401(k) Plans

19,319 topics in this forum

1. Professional Firm - can dissolved Partner leave account

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

2. 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

3. 3% Safe Harbor Change

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

4. lump sum payout of vacation pay

   By alexa, October 9, 2020
   • 3 replies
   • 9.2k views
   • 
   • alexa
   • October 20, 2020

5. Penalty for faliure to withhold taxes

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

6. Safe Harbor Non-Elective full to part time

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

7. CARES Act & Safe Harbor

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

8. Testing 2 Employer Plans of a Controlled Group

   By Francis, October 15, 2020
   • 3 replies
   • 1.4k views
   • 
   • Francis
   • October 18, 2020

9. Data Loss Prevention / MimeCast

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

10. Auto Enroll Missed Deferral Correction Sunset

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

11. RMD 10 Year Rule

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

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

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

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

    By Peter Gulia, October 13, 2020   

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

14. Controlled Group w Different Entry Dates

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

15. DFVCP Filing Fees

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

16. 402(g) excess for self-employed individual

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

17. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2.1k views
    • 
    • Peter Gulia
    • October 12, 2020

18. Contribution in year of plan termination

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

19. Vesting

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

20. 401k Profit sharing deposit rejected by bank missing deadline

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

21. MEP to SEP

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

22. Excess Roth

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

23. Breaking away from a PEO MEP

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

24. Switching SH for 2020

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

25. Deferrals equal 100% of pay

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

26. Top Heavy Plan

    By nerd-party-administrator, October 7, 2020
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • October 7, 2020

27. Davis Bacon - HCEs benefitting and impacting test results

    By JustMe, October 5, 2020
    • 1 reply
    • 1k views
    • 
    • CuseFan
    • October 6, 2020

28. Benefit Plan Audit - EE Responsibilities?

    By NA2020, October 2, 2020
    • 4 replies
    • 823 views
    • 
    • Bob the Swimmer
    • October 5, 2020

29. Comingling Elective Deferrals and Employer Contributions

    By mming, September 30, 2020
    • 6 replies
    • 858 views
    • 
    • mming
    • October 2, 2020

30. One Employer - 2 Plans?

    By 401kSteve, September 30, 2020
    • 5 replies
    • 740 views
    • 
    • Bob the Swimmer
    • October 2, 2020

31. Student loan repayment

    By Belgarath, September 17, 2020
    • 14 replies
    • 1.9k views
    • 
    • AKconsult
    • October 1, 2020

32. Hazard pay - state grant

    By Belgarath, September 29, 2020
    • 8 replies
    • 893 views
    • 
    • Belgarath
    • October 1, 2020

33. Datair EGTRRA IRS approval letter

    By DDB BN, October 1, 2020
    • 0 replies
    • 507 views
    • 
    • DDB BN
    • October 1, 2020

34. Paid Family Leave compensation for Safe Harbor

    By Dennis G., September 29, 2020
    • 1 reply
    • 707 views
    • 
    • Luke Bailey
    • September 30, 2020

35. 415 limits

    By ajustice, September 29, 2020
    • 14 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 30, 2020

36. Required Form 5500 For Under $250,000?

    By Stash026, September 29, 2020
    • 4 replies
    • 1.8k views
    • 
    • thepensionmaven
    • September 30, 2020

37. Secure Act SH Nonelective - SECURE Act

    By austin3515, September 26, 2020
    • 7 replies
    • 859 views
    • 
    • austin3515
    • September 30, 2020

38. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar, September 26, 2020
    • 8 replies
    • 971 views
    • 
    • Jakyasar
    • September 29, 2020

39. 415 DC Limit for mid-yr new participant

    By TPApril, September 26, 2020
    • 3 replies
    • 554 views
    • 
    • Lou S.
    • September 28, 2020

40. SIMPLE IRA excess

    By thepensionmaven, September 24, 2020
    • 2 replies
    • 514 views
    • 
    • Bird
    • September 28, 2020

41. 401 (k)Plan compensation exclusions

    By alexa, September 27, 2020
    • 0 replies
    • 901 views
    • 
    • alexa
    • September 27, 2020

42. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril, September 24, 2020
    • 10 replies
    • 1.2k views
    • 
    • TPApril
    • September 26, 2020

43. Eligibility and Rehire Question

    By Bill D., September 24, 2020
    • 2 replies
    • 850 views
    • 
    • Gilmore
    • September 25, 2020

44. Self-Employed income & contribution limits

    By TPApril, September 24, 2020
    • 5 replies
    • 1k views
    • 
    • BG5150
    • September 25, 2020

45. Special Participation Date

    By RCK13, September 25, 2020   

    • participation
    • eligiblity
    • (and 3 more)

      Tagged with:

      • participation
      • eligiblity
      • special rules
      • 401k
      • cross-tested
    • 4 replies
    • 1.2k views
    • 
    • RCK13
    • September 25, 2020

46. Owners Safe Harbor Match

    By Pammie57, September 24, 2020
    • 4 replies
    • 595 views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2020

47. 401k vs. Keogh

    By jgerardy, September 21, 2020
    • 6 replies
    • 1.8k views
    • 
    • jgerardy
    • September 24, 2020

48. MEPs, PEPs, and exchanges

    By ESI2015, September 24, 2020
    • 1 reply
    • 689 views
    • 
    • WCC
    • September 24, 2020

49. COVID - Notices

    By Scuba 401, September 24, 2020
    • 0 replies
    • 344 views
    • 
    • Scuba 401
    • September 24, 2020

50. Start Up Safe Harbor 3% QNEC

    By TPA Bob, September 23, 2020   

    • start up safe harbor
    • 2 replies
    • 848 views
    • 
    • TPA Bob
    • September 23, 2020