401(k) Plans

19,275 topics in this forum

1. Change of Ownership for a Company taxed as a Partnership

   By Vlad401k, November 24, 2020
   • 1 reply
   • 471 views
   • 
   • Bird
   • November 24, 2020

2. W-2 income from employer stock buy-back

   By AndrewZ, November 20, 2020
   • 5 replies
   • 1.1k views
   • 
   • Luke Bailey
   • November 23, 2020

3. Any Fix Possible for Improperly Defaulted Loans after 1099-R?

   By CMC, November 21, 2020
   • 0 replies
   • 289 views
   • 
   • CMC
   • November 21, 2020

4. HCE-only Discretionary Match with NHCE-only Safe Harbor

   By Plan Doc, November 18, 2020
   • 8 replies
   • 1.7k views
   • 
   • Plan Doc
   • November 20, 2020

5. Change to Safe Harbor Formula

   By Stash026, November 19, 2020
   • 7 replies
   • 1k views
   • 
   • Bill Presson
   • November 20, 2020

6. Using COVID dist to pay off loan

   By ratherbereading, November 19, 2020
   • 5 replies
   • 705 views
   • 
   • Gilmore
   • November 20, 2020

7. new 401k/safe harbor plan or 2021

   By Jakyasar, November 19, 2020
   • 3 replies
   • 1.1k views
   • 
   • Jakyasar
   • November 19, 2020

8. 401(k) Contribution Due Date - Over 100 Plan Participants

   By Stash026, November 16, 2020
   • 8 replies
   • 1k views
   • 
   • acm_acm
   • November 19, 2020

9. Rule of Parity

   By austin3515, November 17, 2020
   • 6 replies
   • 4.8k views
   • 
   • Bird
   • November 19, 2020

10. Benefits Rights & Features Test for Match

    By Rose, November 18, 2020
    • 1 reply
    • 869 views
    • 
    • MWeddell
    • November 18, 2020

11. Amending Vesting Schedule

    By austin3515, February 27, 2018
    • 24 replies
    • 5.9k views
    • 
    • Rafael
    • November 18, 2020

12. Rollovers from US plan to PR TSP

    By Chris123, November 18, 2020
    • 0 replies
    • 464 views
    • 
    • Chris123
    • November 18, 2020

13. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 13 replies
    • 4.8k views
    • 
    • BG5150
    • November 17, 2020

14. Auto Enrollment Tax Credit

    By austin3515, November 11, 2020
    • 3 replies
    • 624 views
    • 
    • Catch22PGM
    • November 17, 2020

15. Add Profit Sharing Contribution Type

    By AmyETPA, November 17, 2020
    • 2 replies
    • 475 views
    • 
    • BG5150
    • November 17, 2020

16. Small Real Estate firm to start 401-k

    By KevinMc, November 10, 2020
    • 5 replies
    • 920 views
    • 
    • Luke Bailey
    • November 17, 2020

17. QACA Eligibility Can't Start for 2 Months?

    By Francis, November 13, 2020
    • 3 replies
    • 688 views
    • 
    • BG5150
    • November 16, 2020

18. Off Calendar Safe Harbor Startup

    By Gilmore, November 13, 2020
    • 1 reply
    • 356 views
    • 
    • Jim Chad
    • November 16, 2020

19. Establishing Safe Harbor 401(k) Plan - Less than 3 months from Adoption Date

    By Vlad401k, November 13, 2020
    • 3 replies
    • 1.2k views
    • 
    • JackS
    • November 13, 2020

20. Overlapping Related Groups and Coverage Testing

    By AbsolutelyOkayPossibly, November 13, 2020
    • 2 replies
    • 830 views
    • 
    • RatherBeGolfing
    • November 13, 2020

21. Reasonable Segregation

    By Dagwood, November 3, 2020
    • 6 replies
    • 830 views
    • 
    • Dagwood
    • November 13, 2020

22. Exclude Non-U.S. Source Income from Compensation

    By EBECatty, November 12, 2020
    • 0 replies
    • 384 views
    • 
    • EBECatty
    • November 12, 2020

23. Terminated employee on severance

    By alexa, November 11, 2020
    • 5 replies
    • 4.6k views
    • 
    • AJ North
    • November 12, 2020

24. Cycle 3 Trust Names

    By austin3515, November 11, 2020
    • 2 replies
    • 1.1k views
    • 
    • Artie M
    • November 12, 2020

