401(k) Plans

19,321 topics in this forum

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

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

2. Cornona Virus distribution

   By Lou81, April 9, 2020   

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

3. Funding Contribution for Terminated Participants Now

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

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

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

5. Overdeducted by one pay date

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

6. Form 5330

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

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

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

8. Charging fees to participants for changing tpa

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

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

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

10. Integrated w/SS Part II

    By ratherbereading, May 12, 2020
    • 5 replies
    • 1.5k views
    • 
    • ratherbereading
    • May 13, 2020

11. Terminated participant 2018 RMD required or not

    By DDB BN, May 12, 2020
    • 3 replies
    • 698 views
    • 
    • DDB BN
    • May 13, 2020

12. Loan defaulted/deemed distributed as if terminated but still works PRN

    By Pammie57, May 11, 2020
    • 2 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • May 11, 2020

13. Integrated with TWB

    By ratherbereading, May 11, 2020
    • 2 replies
    • 722 views
    • 
    • ratherbereading
    • May 11, 2020

14. Gateway Contributions

    By ratherbereading, May 8, 2020
    • 5 replies
    • 1.1k views
    • 
    • ratherbereading
    • May 11, 2020

15. Daily testing method for coverage

    By Purplemandinga, May 8, 2020
    • 2 replies
    • 636 views
    • 
    • Purplemandinga
    • May 11, 2020

16. Cares withdrawal withholding

    By JRSP533, May 9, 2020
    • 1 reply
    • 519 views
    • 
    • david rigby
    • May 9, 2020

17. pre-funding and 415 1 2

    By Bri, May 1, 2020
    • 66 replies
    • 5.9k views
    • 
    • shERPA
    • May 9, 2020

18. Auto Increases under an EACA

    By austin3515, May 7, 2020
    • 1 reply
    • 510 views
    • 
    • Luke Bailey
    • May 8, 2020

19. "Actual knowledge to the contrary" 1 2

    By austin3515, May 5, 2020
    • 62 replies
    • 6.2k views
    • 
    • austin3515
    • May 8, 2020

20. Safe Harbor Mid-Year Change

    By khn, May 7, 2020
    • 1 reply
    • 768 views
    • 
    • Mike Preston
    • May 7, 2020

21. Last Day Rule when adopting PS plan late (SECURE Act)

    By Jess C, May 5, 2020
    • 8 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 6, 2020

22. Employee enters before eligible in 2017

    By DDB BN, May 6, 2020
    • 1 reply
    • 580 views
    • 
    • Bri
    • May 6, 2020

23. Safe Harbor amended out of Safe Harbor, now wants to amend back in

    By Belgarath, May 1, 2020
    • 7 replies
    • 934 views
    • 
    • msmith
    • May 5, 2020

24. CARES Act - Loan Extension - Does "One Year" Really Mean 9 Months?

    By CMC, April 30, 2020
    • 15 replies
    • 2.1k views
    • 
    • Luke Bailey
    • May 5, 2020

25. 404 Tax Deductibility

    By Catch22PGM, May 1, 2020
    • 3 replies
    • 713 views
    • 
    • Catch22PGM
    • May 5, 2020

26. QACA Suspension

    By Lisa2005, May 5, 2020
    • 2 replies
    • 452 views
    • 
    • Lisa2005
    • May 5, 2020

27. disaggregation for ADP Test

    By AlbanyConsultant, April 30, 2020
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 4, 2020

28. Safe Harbor testing issues

    By AndyH, April 8, 2020
    • 3 replies
    • 606 views
    • 
    • Luke Bailey
    • May 1, 2020

29. Top Paid Group Election

    By Rena Breeding, April 24, 2020
    • 8 replies
    • 2k views
    • 
    • Rena Breeding
    • May 1, 2020

30. Combination 401k refund & qnec

    By Becky Schwing, May 1, 2020
    • 1 reply
    • 618 views
    • 
    • Mr Bagwell
    • May 1, 2020

31. Safe Harbor Taxable Fringe Benefit

    By austin3515, April 30, 2020
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 1, 2020

32. Qualifying For COVID Loan

    By Stash026, April 29, 2020
    • 17 replies
    • 1.4k views
    • 
    • Stash026
    • May 1, 2020

33. CARES Act - Increase in Participant Loan Limits

    By CMC, April 10, 2020
    • 15 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 30, 2020

34. Balance for Covid distribution

    By JRSP533, April 27, 2020
    • 3 replies
    • 513 views
    • 
    • JRSP533
    • April 30, 2020

35. Client question about discretionary match.....need feedback

    By Pammie57, April 29, 2020
    • 12 replies
    • 657 views
    • 
    • Larry Starr
    • April 29, 2020

36. Puerto Rico and 414s Testing

    By justatester, April 29, 2020
    • 0 replies
    • 325 views
    • 
    • justatester
    • April 29, 2020

37. Reduce EACA percentage effective January 1

    By WCC, April 27, 2020
    • 6 replies
    • 1k views
    • 
    • BG5150
    • April 29, 2020

38. Entity in Controlled Group revoking Safe Harbor

    By NW529, April 23, 2020   

    • safe habor
    • coverage; safe-harbor
    • (and 1 more)

      Tagged with:

      • safe habor
      • coverage; safe-harbor
      • controlled group
    • 9 replies
    • 1.2k views
    • 
    • MWeddell
    • April 28, 2020

39. Paycheck Protection Program (2019 Contributions?)

    By Gilmore, April 24, 2020
    • 6 replies
    • 815 views
    • 
    • duckthing
    • April 28, 2020

40. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 888 views
    • 
    • MWeddell
    • April 27, 2020

41. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 6.8k views
    • 
    • RatherBeGolfing
    • April 27, 2020

42. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2k views
    • 
    • Larry Starr
    • April 25, 2020

43. SHNEC and Additional ER Contribution

    By justatester, April 22, 2020
    • 4 replies
    • 2.3k views
    • 
    • Kevin C
    • April 23, 2020

44. SHNE plus non-vested PS

    By ombskid, April 23, 2020
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 23, 2020

45. Employee deferral processed outside of payroll

    By nerd-party-administrator, April 23, 2020
    • 4 replies
    • 636 views
    • 
    • Luke Bailey
    • April 23, 2020

46. Form 5558 Extension / Change in Plan Sponsor

    By IhrtERISA, April 23, 2020
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • April 23, 2020

47. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am, February 22, 2020
    • 4 replies
    • 1k views
    • 
    • Will.I.Am
    • April 23, 2020

48. ACP Calculation for Discretionary Match stopped mid year

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

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

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

50. 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