401(k) Plans

19,362 topics in this forum

1. Partnership dissolving, new partnership forming - What separation or severance rules apply?

   By JustMe, June 9, 2020
   • 0 replies
   • 435 views
   • 
   • JustMe
   • June 9, 2020

2. Former safe harbor plan vesting change

   By jas55, June 8, 2020
   • 2 replies
   • 603 views
   • 
   • Lou S.
   • June 8, 2020

3. Late safe habor/profit sharing

   By Chris DeMay, June 8, 2020   

   • vcp
   • 1 reply
   • 489 views
   • 
   • Bird
   • June 8, 2020

4. CARES Act Qualified Individual

   By Lolo, April 14, 2020
   • 16 replies
   • 2.5k views
   • 
   • spiritrider
   • June 6, 2020

5. deferral deduction from which business, partnership or corporation?

   By AJC, June 3, 2020
   • 6 replies
   • 1.5k views
   • 
   • AJC
   • June 5, 2020

6. Berman v. Estee Lauder

   By justanotheradmin, June 4, 2020
   • 2 replies
   • 933 views
   • 
   • Patty
   • June 5, 2020

7. Plan Deferral Limit when Flat dollar exceed pay

   By mattmc82, June 5, 2020
   • 2 replies
   • 712 views
   • 
   • Bird
   • June 5, 2020

8. Match doesn't start until 3%

   By Just Tri, June 3, 2020
   • 6 replies
   • 757 views
   • 
   • Luke Bailey
   • June 4, 2020

9. Participant Notices

   By Becky Schwing, June 4, 2020
   • 2 replies
   • 590 views
   • 
   • Larry Starr
   • June 4, 2020

10. Funding of 401(k) using PPP loan 1 2

    By rblum50, May 8, 2020   

    • ppp
    • loan
    • (and 2 more)

      Tagged with:

      • ppp
      • loan
      • 401(k)
      • contributions
    • 93 replies
    • 9.9k views
    • 
    • Larry Starr
    • June 4, 2020

11. Covid loan and distribution

    By goldtpa, June 3, 2020
    • 2 replies
    • 648 views
    • 
    • Larry Starr
    • June 4, 2020

12. Top Heavy/Safe Harbor

    By Stash026, June 3, 2020
    • 1 reply
    • 514 views
    • 
    • Mike Preston
    • June 4, 2020

13. Loan Suspension under CARES Act

    By sb0828, June 1, 2020
    • 5 replies
    • 1.3k views
    • 
    • Caroline Martinez
    • June 3, 2020

14. Deferrals and PPP

    By Jakyasar, June 2, 2020
    • 2 replies
    • 583 views
    • 
    • Jakyasar
    • June 2, 2020

15. 1 owner - Multiple employer or Single Employer?

    By TPApril, May 28, 2020
    • 9 replies
    • 1.8k views
    • 
    • PamR
    • June 2, 2020

16. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.7k views
    • 
    • mattmc82
    • June 1, 2020

17. Final 5500-SF

    By Ahuntingus, June 1, 2020
    • 2 replies
    • 668 views
    • 
    • Ahuntingus
    • June 1, 2020

18. Mid-Year Safe Harbor Match under PPP

    By glhotdog, May 29, 2020   

    • ppp 401k safe harbor match
    • 1 reply
    • 555 views
    • 
    • Bird
    • June 1, 2020

19. Solo 401K & Health Insurance Deduction Limitations

    By TNT, February 6, 2018   

    • solo
    • health insurance
    • 3 replies
    • 4.6k views
    • 
    • spiritrider
    • May 30, 2020

20. Audit Services .vs. TPA Services

    By JMP, May 11, 2020
    • 20 replies
    • 3.1k views
    • 
    • ERISAtwin74
    • May 29, 2020

21. Top Heavy minimum when plan has dual eligibility

    By AdKu, May 26, 2020
    • 12 replies
    • 3.4k views
    • 
    • C. B. Zeller
    • May 29, 2020

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

    By EBECatty, January 3, 2019
    • 6 replies
    • 1.6k views
    • 
    • VeryOldMan
    • May 28, 2020

23. Missed Roth deferral and QNEC: participant disadvantaged?

    By BG5150, May 28, 2020
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • May 28, 2020

24. Safe Harbor NonElective Mid-Year Under SECURE Act

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

25. Cash or Accrued?

    By imchipbrown, May 18, 2020
    • 14 replies
    • 3.7k views
    • 
    • ERISAtwin74
    • May 27, 2020

26. 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
    • 1.5k views
    • 
    • cheersmate
    • May 27, 2020

27. Question Re: One Employer, Two Plans

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

28. Deferrals deposited late - earning calculations and 5500 relation

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

29. 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

30. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 1.8k views
    • 
    • Larry Starr
    • May 23, 2020

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

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

32. Mandatory Distribution at NRA

    By Jake Wright, April 15, 2020
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • May 21, 2020

33. Plan Expenses and PPP forgiveness?

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

34. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 2.6k views
    • 
    • JMP
    • May 21, 2020

35. Resources finding an old BPD?

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

36. 2019 PS - now want to fund but already filed tax return

    By doombuggy, May 18, 2020
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • May 21, 2020

37. Basic Plan Document Search

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

38. Controlled group disclosed too late

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

39. 401k funded by employer and not fixed

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

40. Life Insurance

    By nancy, May 15, 2020
    • 9 replies
    • 2.5k views
    • 
    • Larry Starr
    • May 19, 2020

41. Investment Free for all?!

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

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

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

43. Cornona Virus distribution

    By Lou81, April 9, 2020   

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

44. Funding Contribution for Terminated Participants Now

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

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

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

46. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 15, 2020

47. Form 5330

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

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

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

49. Charging fees to participants for changing tpa

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

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

    By AlbanyConsultant, May 13, 2020
    • 4 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • May 13, 2020