401(k) Plans

19,382 topics in this forum

1. Mid-year SEP termination; afterwards open solo 401k

   By jgold0016, July 27, 2020
   • 5 replies
   • 938 views
   • 
   • Mike Preston
   • July 28, 2020

2. CRD repayments Notice 2020-50

   By Ian, July 25, 2020
   • 5 replies
   • 1.3k views
   • 
   • Ian
   • July 28, 2020

3. Hardship Amendment - QNEC/QMACs allowed

   By austin3515, June 2, 2020
   • 15 replies
   • 2.5k views
   • 
   • austin3515
   • July 28, 2020

4. Removing Roth in a Safe Harbor Plan

   By cpc0506, July 24, 2020
   • 2 replies
   • 732 views
   • 
   • Gilmore
   • July 25, 2020

5. Missing Signed PPA Restatements Documents - How to handle?

   By Francis, July 14, 2020   

   • ppa
   • 5 replies
   • 1k views
   • 
   • Francis
   • July 24, 2020

6. Top Heavy Minimum and Business Unit Sale

   By NW529, July 21, 2020   

   • top heavy
   • 2 replies
   • 499 views
   • 
   • CuseFan
   • July 21, 2020

7. ROBS Exit Strategy

   By Seattle260, November 7, 2019
   • 14 replies
   • 6.4k views
   • 
   • LeadingRetirementSolutions
   • July 21, 2020

8. 5500 and document question on spinoff restatement

   By mattmc82, July 17, 2020
   • 5 replies
   • 1.9k views
   • 
   • Luke Bailey
   • July 20, 2020

9. Sale of goodwill?

   By jmartin, July 17, 2020
   • 3 replies
   • 749 views
   • 
   • Larry Starr
   • July 18, 2020

10. Bank is pushing back on opening account for plan

    By BG5150, July 17, 2020
    • 2 replies
    • 499 views
    • 
    • david rigby
    • July 17, 2020

11. 132(j) Comp and Matching Contributions

    By srhall, July 16, 2020   

    • 401k
    • 132(j)
    • (and 2 more)

      Tagged with:

      • 401k
      • 132(j)
      • match
      • employer contribution
    • 3 replies
    • 500 views
    • 
    • Alonzo Church
    • July 17, 2020

12. How far back would you go to correct late deposits?

    By BG5150, July 16, 2020
    • 5 replies
    • 759 views
    • 
    • BG5150
    • July 17, 2020

13. Open MEP Form 5500 Filing Requirements

    By JustMe, July 13, 2020
    • 3 replies
    • 2k views
    • 
    • Alonzo Church
    • July 15, 2020

14. Secure Act - starting new 3% SH nonelective plan 3 month rule

    By Will.I.Am, July 1, 2020
    • 2 replies
    • 1.1k views
    • 
    • stbennet
    • July 14, 2020

15. Life insurance in 401(k)

    By Scuba 401, July 10, 2020
    • 10 replies
    • 1.6k views
    • 
    • acm_acm
    • July 14, 2020

16. Is my math correct for deduction/415(c)?

    By Jakyasar, June 22, 2020
    • 3 replies
    • 542 views
    • 
    • Jakyasar
    • July 14, 2020

17. Urgently Need help: 2018 Excess Employer contribution self-correction

    By hameshatumkochaha, July 10, 2020
    • 4 replies
    • 543 views
    • 
    • hameshatumkochaha
    • July 14, 2020

18. Daily Valuation

    By mjf06241972, July 13, 2020
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2020

19. COVID-19 Safe Harbor Relief Notice 2020-52

    By RatherBeGolfing, June 29, 2020
    • 1 reply
    • 689 views
    • 
    • RestAssured
    • July 13, 2020

20. Notice 2020-52

    By thepensionmaven, July 9, 2020
    • 9 replies
    • 1.8k views
    • 
    • Zoey
    • July 13, 2020

21. Cares Act Distribution a BRF as far as protected benefits are concerned?

    By Purplemandinga, July 7, 2020
    • 9 replies
    • 713 views
    • 
    • Riley Britton
    • July 10, 2020

22. Rehired Employee- Prior participation in company's 401k

    By RRivera, July 10, 2020
    • 1 reply
    • 568 views
    • 
    • Lou S.
    • July 10, 2020

