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401(k) Plans

19,532 topics in this forum

  1. Plan EIN #'s

    By metsfan026,
    • 3 replies
    • 1.5k views

  2. Flexible vs Rigid Matches

    By austin3515,
    • 23 replies
    • 12.4k views

  3. Top Heavy Calc: inactive employee - include?

    By TPApril,
    • 12 replies
    • 2.7k views

  4. Controlled/Affiliated Services Group - departure mid year

    By TPApril,
    • 1 reply
    • 709 views

  5. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 1.1k views

  6. Irrevocable Election (Opt Out) and Coverage

    By MaryMcConnell,
    • 3 replies
    • 1.7k views

  7. ER deposited 'elective' profit sharing

    By BG5150,
    • 11 replies
    • 1.8k views

  8. Loan Reporting on Form 5500 (Receivables)

    By metsfan026,
    • 2 replies
    • 1.5k views

  9. Incorrect ADP Refund to an HCE

    By Rose,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 17 replies
    • 4.9k views

  11. Plan / Company Merger

    By MGOAdmin,   
    • 1 reply
    • 880 views

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

    By metsfan026,
    • 4 replies
    • 1.8k views

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

    By TPApril,
    • 4 replies
    • 1.2k views

  14. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 1.1k views

  15. Elapsed Time Eligiblity

    By austin3515,
    • 3 replies
    • 1.6k views

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

    By MrsMacias,
    • 12 replies
    • 7.8k views

  17. 415 excess

    By justatester,
    • 9 replies
    • 1.9k views

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

    By TPApril,
    • 4 replies
    • 2.3k views

  19. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 1.2k views

  20. Eligibility Plan Amendment Rules

    By Thomas Red,
    • 9 replies
    • 2.4k views

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

    By AJC,
    • 2 replies
    • 791 views

  22. interim valuation - do ALL participants need statements?

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

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

    By M Norton,   
    • 4 replies
    • 3k views

  24. 2021 401(k) in 2022

    By ombskid,
    • 5 replies
    • 1.2k views

  25. Vesting for part time employees (Secure Act)

    By Pixie,
    • 2 replies
    • 1.1k views

  26. New to QACAs

    By thepensionmaven,
    • 0 replies
    • 681 views

  27. TPA consultant

    By 401kay,   
    • 2 replies
    • 946 views

  28. Compensation Exclusions, etc.

    By ratherbereading,
    • 4 replies
    • 1.6k views

  29. Controlled Group - Different Eligibility

    By Vlad401k,
    • 4 replies
    • 1.7k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 1.6k views

  31. Life insurance in a 401k plan

    By Jakyasar,
    • 12 replies
    • 5.9k views

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

    By Luke Bailey,
    • 10 replies
    • 2.6k views

  33. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 2.9k views

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

    By Peter Gulia,   
    • 13 replies
    • 1.8k views

  35. Convert only After-tax employee contributions via In-plan Roth rollover?

    By Will.I.Am,
    • 6 replies
    • 2.9k views

  36. Missed deferral opportunity

    By BG5150,
    • 3 replies
    • 1.1k views

  37. Installment Payments Upon Plan Termination

    By Anaahu,
    • 7 replies
    • 3.3k views

  38. One Year Holdout

    By EBECatty,
    • 6 replies
    • 2.4k views

  39. 401k plan - ineligible employee deferred and got refund

    By Jakyasar,
    • 4 replies
    • 1.2k views

  40. Excluding highly compensated employee who is not an owner from a plan

    By rblum50,
    • 7 replies
    • 2.7k views

  41. Retroactive amendment to loosen eligibility

    By EBECatty,
    • 7 replies
    • 3.5k views

  42. New Safe Harbor Plan started mid-year

    By Tom,
    • 0 replies
    • 550 views

  43. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515,
    • 9 replies
    • 8.1k views

  44. How do you freeze a 401(k)?

    By MeetMeInTheBackdoorRoth,
    • 7 replies
    • 1.6k views

  45. Deferral on Zero Compensation

    By Plan Doc,
    • 7 replies
    • 1.3k views

  46. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 1k views

  47. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan,
    • 1 reply
    • 1.2k views

  48. Key employee definition for top heavy

    By Tom,
    • 3 replies
    • 2.3k views

  49. Related Rollovers

    By TC1,
    • 12 replies
    • 2.7k views

  50. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 937 views
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