401(k) Plans

19,468 topics in this forum

1. requiring prior YOS in a startup plan - records sketchy

   By AlbanyConsultant, June 11, 2020
   • 0 replies
   • 471 views
   • 
   • AlbanyConsultant
   • June 11, 2020

2. Hardship Withdrawal due to pandemic

   By sb0828, June 10, 2020
   • 8 replies
   • 2.7k views
   • 
   • Peter Gulia
   • June 11, 2020

3. Client Withheld Too Much 401k

   By austin3515, June 5, 2020
   • 11 replies
   • 3k views
   • 
   • Larry Starr
   • June 10, 2020

4. Entry Date

   By mjf06241972, June 9, 2020
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • June 9, 2020

5. EACA amendment to ACA mid year

   By bmore1147, June 6, 2020
   • 4 replies
   • 3k views
   • 
   • bmore1147
   • June 9, 2020

6. QDROs next step

   By Chiswick, June 9, 2020
   • 1 reply
   • 656 views
   • 
   • Larry Starr
   • June 9, 2020

7. Deferrals from bonus question

   By BG5150, June 8, 2020
   • 10 replies
   • 3.2k views
   • 
   • Larry Starr
   • June 9, 2020

8. Partnership dissolving, new partnership forming - What separation or severance rules apply?

   By JustMe, June 9, 2020
   • 0 replies
   • 532 views
   • 
   • JustMe
   • June 9, 2020

9. Former safe harbor plan vesting change

   By jas55, June 8, 2020
   • 2 replies
   • 699 views
   • 
   • Lou S.
   • June 8, 2020

10. Late safe habor/profit sharing

    By Chris DeMay, June 8, 2020   

    • vcp
    • 1 reply
    • 583 views
    • 
    • Bird
    • June 8, 2020

11. CARES Act Qualified Individual

    By Lolo, April 14, 2020
    • 16 replies
    • 2.8k views
    • 
    • spiritrider
    • June 6, 2020

12. deferral deduction from which business, partnership or corporation?

    By AJC, June 3, 2020
    • 6 replies
    • 2.2k views
    • 
    • AJC
    • June 5, 2020

13. Berman v. Estee Lauder

    By justanotheradmin, June 4, 2020
    • 2 replies
    • 1.1k views
    • 
    • Patty
    • June 5, 2020

14. Plan Deferral Limit when Flat dollar exceed pay

    By mattmc82, June 5, 2020
    • 2 replies
    • 853 views
    • 
    • Bird
    • June 5, 2020

15. Match doesn't start until 3%

    By Just Tri, June 3, 2020
    • 6 replies
    • 939 views
    • 
    • Luke Bailey
    • June 4, 2020

16. Participant Notices

    By Becky Schwing, June 4, 2020
    • 2 replies
    • 708 views
    • 
    • Larry Starr
    • June 4, 2020

17. Funding of 401(k) using PPP loan 1 2

    By rblum50, May 8, 2020   

    • ppp
    • loan
    • (and 2 more)

      Tagged with:

      • ppp
      • loan
      • 401(k)
      • contributions
    • 93 replies
    • 11.3k views
    • 
    • Larry Starr
    • June 4, 2020

18. Covid loan and distribution

    By goldtpa, June 3, 2020
    • 2 replies
    • 771 views
    • 
    • Larry Starr
    • June 4, 2020

19. Top Heavy/Safe Harbor

    By Stash026, June 3, 2020
    • 1 reply
    • 602 views
    • 
    • Mike Preston
    • June 4, 2020

20. Loan Suspension under CARES Act

    By sb0828, June 1, 2020
    • 5 replies
    • 1.5k views
    • 
    • Caroline Martinez
    • June 3, 2020

21. Deferrals and PPP

    By Jakyasar, June 2, 2020
    • 2 replies
    • 689 views
    • 
    • Jakyasar
    • June 2, 2020

22. 1 owner - Multiple employer or Single Employer?

