401(k) Plans

19,295 topics in this forum

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

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

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

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

3. 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
   • 926 views
   • 
   • RayJJohnsonJr
   • April 7, 2020

4. No Covid distribution/loan for you

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

5. Partial Plan Termination - Participant already took a Distribution

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

6. Loan Payoff - Deceased Participant

   By MGOAdmin, April 7, 2020   

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

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

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

8. Qualified Individual - Reduced Hours

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

9. CEO receives 1099 compensation

   By nerd-party-administrator, March 12, 2020
   • 7 replies
   • 3.4k views
   • 
   • Luke Bailey
   • April 7, 2020

10. ADP Refunds

    By Kathy Bittle, March 15, 2020
    • 2 replies
    • 873 views
    • 
    • Luke Bailey
    • April 7, 2020

11. Due Date to Fund Employer Contributions

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

12. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 3.8k views
    • 
    • ldr
    • April 7, 2020

13. Coronavirus-Related Distributions

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

14. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 1.8k views
    • 
    • Gilmore
    • April 7, 2020

15. EBAR Calculation - Cash Balance/Profit Sharing

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

16. COVID Distribution Repayment - Rollover

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

17. Discretionary Match Discontinuance

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

18. CARES Act loan provisions- Optional

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

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

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

20. CARES Act Eligibility Question

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

21. Suspension of 401k loan repayments

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

22. Changing plan year - too late?

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

23. CARES Act Distributions/Top Heavy

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

24. SH match when none paid

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

25. Plan Termination

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

26. RMD Rules under CARES Act

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

27. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

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

28. CARES Act - Loan Question

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

29. Dual Eligibility - New Plan waiver of eligibility requirements

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

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

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

31. Merging 2 plans into One

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

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

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

33. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

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

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

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

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

37. Plan Termination after stock aquisition

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

38. CARES Act and Hardship Withdrawal

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

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

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

40. CARES Act

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

41. Coronavirus Related Distribution

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

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

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

43. Excess Deferral unrelated plans and ADP Refund

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

44. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 4k views
    • 
    • Dave Baker
    • March 31, 2020

45. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

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

46. Suspending the SH Match

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

47. Missed deferrals

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

48. Another suspend safe harbor question - sorry

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

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

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

50. Pending Divorce; Form Standing Order, No QDRO

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