401(k) Plans

19,407 topics in this forum

1. Top Heavy and Excess Deferral

   By Catch22PGM, July 9, 2020   

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

2. Review of Vendor Contracts - Settlor Fee?

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

3. Funding ER contributions with PPP

   By Chippy, May 13, 2020
   • 18 replies
   • 2k views
   • 
   • Larry Starr
   • July 8, 2020

4. FMLA leave

   By Belgarath, July 7, 2020
   • 3 replies
   • 1.5k views
   • 
   • hr for me
   • July 8, 2020

5. 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
   • 607 views
   • 
   • cheersmate
   • July 7, 2020

6. Compliance - 401(k)

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

7. Entry date confusion, Need Expert Help

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

8. Partner 401K Contribution Calculation

   By George Harrison Ford, July 2, 2020
   • 6 replies
   • 13.2k views
   • 
   • Bird
   • July 6, 2020

9. Full plan year but deferrals start 10/1

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

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

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

11. Waiver of 10% Early Withdrawal Penalty

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

12. Safe Harbor Match mid-year suspension - notice

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

13. 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
    • 918 views
    • 
    • Catch22PGM
    • June 30, 2020

14. 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
    • 1.5k views
    • 
    • Mike Preston
    • June 30, 2020

15. Suspend Safe Harbor for HCEs / Preserve SH

    By austin3515, March 30, 2020
    • 28 replies
    • 4.6k views
    • 
    • Luke Bailey
    • June 30, 2020

16. Relief measures for Safe Harbor Match Plans

    By TPA, April 24, 2020
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • June 29, 2020

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

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

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

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

19. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.6k views
    • 
    • retirementplanning
    • June 25, 2020

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

    By Belgarath, June 23, 2020
    • 7 replies
    • 2.5k views
    • 
    • Belgarath
    • June 25, 2020

21. Proof of Safe Harbor Notice

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

22. Determining Missed Deferral Under EPCRS

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

23. vesting and coronavirus

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

24. More Prevailing Wage/Davis Bacon Fun

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

25. CARES Act - Loan Provisions

    By nerd-party-administrator, April 15, 2020
    • 30 replies
    • 3.7k views
    • 
    • Luke Bailey
    • June 21, 2020

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

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

27. Company out of business, cannot pay 2019 SH

    By BG5150, June 16, 2020
    • 10 replies
    • 2k views
    • 
    • RatherBeGolfing
    • June 19, 2020

28. Participant Education

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

29. Incorrect vesting on a death benefit

    By Riley Britton, June 14, 2020
    • 15 replies
    • 2.5k views
    • 
    • Kevin C
    • June 18, 2020

30. Missing participant forfeiture reinstatement on plan termination

    By BenefitsBum, June 16, 2020
    • 5 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • June 18, 2020

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

    By Gilmore, June 17, 2020
    • 3 replies
    • 1k views
    • 
    • Kevin C
    • June 17, 2020

32. Secure Act adding SH NEC

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

33. Form 5330 Excise Tax on late ADP Corrections

    By justatester, June 15, 2020
    • 4 replies
    • 1k views
    • 
    • justatester
    • June 15, 2020

34. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 2k views
    • 
    • Gilmore
    • June 15, 2020

35. Excise Tax paid on Form 5330

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

36. 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

37. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.7k views
    • 
    • Dan
    • June 12, 2020

38. New PPP 24 Week Period

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

39. QSLOBs

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

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

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

41. Hardship Withdrawal due to pandemic

    By sb0828, June 10, 2020
    • 8 replies
    • 2.5k views
    • 
    • Peter Gulia
    • June 11, 2020

42. Client Withheld Too Much 401k

    By austin3515, June 5, 2020
    • 11 replies
    • 2.9k views
    • 
    • Larry Starr
    • June 10, 2020

43. Entry Date

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

44. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.9k views
    • 
    • bmore1147
    • June 9, 2020

45. QDROs next step

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

46. Deferrals from bonus question

    By BG5150, June 8, 2020
    • 10 replies
    • 2.9k views
    • 
    • Larry Starr
    • June 9, 2020

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

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

48. Former safe harbor plan vesting change

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

49. Late safe habor/profit sharing

    By Chris DeMay, June 8, 2020   

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

50. CARES Act Qualified Individual

    By Lolo, April 14, 2020
    • 16 replies
    • 2.6k views
    • 
    • spiritrider
    • June 6, 2020