401(k) Plans

19,362 topics in this forum

1. CARES ACT - Loans 1 year defer

   By 52626, April 1, 2020
   • 1 reply
   • 931 views
   • 
   • Luke Bailey
   • April 17, 2020

2. Employer Out of Business

   By khn, April 15, 2020
   • 5 replies
   • 1.6k views
   • 
   • Linda Wilkins
   • April 17, 2020

3. Fidelity paid benefits to wrong beneficiary - how to resolve?

   By radublu, March 25, 2020
   • 29 replies
   • 14.4k views
   • 
   • Luke Bailey
   • April 17, 2020

4. Delaying implementation of 401K plan

   By AGT9501, April 17, 2020
   • 1 reply
   • 556 views
   • 
   • Larry Starr
   • April 17, 2020

5. FFCRA wages subject to 401(k) withholding?

   By BG5150, April 15, 2020
   • 3 replies
   • 3.2k views
   • 
   • Larry Starr
   • April 17, 2020

6. New IRS Notice 2020-23 Loan Repayment Confusion

   By mydayjob, April 15, 2020   

   • cares act
   • 1 reply
   • 1.1k views
   • 
   • AKconsult
   • April 17, 2020

7. CARES Act Loan Provisions - Ambiguities

   By Luke Bailey, April 14, 2020
   • 19 replies
   • 2.6k views
   • 
   • Luke Bailey
   • April 16, 2020

8. What is the last day on which a coronavirus loan can be made?

   By Peter Gulia, April 13, 2020   

   • cares act; congress
   • 17 replies
   • 1.1k views
   • 
   • Luke Bailey
   • April 15, 2020

9. CARES Act Distribution from a FICA Alternative Plan (401(a))

   By Patricia Neal Jensen, April 14, 2020   

   • cares act; fica alternative 401(a)
   • 10 replies
   • 1.2k views
   • 
   • Patricia Neal Jensen
   • April 15, 2020

10. CARES Act loan provisions- Optional REVISITED

    By Ian, April 10, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bill Presson
    • April 15, 2020

11. Enhanced to Basic Match - Mid Year

    By TN CPA, April 15, 2020
    • 2 replies
    • 630 views
    • 
    • Lou S.
    • April 15, 2020

12. Unpaid military intern

    By pensionam, April 14, 2020
    • 1 reply
    • 732 views
    • 
    • Larry Starr
    • April 14, 2020

13. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.8k views
    • 
    • Peter Gulia
    • April 13, 2020

14. CARES Act & Money Purchase Plans

    By Stash026, April 13, 2020
    • 1 reply
    • 897 views
    • 
    • duckthing
    • April 13, 2020

15. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 911 views
    • 
    • Larry Starr
    • April 11, 2020

16. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 10, 2020

17. CARES Act - Optional?

    By Ian, April 1, 2020
    • 11 replies
    • 1.1k views
    • 
    • Ian
    • April 9, 2020

18. counterproductive

    By thepensionmaven, April 9, 2020
    • 10 replies
    • 905 views
    • 
    • ratherbereading
    • April 9, 2020

19. S Corp filed return and wants to file an amended return

    By DDB BN, April 8, 2020
    • 2 replies
    • 804 views
    • 
    • Peter Gulia
    • April 8, 2020

20. Stoppage of Match - regular or SH - Notice Required

    By Pammie57, April 2, 2020
    • 2 replies
    • 643 views
    • 
    • PainPA
    • April 8, 2020

21. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

    By RayJJohnsonJr, April 7, 2020
    • 9 replies
    • 967 views
    • 
    • RayJJohnsonJr
    • April 7, 2020

22. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 862 views
    • 
    • Mr Bagwell
    • April 7, 2020

23. Partial Plan Termination - Participant already took a Distribution

    By Vlad401k, April 7, 2020
    • 3 replies
    • 874 views
    • 
    • Mr Bagwell
    • April 7, 2020

24. Loan Payoff - Deceased Participant

    By MGOAdmin, April 7, 2020   

    • loan
    • deceased participant
    • 2 replies
    • 767 views
    • 
    • Larry Starr
    • April 7, 2020

25. Pay less than the 401(k) withholding election.

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 7, 2020

26. Qualified Individual - Reduced Hours

    By Gilmore, April 7, 2020
    • 4 replies
    • 837 views
    • 
    • Larry Starr
    • April 7, 2020

27. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.6k views
    • 
    • Luke Bailey
    • April 7, 2020

28. ADP Refunds

    By Kathy Bittle, March 15, 2020
    • 2 replies
    • 948 views
    • 
    • Luke Bailey
    • April 7, 2020

29. Due Date to Fund Employer Contributions

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

30. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 4k views
    • 
    • ldr
    • April 7, 2020

31. Coronavirus-Related Distributions

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

32. PSA - FEMA Disaster Areas

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

33. EBAR Calculation - Cash Balance/Profit Sharing

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

34. COVID Distribution Repayment - Rollover

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

35. Discretionary Match Discontinuance

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

36. CARES Act loan provisions- Optional

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

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

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

38. CARES Act Eligibility Question

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

39. Suspension of 401k loan repayments

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

40. Changing plan year - too late?

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

41. CARES Act Distributions/Top Heavy

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

42. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.3k views
    • 
    • BG5150
    • April 3, 2020

43. Plan Termination

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

44. RMD Rules under CARES Act

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

45. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

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

46. CARES Act - Loan Question

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

47. Dual Eligibility - New Plan waiver of eligibility requirements

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

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

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

49. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • April 2, 2020

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

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