401(k) Plans

19,423 topics in this forum

1. Excise Tax paid on Form 5330

   By AJ North, June 12, 2020
   • 2 replies
   • 801 views
   • 
   • AJ North
   • June 15, 2020

2. Amending or Suspending Fixed Nonelective Profit Sharing Contributions Mid-Year

   By 401 Chaos, March 24, 2020
   • 6 replies
   • 2.3k views
   • 
   • 403bear
   • June 14, 2020

3. SH implemented at mid year

   By Jakyasar, April 27, 2020
   • 5 replies
   • 1.8k views
   • 
   • Dan
   • June 12, 2020

4. New PPP 24 Week Period

   By austin3515, June 11, 2020
   • 6 replies
   • 1.2k views
   • 
   • Larry Starr
   • June 11, 2020

5. QSLOBs

   By Dawn Hafner, December 10, 2001
   • 1 reply
   • 2.1k views
   • 
   • MWeddell
   • June 11, 2020

6. requiring prior YOS in a startup plan - records sketchy

   By AlbanyConsultant, June 11, 2020
   • 0 replies
   • 426 views
   • 
   • AlbanyConsultant
   • June 11, 2020

7. Hardship Withdrawal due to pandemic

   By sb0828, June 10, 2020
   • 8 replies
   • 2.6k views
   • 
   • Peter Gulia
   • June 11, 2020

8. Client Withheld Too Much 401k

   By austin3515, June 5, 2020
   • 11 replies
   • 2.9k views
   • 
   • Larry Starr
   • June 10, 2020

9. Entry Date

   By mjf06241972, June 9, 2020
   • 3 replies
   • 1.1k views
   • 
   • Lou S.
   • June 9, 2020

10. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.9k views
    • 
    • bmore1147
    • June 9, 2020

11. QDROs next step

    By Chiswick, June 9, 2020
    • 1 reply
    • 598 views
    • 
    • Larry Starr
    • June 9, 2020

12. Deferrals from bonus question

    By BG5150, June 8, 2020
    • 10 replies
    • 3k views
    • 
    • Larry Starr
    • June 9, 2020

13. Partnership dissolving, new partnership forming - What separation or severance rules apply?

    By JustMe, June 9, 2020
    • 0 replies
    • 476 views
    • 
    • JustMe
    • June 9, 2020

14. Former safe harbor plan vesting change

    By jas55, June 8, 2020
    • 2 replies
    • 660 views
    • 
    • Lou S.
    • June 8, 2020

15. Late safe habor/profit sharing

    By Chris DeMay, June 8, 2020   

    • vcp
    • 1 reply
    • 542 views
    • 
    • Bird
    • June 8, 2020

16. CARES Act Qualified Individual

    By Lolo, April 14, 2020
    • 16 replies
    • 2.6k views
    • 
    • spiritrider
    • June 6, 2020

17. deferral deduction from which business, partnership or corporation?

    By AJC, June 3, 2020
    • 6 replies
    • 1.8k views
    • 
    • AJC
    • June 5, 2020

18. Berman v. Estee Lauder

    By justanotheradmin, June 4, 2020
    • 2 replies
    • 1k views
    • 
    • Patty
    • June 5, 2020

19. Plan Deferral Limit when Flat dollar exceed pay

    By mattmc82, June 5, 2020
    • 2 replies
    • 783 views
    • 
    • Bird
    • June 5, 2020

20. Match doesn't start until 3%

    By Just Tri, June 3, 2020
    • 6 replies
    • 849 views
    • 
    • Luke Bailey
    • June 4, 2020

21. Participant Notices

    By Becky Schwing, June 4, 2020
    • 2 replies
    • 648 views
    • 
    • Larry Starr
    • June 4, 2020

22. Funding of 401(k) using PPP loan 1 2

    By rblum50, May 8, 2020   

    • ppp
    • loan
    • (and 2 more)

      Tagged with:

      • ppp
      • loan
      • 401(k)
      • contributions
    • 93 replies
    • 10.6k views
    • 
    • Larry Starr
    • June 4, 2020

23. Covid loan and distribution

    By goldtpa, June 3, 2020
    • 2 replies
    • 713 views
    • 
    • Larry Starr
    • June 4, 2020

24. Top Heavy/Safe Harbor

    By Stash026, June 3, 2020
    • 1 reply
    • 564 views
    • 
    • Mike Preston
    • June 4, 2020

25. Loan Suspension under CARES Act

    By sb0828, June 1, 2020
    • 5 replies
    • 1.4k views
    • 
    • Caroline Martinez
    • June 3, 2020

26. Deferrals and PPP

    By Jakyasar, June 2, 2020
    • 2 replies
    • 619 views
    • 
    • Jakyasar
    • June 2, 2020

27. 1 owner - Multiple employer or Single Employer?

