401(k) Plans

19,275 topics in this forum

1. QACA Suspension

   By Lisa2005, May 5, 2020
   • 2 replies
   • 424 views
   • 
   • Lisa2005
   • May 5, 2020

2. "Actual knowledge to the contrary" 1 2

   By austin3515, May 5, 2020
   • 62 replies
   • 5.8k views
   • 
   • austin3515
   • May 8, 2020

3. pre-funding and 415 1 2

   By Bri, May 1, 2020
   • 66 replies
   • 5.7k views
   • 
   • shERPA
   • May 9, 2020

4. 404 Tax Deductibility

   By Catch22PGM, May 1, 2020
   • 3 replies
   • 684 views
   • 
   • Catch22PGM
   • May 5, 2020

5. Safe Harbor amended out of Safe Harbor, now wants to amend back in

   By Belgarath, May 1, 2020
   • 7 replies
   • 902 views
   • 
   • msmith
   • May 5, 2020

6. Combination 401k refund & qnec

   By Becky Schwing, May 1, 2020
   • 1 reply
   • 604 views
   • 
   • Mr Bagwell
   • May 1, 2020

7. disaggregation for ADP Test

   By AlbanyConsultant, April 30, 2020
   • 5 replies
   • 1.3k views
   • 
   • Luke Bailey
   • May 4, 2020

8. CARES Act - Loan Extension - Does "One Year" Really Mean 9 Months?

   By CMC, April 30, 2020
   • 15 replies
   • 2.1k views
   • 
   • Luke Bailey
   • May 5, 2020

9. Safe Harbor Taxable Fringe Benefit

   By austin3515, April 30, 2020
   • 8 replies
   • 1.8k views
   • 
   • Luke Bailey
   • May 1, 2020

10. Puerto Rico and 414s Testing

    By justatester, April 29, 2020
    • 0 replies
    • 306 views
    • 
    • justatester
    • April 29, 2020

11. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.2k views
    • 
    • Larry Starr
    • May 15, 2020

12. Client question about discretionary match.....need feedback

    By Pammie57, April 29, 2020
    • 12 replies
    • 634 views
    • 
    • Larry Starr
    • April 29, 2020

13. Qualifying For COVID Loan

    By Stash026, April 29, 2020
    • 17 replies
    • 1.4k views
    • 
    • Stash026
    • May 1, 2020

14. Reduce EACA percentage effective January 1

    By WCC, April 27, 2020
    • 6 replies
    • 941 views
    • 
    • BG5150
    • April 29, 2020

15. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.5k views
    • 
    • Dan
    • June 12, 2020

16. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 871 views
    • 
    • MWeddell
    • April 27, 2020

17. Balance for Covid distribution

    By JRSP533, April 27, 2020
    • 3 replies
    • 497 views
    • 
    • JRSP533
    • April 30, 2020

18. Paycheck Protection Program (2019 Contributions?)

    By Gilmore, April 24, 2020
    • 6 replies
    • 785 views
    • 
    • duckthing
    • April 28, 2020

19. Relief measures for Safe Harbor Match Plans

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

20. Top Paid Group Election

    By Rena Breeding, April 24, 2020
    • 8 replies
    • 2k views
    • 
    • Rena Breeding
    • May 1, 2020

21. Safe Harbor 401k and Tradional 401k in a Controlled Group

    By timofeo, April 23, 2020
    • 2 replies
    • 460 views
    • 
    • timofeo
    • July 1, 2020

22. Amending from Plan Year Match to Per Payroll Mid-Year

    By Hayden Taylor, April 23, 2020
    • 2 replies
    • 779 views
    • 
    • MWeddell
    • September 15, 2020

23. Form 5558 Extension / Change in Plan Sponsor

    By IhrtERISA, April 23, 2020
    • 4 replies
    • 965 views
    • 
    • Larry Starr
    • April 23, 2020

24. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 6.6k views
    • 
    • RatherBeGolfing
    • April 27, 2020

25. SHNE plus non-vested PS

    By ombskid, April 23, 2020
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 23, 2020

