401(k) Plans

19,295 topics in this forum

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

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

2. Match Question 1 - Tiered Formula

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

3. Ftwilliam

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

4. HCE got too much match

   By Santo Gold, February 4, 2014
   • 2 replies
   • 1.1k views
   • 
   • Will.I.Am
   • February 27, 2020

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

   By M Norton, February 26, 2020
   • 5 replies
   • 2.1k views
   • 
   • justanotheradmin
   • February 27, 2020

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

   By jmartin, January 9, 2020
   • 12 replies
   • 1.8k views
   • 
   • C. B. Zeller
   • February 27, 2020

7. Safe Harbor Match True-Up

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

8. Match Question 2 - Allocation Compensation

   By Gilmore, February 25, 2020
   • 4 replies
   • 993 views
   • 
   • Gilmore
   • February 27, 2020

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

   By M Norton, February 23, 2020
   • 11 replies
   • 2.6k views
   • 
   • Linda Wilkins
   • February 26, 2020

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

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

11. 409A

    By Belgarath, January 9, 2020
    • 8 replies
    • 2.3k views
    • 
    • Luke Bailey
    • February 25, 2020

12. Business Moves to Puerto Rico

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

13. Withholding Election on ADP Refund?

    By Gilmore, February 24, 2020
    • 1 reply
    • 2k views
    • 
    • Larry Starr
    • February 24, 2020

14. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.1k views
    • 
    • AKconsult
    • February 24, 2020

15. Controlled Group and Compensation

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

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

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

17. EACA Tax credit from SECURE

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

18. 1099-R Death benefit Spouse

    By Bridget, February 20, 2020
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • February 21, 2020

19. ACH Contributions

    By Guest Frank Jackson, February 1, 2002
    • 7 replies
    • 9.6k views
    • 
    • Mike Preston
    • February 21, 2020

20. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 3.1k views
    • 
    • justatester
    • February 21, 2020

21. Anyone recognize this website?

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

22. 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

23. Employee was non-union and now union employee

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

24. Multiple 401k plans covering the same employee

    By spiritrider, February 17, 2020
    • 5 replies
    • 2k views
    • 
    • imchipbrown
    • February 18, 2020

25. 401K Plans

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

26. 401k -- Bonds -- just before market crash

    By BUG, February 18, 2020
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • February 18, 2020

27. Affiliated Service Group

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

28. Computation Period

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

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

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

30. Is there any safe harbor.....

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

31. Rehired and 90 Days Eligibility

    By Dazednconfused, February 14, 2020
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • February 14, 2020

32. Partnership Comp Calcs Forfeitures

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

33. 415 allocation Issues

    By VeryOldMan, February 14, 2020   

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

34. "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

35. Different Compensation for Different Sources

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

36. Waiver of eligibility requirements & discrimination

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

37. HCE question

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

38. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.5k views
    • 
    • Jason1975
    • February 13, 2020

39. 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

40. SECURE ACT Safe Harbor Notice

    By Pensions2020, February 4, 2020   

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

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

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

42. 5305-SEP to one-participant 401k with "mega backdoor roth"

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

43. 401k 5500 filing question

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

44. Break in Service Rules

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

45. Delay in 401K rollover

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

46. deferral deposits for shareholders

    By thepensionmaven, February 4, 2020
    • 6 replies
    • 1k views
    • 
    • Luke Bailey
    • February 5, 2020

47. Safe harbor match suspenseion

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

48. 401(k) plans - set up question

    By Teatree, February 3, 2020   

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

49. Plan Adoption & Secure Act

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

50. Terminated plan with staledated checks

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