401(k) Plans

19,407 topics in this forum

1. Gateway Contributions

   By ratherbereading, May 8, 2020
   • 5 replies
   • 1.2k views
   • 
   • ratherbereading
   • May 11, 2020

2. Daily testing method for coverage

   By Purplemandinga, May 8, 2020
   • 2 replies
   • 758 views
   • 
   • Purplemandinga
   • May 11, 2020

3. Cares withdrawal withholding

   By JRSP533, May 9, 2020
   • 1 reply
   • 568 views
   • 
   • david rigby
   • May 9, 2020

4. pre-funding and 415 1 2

   By Bri, May 1, 2020
   • 66 replies
   • 6.6k views
   • 
   • shERPA
   • May 9, 2020

5. Auto Increases under an EACA

   By austin3515, May 7, 2020
   • 1 reply
   • 566 views
   • 
   • Luke Bailey
   • May 8, 2020

6. "Actual knowledge to the contrary" 1 2

   By austin3515, May 5, 2020
   • 62 replies
   • 6.9k views
   • 
   • austin3515
   • May 8, 2020

7. Safe Harbor Mid-Year Change

   By khn, May 7, 2020
   • 1 reply
   • 822 views
   • 
   • Mike Preston
   • May 7, 2020

8. Last Day Rule when adopting PS plan late (SECURE Act)

   By Jess C, May 5, 2020
   • 8 replies
   • 1.8k views
   • 
   • Larry Starr
   • May 6, 2020

9. Employee enters before eligible in 2017

   By DDB BN, May 6, 2020
   • 1 reply
   • 629 views
   • 
   • Bri
   • May 6, 2020

10. Safe Harbor amended out of Safe Harbor, now wants to amend back in

    By Belgarath, May 1, 2020
    • 7 replies
    • 1k views
    • 
    • msmith
    • May 5, 2020

11. CARES Act - Loan Extension - Does "One Year" Really Mean 9 Months?

    By CMC, April 30, 2020
    • 15 replies
    • 2.3k views
    • 
    • Luke Bailey
    • May 5, 2020

12. 404 Tax Deductibility

    By Catch22PGM, May 1, 2020
    • 3 replies
    • 782 views
    • 
    • Catch22PGM
    • May 5, 2020

13. QACA Suspension

    By Lisa2005, May 5, 2020
    • 2 replies
    • 507 views
    • 
    • Lisa2005
    • May 5, 2020

14. disaggregation for ADP Test

    By AlbanyConsultant, April 30, 2020
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • May 4, 2020

15. Safe Harbor testing issues

    By AndyH, April 8, 2020
    • 3 replies
    • 658 views
    • 
    • Luke Bailey
    • May 1, 2020

16. Top Paid Group Election

    By Rena Breeding, April 24, 2020
    • 8 replies
    • 2.2k views
    • 
    • Rena Breeding
    • May 1, 2020

17. Combination 401k refund & qnec

    By Becky Schwing, May 1, 2020
    • 1 reply
    • 661 views
    • 
    • Mr Bagwell
    • May 1, 2020

18. Safe Harbor Taxable Fringe Benefit

    By austin3515, April 30, 2020
    • 8 replies
    • 2k views
    • 
    • Luke Bailey
    • May 1, 2020

19. Qualifying For COVID Loan

    By Stash026, April 29, 2020
    • 17 replies
    • 1.5k views
    • 
    • Stash026
    • May 1, 2020

20. CARES Act - Increase in Participant Loan Limits

    By CMC, April 10, 2020
    • 15 replies
    • 2k views
    • 
    • Mike Preston
    • April 30, 2020

21. Balance for Covid distribution

    By JRSP533, April 27, 2020
    • 3 replies
    • 563 views
    • 
    • JRSP533
    • April 30, 2020

22. Client question about discretionary match.....need feedback

    By Pammie57, April 29, 2020
    • 12 replies
    • 745 views
    • 
    • Larry Starr
    • April 29, 2020

23. Puerto Rico and 414s Testing

    By justatester, April 29, 2020
    • 0 replies
    • 361 views
    • 
    • justatester
    • April 29, 2020