    By TPApril, May 28, 2020
    • 9 replies
    • 2k views
    • 
    • PamR
    • June 2, 2020

28. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.8k views
    • 
    • mattmc82
    • June 1, 2020

29. Final 5500-SF

    By Ahuntingus, June 1, 2020
    • 2 replies
    • 720 views
    • 
    • Ahuntingus
    • June 1, 2020

30. Mid-Year Safe Harbor Match under PPP

    By glhotdog, May 29, 2020   

    • ppp 401k safe harbor match
    • 1 reply
    • 605 views
    • 
    • Bird
    • June 1, 2020

31. Solo 401K & Health Insurance Deduction Limitations

    By TNT, February 6, 2018   

    • solo
    • health insurance
    • 3 replies
    • 5.4k views
    • 
    • spiritrider
    • May 30, 2020

32. Audit Services .vs. TPA Services

    By JMP, May 11, 2020
    • 20 replies
    • 3.4k views
    • 
    • ERISAtwin74
    • May 29, 2020

33. Top Heavy minimum when plan has dual eligibility

    By AdKu, May 26, 2020
    • 12 replies
    • 3.7k views
    • 
    • C. B. Zeller
    • May 29, 2020

34. Failure to Allocate Transferred DB Assets - 4980 Reversion?

    By EBECatty, January 3, 2019
    • 6 replies
    • 1.8k views
    • 
    • VeryOldMan
    • May 28, 2020

35. Missed Roth deferral and QNEC: participant disadvantaged?

    By BG5150, May 28, 2020
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • May 28, 2020

36. Safe Harbor NonElective Mid-Year Under SECURE Act

    By PensionPro, May 28, 2020
    • 1 reply
    • 820 views
    • 
    • Bill Presson
    • May 28, 2020

37. Cash or Accrued?

    By imchipbrown, May 18, 2020
    • 14 replies
    • 4k views
    • 
    • ERISAtwin74
    • May 27, 2020

38. When does absent Employee cease to be an Employee of the Employer?

    By cheersmate, May 27, 2020   

    • 401k
    • eligibility
    • (and 2 more)

      Tagged with:

      • 401k
      • eligibility
      • inactive employee
      • absent without leave
    • 7 replies
    • 1.6k views
    • 
    • cheersmate
    • May 27, 2020

39. Question Re: One Employer, Two Plans

    By Stash026, May 21, 2020
    • 3 replies
    • 720 views
    • 
    • MWeddell
    • May 27, 2020

40. Deferrals deposited late - earning calculations and 5500 relation

    By Jakyasar, May 25, 2020
    • 5 replies
    • 870 views
    • 
    • Jakyasar
    • May 27, 2020

41. is a voluntary after-tax contribution subaccount "pre-tax"?

    By carelessostrich, May 23, 2020
    • 6 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • May 26, 2020

42. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 2k views
    • 
    • Larry Starr
    • May 23, 2020

43. Cares Act Distribution and interaction with 1 year wait after termination

    By Purplemandinga, May 21, 2020
    • 2 replies
    • 780 views
    • 
    • Luke Bailey
    • May 22, 2020

44. Mandatory Distribution at NRA

    By Jake Wright, April 15, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 21, 2020

45. Plan Expenses and PPP forgiveness?

    By justanotheradmin, May 21, 2020
    • 1 reply
    • 621 views
    • 
    • Larry Starr
    • May 21, 2020

46. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 3k views
    • 
    • JMP
    • May 21, 2020

47. Resources finding an old BPD?

    By Griswold, May 19, 2020
    • 4 replies
    • 760 views
    • 
    • Peter Gulia
    • May 21, 2020

48. 2019 PS - now want to fund but already filed tax return

    By doombuggy, May 18, 2020
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • May 21, 2020

49. Basic Plan Document Search

    By QualGeek, May 5, 2020
    • 2 replies
    • 964 views
    • 
    • QualGeek
    • May 21, 2020

50. Controlled group disclosed too late

    By cathyw, May 20, 2020
    • 0 replies
    • 597 views
    • 
    • cathyw
    • May 20, 2020