    By TPApril, May 28, 2020
    • 9 replies
    • 2.2k views
    • 
    • PamR
    • June 2, 2020

23. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.9k views
    • 
    • mattmc82
    • June 1, 2020

24. Final 5500-SF

    By Ahuntingus, June 1, 2020
    • 2 replies
    • 796 views
    • 
    • Ahuntingus
    • June 1, 2020

25. Mid-Year Safe Harbor Match under PPP

    By glhotdog, May 29, 2020   

    • ppp 401k safe harbor match
    • 1 reply
    • 648 views
    • 
    • Bird
    • June 1, 2020

26. Solo 401K & Health Insurance Deduction Limitations

    By TNT, February 6, 2018   

    • solo
    • health insurance
    • 3 replies
    • 6.4k views
    • 
    • spiritrider
    • May 30, 2020

27. Audit Services .vs. TPA Services

    By JMP, May 11, 2020
    • 20 replies
    • 3.7k views
    • 
    • ERISAtwin74
    • May 29, 2020

28. Top Heavy minimum when plan has dual eligibility

    By AdKu, May 26, 2020
    • 12 replies
    • 3.9k views
    • 
    • C. B. Zeller
    • May 29, 2020

29. Failure to Allocate Transferred DB Assets - 4980 Reversion?

    By EBECatty, January 3, 2019
    • 6 replies
    • 1.9k views
    • 
    • VeryOldMan
    • May 28, 2020

30. Missed Roth deferral and QNEC: participant disadvantaged?

    By BG5150, May 28, 2020
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • May 28, 2020

31. Safe Harbor NonElective Mid-Year Under SECURE Act

    By PensionPro, May 28, 2020
    • 1 reply
    • 869 views
    • 
    • Bill Presson
    • May 28, 2020

32. Cash or Accrued?

    By imchipbrown, May 18, 2020
    • 14 replies
    • 4.2k views
    • 
    • ERISAtwin74
    • May 27, 2020

33. When does absent Employee cease to be an Employee of the Employer?

    By cheersmate, May 27, 2020   

    • 401k
    • eligibility
    • (and 2 more)

      Tagged with:

      • 401k
      • eligibility
      • inactive employee
      • absent without leave
    • 7 replies
    • 1.7k views
    • 
    • cheersmate
    • May 27, 2020

34. Question Re: One Employer, Two Plans

    By Stash026, May 21, 2020
    • 3 replies
    • 791 views
    • 
    • MWeddell
    • May 27, 2020

35. Deferrals deposited late - earning calculations and 5500 relation

    By Jakyasar, May 25, 2020
    • 5 replies
    • 954 views
    • 
    • Jakyasar
    • May 27, 2020

36. is a voluntary after-tax contribution subaccount "pre-tax"?

    By carelessostrich, May 23, 2020
    • 6 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • May 26, 2020

37. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 2.1k views
    • 
    • Larry Starr
    • May 23, 2020

38. Cares Act Distribution and interaction with 1 year wait after termination

    By Purplemandinga, May 21, 2020
    • 2 replies
    • 826 views
    • 
    • Luke Bailey
    • May 22, 2020

39. Mandatory Distribution at NRA

    By Jake Wright, April 15, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 21, 2020

40. Plan Expenses and PPP forgiveness?

    By justanotheradmin, May 21, 2020
    • 1 reply
    • 666 views
    • 
    • Larry Starr
    • May 21, 2020

41. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 3.2k views
    • 
    • JMP
    • May 21, 2020

42. Resources finding an old BPD?

    By Griswold, May 19, 2020
    • 4 replies
    • 854 views
    • 
    • Peter Gulia
    • May 21, 2020

43. 2019 PS - now want to fund but already filed tax return

    By doombuggy, May 18, 2020
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • May 21, 2020

44. Basic Plan Document Search

    By QualGeek, May 5, 2020
    • 2 replies
    • 1k views
    • 
    • QualGeek
    • May 21, 2020

45. Controlled group disclosed too late

    By cathyw, May 20, 2020
    • 0 replies
    • 637 views
    • 
    • cathyw
    • May 20, 2020

46. 401k funded by employer and not fixed

    By AlbanyConsultant, May 19, 2020
    • 1 reply
    • 509 views
    • 
    • Bird
    • May 19, 2020

47. Life Insurance

    By nancy, May 15, 2020
    • 9 replies
    • 2.9k views
    • 
    • Larry Starr
    • May 19, 2020

48. Investment Free for all?!

    By justanotheradmin, May 15, 2020
    • 6 replies
    • 970 views
    • 
    • Luke Bailey
    • May 18, 2020

49. Is there a Match True up? Which comp to use?

    By jmartin, May 15, 2020
    • 1 reply
    • 779 views
    • 
    • Luke Bailey
    • May 18, 2020

50. Cornona Virus distribution

    By Lou81, April 9, 2020   

    • cares act
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • May 18, 2020