401(k) Plans

19,334 topics in this forum

1. Due Date to Fund Employer Contributions

   By Stash026, April 7, 2020
   • 1 reply
   • 534 views
   • 
   • Mike Preston
   • April 7, 2020

2. 3508 Direct Sellers

   By ldr, March 31, 2020   

   • compensation
   • participation
   • (and 1 more)

     Tagged with:

     • compensation
     • participation
     • deferrals
   • 12 replies
   • 3.9k views
   • 
   • ldr
   • April 7, 2020

3. Coronavirus-Related Distributions

   By EBECatty, March 31, 2020
   • 13 replies
   • 1.8k views
   • 
   • justanotheradmin
   • April 7, 2020

4. PSA - FEMA Disaster Areas

   By austin3515, April 2, 2020
   • 13 replies
   • 1.9k views
   • 
   • Gilmore
   • April 7, 2020

5. EBAR Calculation - Cash Balance/Profit Sharing

   By Stash026, April 4, 2020
   • 4 replies
   • 762 views
   • 
   • Mike Preston
   • April 7, 2020

6. COVID Distribution Repayment - Rollover

   By Jess C, April 6, 2020
   • 1 reply
   • 612 views
   • 
   • Larry Starr
   • April 6, 2020

7. Discretionary Match Discontinuance

   By austin3515, April 3, 2020
   • 7 replies
   • 939 views
   • 
   • Patricia Neal Jensen
   • April 6, 2020

8. CARES Act loan provisions- Optional

   By Ian, April 2, 2020
   • 13 replies
   • 2.3k views
   • 
   • MoJo
   • April 6, 2020

9. How do we know what outcomes would result from ending a safe harbor?

   By Peter Gulia, April 3, 2020
   • 6 replies
   • 690 views
   • 
   • Peter Gulia
   • April 3, 2020

10. CARES Act Eligibility Question

    By Stash026, April 3, 2020
    • 2 replies
    • 753 views
    • 
    • Larry Starr
    • April 3, 2020

11. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1.1k views
    • 
    • DDB BN
    • April 3, 2020

12. Changing plan year - too late?

    By jmartin, April 3, 2020
    • 2 replies
    • 931 views
    • 
    • Larry Starr
    • April 3, 2020

13. CARES Act Distributions/Top Heavy

    By pholosofizer, April 3, 2020
    • 1 reply
    • 780 views
    • 
    • C. B. Zeller
    • April 3, 2020

14. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.2k views
    • 
    • BG5150
    • April 3, 2020

15. Plan Termination

    By Dobber, April 2, 2020
    • 0 replies
    • 357 views
    • 
    • Dobber
    • April 2, 2020

16. RMD Rules under CARES Act

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

17. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

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

18. CARES Act - Loan Question

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

19. Dual Eligibility - New Plan waiver of eligibility requirements

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

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

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

21. Merging 2 plans into One

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

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

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

23. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

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

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

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

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

27. Plan Termination after stock aquisition

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

28. CARES Act and Hardship Withdrawal

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

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

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

30. CARES Act

    By Ian, March 29, 2020
    • 37 replies
    • 2.6k views
    • 
    • Belgarath
    • April 1, 2020

31. Coronavirus Related Distribution

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

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

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

33. Excess Deferral unrelated plans and ADP Refund

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

34. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 4.2k views
    • 
    • Dave Baker
    • March 31, 2020

35. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

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

36. Suspending the SH Match

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

37. Missed deferrals

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

38. Another suspend safe harbor question - sorry

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

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

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

40. Pending Divorce; Form Standing Order, No QDRO

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

41. Retroactive Safe Harbor Amendment

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

42. contribution deadline extended to July 15 for PLLC

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

43. 2019 ADP testing deadline

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

44. PS Alloc based on Years of Service

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

45. Furloughs and layoffs

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

46. Corona Virus and 401k Deferrals

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

47. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 11.1k views
    • 
    • AFFIS
    • March 22, 2020

48. Discontinuing Safe Harbor Contributions

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

49. Bonuses excluded from plan compensation - for 20+ years

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 1.9k views
    • 
    • Cardscrazy
    • March 20, 2020

50. Top Heavy Safe Harbor Match

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