23. QNEC

    By bzorc, July 9, 2020
    • 2 replies
    • 840 views
    • 
    • austin3515
    • July 10, 2020

24. H&W Fringe Benefit Employer 401k contribution

    By Coleen, July 8, 2020
    • 4 replies
    • 4.5k views
    • 
    • JAA-560
    • July 9, 2020

25. prevailing wage

    By cdavis25, July 9, 2020
    • 2 replies
    • 771 views
    • 
    • Larry Starr
    • July 9, 2020

26. Top Heavy and Excess Deferral

    By Catch22PGM, July 9, 2020   

    • top heavy
    • excess deferral
    • 3 replies
    • 1.3k views
    • 
    • Catch22PGM
    • July 9, 2020

27. Review of Vendor Contracts - Settlor Fee?

    By 52626, July 8, 2020
    • 2 replies
    • 788 views
    • 
    • Peter Gulia
    • July 9, 2020

28. Funding ER contributions with PPP

    By Chippy, May 13, 2020
    • 18 replies
    • 1.9k views
    • 
    • Larry Starr
    • July 8, 2020

29. FMLA leave

    By Belgarath, July 7, 2020
    • 3 replies
    • 1.4k views
    • 
    • hr for me
    • July 8, 2020

30. Can a Hardship Distribution be Returned within 3 Years if Partic is CARES "Qual Indiv"?

    By cheersmate, July 7, 2020   

    • cares act tax
    • cares act qualified individual
    • 2 replies
    • 585 views
    • 
    • cheersmate
    • July 7, 2020

31. Compliance - 401(k)

    By Manish, July 1, 2020
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • July 6, 2020

32. Entry date confusion, Need Expert Help

    By stephen20, July 3, 2020
    • 5 replies
    • 834 views
    • 
    • MWeddell
    • July 6, 2020

33. Partner 401K Contribution Calculation

    By George Harrison Ford, July 2, 2020
    • 6 replies
    • 12.7k views
    • 
    • Bird
    • July 6, 2020

34. Full plan year but deferrals start 10/1

    By Pammie57, July 1, 2020
    • 2 replies
    • 727 views
    • 
    • Patricia Neal Jensen
    • July 1, 2020

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

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

36. Waiver of 10% Early Withdrawal Penalty

    By ldr, June 29, 2020
    • 6 replies
    • 3k views
    • 
    • MWeddell
    • July 1, 2020

37. Safe Harbor Match mid-year suspension - notice

    By Belgarath, June 29, 2020
    • 3 replies
    • 690 views
    • 
    • Belgarath
    • July 1, 2020

38. ACP Test for Discretionary plus Safe Harbor Match

    By Catch22PGM, June 30, 2020   

    • safe harbor 401k
    • matching
    • (and 1 more)

      Tagged with:

      • safe harbor 401k
      • matching
      • acp test
    • 3 replies
    • 888 views
    • 
    • Catch22PGM
    • June 30, 2020

39. Prevailing Wage and ACP Test

    By Catch22PGM, June 26, 2020   

    • david bacon; sca; service contract act
    • safe harbor match
    • (and 1 more)

      Tagged with:

      • david bacon; sca; service contract act
      • safe harbor match
      • acp test
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 30, 2020

40. Suspend Safe Harbor for HCEs / Preserve SH

    By austin3515, March 30, 2020
    • 28 replies
    • 4.4k views
    • 
    • Luke Bailey
    • June 30, 2020

41. Relief measures for Safe Harbor Match Plans

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

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

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

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

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

44. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.5k views
    • 
    • retirementplanning
    • June 25, 2020

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

    By Belgarath, June 23, 2020
    • 7 replies
    • 2.4k views
    • 
    • Belgarath
    • June 25, 2020

46. Proof of Safe Harbor Notice

    By nancy, June 23, 2020
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • June 24, 2020

47. Determining Missed Deferral Under EPCRS

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

48. vesting and coronavirus

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

49. More Prevailing Wage/Davis Bacon Fun

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

50. CARES Act - Loan Provisions

    By nerd-party-administrator, April 15, 2020
    • 30 replies
    • 3.6k views
    • 
    • Luke Bailey
    • June 21, 2020