401(k) Plans

19,275 topics in this forum

1. Controlled Group and Compensation

   By Gilmore, February 12, 2020
   • 3 replies
   • 995 views
   • 
   • Gilmore
   • February 24, 2020

2. Can employees that have worked in their foreign offices have their time counted towards eligibility and vesting when they come over to the US?

   By Chris123, February 10, 2020
   • 5 replies
   • 2.2k views
   • 
   • Chris123
   • February 12, 2020

3. Corrective Distribution on account of failed ADP/ACP test

   By Pammie57, February 10, 2020
   • 1 reply
   • 458 views
   • 
   • ratherbereading
   • February 10, 2020

4. 5305-SEP to one-participant 401k with "mega backdoor roth"

   By wqpziy, February 8, 2020
   • 1 reply
   • 800 views
   • 
   • Bird
   • February 10, 2020

5. "Back Door Roth"

   By ldr, February 7, 2020   

   • voluntary contributios
   • back door roth
   • (and 1 more)

     Tagged with:

     • voluntary contributios
     • back door roth
     • acp test
   • 12 replies
   • 3.1k views
   • 
   • MWeddell
   • February 14, 2020

6. Break in Service Rules

   By PFranckowiak, February 6, 2020
   • 3 replies
   • 1.4k views
   • 
   • PFranckowiak
   • February 6, 2020

7. 401k 5500 filing question

   By ML68, February 5, 2020
   • 4 replies
   • 673 views
   • 
   • Sophie Leigh
   • February 6, 2020

8. Terminated plan with staledated checks

   By DDB BN, February 5, 2020
   • 0 replies
   • 418 views
   • 
   • DDB BN
   • February 5, 2020

9. SECURE ACT Safe Harbor Notice

   By Pensions2020, February 4, 2020   

   • secure act
   • safe harbor
   • 2 replies
   • 717 views
   • 
   • sb0828
   • February 11, 2020

10. deferral deposits for shareholders

    By thepensionmaven, February 4, 2020
    • 6 replies
    • 988 views
    • 
    • Luke Bailey
    • February 5, 2020

11. 401(k) plans - set up question

    By Teatree, February 3, 2020   

    • 401k
    • discrimination testing
    • 5 replies
    • 638 views
    • 
    • Larry Starr
    • February 5, 2020

12. new plan safe harbor match comp when plan eff 1/1, 401k eff 7/1

    By TPApril, February 3, 2020
    • 3 replies
    • 919 views
    • 
    • AndyH
    • February 4, 2020

13. Should a plan’s administrator require a document to prove a birth or adoption?

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 2.7k views
    • 
    • Peter Gulia
    • February 4, 2020

14. Safe harbor match suspenseion

    By Pam S., January 31, 2020
    • 4 replies
    • 820 views
    • 
    • Pam S.
    • February 5, 2020

15. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.6k views
    • 
    • cybertruck
    • January 31, 2020

16. Contribution Allocation waivers

    By tjw572, January 30, 2020
    • 2 replies
    • 776 views
    • 
    • K2
    • February 1, 2020

17. Safe-Harbor Plan - Employee Transition from Full-Time to Part Time

    By TN CPA, January 30, 2020
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 30, 2020

18. 401k HCE Ineligible Contributions

    By wifrbr, January 30, 2020
    • 1 reply
    • 634 views
    • 
    • Bri
    • January 31, 2020

19. Is a Safe Harbor QACA Match of 100% of 6% OK?

    By Anagoge, January 30, 2020
    • 2 replies
    • 2.6k views
    • 
    • Anagoge
    • February 4, 2020

20. Failure to implement "negative" election in ACA Plan

    By MarZDoates, January 30, 2020
    • 3 replies
    • 888 views
    • 
    • Larry Starr
    • January 31, 2020

21. SECURE Act and Long Term Part-Time Employees

    By ErnieG, January 30, 2020
    • 4 replies
    • 884 views
    • 
    • ErnieG
    • January 31, 2020

22. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 1.9k views
    • 
    • Bird
    • February 5, 2020

23. Delay in 401K rollover

    By sbuck, January 29, 2020
    • 4 replies
    • 1.3k views
    • 
    • sbuck
    • February 6, 2020

