401(k) Plans

19,275 topics in this forum

1. H&W Fringe Benefit Employer 401k contribution

   By Coleen, July 8, 2020
   • 4 replies
   • 4k views
   • 
   • JAA-560
   • July 9, 2020

2. FMLA leave

   By Belgarath, July 7, 2020
   • 3 replies
   • 1.3k views
   • 
   • hr for me
   • July 8, 2020

3. Cares Act Distribution a BRF as far as protected benefits are concerned?

   By Purplemandinga, July 7, 2020
   • 9 replies
   • 625 views
   • 
   • Riley Britton
   • July 10, 2020

4. Can a Hardship Distribution be Returned within 3 Years if Partic is CARES "Qual Indiv"?

   By cheersmate, July 7, 2020   

   • cares act tax
   • cares act qualified individual
   • 2 replies
   • 536 views
   • 
   • cheersmate
   • July 7, 2020

5. Entry date confusion, Need Expert Help

   By stephen20, July 3, 2020
   • 5 replies
   • 771 views
   • 
   • MWeddell
   • July 6, 2020

6. Earnings in Forfeiture Account

   By CarolC, July 2, 2020   

   • forfeiture
   • prohibited transaction
   • 8 replies
   • 2.2k views
   • 
   • Kimberly Valentine-Pierrot
   • August 11, 2020

7. Partner 401K Contribution Calculation

   By George Harrison Ford, July 2, 2020
   • 6 replies
   • 10.5k views
   • 
   • Bird
   • July 6, 2020

8. Full plan year but deferrals start 10/1

   By Pammie57, July 1, 2020
   • 2 replies
   • 658 views
   • 
   • Patricia Neal Jensen
   • July 1, 2020

9. Secure Act - starting new 3% SH nonelective plan 3 month rule

   By Will.I.Am, July 1, 2020
   • 2 replies
   • 1k views
   • 
   • stbennet
   • July 14, 2020

10. Compliance - 401(k)

    By Manish, July 1, 2020
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • July 6, 2020

11. ACP Test for Discretionary plus Safe Harbor Match

    By Catch22PGM, June 30, 2020   

    • safe harbor 401k
    • matching
    • (and 1 more)

      Tagged with:

      • safe harbor 401k
      • matching
      • acp test
    • 3 replies
    • 803 views
    • 
    • Catch22PGM
    • June 30, 2020

12. Safe Harbor Match mid-year suspension - notice

    By Belgarath, June 29, 2020
    • 3 replies
    • 639 views
    • 
    • Belgarath
    • July 1, 2020

13. SECURE Act, RMDs to designed beneficary, and annuity under DC Plan

    By DKE, June 29, 2020
    • 0 replies
    • 455 views
    • 
    • DKE
    • June 29, 2020

14. Waiver of 10% Early Withdrawal Penalty

    By ldr, June 29, 2020
    • 6 replies
    • 2.9k views
    • 
    • MWeddell
    • July 1, 2020

15. COVID-19 Safe Harbor Relief Notice 2020-52

    By RatherBeGolfing, June 29, 2020
    • 1 reply
    • 633 views
    • 
    • RestAssured
    • July 13, 2020

16. owner's 401(k) deposits<>contribution - amend or late deposit

    By TPApril, June 26, 2020
    • 2 replies
    • 760 views
    • 
    • TPApril
    • June 26, 2020

17. Prevailing Wage and ACP Test

    By Catch22PGM, June 26, 2020   

    • david bacon; sca; service contract act
    • safe harbor match
    • (and 1 more)

      Tagged with:

      • david bacon; sca; service contract act
      • safe harbor match
      • acp test
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • June 30, 2020

18. Proof of Safe Harbor Notice

    By nancy, June 23, 2020
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • June 24, 2020

19. Mid year SH amendment changing from plan year to per payroll

    By Belgarath, June 23, 2020
    • 7 replies
    • 2k views
    • 
    • Belgarath
    • June 25, 2020

20. Determining Missed Deferral Under EPCRS

    By Lauren0507, June 23, 2020
    • 3 replies
    • 850 views
    • 
    • Lauren0507
    • June 24, 2020

21. More Prevailing Wage/Davis Bacon Fun

    By justatester, June 22, 2020
    • 1 reply
    • 689 views
    • 
    • Lou S.
    • June 22, 2020

22. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.1k views
    • 
    • retirementplanning
    • June 25, 2020

23. vesting and coronavirus

    By Scuba 401, June 22, 2020
    • 10 replies
    • 838 views
    • 
    • G8Rs
    • June 23, 2020

