401(k) Plans

19,382 topics in this forum

1. 3508 Direct Sellers

   By ldr, March 31, 2020   

   • compensation
   • participation
   • (and 1 more)

     Tagged with:

     • compensation
     • participation
     • deferrals
   • 12 replies
   • 4.1k views
   • 
   • ldr
   • April 7, 2020

2. Coronavirus-Related Distributions

   By EBECatty, March 31, 2020
   • 13 replies
   • 1.9k views
   • 
   • justanotheradmin
   • April 7, 2020

3. PSA - FEMA Disaster Areas

   By austin3515, April 2, 2020
   • 13 replies
   • 2k views
   • 
   • Gilmore
   • April 7, 2020

4. EBAR Calculation - Cash Balance/Profit Sharing

   By Stash026, April 4, 2020
   • 4 replies
   • 781 views
   • 
   • Mike Preston
   • April 7, 2020

5. COVID Distribution Repayment - Rollover

   By Jess C, April 6, 2020
   • 1 reply
   • 630 views
   • 
   • Larry Starr
   • April 6, 2020

6. Discretionary Match Discontinuance

   By austin3515, April 3, 2020
   • 7 replies
   • 962 views
   • 
   • Patricia Neal Jensen
   • April 6, 2020

7. CARES Act loan provisions- Optional

   By Ian, April 2, 2020
   • 13 replies
   • 2.3k views
   • 
   • MoJo
   • April 6, 2020

8. How do we know what outcomes would result from ending a safe harbor?

   By Peter Gulia, April 3, 2020
   • 6 replies
   • 726 views
   • 
   • Peter Gulia
   • April 3, 2020

9. CARES Act Eligibility Question

   By Stash026, April 3, 2020
   • 2 replies
   • 769 views
   • 
   • Larry Starr
   • April 3, 2020

10. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1.1k views
    • 
    • DDB BN
    • April 3, 2020

11. Changing plan year - too late?

    By jmartin, April 3, 2020
    • 2 replies
    • 964 views
    • 
    • Larry Starr
    • April 3, 2020

12. CARES Act Distributions/Top Heavy

    By pholosofizer, April 3, 2020
    • 1 reply
    • 805 views
    • 
    • C. B. Zeller
    • April 3, 2020

13. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.3k views
    • 
    • BG5150
    • April 3, 2020

14. Plan Termination

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

15. RMD Rules under CARES Act

    By Benefits Vet, April 2, 2020
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 2, 2020

16. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

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

17. CARES Act - Loan Question

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

18. Dual Eligibility - New Plan waiver of eligibility requirements

    By JustMe, March 30, 2020
    • 10 replies
    • 1.4k views
    • 
    • JustMe
    • April 2, 2020

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

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

20. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • April 2, 2020

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

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

22. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

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

    By TPApril, March 16, 2020
    • 16 replies
    • 2.2k views
    • 
    • Mike Preston
    • April 2, 2020

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

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

26. Plan Termination after stock aquisition

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

27. CARES Act and Hardship Withdrawal

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

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

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

29. CARES Act

    By Ian, March 29, 2020
    • 37 replies
    • 2.7k views
    • 
    • Belgarath
    • April 1, 2020

30. Coronavirus Related Distribution

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

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

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

32. Excess Deferral unrelated plans and ADP Refund

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

33. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 4.4k views
    • 
    • Dave Baker
    • March 31, 2020

34. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

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

35. Suspending the SH Match

    By coleboy, March 25, 2020
    • 13 replies
    • 1.6k views
    • 
    • Bird
    • March 30, 2020

36. Missed deferrals

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

37. Another suspend safe harbor question - sorry

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

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

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

39. Pending Divorce; Form Standing Order, No QDRO

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

40. Retroactive Safe Harbor Amendment

    By Purplemandinga, March 24, 2020
    • 11 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • March 25, 2020

41. contribution deadline extended to July 15 for PLLC

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

42. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 24, 2020

43. PS Alloc based on Years of Service

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

44. Furloughs and layoffs

    By austin3515, March 19, 2020
    • 3 replies
    • 1.4k views
    • 
    • BTG
    • March 24, 2020

45. Corona Virus and 401k Deferrals

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

46. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 11.6k views
    • 
    • AFFIS
    • March 22, 2020

47. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 2.8k views
    • 
    • RatherBeGolfing
    • March 20, 2020

48. Bonuses excluded from plan compensation - for 20+ years

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 2k views
    • 
    • Cardscrazy
    • March 20, 2020

49. Top Heavy Safe Harbor Match

    By PFranckowiak, March 19, 2020
    • 6 replies
    • 1k views
    • 
    • Belgarath
    • March 20, 2020

50. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

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