24. Reduce EACA percentage effective January 1

    By WCC, April 27, 2020
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • April 29, 2020

25. Entity in Controlled Group revoking Safe Harbor

    By NW529, April 23, 2020   

    • safe habor
    • coverage; safe-harbor
    • (and 1 more)

      Tagged with:

      • safe habor
      • coverage; safe-harbor
      • controlled group
    • 9 replies
    • 1.3k views
    • 
    • MWeddell
    • April 28, 2020

26. Paycheck Protection Program (2019 Contributions?)

    By Gilmore, April 24, 2020
    • 6 replies
    • 880 views
    • 
    • duckthing
    • April 28, 2020

27. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 947 views
    • 
    • MWeddell
    • April 27, 2020

28. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 7.3k views
    • 
    • RatherBeGolfing
    • April 27, 2020

29. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2.2k views
    • 
    • Larry Starr
    • April 25, 2020

30. SHNEC and Additional ER Contribution

    By justatester, April 22, 2020
    • 4 replies
    • 2.5k views
    • 
    • Kevin C
    • April 23, 2020

31. SHNE plus non-vested PS

    By ombskid, April 23, 2020
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • April 23, 2020

32. Employee deferral processed outside of payroll

    By nerd-party-administrator, April 23, 2020
    • 4 replies
    • 705 views
    • 
    • Luke Bailey
    • April 23, 2020

33. Form 5558 Extension / Change in Plan Sponsor

    By IhrtERISA, April 23, 2020
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • April 23, 2020

34. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am, February 22, 2020
    • 4 replies
    • 1.1k views
    • 
    • Will.I.Am
    • April 23, 2020

35. ACP Calculation for Discretionary Match stopped mid year

    By ERISAGal, April 23, 2020
    • 2 replies
    • 980 views
    • 
    • Larry Starr
    • April 23, 2020

36. Can Prior Year Safe Harbor be stopped for HCE?

    By TPApril, April 21, 2020
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 22, 2020

37. Suspending 401k Match mid-year - the plan has a true up provision

    By Sofinka, December 8, 2019
    • 8 replies
    • 3.3k views
    • 
    • MWeddell
    • April 22, 2020

38. Audits for 2019

    By Jodi, April 20, 2020
    • 4 replies
    • 676 views
    • 
    • msmith
    • April 22, 2020

39. Catch up in excess of 100% of compensation

    By Jakyasar, December 27, 2019
    • 19 replies
    • 4.2k views
    • 
    • Jakyasar
    • April 22, 2020

40. SECURE Act annuity portability

    By Ian, April 21, 2020
    • 1 reply
    • 769 views
    • 
    • Peter Gulia
    • April 21, 2020

41. Safe Harbor Plan Mid Year Changes

    By hsctpa, April 20, 2020
    • 3 replies
    • 907 views
    • 
    • Bill Presson
    • April 21, 2020

42. Tips and safe harbor 401(k) Plan -

    By 52626, April 20, 2020
    • 1 reply
    • 758 views
    • 
    • Kevin C
    • April 21, 2020

43. Employer never contributed

    By Mikefern, April 9, 2020
    • 41 replies
    • 9.7k views
    • 
    • Belgarath
    • April 20, 2020

44. Is employee terminated for rollover if still part time?

    By CKR, April 17, 2020
    • 12 replies
    • 2.4k views
    • 
    • david rigby
    • April 18, 2020

45. Confused about 401K entry date and income eligibility

    By Ajay Mani, April 17, 2020
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 17, 2020

46. Hardship Distribution & COVID-19 FEMA Disaster

    By Steamboat, April 14, 2020
    • 2 replies
    • 1.9k views
    • 
    • Albert F
    • April 17, 2020

47. CARES ACT - Loans 1 year defer

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

48. Employer Out of Business

    By khn, April 15, 2020
    • 5 replies
    • 1.8k views
    • 
    • Linda Wilkins
    • April 17, 2020

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

    By radublu, March 25, 2020
    • 29 replies
    • 15.5k views
    • 
    • Luke Bailey
    • April 17, 2020

50. Delaying implementation of 401K plan

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