401(k) Plans

19,275 topics in this forum

1. Suspension of 401k loan repayments

   By DDB BN, April 3, 2020
   • 4 replies
   • 1k views
   • 
   • DDB BN
   • April 3, 2020

2. Changing plan year - too late?

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

3. CARES Act Distributions/Top Heavy

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

4. SH match when none paid

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

5. Plan Termination

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

6. RMD Rules under CARES Act

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

7. Buying life insurance with plan assets

   By MGOAdmin, April 2, 2020   

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

8. CARES Act - Loan Question

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

9. Dual Eligibility - New Plan waiver of eligibility requirements

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

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

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

11. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • April 2, 2020

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

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

13. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

15. Annual pooled account statements (when markets have changed)

    By TPApril, March 16, 2020
    • 16 replies
    • 2k views
    • 
    • Mike Preston
    • April 2, 2020

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

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

17. Plan Termination after stock aquisition

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

18. CARES Act and Hardship Withdrawal

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

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

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

20. CARES Act

    By Ian, March 29, 2020
    • 37 replies
    • 2.5k views
    • 
    • Belgarath
    • April 1, 2020

21. Coronavirus Related Distribution

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

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

    By betsy, March 30, 2020
    • 1 reply
    • 1.9k views
    • 
    • Gilmore
    • March 31, 2020

23. Excess Deferral unrelated plans and ADP Refund

    By legort69, March 25, 2020
    • 2 replies
    • 735 views
    • 
    • NJ Mike
    • March 31, 2020

24. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 3.9k views
    • 
    • Dave Baker
    • March 31, 2020

25. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

      • 401k
      • interim
      • valuation
    • 2 replies
    • 671 views
    • 
    • JackS
    • March 30, 2020

26. Suspending the SH Match

    By coleboy, March 25, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bird
    • March 30, 2020

27. Missed deferrals

    By Cynchbeast, March 26, 2020
    • 2 replies
    • 476 views
    • 
    • Cynchbeast
    • March 29, 2020

28. Another suspend safe harbor question - sorry

    By Gilmore, March 26, 2020
    • 2 replies
    • 555 views
    • 
    • Gilmore
    • March 26, 2020

29. SECURE ACT no safe harbor notices after 12/31/2019

    By thepensionmaven, March 26, 2020
    • 3 replies
    • 692 views
    • 
    • thepensionmaven
    • March 26, 2020

30. Pending Divorce; Form Standing Order, No QDRO

    By ERISAlaw, March 24, 2020
    • 7 replies
    • 2k views
    • 
    • QDROphile
    • March 25, 2020

31. Retroactive Safe Harbor Amendment

    By Purplemandinga, March 24, 2020
    • 11 replies
    • 2.8k views
    • 
    • C. B. Zeller
    • March 25, 2020

32. contribution deadline extended to July 15 for PLLC

    By thepensionmaven, March 24, 2020
    • 4 replies
    • 709 views
    • 
    • Larry Starr
    • March 25, 2020

33. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1k views
    • 
    • Peter Gulia
    • March 24, 2020

34. PS Alloc based on Years of Service

    By jmartin, March 23, 2020
    • 3 replies
    • 796 views
    • 
    • BG5150
    • March 24, 2020

35. Furloughs and layoffs

    By austin3515, March 19, 2020
    • 3 replies
    • 1.3k views
    • 
    • BTG
    • March 24, 2020

36. Corona Virus and 401k Deferrals

    By mjf06241972, March 22, 2020
    • 2 replies
    • 679 views
    • 
    • Larry Starr
    • March 23, 2020

37. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 10.7k views
    • 
    • AFFIS
    • March 22, 2020

38. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • March 20, 2020

39. Bonuses excluded from plan compensation - for 20+ years

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 1.8k views
    • 
    • Cardscrazy
    • March 20, 2020

40. Top Heavy Safe Harbor Match

    By PFranckowiak, March 19, 2020
    • 6 replies
    • 942 views
    • 
    • Belgarath
    • March 20, 2020

41. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

    • plan sponsor
    • sale of business
    • 1 reply
    • 705 views
    • 
    • Bill Presson
    • March 20, 2020

42. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 3.4k views
    • 
    • Maureen Lilly
    • March 19, 2020

43. Employer Reimbursement of Brokerage Account Expenses

    By ERISAGal, March 18, 2020   

    • 401k
    • fees
    • (and 2 more)

      Tagged with:

      • 401k
      • fees
      • brokerage accts
      • contribution requirements
    • 0 replies
    • 495 views
    • 
    • ERISAGal
    • March 18, 2020

44. Client Guidance in Difficult Times

    By katie58, March 18, 2020
    • 7 replies
    • 874 views
    • 
    • jsample
    • March 18, 2020

45. Discretionary Match

    By katie58, March 18, 2020
    • 1 reply
    • 627 views
    • 
    • BG5150
    • March 18, 2020

46. Employer Mistake

    By ML54220, March 17, 2020
    • 3 replies
    • 566 views
    • 
    • Bird
    • March 18, 2020

47. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 12.3k views
    • 
    • newemployee401k
    • March 17, 2020

48. 415 and Self-employed

    By BG5150, March 17, 2020
    • 0 replies
    • 321 views
    • 
    • BG5150
    • March 17, 2020

49. Student Loan

    By JustMe, March 13, 2020
    • 2 replies
    • 761 views
    • 
    • JustMe
    • March 16, 2020

50. Employee status-terminated awaiting payment

    By Miquiztli, March 15, 2020
    • 3 replies
    • 2.8k views
    • 
    • Larry Starr
    • March 16, 2020