401(k) Plans

19,321 topics in this forum

1. SH match when none paid

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

2. Plan Termination

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

3. RMD Rules under CARES Act

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

4. Buying life insurance with plan assets

   By MGOAdmin, April 2, 2020   

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

5. CARES Act - Loan Question

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

6. Dual Eligibility - New Plan waiver of eligibility requirements

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

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

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

8. Merging 2 plans into One

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

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

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

10. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

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

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

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

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

14. Plan Termination after stock aquisition

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

15. CARES Act and Hardship Withdrawal

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

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

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

17. CARES Act

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

18. Coronavirus Related Distribution

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

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

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

20. Excess Deferral unrelated plans and ADP Refund

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

21. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 4.1k views
    • 
    • Dave Baker
    • March 31, 2020

22. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

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

23. Suspending the SH Match

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

24. Missed deferrals

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

25. Another suspend safe harbor question - sorry

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

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

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

27. Pending Divorce; Form Standing Order, No QDRO

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

28. Retroactive Safe Harbor Amendment

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

29. contribution deadline extended to July 15 for PLLC

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

30. 2019 ADP testing deadline

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

31. PS Alloc based on Years of Service

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

32. Furloughs and layoffs

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

33. Corona Virus and 401k Deferrals

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

34. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 11k views
    • 
    • AFFIS
    • March 22, 2020

35. Discontinuing Safe Harbor Contributions

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

36. 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

37. Top Heavy Safe Harbor Match

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

38. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

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

39. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 3.6k views
    • 
    • Maureen Lilly
    • March 19, 2020

40. 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
    • 516 views
    • 
    • ERISAGal
    • March 18, 2020

41. Client Guidance in Difficult Times

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

42. Discretionary Match

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

43. Employer Mistake

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

44. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 13.7k views
    • 
    • newemployee401k
    • March 17, 2020

45. 415 and Self-employed

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

46. Student Loan

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

47. Employee status-terminated awaiting payment

    By Miquiztli, March 15, 2020
    • 3 replies
    • 2.9k views
    • 
    • Larry Starr
    • March 16, 2020

48. K-1 and how to calculate Earned Income

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

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

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

50. HCE limits

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