24. Is my math correct for deduction/415(c)?

    By Jakyasar, June 22, 2020
    • 3 replies
    • 494 views
    • 
    • Jakyasar
    • July 14, 2020

25. Off Calendar PY - ADP catchup with no deferrals?

    By Gilmore, June 18, 2020
    • 2 replies
    • 497 views
    • 
    • Gilmore
    • June 19, 2020

26. Secure Act adding SH NEC

    By justatester, June 17, 2020
    • 3 replies
    • 797 views
    • 
    • C. B. Zeller
    • June 17, 2020

27. Participant Education

    By Sharon D., June 17, 2020
    • 2 replies
    • 607 views
    • 
    • Sharon D.
    • June 19, 2020

28. Discontinue SH Match, start a non-elective SH?

    By Gilmore, June 17, 2020
    • 3 replies
    • 909 views
    • 
    • Kevin C
    • June 17, 2020

29. Company out of business, cannot pay 2019 SH

    By BG5150, June 16, 2020
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • June 19, 2020

30. Missing participant forfeiture reinstatement on plan termination

    By BenefitsBum, June 16, 2020
    • 5 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 18, 2020

31. Form 5330 Excise Tax on late ADP Corrections

    By justatester, June 15, 2020
    • 4 replies
    • 871 views
    • 
    • justatester
    • June 15, 2020

32. Incorrect vesting on a death benefit

    By Riley Britton, June 14, 2020
    • 15 replies
    • 2.3k views
    • 
    • Kevin C
    • June 18, 2020

33. Excise Tax paid on Form 5330

    By AJ North, June 12, 2020
    • 2 replies
    • 672 views
    • 
    • AJ North
    • June 15, 2020

34. New PPP 24 Week Period

    By austin3515, June 11, 2020
    • 6 replies
    • 1k views
    • 
    • Larry Starr
    • June 11, 2020

35. requiring prior YOS in a startup plan - records sketchy

    By AlbanyConsultant, June 11, 2020
    • 0 replies
    • 354 views
    • 
    • AlbanyConsultant
    • June 11, 2020

36. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 1.6k views
    • 
    • Gilmore
    • June 15, 2020

37. Hardship Withdrawal due to pandemic

    By sb0828, June 10, 2020
    • 8 replies
    • 2.3k views
    • 
    • Peter Gulia
    • June 11, 2020

38. Match Allocations and Annual Compensation Limits

    By King of Queens, June 9, 2020
    • 12 replies
    • 4.5k views
    • 
    • EagerToKnow
    • October 13, 2021

39. Entry Date

    By mjf06241972, June 9, 2020
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • June 9, 2020

40. QDROs next step

    By Chiswick, June 9, 2020
    • 1 reply
    • 508 views
    • 
    • Larry Starr
    • June 9, 2020

41. Partnership dissolving, new partnership forming - What separation or severance rules apply?

    By JustMe, June 9, 2020
    • 0 replies
    • 402 views
    • 
    • JustMe
    • June 9, 2020

42. Deferrals from bonus question

    By BG5150, June 8, 2020
    • 10 replies
    • 1.9k views
    • 
    • Larry Starr
    • June 9, 2020

43. Late safe habor/profit sharing

    By Chris DeMay, June 8, 2020   

    • vcp
    • 1 reply
    • 450 views
    • 
    • Bird
    • June 8, 2020

44. Former safe harbor plan vesting change

    By jas55, June 8, 2020
    • 2 replies
    • 547 views
    • 
    • Lou S.
    • June 8, 2020

45. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.7k views
    • 
    • bmore1147
    • June 9, 2020

46. Client Withheld Too Much 401k

    By austin3515, June 5, 2020
    • 11 replies
    • 2.6k views
    • 
    • Larry Starr
    • June 10, 2020

47. Plan Deferral Limit when Flat dollar exceed pay

    By mattmc82, June 5, 2020
    • 2 replies
    • 673 views
    • 
    • Bird
    • June 5, 2020

48. Participant Notices

    By Becky Schwing, June 4, 2020
    • 2 replies
    • 556 views
    • 
    • Larry Starr
    • June 4, 2020

49. Berman v. Estee Lauder

    By justanotheradmin, June 4, 2020
    • 2 replies
    • 875 views
    • 
    • Patty
    • June 5, 2020

50. deferral deduction from which business, partnership or corporation?

    By AJC, June 3, 2020
    • 6 replies
    • 1.3k views
    • 
    • AJC
    • June 5, 2020