401(k) Plans

19,362 topics in this forum

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

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

2. QNEC

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

3. H&W Fringe Benefit Employer 401k contribution

   By Coleen, July 8, 2020
   • 4 replies
   • 4.4k views
   • 
   • JAA-560
   • July 9, 2020

4. prevailing wage

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

5. Top Heavy and Excess Deferral

   By Catch22PGM, July 9, 2020   

   • top heavy
   • excess deferral
   • 3 replies
   • 1.2k views
   • 
   • Catch22PGM
   • July 9, 2020

6. Review of Vendor Contracts - Settlor Fee?

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

7. Funding ER contributions with PPP

   By Chippy, May 13, 2020
   • 18 replies
   • 1.8k views
   • 
   • Larry Starr
   • July 8, 2020

8. FMLA leave

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

9. 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
   • 572 views
   • 
   • cheersmate
   • July 7, 2020

10. Compliance - 401(k)

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

11. Entry date confusion, Need Expert Help

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

12. Partner 401K Contribution Calculation

    By George Harrison Ford, July 2, 2020
    • 6 replies
    • 12.1k views
    • 
    • Bird
    • July 6, 2020

13. Full plan year but deferrals start 10/1

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

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

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

15. Waiver of 10% Early Withdrawal Penalty

    By ldr, June 29, 2020
    • 6 replies
    • 2.9k views
    • 
    • MWeddell
    • July 1, 2020

16. Safe Harbor Match mid-year suspension - notice

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

17. 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
    • 869 views
    • 
    • Catch22PGM
    • June 30, 2020

18. 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

19. Suspend Safe Harbor for HCEs / Preserve SH

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

20. Relief measures for Safe Harbor Match Plans

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

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

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

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

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

23. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.4k views
    • 
    • retirementplanning
    • June 25, 2020

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

    By Belgarath, June 23, 2020
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • June 25, 2020

25. Proof of Safe Harbor Notice

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

26. Determining Missed Deferral Under EPCRS

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

27. vesting and coronavirus

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

28. More Prevailing Wage/Davis Bacon Fun

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

29. CARES Act - Loan Provisions

    By nerd-party-administrator, April 15, 2020
    • 30 replies
    • 3.5k views
    • 
    • Luke Bailey
    • June 21, 2020

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

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

31. Company out of business, cannot pay 2019 SH

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

32. Participant Education

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

33. Incorrect vesting on a death benefit

    By Riley Britton, June 14, 2020
    • 15 replies
    • 2.4k views
    • 
    • Kevin C
    • June 18, 2020

34. Missing participant forfeiture reinstatement on plan termination

    By BenefitsBum, June 16, 2020
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • June 18, 2020

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

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

36. Secure Act adding SH NEC

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

37. Form 5330 Excise Tax on late ADP Corrections

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

38. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 1.9k views
    • 
    • Gilmore
    • June 15, 2020

39. Excise Tax paid on Form 5330

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

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

    By 401 Chaos, March 24, 2020
    • 6 replies
    • 2.2k views
    • 
    • 403bear
    • June 14, 2020

41. SH implemented at mid year

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

42. New PPP 24 Week Period

    By austin3515, June 11, 2020
    • 6 replies
    • 1.1k views
    • 
    • Larry Starr
    • June 11, 2020

43. QSLOBs

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

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

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

45. Hardship Withdrawal due to pandemic

    By sb0828, June 10, 2020
    • 8 replies
    • 2.4k views
    • 
    • Peter Gulia
    • June 11, 2020

46. Client Withheld Too Much 401k

    By austin3515, June 5, 2020
    • 11 replies
    • 2.8k views
    • 
    • Larry Starr
    • June 10, 2020

47. Entry Date

    By mjf06241972, June 9, 2020
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • June 9, 2020

48. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.8k views
    • 
    • bmore1147
    • June 9, 2020

49. QDROs next step

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

50. Deferrals from bonus question

    By BG5150, June 8, 2020
    • 10 replies
    • 2.6k views
    • 
    • Larry Starr
    • June 9, 2020