401(k) Plans

19,489 topics in this forum

1. Suspending a 401(k) Match

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

2. Irrevocable Election Not to Participate

   By WhiteWolf17, November 3, 2020
   • 4 replies
   • 3.4k views
   • 
   • Luke Bailey
   • November 4, 2020

3. 3% NonElective Safe Harbor Allocated with Each Payroll

   By Gilmore, October 31, 2020
   • 6 replies
   • 1.6k views
   • 
   • shERPA
   • November 4, 2020

4. What year 5330?

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

5. Plan Eligibility Amendment

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

6. Lifetime income disclosures in 2021 or 2022?

   By EHD, November 3, 2020
   • 1 reply
   • 1.1k views
   • 
   • Peter Gulia
   • November 3, 2020

7. Uni K for SCorp

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

8. Solo 401K contribution limit per family

   By Blue_Sky, October 28, 2020
   • 14 replies
   • 1.6k views
   • 
   • RatherBeGolfing
   • October 29, 2020

9. Stock Options and 415 Comp

   By Gilmore, October 22, 2020
   • 11 replies
   • 5.6k views
   • 
   • Gilmore
   • October 28, 2020

10. More questions on MEP to SEP

    By justatester, October 26, 2020   

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

11. Profit Sharing for Terminated Unvested Participant

    By 401kSteve, October 26, 2020
    • 5 replies
    • 4.5k views
    • 
    • Bird
    • October 26, 2020

12. 401k plan - annual Comp limits

    By alexa, October 23, 2020
    • 10 replies
    • 2.9k views
    • 
    • Bird
    • October 26, 2020

13. Community Land Trust

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

14. Restatement Fees

    By rwhiles, October 22, 2020
    • 9 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • October 23, 2020

15. New Comp formula requirements in plan documents.

    By Purplemandinga, October 23, 2020
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • October 23, 2020

16. External employees (contractors) being paid W2

    By jkdoll2, October 23, 2020
    • 2 replies
    • 1.9k views
    • 
    • Alonzo Church
    • October 23, 2020

17. One total account per each participant

    By SSRRS, October 21, 2020
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • October 23, 2020

18. adding PS and vesting

    By Jakyasar, October 19, 2020
    • 12 replies
    • 2.4k views
    • 
    • BG5150
    • October 22, 2020

19. Safe Harbor Maybe Notice and Amendment 2020

    By Tom, October 21, 2020   

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

20. Things that make you go Hmmm...

    By austin3515, October 21, 2020
    • 22 replies
    • 2.3k views
    • 
    • Peter Gulia
    • October 22, 2020

21. 401K

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

22. Professional Firm - can dissolved Partner leave account

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

23. Safe Harbor 401(k) Definition of Compensation

    By Footnote12, October 19, 2020   

    • safe harbor 401k
    • compensation definition
    • 5 replies
    • 1.8k views
    • 
    • Footnote12
    • October 20, 2020

24. 3% Safe Harbor Change

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

25. lump sum payout of vacation pay

    By alexa, October 9, 2020
    • 3 replies
    • 11.8k views
    • 
    • alexa
    • October 20, 2020

26. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 2.4k views
    • 
    • Bird
    • October 20, 2020

27. Safe Harbor Non-Elective full to part time

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

28. CARES Act & Safe Harbor

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

29. Testing 2 Employer Plans of a Controlled Group

    By Francis, October 15, 2020
    • 3 replies
    • 1.7k views
    • 
    • Francis
    • October 18, 2020

30. Data Loss Prevention / MimeCast

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

31. Auto Enroll Missed Deferral Correction Sunset

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

32. RMD 10 Year Rule

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

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

    By Stash026, October 15, 2020
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • October 15, 2020

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

    By Peter Gulia, October 13, 2020   

    • hardship
    • 3 replies
    • 1.2k views
    • 
    • Ilene Ferenczy
    • October 14, 2020

35. Controlled Group w Different Entry Dates

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

36. DFVCP Filing Fees

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

37. 402(g) excess for self-employed individual

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

38. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2.9k views
    • 
    • Peter Gulia
    • October 12, 2020

39. Contribution in year of plan termination

    By Pammie57, October 6, 2020
    • 3 replies
    • 2k views
    • 
    • Bird
    • October 12, 2020

40. Vesting

    By Belgarath, October 6, 2020
    • 7 replies
    • 1.4k views
    • 
    • FORMER ESQ.
    • October 12, 2020

41. 401k Profit sharing deposit rejected by bank missing deadline

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

42. MEP to SEP

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

43. Excess Roth

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

44. Breaking away from a PEO MEP

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

45. Switching SH for 2020

    By Jakyasar, October 1, 2020
    • 5 replies
    • 1.1k views
    • 
    • Chipwood 24
    • October 7, 2020

46. Deferrals equal 100% of pay

    By pensiongeek, October 5, 2020
    • 6 replies
    • 2.8k views
    • 
    • Luke Bailey
    • October 7, 2020

47. Top Heavy Plan

    By nerd-party-administrator, October 7, 2020
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • October 7, 2020

48. Davis Bacon - HCEs benefitting and impacting test results

    By JustMe, October 5, 2020
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • October 6, 2020

49. Benefit Plan Audit - EE Responsibilities?

    By NA2020, October 2, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • October 5, 2020

50. Comingling Elective Deferrals and Employer Contributions

    By mming, September 30, 2020
    • 6 replies
    • 1.2k views
    • 
    • mming
    • October 2, 2020