26. ACP Calculation for Discretionary Match stopped mid year

    By ERISAGal, April 23, 2020
    • 2 replies
    • 900 views
    • 
    • Larry Starr
    • April 23, 2020

27. Employee deferral processed outside of payroll

    By nerd-party-administrator, April 23, 2020
    • 4 replies
    • 613 views
    • 
    • Luke Bailey
    • April 23, 2020

28. Entity in Controlled Group revoking Safe Harbor

    By NW529, April 23, 2020   

    • safe habor
    • coverage; safe-harbor
    • (and 1 more)

      Tagged with:

      • safe habor
      • coverage; safe-harbor
      • controlled group
    • 9 replies
    • 1.1k views
    • 
    • MWeddell
    • April 28, 2020

29. SHNEC and Additional ER Contribution

    By justatester, April 22, 2020
    • 4 replies
    • 2.1k views
    • 
    • Kevin C
    • April 23, 2020

30. Can Prior Year Safe Harbor be stopped for HCE?

    By TPApril, April 21, 2020
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 22, 2020

31. SECURE Act annuity portability

    By Ian, April 21, 2020
    • 1 reply
    • 644 views
    • 
    • Peter Gulia
    • April 21, 2020

32. Tips and safe harbor 401(k) Plan -

    By 52626, April 20, 2020
    • 1 reply
    • 683 views
    • 
    • Kevin C
    • April 21, 2020

33. Audits for 2019

    By Jodi, April 20, 2020
    • 4 replies
    • 592 views
    • 
    • msmith
    • April 22, 2020

34. Safe Harbor Plan Mid Year Changes

    By hsctpa, April 20, 2020
    • 3 replies
    • 833 views
    • 
    • Bill Presson
    • April 21, 2020

35. Delaying implementation of 401K plan

    By AGT9501, April 17, 2020
    • 1 reply
    • 526 views
    • 
    • Larry Starr
    • April 17, 2020

36. Is employee terminated for rollover if still part time?

    By CKR, April 17, 2020
    • 12 replies
    • 1.9k views
    • 
    • david rigby
    • April 18, 2020

37. Confused about 401K entry date and income eligibility

    By Ajay Mani, April 17, 2020
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 17, 2020

38. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2k views
    • 
    • Larry Starr
    • April 25, 2020

39. FFCRA wages subject to 401(k) withholding?

    By BG5150, April 15, 2020
    • 3 replies
    • 3.1k views
    • 
    • Larry Starr
    • April 17, 2020

40. CARES Act - Loan Provisions

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

41. Employer Out of Business

    By khn, April 15, 2020
    • 5 replies
    • 1.4k views
    • 
    • Linda Wilkins
    • April 17, 2020

42. Enhanced to Basic Match - Mid Year

    By TN CPA, April 15, 2020
    • 2 replies
    • 589 views
    • 
    • Lou S.
    • April 15, 2020

43. New IRS Notice 2020-23 Loan Repayment Confusion

    By mydayjob, April 15, 2020   

    • cares act
    • 1 reply
    • 1.1k views
    • 
    • AKconsult
    • April 17, 2020

44. Mandatory Distribution at NRA

    By Jake Wright, April 15, 2020
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 21, 2020

45. CARES Act Loan Provisions - Ambiguities

    By Luke Bailey, April 14, 2020
    • 19 replies
    • 2.5k views
    • 
    • Luke Bailey
    • April 16, 2020

46. CARES Act Distribution from a FICA Alternative Plan (401(a))

    By Patricia Neal Jensen, April 14, 2020   

    • cares act; fica alternative 401(a)
    • 10 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 15, 2020

47. Unpaid military intern

    By pensionam, April 14, 2020
    • 1 reply
    • 701 views
    • 
    • Larry Starr
    • April 14, 2020

48. Hardship Distribution & COVID-19 FEMA Disaster

    By Steamboat, April 14, 2020
    • 2 replies
    • 1.8k views
    • 
    • Albert F
    • April 17, 2020

49. 5500 Review Requirement Calls from Wharton Group

    By Francis, April 14, 2020
    • 8 replies
    • 2.7k views
    • 
    • Mike Preston
    • July 12, 2021

50. CARES Act Qualified Individual

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