401(k) Plans

19,321 topics in this forum

1. new EACA features

   By pmacduff, March 4, 2020
   • 5 replies
   • 2.4k views
   • 
   • Eve Sav
   • March 6, 2020

2. Hardship for eviction that has already occured

   By 30Rock, March 2, 2020
   • 2 replies
   • 975 views
   • 
   • Larry Starr
   • March 2, 2020

3. Solo401k and Statuatory w2 income

   By cwparsons, February 29, 2020
   • 3 replies
   • 649 views
   • 
   • Larry Starr
   • March 9, 2020

4. Solo 401(k) Deduction

   By bzorc, February 28, 2020
   • 1 reply
   • 388 views
   • 
   • AndyH
   • February 28, 2020

5. Roth calculation company match

   By thepensionmaven, February 28, 2020
   • 3 replies
   • 540 views
   • 
   • Larry Starr
   • February 28, 2020

6. March 13 or March 16 2020 ADP refund date

   By legort69, February 28, 2020
   • 3 replies
   • 973 views
   • 
   • Bri
   • February 29, 2020

7. Safe Harbor 401(k) with new controlled entity

   By cathyw, February 27, 2020
   • 2 replies
   • 512 views
   • 
   • cathyw
   • February 28, 2020

8. Hardship Withdrawal Request under final regs

   By Pammie57, February 27, 2020
   • 5 replies
   • 1.2k views
   • 
   • Larry Starr
   • February 28, 2020

9. Ftwilliam

   By nerd-party-administrator, February 27, 2020
   • 3 replies
   • 599 views
   • 
   • JackS
   • February 27, 2020

10. SH 401(k) switch between SH NEC and SH Match

    By M Norton, February 26, 2020
    • 5 replies
    • 2.2k views
    • 
    • justanotheradmin
    • February 27, 2020

11. Safe Harbor Match True-Up

    By nerd-party-administrator, February 26, 2020
    • 2 replies
    • 785 views
    • 
    • nerd-party-administrator
    • February 27, 2020

12. Update on 2020-2022 Plan Restatements

    By Pensions2020, February 26, 2020
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • March 1, 2020

13. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 1k views
    • 
    • Gilmore
    • February 27, 2020

14. Match Question 1 - Tiered Formula

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • February 28, 2020

15. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

    By PensionPro, February 25, 2020
    • 0 replies
    • 450 views
    • 
    • PensionPro
    • February 25, 2020

16. Blackout period and late deferrals

    By Pammie57, February 25, 2020
    • 14 replies
    • 4.6k views
    • 
    • Scott50
    • March 5, 2020

17. Withholding Election on ADP Refund?

    By Gilmore, February 24, 2020
    • 1 reply
    • 2.1k views
    • 
    • Larry Starr
    • February 24, 2020

18. when is a deferral remittance actually considered "late"

    By M Norton, February 23, 2020
    • 11 replies
    • 2.8k views
    • 
    • Linda Wilkins
    • February 26, 2020

19. Exclusion of Eligible Participant from PS contribution in Prior Yr

    By tjw572, February 22, 2020   

    • profit sharing
    • partnership
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 13, 2020

20. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am, February 22, 2020
    • 4 replies
    • 1k views
    • 
    • Will.I.Am
    • April 23, 2020

21. EACA Tax credit from SECURE

    By justanotheradmin, February 21, 2020
    • 0 replies
    • 487 views
    • 
    • justanotheradmin
    • February 21, 2020

22. S corps, General Partnerships, and 401(k) Withholding

    By Chris123, February 21, 2020
    • 13 replies
    • 7.4k views
    • 
    • C. B. Zeller
    • March 22, 2021

23. 1099-R Death benefit Spouse

    By Bridget, February 20, 2020
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • February 21, 2020

24. Business pays Medicare / Supplement premium for Sub S Owner

    By DDB BN, February 20, 2020
    • 1 reply
    • 652 views
    • 
    • spiritrider
    • February 21, 2020

25. Pre-Funded Profit Sharing

    By Becky Schwing, February 20, 2020
    • 12 replies
    • 2.3k views
    • 
    • Luke Bailey
    • March 13, 2020

26. Anyone recognize this website?

    By austin3515, February 19, 2020
    • 6 replies
    • 985 views
    • 
    • Bill Presson
    • February 20, 2020

27. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 3.2k views
    • 
    • justatester
    • February 21, 2020

28. Employee was non-union and now union employee

    By DDB BN, February 19, 2020
    • 4 replies
    • 2.5k views
    • 
    • Larry Starr
    • February 19, 2020

29. HCE limits

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

30. 401k - 2 Weeks Notice After 1,000 Hours But Before Vested

    By Vested2020, February 19, 2020   

    • 401k
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 20, 2020

31. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.2k views
    • 
    • AKconsult
    • February 24, 2020

32. 401k -- Bonds -- just before market crash

    By BUG, February 18, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 18, 2020

33. Multiple 401k plans covering the same employee

    By spiritrider, February 17, 2020
    • 5 replies
    • 2.1k views
    • 
    • imchipbrown
    • February 18, 2020

34. Affiliated Service Group

    By austin3515, February 17, 2020
    • 4 replies
    • 798 views
    • 
    • austin3515
    • February 18, 2020

35. Computation Period

    By thepensionmaven, February 17, 2020
    • 6 replies
    • 1.6k views
    • 
    • Kevin C
    • February 18, 2020

36. Rehired and 90 Days Eligibility

    By Dazednconfused, February 14, 2020
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • February 14, 2020

37. Partnership Comp Calcs Forfeitures

    By sdix401k, February 14, 2020
    • 1 reply
    • 415 views
    • 
    • Bri
    • February 14, 2020

38. Is there any safe harbor.....

    By mphs77, February 14, 2020
    • 3 replies
    • 971 views
    • 
    • CuseFan
    • February 14, 2020

39. 401K Plans

    By pskadot, February 14, 2020
    • 15 replies
    • 1.3k views
    • 
    • pskadot
    • February 18, 2020

40. 415 allocation Issues

    By VeryOldMan, February 14, 2020   

    • 415 allocation
    • 2 replies
    • 605 views
    • 
    • VeryOldMan
    • February 14, 2020

41. Different Compensation for Different Sources

    By Vlad401k, February 13, 2020
    • 3 replies
    • 545 views
    • 
    • C. B. Zeller
    • February 14, 2020

42. Amending 401k to Safe Harbor Non-elective mid year 2020

    By Pammie57, February 13, 2020
    • 4 replies
    • 784 views
    • 
    • David Schultz
    • February 17, 2020

43. Business Moves to Puerto Rico

    By justanotheradmin, February 12, 2020
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • February 24, 2020

44. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 851 views
    • 
    • Pammie57
    • February 13, 2020

45. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.6k views
    • 
    • Jason1975
    • February 13, 2020

46. Waiver of eligibility requirements & discrimination

    By Puddleglum, February 12, 2020
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • February 13, 2020

47. Controlled Group and Compensation

    By Gilmore, February 12, 2020
    • 3 replies
    • 1k views
    • 
    • Gilmore
    • February 24, 2020

48. 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
    • 2.4k views
    • 
    • Chris123
    • February 12, 2020

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

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

50. 5305-SEP to one-participant 401k with "mega backdoor roth"

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