401(k) Plans

19,319 topics in this forum

1. RMD Rules under CARES Act

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

2. Buying life insurance with plan assets

   By MGOAdmin, April 2, 2020   

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

3. CARES Act - Loan Question

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

4. Dual Eligibility - New Plan waiver of eligibility requirements

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

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

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

6. Merging 2 plans into One

   By Mr Bagwell, March 31, 2020
   • 7 replies
   • 1.7k views
   • 
   • Bird
   • April 2, 2020

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

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

8. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

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

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

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

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

12. Plan Termination after stock aquisition

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

13. CARES Act and Hardship Withdrawal

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

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

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

15. CARES Act

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

16. Coronavirus Related Distribution

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

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

    By betsy, March 30, 2020
    • 1 reply
    • 2k views
    • 
    • Gilmore
    • March 31, 2020

18. Excess Deferral unrelated plans and ADP Refund

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

19. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 4.1k views
    • 
    • Dave Baker
    • March 31, 2020

20. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

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

21. Suspending the SH Match

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

22. Missed deferrals

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

23. Another suspend safe harbor question - sorry

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

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

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

25. Pending Divorce; Form Standing Order, No QDRO

    By ERISAlaw, March 24, 2020
    • 7 replies
    • 2.1k views
    • 
    • QDROphile
    • March 25, 2020

26. Retroactive Safe Harbor Amendment

    By Purplemandinga, March 24, 2020
    • 11 replies
    • 3k views
    • 
    • C. B. Zeller
    • March 25, 2020

27. contribution deadline extended to July 15 for PLLC

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

28. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 24, 2020

29. PS Alloc based on Years of Service

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

30. Furloughs and layoffs

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

31. Corona Virus and 401k Deferrals

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

32. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 11k views
    • 
    • AFFIS
    • March 22, 2020

33. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 2.7k views
    • 
    • RatherBeGolfing
    • March 20, 2020

34. 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

35. Top Heavy Safe Harbor Match

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

36. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

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

37. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 3.6k views
    • 
    • Maureen Lilly
    • March 19, 2020

38. 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
    • 514 views
    • 
    • ERISAGal
    • March 18, 2020

39. Client Guidance in Difficult Times

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

40. Discretionary Match

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

41. Employer Mistake

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

42. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 13.6k views
    • 
    • newemployee401k
    • March 17, 2020

43. 415 and Self-employed

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

44. Student Loan

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

45. Employee status-terminated awaiting payment

    By Miquiztli, March 15, 2020
    • 3 replies
    • 2.9k views
    • 
    • Larry Starr
    • March 16, 2020

46. K-1 and how to calculate Earned Income

    By Guest Born2Run, July 20, 2009
    • 2 replies
    • 8.4k views
    • 
    • BG5150
    • March 16, 2020

47. Late deferrals interest for people who left a long time ago

    By BG5150, March 12, 2020
    • 5 replies
    • 818 views
    • 
    • BG5150
    • March 16, 2020

48. HCE limits

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

49. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 1.4k views
    • 
    • BTG
    • March 13, 2020

50. QNEC for plan that uses prior year testing method

    By nerd-party-administrator, March 10, 2020
    • 5 replies
    • 2.8k views
    • 
    • BG5150
    • March 13, 2020