401(k) Plans

19,275 topics in this forum

1. Top Heavy/Safe Harbor

   By Stash026, June 3, 2020
   • 1 reply
   • 483 views
   • 
   • Mike Preston
   • June 4, 2020

2. Covid loan and distribution

   By goldtpa, June 3, 2020
   • 2 replies
   • 616 views
   • 
   • Larry Starr
   • June 4, 2020

3. Match doesn't start until 3%

   By Just Tri, June 3, 2020
   • 6 replies
   • 695 views
   • 
   • Luke Bailey
   • June 4, 2020

4. Deferrals and PPP

   By Jakyasar, June 2, 2020
   • 2 replies
   • 545 views
   • 
   • Jakyasar
   • June 2, 2020

5. Hardship Amendment - QNEC/QMACs allowed

   By austin3515, June 2, 2020
   • 15 replies
   • 2.1k views
   • 
   • austin3515
   • July 28, 2020

6. Loan Suspension under CARES Act

   By sb0828, June 1, 2020
   • 5 replies
   • 1.2k views
   • 
   • Caroline Martinez
   • June 3, 2020

7. Final 5500-SF

   By Ahuntingus, June 1, 2020
   • 2 replies
   • 627 views
   • 
   • Ahuntingus
   • June 1, 2020

8. Mid-Year Safe Harbor Match under PPP

   By glhotdog, May 29, 2020   

   • ppp 401k safe harbor match
   • 1 reply
   • 518 views
   • 
   • Bird
   • June 1, 2020

9. 1 owner - Multiple employer or Single Employer?

   By TPApril, May 28, 2020
   • 9 replies
   • 1.6k views
   • 
   • PamR
   • June 2, 2020

10. Missed Roth deferral and QNEC: participant disadvantaged?

    By BG5150, May 28, 2020
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 28, 2020

11. Safe Harbor NonElective Mid-Year Under SECURE Act

    By PensionPro, May 28, 2020
    • 1 reply
    • 726 views
    • 
    • Bill Presson
    • May 28, 2020

12. Payback Loan After Default - after 1099R issued

    By Sophia Wang, May 27, 2020
    • 25 replies
    • 10.2k views
    • 
    • Barbara S
    • September 6, 2020

13. When does absent Employee cease to be an Employee of the Employer?

    By cheersmate, May 27, 2020   

    • 401k
    • eligibility
    • (and 2 more)

      Tagged with:

      • 401k
      • eligibility
      • inactive employee
      • absent without leave
    • 7 replies
    • 1.4k views
    • 
    • cheersmate
    • May 27, 2020

14. Top Heavy minimum when plan has dual eligibility

    By AdKu, May 26, 2020
    • 12 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • May 29, 2020

15. Deferrals deposited late - earning calculations and 5500 relation

    By Jakyasar, May 25, 2020
    • 5 replies
    • 717 views
    • 
    • Jakyasar
    • May 27, 2020

16. is a voluntary after-tax contribution subaccount "pre-tax"?

    By carelessostrich, May 23, 2020
    • 6 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • May 26, 2020

17. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • May 23, 2020

18. Plan Expenses and PPP forgiveness?

    By justanotheradmin, May 21, 2020
    • 1 reply
    • 544 views
    • 
    • Larry Starr
    • May 21, 2020

19. Cares Act Distribution and interaction with 1 year wait after termination

    By Purplemandinga, May 21, 2020
    • 2 replies
    • 666 views
    • 
    • Luke Bailey
    • May 22, 2020

20. Question Re: One Employer, Two Plans

    By Stash026, May 21, 2020
    • 3 replies
    • 586 views
    • 
    • MWeddell
    • May 27, 2020

21. Controlled group disclosed too late

    By cathyw, May 20, 2020
    • 0 replies
    • 531 views
    • 
    • cathyw
    • May 20, 2020

22. Resources finding an old BPD?

    By Griswold, May 19, 2020
    • 4 replies
    • 612 views
    • 
    • Peter Gulia
    • May 21, 2020

23. 401k funded by employer and not fixed

    By AlbanyConsultant, May 19, 2020
    • 1 reply
    • 388 views
    • 
    • Bird
    • May 19, 2020

24. Cash or Accrued?

    By imchipbrown, May 18, 2020
    • 14 replies
    • 3.3k views
    • 
    • ERISAtwin74
    • May 27, 2020

25. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 2.4k views
    • 
    • JMP
    • May 21, 2020

