401(k) Plans

19,450 topics in this forum

1. Terminated employee on severance

   By alexa, November 11, 2020
   • 5 replies
   • 6.4k views
   • 
   • AJ North
   • November 12, 2020

2. Cycle 3 Trust Names

   By austin3515, November 11, 2020
   • 2 replies
   • 1.3k views
   • 
   • Artie M
   • November 12, 2020

3. S-Corp, C-Corp or LLC

   By Blue_Sky, October 29, 2020
   • 18 replies
   • 4k views
   • 
   • ESOP Guy
   • November 12, 2020

4. Excessive profit sharing

   By Dox3725, November 11, 2020
   • 10 replies
   • 2.5k views
   • 
   • RatherBeGolfing
   • November 12, 2020

5. Foreign 401k

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

6. Plan Effective date for newly unrelated entities

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

7. Participant Loan

   By austin3515, November 4, 2020
   • 43 replies
   • 6.9k views
   • 
   • MoJo
   • November 9, 2020

8. WHOSE RMDs ARE THESE?

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

9. 2021 401k+SH plan set up deadline

   By Jakyasar, November 5, 2020
   • 6 replies
   • 1.4k views
   • 
   • AndrewZ
   • November 9, 2020

10. CARES Act Loan Suspension

    By austin3515, November 6, 2020
    • 13 replies
    • 2.7k views
    • 
    • Luke Bailey
    • November 9, 2020

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

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

12. Suspending a 401(k) Match

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

13. Irrevocable Election Not to Participate

    By WhiteWolf17, November 3, 2020
    • 4 replies
    • 3.2k views
    • 
    • Luke Bailey
    • November 4, 2020

14. 3% NonElective Safe Harbor Allocated with Each Payroll

    By Gilmore, October 31, 2020
    • 6 replies
    • 1.5k views
    • 
    • shERPA
    • November 4, 2020

15. What year 5330?

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

16. Plan Eligibility Amendment

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

17. Lifetime income disclosures in 2021 or 2022?

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

18. Uni K for SCorp

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

19. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • October 29, 2020

20. Stock Options and 415 Comp

    By Gilmore, October 22, 2020
    • 11 replies
    • 5.1k views
    • 
    • Gilmore
    • October 28, 2020

21. More questions on MEP to SEP

    By justatester, October 26, 2020   

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

22. Profit Sharing for Terminated Unvested Participant

    By 401kSteve, October 26, 2020
    • 5 replies
    • 4.1k views
    • 
    • Bird
    • October 26, 2020

23. 401k plan - annual Comp limits

    By alexa, October 23, 2020
    • 10 replies
    • 2.8k views
    • 
    • Bird
    • October 26, 2020

24. Community Land Trust

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

25. Restatement Fees

    By rwhiles, October 22, 2020
    • 9 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • October 23, 2020

26. New Comp formula requirements in plan documents.

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

27. External employees (contractors) being paid W2

    By jkdoll2, October 23, 2020
    • 2 replies
    • 1.6k views
    • 
    • Alonzo Church
    • October 23, 2020

28. One total account per each participant

    By SSRRS, October 21, 2020
    • 8 replies
    • 1.7k views
    • 
    • BG5150
    • October 23, 2020

29. adding PS and vesting

    By Jakyasar, October 19, 2020
    • 12 replies
    • 2.2k views
    • 
    • BG5150
    • October 22, 2020

30. Safe Harbor Maybe Notice and Amendment 2020

    By Tom, October 21, 2020   

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

31. Things that make you go Hmmm...

    By austin3515, October 21, 2020
    • 22 replies
    • 2.1k views
    • 
    • Peter Gulia
    • October 22, 2020

32. 401K

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

33. Professional Firm - can dissolved Partner leave account

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

34. Safe Harbor 401(k) Definition of Compensation

    By cathgrace, October 19, 2020   

    • safe harbor 401k
    • compensation definition
    • 5 replies
    • 1.6k views
    • 
    • cathgrace
    • October 20, 2020

35. 3% Safe Harbor Change

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

36. lump sum payout of vacation pay

    By alexa, October 9, 2020
    • 3 replies
    • 11.3k views
    • 
    • alexa
    • October 20, 2020

37. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 2.3k views
    • 
    • Bird
    • October 20, 2020

38. Safe Harbor Non-Elective full to part time

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

39. CARES Act & Safe Harbor

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

40. Testing 2 Employer Plans of a Controlled Group

    By Francis, October 15, 2020
    • 3 replies
    • 1.5k views
    • 
    • Francis
    • October 18, 2020

41. Data Loss Prevention / MimeCast

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

42. Auto Enroll Missed Deferral Correction Sunset

    By austin3515, October 16, 2020
    • 2 replies
    • 1k views
    • 
    • austin3515
    • October 16, 2020

43. RMD 10 Year Rule

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

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

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

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

    By Peter Gulia, October 13, 2020   

    • hardship
    • 3 replies
    • 1.1k views
    • 
    • Ilene Ferenczy
    • October 14, 2020

46. Controlled Group w Different Entry Dates

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

47. DFVCP Filing Fees

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

48. 402(g) excess for self-employed individual

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

49. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2.7k views
    • 
    • Peter Gulia
    • October 12, 2020

50. Contribution in year of plan termination

    By Pammie57, October 6, 2020
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • October 12, 2020