401(k) Plans

19,526 topics in this forum

1. Restatement Fees

   By rwhiles, October 22, 2020
   • 9 replies
   • 2.8k views
   • 
   • RatherBeGolfing
   • October 23, 2020

2. New Comp formula requirements in plan documents.

   By Purplemandinga, October 23, 2020
   • 5 replies
   • 1.3k views
   • 
   • CuseFan
   • October 23, 2020

3. External employees (contractors) being paid W2

   By jkdoll2, October 23, 2020
   • 2 replies
   • 2.1k views
   • 
   • Alonzo Church
   • October 23, 2020

4. One total account per each participant

   By SSRRS, October 21, 2020
   • 8 replies
   • 2.2k views
   • 
   • BG5150
   • October 23, 2020

5. adding PS and vesting

   By Jakyasar, October 19, 2020
   • 12 replies
   • 2.8k views
   • 
   • BG5150
   • October 22, 2020

6. Safe Harbor Maybe Notice and Amendment 2020

   By Tom, October 21, 2020   

   • safe harbor notice
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • October 22, 2020

7. Things that make you go Hmmm...

   By austin3515, October 21, 2020
   • 22 replies
   • 2.9k views
   • 
   • Peter Gulia
   • October 22, 2020

8. 401K

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

9. Professional Firm - can dissolved Partner leave account

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

10. Safe Harbor 401(k) Definition of Compensation

    By Footnote12, October 19, 2020   

    • safe harbor 401k
    • compensation definition
    • 5 replies
    • 2k views
    • 
    • Footnote12
    • October 20, 2020

11. 3% Safe Harbor Change

    By Stash026, October 19, 2020
    • 2 replies
    • 1.1k views
    • 
    • JackS
    • October 20, 2020

12. lump sum payout of vacation pay

    By alexa, October 9, 2020
    • 3 replies
    • 12.4k views
    • 
    • alexa
    • October 20, 2020

13. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • October 20, 2020

14. Safe Harbor Non-Elective full to part time

    By Roger, October 19, 2020
    • 2 replies
    • 1.1k views
    • 
    • Roger
    • October 19, 2020

15. CARES Act & Safe Harbor

    By Stash026, October 19, 2020
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 19, 2020

16. Testing 2 Employer Plans of a Controlled Group

    By Francis, October 15, 2020
    • 3 replies
    • 2k views
    • 
    • Francis
    • October 18, 2020

17. Data Loss Prevention / MimeCast

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

18. Auto Enroll Missed Deferral Correction Sunset

    By austin3515, October 16, 2020
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • October 16, 2020

19. RMD 10 Year Rule

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

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

    By Stash026, October 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • CuseFan
    • October 15, 2020

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

    By Peter Gulia, October 13, 2020   

    • hardship
    • 3 replies
    • 1.5k views
    • 
    • Ilene Ferenczy
    • October 14, 2020

22. Controlled Group w Different Entry Dates

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

23. DFVCP Filing Fees

    By nerd-party-administrator, October 14, 2020
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • October 14, 2020

24. 402(g) excess for self-employed individual

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

25. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 3.5k views
    • 
    • Peter Gulia
    • October 12, 2020

26. Contribution in year of plan termination

    By Pammie57, October 6, 2020
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • October 12, 2020

27. Vesting

    By Belgarath, October 6, 2020
    • 7 replies
    • 1.8k views
    • 
    • FORMER ESQ.
    • October 12, 2020

28. 401k Profit sharing deposit rejected by bank missing deadline

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

29. MEP to SEP

    By justatester, September 14, 2020
    • 2 replies
    • 1k views
    • 
    • justatester
    • October 9, 2020

30. Excess Roth

    By thepensionmaven, October 8, 2020
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 8, 2020

31. Breaking away from a PEO MEP

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

32. Switching SH for 2020

    By Jakyasar, October 1, 2020
    • 5 replies
    • 1.3k views
    • 
    • Chipwood 24
    • October 7, 2020

33. Deferrals equal 100% of pay

    By pensiongeek, October 5, 2020
    • 6 replies
    • 3.1k views
    • 
    • Luke Bailey
    • October 7, 2020

34. Top Heavy Plan

    By nerd-party-administrator, October 7, 2020
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • October 7, 2020

35. Davis Bacon - HCEs benefitting and impacting test results

    By JustMe, October 5, 2020
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • October 6, 2020

36. Benefit Plan Audit - EE Responsibilities?

    By NA2020, October 2, 2020
    • 4 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • October 5, 2020

37. Comingling Elective Deferrals and Employer Contributions

    By mming, September 30, 2020
    • 6 replies
    • 1.5k views
    • 
    • mming
    • October 2, 2020

38. One Employer - 2 Plans?

    By 401kSteve, September 30, 2020
    • 5 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • October 2, 2020

39. Student loan repayment

    By Belgarath, September 17, 2020
    • 14 replies
    • 2.9k views
    • 
    • AKconsult
    • October 1, 2020

40. Hazard pay - state grant

    By Belgarath, September 29, 2020
    • 8 replies
    • 1.5k views
    • 
    • Belgarath
    • October 1, 2020

41. Datair EGTRRA IRS approval letter

    By DDB BN, October 1, 2020
    • 0 replies
    • 811 views
    • 
    • DDB BN
    • October 1, 2020

42. Paid Family Leave compensation for Safe Harbor

    By Dennis G., September 29, 2020
    • 1 reply
    • 1.2k views
    • 
    • Luke Bailey
    • September 30, 2020

43. 415 limits

    By ajustice, September 29, 2020
    • 14 replies
    • 2.1k views
    • 
    • Luke Bailey
    • September 30, 2020

44. Required Form 5500 For Under $250,000?

    By Stash026, September 29, 2020
    • 4 replies
    • 2.7k views
    • 
    • thepensionmaven
    • September 30, 2020

45. Secure Act SH Nonelective - SECURE Act

    By austin3515, September 26, 2020
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 30, 2020

46. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar, September 26, 2020
    • 8 replies
    • 1.5k views
    • 
    • Jakyasar
    • September 29, 2020

47. 415 DC Limit for mid-yr new participant

    By TPApril, September 26, 2020
    • 3 replies
    • 928 views
    • 
    • Lou S.
    • September 28, 2020

48. SIMPLE IRA excess

    By thepensionmaven, September 24, 2020
    • 2 replies
    • 878 views
    • 
    • Bird
    • September 28, 2020

49. 401 (k)Plan compensation exclusions

    By alexa, September 27, 2020
    • 0 replies
    • 1.3k views
    • 
    • alexa
    • September 27, 2020

50. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril, September 24, 2020
    • 10 replies
    • 1.9k views
    • 
    • TPApril
    • September 26, 2020