26. 2019 PS - now want to fund but already filed tax return

    By doombuggy, May 18, 2020
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • May 21, 2020

27. Funding Contribution for Terminated Participants Now

    By JustMe, May 15, 2020
    • 1 reply
    • 389 views
    • 
    • Mike Preston
    • May 16, 2020

28. Is there a Match True up? Which comp to use?

    By jmartin, May 15, 2020
    • 1 reply
    • 630 views
    • 
    • Luke Bailey
    • May 18, 2020

29. Investment Free for all?!

    By justanotheradmin, May 15, 2020
    • 6 replies
    • 773 views
    • 
    • Luke Bailey
    • May 18, 2020

30. Life Insurance

    By nancy, May 15, 2020
    • 9 replies
    • 2.3k views
    • 
    • Larry Starr
    • May 19, 2020

31. Non-Calendar Year SIMPLE 401(k) Plan

    By Michael B., May 15, 2020
    • 2 replies
    • 698 views
    • 
    • Doc Ument
    • May 15, 2020

32. Charging fees to participants for changing tpa

    By TPApril, May 14, 2020
    • 2 replies
    • 810 views
    • 
    • Larry Starr
    • May 15, 2020

33. Safe Harbor Weight for 401(k) Plan Contributons

    By Christopher Wilson, May 14, 2020
    • 9 replies
    • 1.1k views
    • 
    • Bird
    • May 15, 2020

34. Funding ER contributions with PPP

    By Chippy, May 13, 2020
    • 18 replies
    • 1.7k views
    • 
    • Larry Starr
    • July 8, 2020

35. deferrals not being taken on "FFCRA sick" wages

    By AlbanyConsultant, May 13, 2020
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • May 13, 2020

36. Terminated participant 2018 RMD required or not

    By DDB BN, May 12, 2020
    • 3 replies
    • 681 views
    • 
    • DDB BN
    • May 13, 2020

37. Integrated w/SS Part II

    By ratherbereading, May 12, 2020
    • 5 replies
    • 1.4k views
    • 
    • ratherbereading
    • May 13, 2020

38. Loan defaulted/deemed distributed as if terminated but still works PRN

    By Pammie57, May 11, 2020
    • 2 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • May 11, 2020

39. Audit Services .vs. TPA Services

    By JMP, May 11, 2020
    • 20 replies
    • 2.8k views
    • 
    • ERISAtwin74
    • May 29, 2020

40. Integrated with TWB

    By ratherbereading, May 11, 2020
    • 2 replies
    • 697 views
    • 
    • ratherbereading
    • May 11, 2020

41. Cares withdrawal withholding

    By JRSP533, May 9, 2020
    • 1 reply
    • 496 views
    • 
    • david rigby
    • May 9, 2020

42. Form 5330

    By Chippy, May 8, 2020
    • 1 reply
    • 447 views
    • 
    • mattmc82
    • May 15, 2020

43. Funding of 401(k) using PPP loan 1 2

    By rblum50, May 8, 2020   

    • ppp
    • loan
    • (and 2 more)

      Tagged with:

      • ppp
      • loan
      • 401(k)
      • contributions
    • 93 replies
    • 9.5k views
    • 
    • Larry Starr
    • June 4, 2020

44. Gateway Contributions

    By ratherbereading, May 8, 2020
    • 5 replies
    • 1k views
    • 
    • ratherbereading
    • May 11, 2020

45. Daily testing method for coverage

    By Purplemandinga, May 8, 2020
    • 2 replies
    • 572 views
    • 
    • Purplemandinga
    • May 11, 2020

46. Safe Harbor Mid-Year Change

    By khn, May 7, 2020
    • 1 reply
    • 744 views
    • 
    • Mike Preston
    • May 7, 2020

47. Auto Increases under an EACA

    By austin3515, May 7, 2020
    • 1 reply
    • 483 views
    • 
    • Luke Bailey
    • May 8, 2020

48. Employee enters before eligible in 2017

    By DDB BN, May 6, 2020
    • 1 reply
    • 557 views
    • 
    • Bri
    • May 6, 2020

49. Last Day Rule when adopting PS plan late (SECURE Act)

    By Jess C, May 5, 2020
    • 8 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 6, 2020

50. Basic Plan Document Search

    By QualGeek, May 5, 2020
    • 2 replies
    • 858 views
    • 
    • QualGeek
    • May 21, 2020