401(k) Plans

19,423 topics in this forum

1. Bank is pushing back on opening account for plan

   By BG5150, July 17, 2020
   • 2 replies
   • 544 views
   • 
   • david rigby
   • July 17, 2020

2. 132(j) Comp and Matching Contributions

   By srhall, July 16, 2020   

   • 401k
   • 132(j)
   • (and 2 more)

     Tagged with:

     • 401k
     • 132(j)
     • match
     • employer contribution
   • 3 replies
   • 541 views
   • 
   • Alonzo Church
   • July 17, 2020

3. How far back would you go to correct late deposits?

   By BG5150, July 16, 2020
   • 5 replies
   • 813 views
   • 
   • BG5150
   • July 17, 2020

4. Open MEP Form 5500 Filing Requirements

   By JustMe, July 13, 2020
   • 3 replies
   • 2.1k views
   • 
   • Alonzo Church
   • July 15, 2020

5. Secure Act - starting new 3% SH nonelective plan 3 month rule

   By Will.I.Am, July 1, 2020
   • 2 replies
   • 1.2k views
   • 
   • stbennet
   • July 14, 2020

6. Life insurance in 401(k)

   By Scuba 401, July 10, 2020
   • 10 replies
   • 1.8k views
   • 
   • acm_acm
   • July 14, 2020

7. Is my math correct for deduction/415(c)?

   By Jakyasar, June 22, 2020
   • 3 replies
   • 579 views
   • 
   • Jakyasar
   • July 14, 2020

8. Urgently Need help: 2018 Excess Employer contribution self-correction

   By hameshatumkochaha, July 10, 2020
   • 4 replies
   • 585 views
   • 
   • hameshatumkochaha
   • July 14, 2020

9. Daily Valuation

   By mjf06241972, July 13, 2020
   • 5 replies
   • 1.5k views
   • 
   • BG5150
   • July 13, 2020

10. COVID-19 Safe Harbor Relief Notice 2020-52

    By RatherBeGolfing, June 29, 2020
    • 1 reply
    • 727 views
    • 
    • RestAssured
    • July 13, 2020

11. Notice 2020-52

    By thepensionmaven, July 9, 2020
    • 9 replies
    • 1.8k views
    • 
    • Zoey
    • July 13, 2020

12. Cares Act Distribution a BRF as far as protected benefits are concerned?

    By Purplemandinga, July 7, 2020
    • 9 replies
    • 779 views
    • 
    • Riley Britton
    • July 10, 2020

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

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

14. QNEC

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

15. H&W Fringe Benefit Employer 401k contribution

    By Coleen, July 8, 2020
    • 4 replies
    • 4.7k views
    • 
    • JAA-560
    • July 9, 2020

16. prevailing wage

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

17. Top Heavy and Excess Deferral

    By Catch22PGM, July 9, 2020   

    • top heavy
    • excess deferral
    • 3 replies
    • 1.4k views
    • 
    • Catch22PGM
    • July 9, 2020

18. Review of Vendor Contracts - Settlor Fee?

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

19. Funding ER contributions with PPP

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

20. FMLA leave

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

21. 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
    • 624 views
    • 
    • cheersmate
    • July 7, 2020

22. Compliance - 401(k)

    By Manish, July 1, 2020
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • July 6, 2020

23. Entry date confusion, Need Expert Help

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

24. Partner 401K Contribution Calculation

    By George Harrison Ford, July 2, 2020
    • 6 replies
    • 13.5k views
    • 
    • Bird
    • July 6, 2020

25. Full plan year but deferrals start 10/1

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

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

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

27. Waiver of 10% Early Withdrawal Penalty

    By ldr, June 29, 2020
    • 6 replies
    • 3.1k views
    • 
    • MWeddell
    • July 1, 2020

28. Safe Harbor Match mid-year suspension - notice

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

29. 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
    • 955 views
    • 
    • Catch22PGM
    • June 30, 2020

30. 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

31. Suspend Safe Harbor for HCEs / Preserve SH

    By austin3515, March 30, 2020
    • 28 replies
    • 4.7k views
    • 
    • Luke Bailey
    • June 30, 2020

32. Relief measures for Safe Harbor Match Plans

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

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

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

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

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

35. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.8k views
    • 
    • retirementplanning
    • June 25, 2020

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

    By Belgarath, June 23, 2020
    • 7 replies
    • 2.7k views
    • 
    • Belgarath
    • June 25, 2020

37. Proof of Safe Harbor Notice

    By nancy, June 23, 2020
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 24, 2020

38. Determining Missed Deferral Under EPCRS

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

39. vesting and coronavirus

    By Scuba 401, June 22, 2020
    • 10 replies
    • 1k views
    • 
    • G8Rs
    • June 23, 2020

40. More Prevailing Wage/Davis Bacon Fun

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

41. CARES Act - Loan Provisions

    By nerd-party-administrator, April 15, 2020
    • 30 replies
    • 3.8k views
    • 
    • Luke Bailey
    • June 21, 2020

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

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

43. Company out of business, cannot pay 2019 SH

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

44. Participant Education

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

45. Incorrect vesting on a death benefit

    By Riley Britton, June 14, 2020
    • 15 replies
    • 2.6k views
    • 
    • Kevin C
    • June 18, 2020

46. Missing participant forfeiture reinstatement on plan termination

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

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

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

48. Secure Act adding SH NEC

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

49. Form 5330 Excise Tax on late ADP Corrections

    By justatester, June 15, 2020
    • 4 replies
    • 1.1k views
    • 
    • justatester
    • June 15, 2020

50. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 2.1k views
    • 
    • Gilmore
    • June 15, 2020