401(k) Plans

19,334 topics in this forum

1. 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

2. Paycheck Protection Program (2019 Contributions?)

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

3. Merger of Safe Harbor Plan

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

4. Dual Eligibility and Testing Requirements?

   By JMP, April 23, 2020
   • 15 replies
   • 6.9k views
   • 
   • RatherBeGolfing
   • April 27, 2020

5. Paycheck Protection Program

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

6. SHNEC and Additional ER Contribution

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

7. SHNE plus non-vested PS

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

8. Employee deferral processed outside of payroll

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

9. Form 5558 Extension / Change in Plan Sponsor

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

10. Hospital Affiliated Service Group and HCE determination

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

11. ACP Calculation for Discretionary Match stopped mid year

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

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

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

13. Suspending 401k Match mid-year - the plan has a true up provision

    By Sofinka, December 8, 2019
    • 8 replies
    • 3k views
    • 
    • MWeddell
    • April 22, 2020

14. Audits for 2019

    By Jodi, April 20, 2020
    • 4 replies
    • 619 views
    • 
    • msmith
    • April 22, 2020

15. Catch up in excess of 100% of compensation

    By Jakyasar, December 27, 2019
    • 19 replies
    • 3.7k views
    • 
    • Jakyasar
    • April 22, 2020

16. SECURE Act annuity portability

    By Ian, April 21, 2020
    • 1 reply
    • 681 views
    • 
    • Peter Gulia
    • April 21, 2020

17. Safe Harbor Plan Mid Year Changes

    By hsctpa, April 20, 2020
    • 3 replies
    • 860 views
    • 
    • Bill Presson
    • April 21, 2020

18. Tips and safe harbor 401(k) Plan -

    By 52626, April 20, 2020
    • 1 reply
    • 715 views
    • 
    • Kevin C
    • April 21, 2020

19. Employer never contributed

    By Mikefern, April 9, 2020
    • 41 replies
    • 8k views
    • 
    • Belgarath
    • April 20, 2020

20. Is employee terminated for rollover if still part time?

    By CKR, April 17, 2020
    • 12 replies
    • 2k views
    • 
    • david rigby
    • April 18, 2020

21. Confused about 401K entry date and income eligibility

    By Ajay Mani, April 17, 2020
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 17, 2020

22. Hardship Distribution & COVID-19 FEMA Disaster

    By Steamboat, April 14, 2020
    • 2 replies
    • 1.9k views
    • 
    • Albert F
    • April 17, 2020

23. CARES ACT - Loans 1 year defer

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

24. Employer Out of Business

    By khn, April 15, 2020
    • 5 replies
    • 1.6k views
    • 
    • Linda Wilkins
    • April 17, 2020

25. Fidelity paid benefits to wrong beneficiary - how to resolve?

    By radublu, March 25, 2020
    • 29 replies
    • 14k views
    • 
    • Luke Bailey
    • April 17, 2020

26. Delaying implementation of 401K plan

    By AGT9501, April 17, 2020
    • 1 reply
    • 547 views
    • 
    • Larry Starr
    • April 17, 2020

27. FFCRA wages subject to 401(k) withholding?

    By BG5150, April 15, 2020
    • 3 replies
    • 3.2k views
    • 
    • Larry Starr
    • April 17, 2020

28. New IRS Notice 2020-23 Loan Repayment Confusion

    By mydayjob, April 15, 2020   

    • cares act
    • 1 reply
    • 1.1k views
    • 
    • AKconsult
    • April 17, 2020

29. CARES Act Loan Provisions - Ambiguities

    By Luke Bailey, April 14, 2020
    • 19 replies
    • 2.6k views
    • 
    • Luke Bailey
    • April 16, 2020

30. What is the last day on which a coronavirus loan can be made?

    By Peter Gulia, April 13, 2020   

    • cares act; congress
    • 17 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 15, 2020

31. CARES Act Distribution from a FICA Alternative Plan (401(a))

    By Patricia Neal Jensen, April 14, 2020   

    • cares act; fica alternative 401(a)
    • 10 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 15, 2020

32. CARES Act loan provisions- Optional REVISITED

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

33. Enhanced to Basic Match - Mid Year

    By TN CPA, April 15, 2020
    • 2 replies
    • 622 views
    • 
    • Lou S.
    • April 15, 2020

34. Unpaid military intern

    By pensionam, April 14, 2020
    • 1 reply
    • 725 views
    • 
    • Larry Starr
    • April 14, 2020

35. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.7k views
    • 
    • Peter Gulia
    • April 13, 2020

36. CARES Act & Money Purchase Plans

    By Stash026, April 13, 2020
    • 1 reply
    • 888 views
    • 
    • duckthing
    • April 13, 2020

37. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 905 views
    • 
    • Larry Starr
    • April 11, 2020

38. COVID-19 Sick and Leave Pay

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

39. CARES Act - Optional?

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

40. counterproductive

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

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

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

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

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

43. 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
    • 950 views
    • 
    • RayJJohnsonJr
    • April 7, 2020

44. No Covid distribution/loan for you

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

45. Partial Plan Termination - Participant already took a Distribution

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

46. Loan Payoff - Deceased Participant

    By MGOAdmin, April 7, 2020   

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

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

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

48. Qualified Individual - Reduced Hours

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

49. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.5k views
    • 
    • Luke Bailey
    • April 7, 2020

50. ADP Refunds

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