401(k) Plans

19,333 topics in this forum

1. Tuition Reimbursement

   By Becky Schwing, December 2, 2020
   • 1 reply
   • 1.4k views
   • 
   • CuseFan
   • December 2, 2020

2. Hardship Withdrawal Request under final regs

   By Pammie57, December 1, 2020
   • 3 replies
   • 829 views
   • 
   • Gilmore
   • December 2, 2020

3. New Plan- Safe Harbor?

   By coleboy, December 2, 2020
   • 1 reply
   • 431 views
   • 
   • Bill Presson
   • December 2, 2020

4. Change from SH match to 3% SHNEC after match notice?

   By digger, November 30, 2020
   • 2 replies
   • 597 views
   • 
   • digger
   • December 1, 2020

5. Still time for loan payment suspensions?

   By Gilmore, December 1, 2020
   • 0 replies
   • 403 views
   • 
   • Gilmore
   • December 1, 2020

6. Catchups in Off Calendar Plan

   By Gilmore, November 21, 2020
   • 8 replies
   • 1.1k views
   • 
   • Kevin C
   • December 1, 2020

7. Percentage of trustee/participant directed 401k plans

   By spiritrider, August 1, 2017
   • 43 replies
   • 7k views
   • 
   • MWeddell
   • November 30, 2020

8. Thoughts on the "missing participants" problem?

   By Shuo, November 24, 2020
   • 1 reply
   • 429 views
   • 
   • Kyle - Berwyn Group
   • November 30, 2020

9. Trustee Dies - no authorized signer

   By Ahuntingus, November 24, 2020
   • 4 replies
   • 1.6k views
   • 
   • Appleby
   • November 29, 2020

10. 401(k) Plan Sponsor Entity and EIN Change

    By hsctpa, November 24, 2020
    • 6 replies
    • 1.4k views
    • 
    • Gilmore
    • November 26, 2020

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

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

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

    By AndrewZ, November 20, 2020
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 23, 2020

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

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

14. 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

15. Change to Safe Harbor Formula

    By Stash026, November 19, 2020
    • 7 replies
    • 1.1k views
    • 
    • Bill Presson
    • November 20, 2020

16. Using COVID dist to pay off loan

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

17. new 401k/safe harbor plan or 2021

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

18. 401(k) Contribution Due Date - Over 100 Plan Participants

    By Stash026, November 16, 2020
    • 8 replies
    • 1.1k views
    • 
    • acm_acm
    • November 19, 2020

19. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 5.2k views
    • 
    • Bird
    • November 19, 2020

20. Benefits Rights & Features Test for Match

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

21. Amending Vesting Schedule

    By austin3515, February 27, 2018
    • 24 replies
    • 6.2k views
    • 
    • Rafael
    • November 18, 2020

22. Rollovers from US plan to PR TSP

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

23. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 13 replies
    • 5.1k views
    • 
    • BG5150
    • November 17, 2020

24. Auto Enrollment Tax Credit

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

25. Add Profit Sharing Contribution Type

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

26. Small Real Estate firm to start 401-k

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

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

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

28. Off Calendar Safe Harbor Startup

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

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

    By Vlad401k, November 13, 2020
    • 3 replies
    • 1.3k views
    • 
    • JackS
    • November 13, 2020

30. Overlapping Related Groups and Coverage Testing

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

31. Reasonable Segregation

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

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

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

33. Terminated employee on severance

    By alexa, November 11, 2020
    • 5 replies
    • 5.2k views
    • 
    • AJ North
    • November 12, 2020

34. Cycle 3 Trust Names

    By austin3515, November 11, 2020
    • 2 replies
    • 1.2k views
    • 
    • Artie M
    • November 12, 2020

35. S-Corp, C-Corp or LLC

    By Blue_Sky, October 29, 2020
    • 18 replies
    • 3.1k views
    • 
    • ESOP Guy
    • November 12, 2020

36. Excessive profit sharing

    By Dox3725, November 11, 2020
    • 10 replies
    • 2k views
    • 
    • RatherBeGolfing
    • November 12, 2020

37. Foreign 401k

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

38. Plan Effective date for newly unrelated entities

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

39. Participant Loan

    By austin3515, November 4, 2020
    • 43 replies
    • 5.4k views
    • 
    • MoJo
    • November 9, 2020

40. WHOSE RMDs ARE THESE?

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

41. 2021 401k+SH plan set up deadline

    By Jakyasar, November 5, 2020
    • 6 replies
    • 1.3k views
    • 
    • AndrewZ
    • November 9, 2020

42. CARES Act Loan Suspension

    By austin3515, November 6, 2020
    • 13 replies
    • 2.4k views
    • 
    • Luke Bailey
    • November 9, 2020

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

    By MikeOD, September 25, 2020
    • 5 replies
    • 3.6k views
    • 
    • Puffinator
    • November 9, 2020

44. Suspending a 401(k) Match

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

45. Irrevocable Election Not to Participate

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

46. 3% NonElective Safe Harbor Allocated with Each Payroll

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

47. What year 5330?

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

48. Plan Eligibility Amendment

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

49. Lifetime income disclosures in 2021 or 2022?

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

50. Uni K for SCorp

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