401(k) Plans

19,321 topics in this forum

1. CARES Act loan provisions- Optional REVISITED

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

2. Employer never contributed

   By Mikefern, April 9, 2020
   • 41 replies
   • 7.8k views
   • 
   • Belgarath
   • April 20, 2020

3. Cornona Virus distribution

   By Lou81, April 9, 2020   

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

4. counterproductive

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

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

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

6. Safe Harbor testing issues

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

7. Partial Plan Termination - Participant already took a Distribution

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

8. 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
   • 944 views
   • 
   • RayJJohnsonJr
   • April 7, 2020

9. No Covid distribution/loan for you

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

10. Loan Payoff - Deceased Participant

    By MGOAdmin, April 7, 2020   

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

11. Due Date to Fund Employer Contributions

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

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

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 7, 2020

13. Qualified Individual - Reduced Hours

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

14. COVID Distribution Repayment - Rollover

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

15. CARES Act Loans/Distributions - SMM's Needed?

    By austin3515, April 6, 2020
    • 10 replies
    • 2.2k views
    • 
    • Peter Gulia
    • December 30, 2020

16. EBAR Calculation - Cash Balance/Profit Sharing

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

17. CARES Act Eligibility Question

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

18. CARES Act Distributions/Top Heavy

    By pholosofizer, April 3, 2020
    • 1 reply
    • 768 views
    • 
    • C. B. Zeller
    • April 3, 2020

19. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1.1k views
    • 
    • DDB BN
    • April 3, 2020

20. Changing plan year - too late?

    By jmartin, April 3, 2020
    • 2 replies
    • 913 views
    • 
    • Larry Starr
    • April 3, 2020

21. Discretionary Match Discontinuance

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

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

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

23. Plan Termination

    By Dobber, April 2, 2020
    • 0 replies
    • 350 views
    • 
    • Dobber
    • April 2, 2020

24. 1099-R Code for CARES Act withdrawal

    By Susan S., April 2, 2020
    • 16 replies
    • 5.3k views
    • 
    • Bird
    • January 25, 2021

25. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 1.9k views
    • 
    • Gilmore
    • April 7, 2020

26. CARES Act loan provisions- Optional

    By Ian, April 2, 2020
    • 13 replies
    • 2.3k views
    • 
    • MoJo
    • April 6, 2020

27. RMD Rules under CARES Act

    By Benefits Vet, April 2, 2020
    • 7 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 2, 2020

28. Switch from Safe Harbor Non Elective to Safe Harbor Match Mid Year

    By roundlou, April 2, 2020
    • 1 reply
    • 585 views
    • 
    • C. B. Zeller
    • April 2, 2020

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

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

30. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

    • life insurance
    • 1 reply
    • 740 views
    • 
    • Larry Starr
    • April 2, 2020

31. Loan Payment Delay 1 2

    By austin3515, April 1, 2020
    • 64 replies
    • 6.7k views
    • 
    • C. B. Zeller
    • December 9, 2021

32. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 10, 2020

33. Covid_ Hardship Withdrawal (Spouse laid off/terminated) & (loans)

    By RRivera, April 1, 2020
    • 1 reply
    • 582 views
    • 
    • Mike Preston
    • April 2, 2020

34. Compensation controlled group: SE income on K-1 and W-2

    By tghooper, April 1, 2020
    • 4 replies
    • 536 views
    • 
    • tghooper
    • April 2, 2020

35. Coronavirus-Related Distributions - Mandatory Distributions

    By EBECatty, April 1, 2020
    • 2 replies
    • 473 views
    • 
    • RatherBeGolfing
    • April 2, 2020

36. CARES Act - Loan Question

    By Stash026, April 1, 2020
    • 2 replies
    • 607 views
    • 
    • RAH401(k)
    • April 2, 2020

37. Is terminating the plan the way to stop an obligation for an employer-provided contribution?

    By Peter Gulia, April 1, 2020
    • 1 reply
    • 635 views
    • 
    • Lois Baker
    • April 1, 2020

38. CARES ACT - Loans 1 year defer

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

39. CARES Act - Optional?

    By Ian, April 1, 2020
    • 11 replies
    • 1.1k views
    • 
    • Ian
    • April 9, 2020

40. Plan Termination after stock aquisition

    By nerd-party-administrator, April 1, 2020
    • 3 replies
    • 543 views
    • 
    • Larry Starr
    • April 1, 2020

41. Coronavirus Related Distribution

    By ErisaGeek, April 1, 2020
    • 0 replies
    • 313 views
    • 
    • ErisaGeek
    • April 1, 2020

42. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • April 2, 2020

43. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 3.9k views
    • 
    • ldr
    • April 7, 2020

44. CARES Act and Hardship Withdrawal

    By Susan S., March 31, 2020
    • 2 replies
    • 756 views
    • 
    • RPAS
    • April 1, 2020

45. Coronavirus-Related Distributions

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

46. Suspending SH Election, Adopt 3% Nonelective by Year-End Under SECURE

    By Danny CPA, March 31, 2020
    • 5 replies
    • 823 views
    • 
    • Gilmore
    • April 1, 2020

47. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.2k views
    • 
    • BG5150
    • April 3, 2020

48. Suspend Safe Harbor for HCEs / Preserve SH

    By austin3515, March 30, 2020
    • 28 replies
    • 4.3k views
    • 
    • Luke Bailey
    • June 30, 2020

49. Removing auto enroll and auto-esclate from a 401k Plan

    By betsy, March 30, 2020
    • 1 reply
    • 2k views
    • 
    • Gilmore
    • March 31, 2020

50. Dual Eligibility - New Plan waiver of eligibility requirements

    By JustMe, March 30, 2020
    • 10 replies
    • 1.3k views
    • 
    • JustMe
    • April 2, 2020