25. S-Corp, C-Corp or LLC

    By Blue_Sky, October 29, 2020
    • 18 replies
    • 2.8k views
    • 
    • ESOP Guy
    • November 12, 2020

26. Excessive profit sharing

    By Dox3725, November 11, 2020
    • 10 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • November 12, 2020

27. Foreign 401k

    By AbsolutelyOkayPossibly, November 10, 2020
    • 2 replies
    • 755 views
    • 
    • AbsolutelyOkayPossibly
    • November 10, 2020

28. Plan Effective date for newly unrelated entities

    By JustMe, November 9, 2020
    • 0 replies
    • 369 views
    • 
    • JustMe
    • November 9, 2020

29. Participant Loan

    By austin3515, November 4, 2020
    • 43 replies
    • 5k views
    • 
    • MoJo
    • November 9, 2020

30. WHOSE RMDs ARE THESE?

    By Plan Doc, November 4, 2020
    • 4 replies
    • 844 views
    • 
    • FormsRstillmylife
    • November 9, 2020

31. 2021 401k+SH plan set up deadline

    By Jakyasar, November 5, 2020
    • 6 replies
    • 1.2k views
    • 
    • AndrewZ
    • November 9, 2020

32. CARES Act Loan Suspension

    By austin3515, November 6, 2020
    • 13 replies
    • 2.3k views
    • 
    • Luke Bailey
    • November 9, 2020

33. Second 401K Covid Hardship Withdraw?? Can it be done?

    By MikeOD, September 25, 2020
    • 5 replies
    • 2.5k views
    • 
    • Puffinator
    • November 9, 2020

34. Suspending a 401(k) Match

    By 401kSteve, November 5, 2020
    • 4 replies
    • 693 views
    • 
    • 401kSteve
    • November 8, 2020

35. Non-Profit and For Profit

    By austin3515, November 4, 2020
    • 6 replies
    • 2.5k views
    • 
    • Patricia Neal Jensen
    • November 4, 2020

36. Irrevocable Election Not to Participate

    By WhiteWolf17, November 3, 2020
    • 4 replies
    • 2.9k views
    • 
    • Luke Bailey
    • November 4, 2020

37. 3% NonElective Safe Harbor Allocated with Each Payroll

    By Gilmore, October 31, 2020
    • 6 replies
    • 1.2k views
    • 
    • shERPA
    • November 4, 2020

38. What year 5330?

    By BG5150, November 2, 2020
    • 3 replies
    • 586 views
    • 
    • Luke Bailey
    • November 4, 2020

39. Plan Eligibility Amendment

    By TPA, November 3, 2020
    • 1 reply
    • 751 views
    • 
    • C. B. Zeller
    • November 3, 2020

40. Lifetime income disclosures in 2021 or 2022?

    By EHD, November 3, 2020
    • 1 reply
    • 902 views
    • 
    • Peter Gulia
    • November 3, 2020

41. Uni K for SCorp

    By Pammie57, October 28, 2020
    • 4 replies
    • 781 views
    • 
    • imchipbrown
    • October 29, 2020

42. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1k views
    • 
    • RatherBeGolfing
    • October 29, 2020

43. Stock Options and 415 Comp

    By Gilmore, October 22, 2020
    • 11 replies
    • 3.3k views
    • 
    • Gilmore
    • October 28, 2020

44. More questions on MEP to SEP

    By justatester, October 26, 2020   

    • testing questions
    • 1 reply
    • 439 views
    • 
    • Alonzo Church
    • October 26, 2020

45. Profit Sharing for Terminated Unvested Participant

    By 401kSteve, October 26, 2020
    • 5 replies
    • 2.9k views
    • 
    • Bird
    • October 26, 2020

46. 401k plan - annual Comp limits

    By alexa, October 23, 2020
    • 10 replies
    • 2.4k views
    • 
    • Bird
    • October 26, 2020

47. Community Land Trust

    By cpc0506, October 23, 2020
    • 2 replies
    • 483 views
    • 
    • Luke Bailey
    • October 23, 2020

48. Restatement Fees

    By rwhiles, October 22, 2020
    • 9 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • October 23, 2020

49. New Comp formula requirements in plan documents.

    By Purplemandinga, October 23, 2020
    • 5 replies
    • 825 views
    • 
    • CuseFan
    • October 23, 2020

50. External employees (contractors) being paid W2

    By jkdoll2, October 23, 2020
    • 2 replies
    • 1.1k views
    • 
    • Alonzo Church
    • October 23, 2020