401(k) Plans

19,295 topics in this forum

1. Suspend Safe Harbor for HCEs / Preserve SH

   By austin3515, March 30, 2020
   • 28 replies
   • 4.2k views
   • 
   • Luke Bailey
   • June 30, 2020

2. Relief measures for Safe Harbor Match Plans

   By TPA, April 24, 2020
   • 9 replies
   • 1.4k views
   • 
   • Bill Presson
   • June 29, 2020

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

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

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

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

5. Third Party Loan to a Solo 401K Plan

   By retirementplanning, June 22, 2020
   • 14 replies
   • 2.2k views
   • 
   • retirementplanning
   • June 25, 2020

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

   By Belgarath, June 23, 2020
   • 7 replies
   • 2.1k views
   • 
   • Belgarath
   • June 25, 2020

7. Proof of Safe Harbor Notice

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

8. Determining Missed Deferral Under EPCRS

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

9. vesting and coronavirus

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

10. More Prevailing Wage/Davis Bacon Fun

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

11. CARES Act - Loan Provisions

    By nerd-party-administrator, April 15, 2020
    • 30 replies
    • 3.4k views
    • 
    • Luke Bailey
    • June 21, 2020

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

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

13. Company out of business, cannot pay 2019 SH

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

14. Participant Education

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

15. Incorrect vesting on a death benefit

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

16. Missing participant forfeiture reinstatement on plan termination

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

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

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

18. Secure Act adding SH NEC

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

19. Form 5330 Excise Tax on late ADP Corrections

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

20. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 1.7k views
    • 
    • Gilmore
    • June 15, 2020

21. Excise Tax paid on Form 5330

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

22. Amending or Suspending Fixed Nonelective Profit Sharing Contributions Mid-Year

    By 401 Chaos, March 24, 2020
    • 6 replies
    • 2.1k views
    • 
    • 403bear
    • June 14, 2020

23. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.6k views
    • 
    • Dan
    • June 12, 2020

24. New PPP 24 Week Period

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

25. QSLOBs

    By Dawn Hafner, December 10, 2001
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • June 11, 2020

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

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

27. Hardship Withdrawal due to pandemic

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

28. Client Withheld Too Much 401k

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

29. Entry Date

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

30. EACA amendment to ACA mid year

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

31. QDROs next step

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

32. Deferrals from bonus question

    By BG5150, June 8, 2020
    • 10 replies
    • 2.1k views
    • 
    • Larry Starr
    • June 9, 2020

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

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

34. Former safe harbor plan vesting change

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

35. Late safe habor/profit sharing

    By Chris DeMay, June 8, 2020   

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

36. CARES Act Qualified Individual

    By Lolo, April 14, 2020
    • 16 replies
    • 2.5k views
    • 
    • spiritrider
    • June 6, 2020

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

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

38. Berman v. Estee Lauder

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

39. Plan Deferral Limit when Flat dollar exceed pay

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

40. Match doesn't start until 3%

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

41. Participant Notices

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

42. 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
    • 9.6k views
    • 
    • Larry Starr
    • June 4, 2020

43. Covid loan and distribution

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

44. Top Heavy/Safe Harbor

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

45. Loan Suspension under CARES Act

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

46. Deferrals and PPP

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

47. 1 owner - Multiple employer or Single Employer?

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

48. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.6k views
    • 
    • mattmc82
    • June 1, 2020

49. Final 5500-SF

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

50. Mid-Year Safe Harbor Match under PPP

    By glhotdog, May 29, 2020   

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