401(k) Plans

19,362 topics in this forum

1. Rollovers from US plan to PR TSP

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

2. HC Participant refuses to cash ADP refund checks

   By Belgarath, April 2, 2015
   • 13 replies
   • 5.2k views
   • 
   • BG5150
   • November 17, 2020

3. Auto Enrollment Tax Credit

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

4. Add Profit Sharing Contribution Type

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

5. Small Real Estate firm to start 401-k

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

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

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

7. Off Calendar Safe Harbor Startup

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

8. 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

9. Overlapping Related Groups and Coverage Testing

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

10. Reasonable Segregation

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

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

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

12. Terminated employee on severance

    By alexa, November 11, 2020
    • 5 replies
    • 5.4k views
    • 
    • AJ North
    • November 12, 2020

13. Cycle 3 Trust Names

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

14. S-Corp, C-Corp or LLC

    By Blue_Sky, October 29, 2020
    • 18 replies
    • 3.2k views
    • 
    • ESOP Guy
    • November 12, 2020

15. Excessive profit sharing

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

16. Foreign 401k

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

17. Plan Effective date for newly unrelated entities

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

18. Participant Loan

    By austin3515, November 4, 2020
    • 43 replies
    • 5.5k views
    • 
    • MoJo
    • November 9, 2020

19. WHOSE RMDs ARE THESE?

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

20. 2021 401k+SH plan set up deadline

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

21. CARES Act Loan Suspension

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

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

    By MikeOD, September 25, 2020
    • 5 replies
    • 4k views
    • 
    • Puffinator
    • November 9, 2020

23. Suspending a 401(k) Match

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

24. Irrevocable Election Not to Participate

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

25. 3% NonElective Safe Harbor Allocated with Each Payroll

    By Gilmore, October 31, 2020
    • 6 replies
    • 1.3k views
    • 
    • shERPA
    • November 4, 2020

26. What year 5330?

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

27. Plan Eligibility Amendment

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

28. Lifetime income disclosures in 2021 or 2022?

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

29. Uni K for SCorp

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

30. Solo 401K contribution limit per family

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

31. Stock Options and 415 Comp

    By Gilmore, October 22, 2020
    • 11 replies
    • 3.8k views
    • 
    • Gilmore
    • October 28, 2020

32. More questions on MEP to SEP

    By justatester, October 26, 2020   

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

33. Profit Sharing for Terminated Unvested Participant

    By 401kSteve, October 26, 2020
    • 5 replies
    • 3.4k views
    • 
    • Bird
    • October 26, 2020

34. 401k plan - annual Comp limits

    By alexa, October 23, 2020
    • 10 replies
    • 2.5k views
    • 
    • Bird
    • October 26, 2020

35. Community Land Trust

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

36. Restatement Fees

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

37. New Comp formula requirements in plan documents.

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

38. External employees (contractors) being paid W2

    By jkdoll2, October 23, 2020
    • 2 replies
    • 1.2k views
    • 
    • Alonzo Church
    • October 23, 2020

39. One total account per each participant

    By SSRRS, October 21, 2020
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • October 23, 2020

40. adding PS and vesting

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

41. Safe Harbor Maybe Notice and Amendment 2020

    By Tom, October 21, 2020   

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

42. Things that make you go Hmmm...

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

43. 401K

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

44. Professional Firm - can dissolved Partner leave account

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

45. Safe Harbor 401(k) Definition of Compensation

    By cathgrace, October 19, 2020   

    • safe harbor 401k
    • compensation definition
    • 5 replies
    • 1.4k views
    • 
    • cathgrace
    • October 20, 2020

46. 3% Safe Harbor Change

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

47. lump sum payout of vacation pay

    By alexa, October 9, 2020
    • 3 replies
    • 9.9k views
    • 
    • alexa
    • October 20, 2020

48. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 1.9k views
    • 
    • Bird
    • October 20, 2020

49. Safe Harbor Non-Elective full to part time

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

50. CARES Act & Safe Harbor

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