401(k) Plans

19,275 topics in this forum

1. ACP Calculation for Discretionary Match stopped mid year

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

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

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

3. Suspending 401k Match mid-year - the plan has a true up provision

   By Sofinka, December 8, 2019
   • 8 replies
   • 2.9k views
   • 
   • MWeddell
   • April 22, 2020

4. Audits for 2019

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

5. Catch up in excess of 100% of compensation

   By Jakyasar, December 27, 2019
   • 19 replies
   • 3.5k views
   • 
   • Jakyasar
   • April 22, 2020

6. SECURE Act annuity portability

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

7. Safe Harbor Plan Mid Year Changes

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

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

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

9. Employer never contributed

   By Mikefern, April 9, 2020
   • 41 replies
   • 6.9k views
   • 
   • Belgarath
   • April 20, 2020

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

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

11. Confused about 401K entry date and income eligibility

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

12. Hardship Distribution & COVID-19 FEMA Disaster

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

13. CARES ACT - Loans 1 year defer

    By 52626, April 1, 2020
    • 1 reply
    • 891 views
    • 
    • Luke Bailey
    • April 17, 2020

14. Employer Out of Business

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

15. Fidelity paid benefits to wrong beneficiary - how to resolve?

    By radublu, March 25, 2020
    • 29 replies
    • 13.1k views
    • 
    • Luke Bailey
    • April 17, 2020

16. Delaying implementation of 401K plan

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

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

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

18. New IRS Notice 2020-23 Loan Repayment Confusion

    By mydayjob, April 15, 2020   

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

19. CARES Act Loan Provisions - Ambiguities

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

20. What is the last day on which a coronavirus loan can be made?

    By Peter Gulia, April 13, 2020   

    • cares act; congress
    • 17 replies
    • 1k views
    • 
    • Luke Bailey
    • April 15, 2020

21. 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

22. CARES Act loan provisions- Optional REVISITED

    By Ian, April 10, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bill Presson
    • April 15, 2020

23. Enhanced to Basic Match - Mid Year

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

24. Unpaid military intern

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

25. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.5k views
    • 
    • Peter Gulia
    • April 13, 2020

26. CARES Act & Money Purchase Plans

    By Stash026, April 13, 2020
    • 1 reply
    • 863 views
    • 
    • duckthing
    • April 13, 2020

27. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 877 views
    • 
    • Larry Starr
    • April 11, 2020

28. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 10, 2020

29. CARES Act - Optional?

    By Ian, April 1, 2020
    • 11 replies
    • 1k views
    • 
    • Ian
    • April 9, 2020

30. counterproductive

    By thepensionmaven, April 9, 2020
    • 10 replies
    • 852 views
    • 
    • ratherbereading
    • April 9, 2020

31. S Corp filed return and wants to file an amended return

    By DDB BN, April 8, 2020
    • 2 replies
    • 755 views
    • 
    • Peter Gulia
    • April 8, 2020

32. Stoppage of Match - regular or SH - Notice Required

    By Pammie57, April 2, 2020
    • 2 replies
    • 599 views
    • 
    • PainPA
    • April 8, 2020

33. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

    By RayJJohnsonJr, April 7, 2020
    • 9 replies
    • 917 views
    • 
    • RayJJohnsonJr
    • April 7, 2020

34. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 821 views
    • 
    • Mr Bagwell
    • April 7, 2020

35. Partial Plan Termination - Participant already took a Distribution

    By Vlad401k, April 7, 2020
    • 3 replies
    • 836 views
    • 
    • Mr Bagwell
    • April 7, 2020

36. Loan Payoff - Deceased Participant

    By MGOAdmin, April 7, 2020   

    • loan
    • deceased participant
    • 2 replies
    • 718 views
    • 
    • Larry Starr
    • April 7, 2020

37. Pay less than the 401(k) withholding election.

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.1k views
    • 
    • Larry Starr
    • April 7, 2020

38. Qualified Individual - Reduced Hours

    By Gilmore, April 7, 2020
    • 4 replies
    • 801 views
    • 
    • Larry Starr
    • April 7, 2020

39. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.4k views
    • 
    • Luke Bailey
    • April 7, 2020

40. ADP Refunds

    By Kathy Bittle, March 15, 2020
    • 2 replies
    • 858 views
    • 
    • Luke Bailey
    • April 7, 2020

41. Due Date to Fund Employer Contributions

    By Stash026, April 7, 2020
    • 1 reply
    • 500 views
    • 
    • Mike Preston
    • April 7, 2020

42. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 3.7k views
    • 
    • ldr
    • April 7, 2020

43. Coronavirus-Related Distributions

    By EBECatty, March 31, 2020
    • 13 replies
    • 1.8k views
    • 
    • justanotheradmin
    • April 7, 2020

44. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 1.8k views
    • 
    • Gilmore
    • April 7, 2020

45. EBAR Calculation - Cash Balance/Profit Sharing

    By Stash026, April 4, 2020
    • 4 replies
    • 729 views
    • 
    • Mike Preston
    • April 7, 2020

46. COVID Distribution Repayment - Rollover

    By Jess C, April 6, 2020
    • 1 reply
    • 574 views
    • 
    • Larry Starr
    • April 6, 2020

47. Discretionary Match Discontinuance

    By austin3515, April 3, 2020
    • 7 replies
    • 891 views
    • 
    • Patricia Neal Jensen
    • April 6, 2020

48. CARES Act loan provisions- Optional

    By Ian, April 2, 2020
    • 13 replies
    • 2.2k views
    • 
    • MoJo
    • April 6, 2020

49. How do we know what outcomes would result from ending a safe harbor?

    By Peter Gulia, April 3, 2020
    • 6 replies
    • 656 views
    • 
    • Peter Gulia
    • April 3, 2020

50. CARES Act Eligibility Question

    By Stash026, April 3, 2020
    • 2 replies
    • 716 views
    • 
    • Larry Starr
    • April 3, 2020