24. Top heavy and retirement

    By hileman, January 29, 2020
    • 1 reply
    • 516 views
    • 
    • Bri
    • January 29, 2020

25. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3k views
    • 
    • Kevin C
    • January 28, 2020

26. Deferrals Not Resumed after a Leave of Absence

    By MNO, January 27, 2020
    • 0 replies
    • 340 views
    • 
    • MNO
    • January 27, 2020

27. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.3k views
    • 
    • AKconsult
    • January 31, 2020

28. rmd RMD for QDRO Alt Payee

    By JulesInCNY, January 27, 2020   

    • qdro
    • alternate payee
    • 1 reply
    • 1k views
    • 
    • david rigby
    • January 27, 2020

29. UBTI on qualified plan asset

    By KevinMc, January 24, 2020
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 30, 2021

30. Excess Annual Addition

    By nancy, January 23, 2020
    • 4 replies
    • 808 views
    • 
    • Luke Bailey
    • January 24, 2020

31. Start up Plan Credit: plan started in 2019

    By K2, January 23, 2020
    • 5 replies
    • 712 views
    • 
    • AKconsult
    • January 29, 2020

32. Matching contribution options

    By Dan, January 23, 2020
    • 4 replies
    • 898 views
    • 
    • Dan
    • January 29, 2020

33. Deducted Contribution in 2018 / Never Funded

    By austin3515, January 22, 2020
    • 14 replies
    • 772 views
    • 
    • david rigby
    • January 23, 2020

34. Death of Partner

    By Mr Bagwell, January 21, 2020
    • 13 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 23, 2020

35. 401k Plan

    By Egold, January 21, 2020
    • 2 replies
    • 559 views
    • 
    • Below Ground
    • January 22, 2020

36. Safe Harbor Match & Safe Harbor Nonelective During Transition Period

    By EBECatty, January 21, 2020
    • 13 replies
    • 1.8k views
    • 
    • EBECatty
    • January 24, 2020

37. stop 401K contributions, start IRA

    By hsally, January 20, 2020
    • 4 replies
    • 912 views
    • 
    • 401king
    • January 28, 2020

38. Match is offset by Prevailing wage

    By pensiongeek, January 17, 2020
    • 4 replies
    • 852 views
    • 
    • Below Ground
    • January 20, 2020

39. RMD calculation for a non-spouse beneficiary

    By Ryan Walter, January 17, 2020
    • 3 replies
    • 889 views
    • 
    • Ryan Walter
    • January 28, 2020

40. Terminated 401(k) plan

    By Cynchbeast, January 16, 2020
    • 2 replies
    • 483 views
    • 
    • Bird
    • January 17, 2020

41. W-2 Box 13 Retirement

    By Tom, January 16, 2020   

    • who is active participant
    • w-2
    • (and 1 more)

      Tagged with:

      • who is active participant
      • w-2
      • box 13
    • 3 replies
    • 1.8k views
    • 
    • Larry Starr
    • January 17, 2020

42. TPA fired - not fired - SH notice not issued

    By M Norton, January 16, 2020   

    • safe harbor notice
    • 7 replies
    • 1.2k views
    • 
    • Kevin C
    • January 20, 2020

43. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 1.9k views
    • 
    • Below Ground
    • January 22, 2020

44. 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
    • 1.6k views
    • 
    • mattmc82
    • June 1, 2020

45. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.1k views
    • 
    • Luke Bailey
    • January 15, 2020

46. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k, January 14, 2020
    • 1 reply
    • 416 views
    • 
    • Mike Preston
    • January 15, 2020

47. Deferrals from Third Party Sick Pay

    By BTG, January 13, 2020
    • 11 replies
    • 8.6k views
    • 
    • dan654083
    • August 14, 2020

48. Pro-Rated Profit Sharing Contribution

    By Benefits Vet, January 13, 2020
    • 2 replies
    • 661 views
    • 
    • Benefits Vet
    • January 13, 2020

49. Deposit Match/PS early for HCE but later for NHCE

    By jmartin, January 9, 2020
    • 12 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • February 27, 2020

50. 409A

    By Belgarath, January 9, 2020
    • 8 replies
    • 2.2k views
    • 
    • Luke Bailey
    • February 25, 2020