401(k) Plans

19,275 topics in this forum

1. "Testing Quality Data"

   By austin3515, March 9, 2020
   • 2 replies
   • 749 views
   • 
   • austin3515
   • March 9, 2020

2. Husband S Corporation w/ 401k - Wife Sole Proprietor -

   By selfemployedinohio, March 7, 2020
   • 10 replies
   • 1.7k views
   • 
   • spiritrider
   • March 11, 2020

3. 401(k) / SEP

   By Stash026, March 6, 2020
   • 3 replies
   • 973 views
   • 
   • spiritrider
   • March 13, 2020

4. Back wages / Post Severance Comp

   By austin3515, March 5, 2020
   • 1 reply
   • 625 views
   • 
   • EBECatty
   • March 5, 2020

5. new EACA features

   By pmacduff, March 4, 2020
   • 5 replies
   • 2.4k views
   • 
   • Eve Sav
   • March 6, 2020

6. Hardship for eviction that has already occured

   By 30Rock, March 2, 2020
   • 2 replies
   • 953 views
   • 
   • Larry Starr
   • March 2, 2020

7. Solo401k and Statuatory w2 income

   By cwparsons, February 29, 2020
   • 3 replies
   • 628 views
   • 
   • Larry Starr
   • March 9, 2020

8. Solo 401(k) Deduction

   By bzorc, February 28, 2020
   • 1 reply
   • 371 views
   • 
   • AndyH
   • February 28, 2020

9. Roth calculation company match

   By thepensionmaven, February 28, 2020
   • 3 replies
   • 523 views
   • 
   • Larry Starr
   • February 28, 2020

10. March 13 or March 16 2020 ADP refund date

    By legort69, February 28, 2020
    • 3 replies
    • 945 views
    • 
    • Bri
    • February 29, 2020

11. Safe Harbor 401(k) with new controlled entity

    By cathyw, February 27, 2020
    • 2 replies
    • 490 views
    • 
    • cathyw
    • February 28, 2020

12. Hardship Withdrawal Request under final regs

    By Pammie57, February 27, 2020
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • February 28, 2020

13. Ftwilliam

    By nerd-party-administrator, February 27, 2020
    • 3 replies
    • 579 views
    • 
    • JackS
    • February 27, 2020

14. SH 401(k) switch between SH NEC and SH Match

    By M Norton, February 26, 2020
    • 5 replies
    • 2.1k views
    • 
    • justanotheradmin
    • February 27, 2020

15. Safe Harbor Match True-Up

    By nerd-party-administrator, February 26, 2020
    • 2 replies
    • 756 views
    • 
    • nerd-party-administrator
    • February 27, 2020

16. Update on 2020-2022 Plan Restatements

    By Pensions2020, February 26, 2020
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • March 1, 2020

17. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 990 views
    • 
    • Gilmore
    • February 27, 2020

18. Match Question 1 - Tiered Formula

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • February 28, 2020

19. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

    By PensionPro, February 25, 2020
    • 0 replies
    • 430 views
    • 
    • PensionPro
    • February 25, 2020

20. Blackout period and late deferrals

    By Pammie57, February 25, 2020
    • 14 replies
    • 4.4k views
    • 
    • Scott50
    • March 5, 2020

21. Withholding Election on ADP Refund?

    By Gilmore, February 24, 2020
    • 1 reply
    • 2k views
    • 
    • Larry Starr
    • February 24, 2020

22. when is a deferral remittance actually considered "late"

    By M Norton, February 23, 2020
    • 11 replies
    • 2.6k views
    • 
    • Linda Wilkins
    • February 26, 2020

23. Exclusion of Eligible Participant from PS contribution in Prior Yr

    By tjw572, February 22, 2020   

    • profit sharing
    • partnership
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 13, 2020

24. Hospital Affiliated Service Group and HCE determination

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

25. EACA Tax credit from SECURE

    By justanotheradmin, February 21, 2020
    • 0 replies
    • 461 views
    • 
    • justanotheradmin
    • February 21, 2020

26. S corps, General Partnerships, and 401(k) Withholding

    By Chris123, February 21, 2020
    • 13 replies
    • 6.4k views
    • 
    • C. B. Zeller
    • March 22, 2021

27. 1099-R Death benefit Spouse

    By Bridget, February 20, 2020
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • February 21, 2020

28. Business pays Medicare / Supplement premium for Sub S Owner

    By DDB BN, February 20, 2020
    • 1 reply
    • 614 views
    • 
    • spiritrider
    • February 21, 2020

29. Pre-Funded Profit Sharing

    By Becky Schwing, February 20, 2020
    • 12 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 13, 2020

30. Anyone recognize this website?

    By austin3515, February 19, 2020
    • 6 replies
    • 950 views
    • 
    • Bill Presson
    • February 20, 2020

31. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 3.1k views
    • 
    • justatester
    • February 21, 2020

32. Employee was non-union and now union employee

    By DDB BN, February 19, 2020
    • 4 replies
    • 2.5k views
    • 
    • Larry Starr
    • February 19, 2020

33. HCE limits

    By ratherbereading, February 19, 2020
    • 19 replies
    • 1.6k views
    • 
    • shERPA
    • March 13, 2020

34. 401k - 2 Weeks Notice After 1,000 Hours But Before Vested

    By Vested2020, February 19, 2020   

    • 401k
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 20, 2020

35. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.1k views
    • 
    • AKconsult
    • February 24, 2020

36. 401k -- Bonds -- just before market crash

    By BUG, February 18, 2020
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • February 18, 2020

37. Multiple 401k plans covering the same employee

    By spiritrider, February 17, 2020
    • 5 replies
    • 1.9k views
    • 
    • imchipbrown
    • February 18, 2020

38. Affiliated Service Group

    By austin3515, February 17, 2020
    • 4 replies
    • 780 views
    • 
    • austin3515
    • February 18, 2020

39. Computation Period

    By thepensionmaven, February 17, 2020
    • 6 replies
    • 1.5k views
    • 
    • Kevin C
    • February 18, 2020

40. Rehired and 90 Days Eligibility

    By Dazednconfused, February 14, 2020
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • February 14, 2020

41. Partnership Comp Calcs Forfeitures

    By sdix401k, February 14, 2020
    • 1 reply
    • 393 views
    • 
    • Bri
    • February 14, 2020

42. Is there any safe harbor.....

    By mphs77, February 14, 2020
    • 3 replies
    • 933 views
    • 
    • CuseFan
    • February 14, 2020

43. 401K Plans

    By pskadot, February 14, 2020
    • 15 replies
    • 1.3k views
    • 
    • pskadot
    • February 18, 2020

44. 415 allocation Issues

    By VeryOldMan, February 14, 2020   

    • 415 allocation
    • 2 replies
    • 577 views
    • 
    • VeryOldMan
    • February 14, 2020

45. Different Compensation for Different Sources

    By Vlad401k, February 13, 2020
    • 3 replies
    • 517 views
    • 
    • C. B. Zeller
    • February 14, 2020

46. Amending 401k to Safe Harbor Non-elective mid year 2020

    By Pammie57, February 13, 2020
    • 4 replies
    • 758 views
    • 
    • David Schultz
    • February 17, 2020

47. Business Moves to Puerto Rico

    By justanotheradmin, February 12, 2020
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • February 24, 2020

48. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 831 views
    • 
    • Pammie57
    • February 13, 2020

49. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.4k views
    • 
    • Jason1975
    • February 13, 2020

50. Waiver of eligibility requirements & discrimination

    By Puddleglum, February 12, 2020
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • February 13, 2020