401(k) Plans

19,295 topics in this forum

1. WHOSE RMDs ARE THESE?

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

2. 2021 401k+SH plan set up deadline

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

3. CARES Act Loan Suspension

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

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

   By MikeOD, September 25, 2020
   • 5 replies
   • 2.8k views
   • 
   • Puffinator
   • November 9, 2020

5. Suspending a 401(k) Match

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

6. Irrevocable Election Not to Participate

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

7. 3% NonElective Safe Harbor Allocated with Each Payroll

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

8. What year 5330?

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

9. Plan Eligibility Amendment

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

10. Lifetime income disclosures in 2021 or 2022?

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

11. Uni K for SCorp

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

12. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 29, 2020

13. Stock Options and 415 Comp

    By Gilmore, October 22, 2020
    • 11 replies
    • 3.4k views
    • 
    • Gilmore
    • October 28, 2020

14. More questions on MEP to SEP

    By justatester, October 26, 2020   

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

15. Profit Sharing for Terminated Unvested Participant

    By 401kSteve, October 26, 2020
    • 5 replies
    • 3k views
    • 
    • Bird
    • October 26, 2020

16. 401k plan - annual Comp limits

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

17. Community Land Trust

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

18. Restatement Fees

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

19. New Comp formula requirements in plan documents.

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

20. External employees (contractors) being paid W2

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

21. One total account per each participant

    By SSRRS, October 21, 2020
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • October 23, 2020

22. adding PS and vesting

    By Jakyasar, October 19, 2020
    • 12 replies
    • 2k views
    • 
    • BG5150
    • October 22, 2020

23. Safe Harbor Maybe Notice and Amendment 2020

    By Tom, October 21, 2020   

    • safe harbor notice
    • 1 reply
    • 730 views
    • 
    • Bird
    • October 22, 2020

24. Things that make you go Hmmm...

    By austin3515, October 21, 2020
    • 22 replies
    • 1.8k views
    • 
    • Peter Gulia
    • October 22, 2020

25. 401K

    By Byronious316@gmail.com, October 21, 2020
    • 1 reply
    • 359 views
    • 
    • david rigby
    • October 21, 2020

26. Professional Firm - can dissolved Partner leave account

    By TPApril, October 20, 2020
    • 3 replies
    • 422 views
    • 
    • Lou S.
    • October 21, 2020

27. Safe Harbor 401(k) Definition of Compensation

    By cathgrace, October 19, 2020   

    • safe harbor 401k
    • compensation definition
    • 5 replies
    • 1.3k views
    • 
    • cathgrace
    • October 20, 2020

28. 3% Safe Harbor Change

    By Stash026, October 19, 2020
    • 2 replies
    • 670 views
    • 
    • JackS
    • October 20, 2020

29. lump sum payout of vacation pay

    By alexa, October 9, 2020
    • 3 replies
    • 8.7k views
    • 
    • alexa
    • October 20, 2020

30. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • October 20, 2020

31. Safe Harbor Non-Elective full to part time

    By Roger, October 19, 2020
    • 2 replies
    • 631 views
    • 
    • Roger
    • October 19, 2020

32. CARES Act & Safe Harbor

    By Stash026, October 19, 2020
    • 1 reply
    • 755 views
    • 
    • Lou S.
    • October 19, 2020

33. Testing 2 Employer Plans of a Controlled Group

    By Francis, October 15, 2020
    • 3 replies
    • 1.3k views
    • 
    • Francis
    • October 18, 2020

34. Data Loss Prevention / MimeCast

    By austin3515, October 16, 2020
    • 0 replies
    • 375 views
    • 
    • austin3515
    • October 16, 2020

35. Auto Enroll Missed Deferral Correction Sunset

    By austin3515, October 16, 2020
    • 2 replies
    • 899 views
    • 
    • austin3515
    • October 16, 2020

36. RMD 10 Year Rule

    By ALS, October 15, 2020
    • 1 reply
    • 503 views
    • 
    • Bird
    • October 16, 2020

37. Is Form 5500 Due In Year 1 If No Contributions Made?

    By Stash026, October 15, 2020
    • 4 replies
    • 725 views
    • 
    • CuseFan
    • October 15, 2020

38. Do your clients get source documents for a hardship claim?

    By Peter Gulia, October 13, 2020   

    • hardship
    • 3 replies
    • 877 views
    • 
    • Ilene Ferenczy
    • October 14, 2020

39. Controlled Group w Different Entry Dates

    By Teresa F., October 14, 2020
    • 0 replies
    • 337 views
    • 
    • Teresa F.
    • October 14, 2020

40. DFVCP Filing Fees

    By nerd-party-administrator, October 14, 2020
    • 2 replies
    • 639 views
    • 
    • ESOP Guy
    • October 14, 2020

41. 402(g) excess for self-employed individual

    By DLavigne, October 12, 2020
    • 1 reply
    • 638 views
    • 
    • Bird
    • October 13, 2020

42. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2k views
    • 
    • Peter Gulia
    • October 12, 2020

43. Contribution in year of plan termination

    By Pammie57, October 6, 2020
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • October 12, 2020

44. Vesting

    By Belgarath, October 6, 2020
    • 7 replies
    • 962 views
    • 
    • FORMER ESQ.
    • October 12, 2020

45. 401k Profit sharing deposit rejected by bank missing deadline

    By Bill Reskin, October 8, 2020
    • 2 replies
    • 505 views
    • 
    • Mike Preston
    • October 10, 2020

46. MEP to SEP

    By justatester, September 14, 2020
    • 2 replies
    • 599 views
    • 
    • justatester
    • October 9, 2020

47. Excess Roth

    By thepensionmaven, October 8, 2020
    • 4 replies
    • 678 views
    • 
    • Luke Bailey
    • October 8, 2020

48. Breaking away from a PEO MEP

    By Chipwood 24, October 7, 2020
    • 1 reply
    • 565 views
    • 
    • Alonzo Church
    • October 8, 2020

49. Switching SH for 2020

    By Jakyasar, October 1, 2020
    • 5 replies
    • 767 views
    • 
    • Chipwood 24
    • October 7, 2020

50. Deferrals equal 100% of pay

    By pensiongeek, October 5, 2020
    • 6 replies
    • 2.1k views
    • 
    • Luke Bailey
    • October 7, 2020