401(k) Plans

17,552 topics in this forum

1. Unbeknownst SEP-IRA by affiliated service group member

   By J Simmons, December 30, 2021
   • 5 replies
   • 479 views
   • 
   • shERPA
   • January 6

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

   By Luke Bailey, yesterday at 01:10 AM
   • 0 replies
   • 17 views
   • 
   • Luke Bailey
   • Yesterday at 01:10 AM

3. Missed deferral opportunity

   By BG5150, Wednesday at 08:15 PM
   • 3 replies
   • 95 views
   • 
   • Luke Bailey
   • Friday at 09:11 PM

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

   By Will.I.Am, Wednesday at 05:55 PM
   • 5 replies
   • 177 views
   • 
   • Appleby
   • Friday at 08:21 PM

5. Does last day worked mean last day worked?

   By TPApril, May 20
   • 13 replies
   • 243 views
   • 
   • Peter Gulia
   • Friday at 06:36 PM

6. Installment Payments Upon Plan Termination

   By Anaahu, Thursday at 12:47 AM
   • 7 replies
   • 125 views
   • 
   • Bird
   • Friday at 01:12 PM

7. One Year Holdout

   By EBECatty, Monday at 05:50 PM
   • 6 replies
   • 134 views
   • 
   • Doc Ument
   • Wednesday at 12:32 PM

8. 401k plan - ineligible employee deferred and got refund

   By Jakyasar, May 20
   • 4 replies
   • 134 views
   • 
   • Bri
   • Tuesday at 05:42 PM

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

   By rblum50, Monday at 05:48 PM
   • 7 replies
   • 151 views
   • 
   • david rigby
   • Tuesday at 05:12 PM

10. Re-Hire Prohibition - How Long

    By LSU2020, May 20
    • 3 replies
    • 195 views
    • 
    • Dare Johnson
    • Monday at 09:18 PM

11. Retroactive amendment to loosen eligibility

    By EBECatty, May 19
    • 7 replies
    • 239 views
    • 
    • Bri
    • Monday at 08:53 PM

12. New Safe Harbor Plan started mid-year

    By Tom, Monday at 08:43 PM
    • 0 replies
    • 58 views
    • 
    • Tom
    • Monday at 08:43 PM

13. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515, May 19
    • 9 replies
    • 133 views
    • 
    • JOH
    • Monday at 07:25 PM

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

    By Peter Gulia, May 20   

    • automatic-contribution; automatic enrollment
    • 12 replies
    • 224 views
    • 
    • Patricia Neal Jensen
    • Monday at 06:38 PM

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

    By MeetMeInTheBackdoorRoth, May 16
    • 7 replies
    • 194 views
    • 
    • Luke Bailey
    • May 21

16. Deferral on Zero Compensation

    By Plan Doc, May 18
    • 7 replies
    • 227 views
    • 
    • Plan Doc
    • May 19

17. 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, May 19   

    • ftwilliam
    • document
    • (and 1 more)

      Tagged with:

      • ftwilliam
      • document
      • conversion
    • 2 replies
    • 98 views
    • 
    • CuseFan
    • May 19

18. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan, May 17
    • 1 reply
    • 103 views
    • 
    • C. B. Zeller
    • May 17

19. Key employee definition for top heavy

    By Tom, May 16
    • 3 replies
    • 198 views
    • 
    • Tom
    • May 17

20. Related Rollovers

    By TC1, May 13
    • 12 replies
    • 321 views
    • 
    • Bird
    • May 17

21. Affiliated Service Group?

    By Alan Simpson, May 16
    • 1 reply
    • 138 views
    • 
    • C. B. Zeller
    • May 16

22. Missed Deferral Opportunity

    By Lou81, May 13
    • 1 reply
    • 197 views
    • 
    • BeachBum
    • May 13

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

    By cpc0506, May 13
    • 1 reply
    • 115 views
    • 
    • CuseFan
    • May 13

24. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson, May 11
    • 1 reply
    • 133 views
    • 
    • Nate S
    • May 13

25. Late Employer Contribution to 401(k) Plan

    By rblum50, May 12
    • 3 replies
    • 158 views
    • 
    • Lou S.
    • May 12