401(k) Plans

19,362 topics in this forum

1. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

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

   By TPApril, March 16, 2020
   • 16 replies
   • 2.1k views
   • 
   • Mike Preston
   • April 2, 2020

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

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

5. Plan Termination after stock aquisition

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

6. CARES Act and Hardship Withdrawal

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

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

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

8. CARES Act

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

9. Coronavirus Related Distribution

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

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

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

11. Excess Deferral unrelated plans and ADP Refund

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

12. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 4.3k views
    • 
    • Dave Baker
    • March 31, 2020

13. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

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

14. Suspending the SH Match

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

15. Missed deferrals

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

16. Another suspend safe harbor question - sorry

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

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

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

18. Pending Divorce; Form Standing Order, No QDRO

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

19. Retroactive Safe Harbor Amendment

    By Purplemandinga, March 24, 2020
    • 11 replies
    • 3.2k views
    • 
    • C. B. Zeller
    • March 25, 2020

20. contribution deadline extended to July 15 for PLLC

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

21. 2019 ADP testing deadline

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

22. PS Alloc based on Years of Service

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

23. Furloughs and layoffs

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

24. Corona Virus and 401k Deferrals

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

25. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 11.3k views
    • 
    • AFFIS
    • March 22, 2020

26. Discontinuing Safe Harbor Contributions

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

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

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 1.9k views
    • 
    • Cardscrazy
    • March 20, 2020

28. Top Heavy Safe Harbor Match

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

29. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

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

30. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 3.7k views
    • 
    • Maureen Lilly
    • March 19, 2020

31. 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
    • 532 views
    • 
    • ERISAGal
    • March 18, 2020

32. Client Guidance in Difficult Times

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

33. Discretionary Match

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

34. Employer Mistake

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

35. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 14.6k views
    • 
    • newemployee401k
    • March 17, 2020

36. 415 and Self-employed

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

37. Student Loan

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

38. Employee status-terminated awaiting payment

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

39. K-1 and how to calculate Earned Income

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

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

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

41. HCE limits

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

42. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 1.4k views
    • 
    • BTG
    • March 13, 2020

43. QNEC for plan that uses prior year testing method

    By nerd-party-administrator, March 10, 2020
    • 5 replies
    • 2.8k views
    • 
    • BG5150
    • March 13, 2020

44. 401(k) / SEP

    By Stash026, March 6, 2020
    • 3 replies
    • 1k views
    • 
    • spiritrider
    • March 13, 2020

45. Question on safe harbor plans

    By tron, March 13, 2020
    • 1 reply
    • 894 views
    • 
    • C. B. Zeller
    • March 13, 2020

46. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 13, 2020

47. 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

48. Pre-Funded Profit Sharing

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

49. Penalty for Y/E match funded after March 15 fails ACP

    By legort69, March 12, 2020
    • 1 reply
    • 504 views
    • 
    • Bri
    • March 12, 2020

50. Merge 401(k) Plan into Simple IRA Plan

    By Logan401, March 12, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bill Presson
    • March 12, 2020