401(k) Plans

19,295 topics in this forum

1. Solo 401K & Health Insurance Deduction Limitations

   By TNT, February 6, 2018   

   • solo
   • health insurance
   • 3 replies
   • 4.2k views
   • 
   • spiritrider
   • May 30, 2020

2. Audit Services .vs. TPA Services

   By JMP, May 11, 2020
   • 20 replies
   • 2.9k views
   • 
   • ERISAtwin74
   • May 29, 2020

3. Top Heavy minimum when plan has dual eligibility

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

4. Failure to Allocate Transferred DB Assets - 4980 Reversion?

   By EBECatty, January 3, 2019
   • 6 replies
   • 1.5k views
   • 
   • VeryOldMan
   • May 28, 2020

5. Missed Roth deferral and QNEC: participant disadvantaged?

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

6. Safe Harbor NonElective Mid-Year Under SECURE Act

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

7. Cash or Accrued?

   By imchipbrown, May 18, 2020
   • 14 replies
   • 3.4k views
   • 
   • ERISAtwin74
   • May 27, 2020

8. 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

9. Question Re: One Employer, Two Plans

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

10. Deferrals deposited late - earning calculations and 5500 relation

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

11. 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

12. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 23, 2020

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

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

14. Mandatory Distribution at NRA

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

15. Plan Expenses and PPP forgiveness?

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

16. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 2.5k views
    • 
    • JMP
    • May 21, 2020

17. Resources finding an old BPD?

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

18. 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

19. Basic Plan Document Search

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

20. Controlled group disclosed too late

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

21. 401k funded by employer and not fixed

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

22. Life Insurance

    By nancy, May 15, 2020
    • 9 replies
    • 2.4k views
    • 
    • Larry Starr
    • May 19, 2020

23. Investment Free for all?!

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

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

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

25. Cornona Virus distribution

    By Lou81, April 9, 2020   

    • cares act
    • 4 replies
    • 869 views
    • 
    • Luke Bailey
    • May 18, 2020

26. Funding Contribution for Terminated Participants Now

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

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

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

28. Overdeducted by one pay date

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

29. Form 5330

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

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

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

31. Charging fees to participants for changing tpa

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

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

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

33. Integrated w/SS Part II

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

34. Terminated participant 2018 RMD required or not

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

35. 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

36. Integrated with TWB

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

37. Gateway Contributions

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

38. Daily testing method for coverage

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

39. Cares withdrawal withholding

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

40. pre-funding and 415 1 2

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

41. Auto Increases under an EACA

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

42. "Actual knowledge to the contrary" 1 2

    By austin3515, May 5, 2020
    • 62 replies
    • 5.9k views
    • 
    • austin3515
    • May 8, 2020

43. Safe Harbor Mid-Year Change

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

44. 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

45. Employee enters before eligible in 2017

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

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

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

47. 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

48. 404 Tax Deductibility

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

49. QACA Suspension

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

50. disaggregation for ADP Test

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