • 1.3k views

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

    By thepensionmaven,
    • 2 replies
    • 953 views

  32. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 768 views

  33. Datair connection issues?

    By ldr,
    • 1 reply
    • 884 views

  34. Safe Harbor Match True-Up

    By hsctpa,
    • 3 replies
    • 1.2k views

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

    By cpc0506,
    • 2 replies
    • 1.8k views

  36. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 936 views

  37. Remove Roth mid-year for SH plan?

    By BG5150,
    • 6 replies
    • 1.1k views

  38. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59,
    • 3 replies
    • 1.6k views

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

    By JamesS,
    • 3 replies
    • 1.2k views

  40. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 1.4k views

  41. SH match not deposited for 2020

    By M Norton,
    • 2 replies
    • 1.2k views

  42. Does a disclaimer revive a beneficiary designation

    By EMB,
    • 7 replies
    • 2.6k views

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

    By Peter Gulia,   
    • 3 replies
    • 1.1k views

  44. Deductible year of late safe harbor contributions

    By KevinMc,
    • 3 replies
    • 949 views

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

    By PamR,
    • 11 replies
    • 2.7k views

  46. Employer Stock in 401(k) Plan

    By bzorc,
    • 9 replies
    • 2.8k views

  47. 401k HCE limit as a fraction

    By TPApril,
    • 3 replies
    • 1.4k views

  48. Control Group Compliance Issue

    By Chipwood 24,
    • 5 replies
    • 1.2k views

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

    By Basically,
    • 9 replies
    • 2.2k views

  50. Code C - box 12 W-2

    By thepensionmaven,
    • 4 replies
    • 2.1k views
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