401(k) Plans

19,407 topics in this forum

1. FFCRA wages subject to 401(k) withholding?

   By BG5150, April 15, 2020
   • 3 replies
   • 3.2k views
   • 
   • Larry Starr
   • April 17, 2020

2. New IRS Notice 2020-23 Loan Repayment Confusion

   By mydayjob, April 15, 2020   

   • cares act
   • 1 reply
   • 1.2k views
   • 
   • AKconsult
   • April 17, 2020

3. CARES Act Loan Provisions - Ambiguities

   By Luke Bailey, April 14, 2020
   • 19 replies
   • 2.7k views
   • 
   • Luke Bailey
   • April 16, 2020

4. What is the last day on which a coronavirus loan can be made?

   By Peter Gulia, April 13, 2020   

   • cares act; congress
   • 17 replies
   • 1.2k views
   • 
   • Luke Bailey
   • April 15, 2020

5. CARES Act Distribution from a FICA Alternative Plan (401(a))

   By Patricia Neal Jensen, April 14, 2020   

   • cares act; fica alternative 401(a)
   • 10 replies
   • 1.3k views
   • 
   • Patricia Neal Jensen
   • April 15, 2020

6. CARES Act loan provisions- Optional REVISITED

   By Ian, April 10, 2020
   • 13 replies
   • 1.6k views
   • 
   • Bill Presson
   • April 15, 2020

7. Enhanced to Basic Match - Mid Year

   By TN CPA, April 15, 2020
   • 2 replies
   • 666 views
   • 
   • Lou S.
   • April 15, 2020

8. Unpaid military intern

   By pensionam, April 14, 2020
   • 1 reply
   • 766 views
   • 
   • Larry Starr
   • April 14, 2020

9. 402(g) limit

   By K-t-F, October 3, 2012
   • 9 replies
   • 5k views
   • 
   • Peter Gulia
   • April 13, 2020

10. CARES Act & Money Purchase Plans

    By Stash026, April 13, 2020
    • 1 reply
    • 928 views
    • 
    • duckthing
    • April 13, 2020

11. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 961 views
    • 
    • Larry Starr
    • April 11, 2020

12. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 10, 2020

13. CARES Act - Optional?

    By Ian, April 1, 2020
    • 11 replies
    • 1.2k views
    • 
    • Ian
    • April 9, 2020

14. counterproductive

    By thepensionmaven, April 9, 2020
    • 10 replies
    • 964 views
    • 
    • ratherbereading
    • April 9, 2020

15. S Corp filed return and wants to file an amended return

    By DDB BN, April 8, 2020
    • 2 replies
    • 861 views
    • 
    • Peter Gulia
    • April 8, 2020

16. Stoppage of Match - regular or SH - Notice Required

    By Pammie57, April 2, 2020
    • 2 replies
    • 683 views
    • 
    • PainPA
    • April 8, 2020

17. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

    By RayJJohnsonJr, April 7, 2020
    • 9 replies
    • 1k views
    • 
    • RayJJohnsonJr
    • April 7, 2020

18. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 895 views
    • 
    • Mr Bagwell
    • April 7, 2020

19. Partial Plan Termination - Participant already took a Distribution

    By Vlad401k, April 7, 2020
    • 3 replies
    • 928 views
    • 
    • Mr Bagwell
    • April 7, 2020

20. Loan Payoff - Deceased Participant

    By MGOAdmin, April 7, 2020   

    • loan
    • deceased participant
    • 2 replies
    • 809 views
    • 
    • Larry Starr
    • April 7, 2020

21. Pay less than the 401(k) withholding election.

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 7, 2020

22. Qualified Individual - Reduced Hours

    By Gilmore, April 7, 2020
    • 4 replies
    • 880 views
    • 
    • Larry Starr
    • April 7, 2020

23. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.8k views
    • 
    • Luke Bailey
    • April 7, 2020

24. ADP Refunds

    By Kathy Bittle, March 15, 2020
    • 2 replies
    • 1k views
    • 
    • Luke Bailey
    • April 7, 2020

25. Due Date to Fund Employer Contributions

    By Stash026, April 7, 2020
    • 1 reply
    • 582 views
    • 
    • Mike Preston
    • April 7, 2020

26. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 4.2k views
    • 
    • ldr
    • April 7, 2020

27. Coronavirus-Related Distributions

    By EBECatty, March 31, 2020
    • 13 replies
    • 2k views
    • 
    • justanotheradmin
    • April 7, 2020

28. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 2.1k views
    • 
    • Gilmore
    • April 7, 2020

29. EBAR Calculation - Cash Balance/Profit Sharing

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

30. COVID Distribution Repayment - Rollover

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

31. Discretionary Match Discontinuance

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

32. CARES Act loan provisions- Optional

    By Ian, April 2, 2020
    • 13 replies
    • 2.4k views
    • 
    • MoJo
    • April 6, 2020

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

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

34. CARES Act Eligibility Question

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

35. Suspension of 401k loan repayments

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

36. Changing plan year - too late?

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

37. CARES Act Distributions/Top Heavy

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

38. SH match when none paid

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

39. Plan Termination

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

40. RMD Rules under CARES Act

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

41. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

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

42. CARES Act - Loan Question

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

43. Dual Eligibility - New Plan waiver of eligibility requirements

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

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

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

45. Merging 2 plans into One

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

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

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

47. Coronavirus-Related Distributions - Mandatory Distributions

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

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

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

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

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

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

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