401(k) Plans

19,295 topics in this forum

1. Retroactive Safe Harbor Amendment

   By Purplemandinga, March 24, 2020
   • 11 replies
   • 2.9k views
   • 
   • C. B. Zeller
   • March 25, 2020

2. contribution deadline extended to July 15 for PLLC

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

3. 2019 ADP testing deadline

   By 30Rock, March 20, 2020
   • 9 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 24, 2020

4. PS Alloc based on Years of Service

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

5. Furloughs and layoffs

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

6. Corona Virus and 401k Deferrals

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

7. Collective bargaining agreement and plan document

   By 30Rock, February 7, 2018
   • 41 replies
   • 10.8k views
   • 
   • AFFIS
   • March 22, 2020

8. Discontinuing Safe Harbor Contributions

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

9. 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

10. Top Heavy Safe Harbor Match

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

11. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

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

12. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 3.4k views
    • 
    • Maureen Lilly
    • March 19, 2020

13. 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
    • 502 views
    • 
    • ERISAGal
    • March 18, 2020

14. Client Guidance in Difficult Times

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

15. Discretionary Match

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

16. Employer Mistake

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

17. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 12.7k views
    • 
    • newemployee401k
    • March 17, 2020

18. 415 and Self-employed

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

19. Student Loan

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

20. Employee status-terminated awaiting payment

    By Miquiztli, March 15, 2020
    • 3 replies
    • 2.8k views
    • 
    • Larry Starr
    • March 16, 2020

21. K-1 and how to calculate Earned Income

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

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

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

23. HCE limits

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

24. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 1.3k views
    • 
    • BTG
    • March 13, 2020

25. QNEC for plan that uses prior year testing method

    By nerd-party-administrator, March 10, 2020
    • 5 replies
    • 2.7k views
    • 
    • BG5150
    • March 13, 2020

26. 401(k) / SEP

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

27. Question on safe harbor plans

    By tron, March 13, 2020
    • 1 reply
    • 868 views
    • 
    • C. B. Zeller
    • March 13, 2020

28. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 13, 2020

29. 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

30. Pre-Funded Profit Sharing

    By Becky Schwing, February 20, 2020
    • 12 replies
    • 2.2k views
    • 
    • Luke Bailey
    • March 13, 2020

31. Penalty for Y/E match funded after March 15 fails ACP

    By legort69, March 12, 2020
    • 1 reply
    • 473 views
    • 
    • Bri
    • March 12, 2020

32. Merge 401(k) Plan into Simple IRA Plan

    By Logan401, March 12, 2020
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 12, 2020

33. Unterminate plan termination

    By TA, March 12, 2020
    • 2 replies
    • 832 views
    • 
    • david rigby
    • March 12, 2020

34. Terminating a PEO 401k for one adopting Er

    By austin3515, March 10, 2020
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • March 12, 2020

35. Mid-year Safe Harbor Amendment - Compensation

    By WesleyT, March 11, 2020
    • 0 replies
    • 420 views
    • 
    • WesleyT
    • March 11, 2020

36. HCE late deferral

    By nerd-party-administrator, March 9, 2020
    • 3 replies
    • 699 views
    • 
    • BG5150
    • March 11, 2020

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

    By selfemployedinohio, March 7, 2020
    • 10 replies
    • 1.8k views
    • 
    • spiritrider
    • March 11, 2020

38. Self Employed maximum contribution/SE tax

    By shERPA, March 10, 2020
    • 2 replies
    • 684 views
    • 
    • shERPA
    • March 10, 2020

39. 50% Owner lists 0 hours but compensation on census

    By jsample, March 9, 2020
    • 4 replies
    • 1.1k views
    • 
    • jsample
    • March 9, 2020

40. Solo401k and Statuatory w2 income

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

41. "Testing Quality Data"

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

42. new EACA features

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

43. Blackout period and late deferrals

    By Pammie57, February 25, 2020
    • 14 replies
    • 4.5k views
    • 
    • Scott50
    • March 5, 2020

44. Back wages / Post Severance Comp

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

45. Hardship for eviction that has already occured

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

46. Update on 2020-2022 Plan Restatements

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

47. March 13 or March 16 2020 ADP refund date

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

48. Hardship Withdrawal Request under final regs

    By Pammie57, February 27, 2020
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 28, 2020

49. Roth calculation company match

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

50. Solo 401(k) Deduction

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