401(k) Plans

19,321 topics in this forum

1. "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
   • 3.3k views
   • 
   • MWeddell
   • February 14, 2020

2. Break in Service Rules

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

3. 401k 5500 filing question

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

4. Terminated plan with staledated checks

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

5. SECURE ACT Safe Harbor Notice

   By Pensions2020, February 4, 2020   

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

6. deferral deposits for shareholders

   By thepensionmaven, February 4, 2020
   • 6 replies
   • 1.1k views
   • 
   • Luke Bailey
   • February 5, 2020

7. 401(k) plans - set up question

   By Teatree, February 3, 2020   

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

8. new plan safe harbor match comp when plan eff 1/1, 401k eff 7/1

   By TPApril, February 3, 2020
   • 3 replies
   • 948 views
   • 
   • AndyH
   • February 4, 2020

9. Should a plan’s administrator require a document to prove a birth or adoption?

   By Peter Gulia, January 31, 2020   

   • secure act
   • 12 replies
   • 3k views
   • 
   • Peter Gulia
   • February 4, 2020

10. Safe harbor match suspenseion

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

11. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.7k views
    • 
    • cybertruck
    • January 31, 2020

12. Contribution Allocation waivers

    By tjw572, January 30, 2020
    • 2 replies
    • 807 views
    • 
    • K2
    • February 1, 2020

13. Safe-Harbor Plan - Employee Transition from Full-Time to Part Time

    By TN CPA, January 30, 2020
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 30, 2020

14. 401k HCE Ineligible Contributions

    By wifrbr, January 30, 2020
    • 1 reply
    • 649 views
    • 
    • Bri
    • January 31, 2020

15. Is a Safe Harbor QACA Match of 100% of 6% OK?

    By Anagoge, January 30, 2020
    • 2 replies
    • 2.7k views
    • 
    • Anagoge
    • February 4, 2020

16. Failure to implement "negative" election in ACA Plan

    By MarZDoates, January 30, 2020
    • 3 replies
    • 912 views
    • 
    • Larry Starr
    • January 31, 2020

17. SECURE Act and Long Term Part-Time Employees

    By ErnieG, January 30, 2020
    • 4 replies
    • 902 views
    • 
    • ErnieG
    • January 31, 2020

18. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 2k views
    • 
    • Bird
    • February 5, 2020

19. Delay in 401K rollover

    By sbuck, January 29, 2020
    • 4 replies
    • 1.4k views
    • 
    • sbuck
    • February 6, 2020

20. Top heavy and retirement

    By hileman, January 29, 2020
    • 1 reply
    • 533 views
    • 
    • Bri
    • January 29, 2020

21. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3k views
    • 
    • Kevin C
    • January 28, 2020

22. Deferrals Not Resumed after a Leave of Absence

    By MNO, January 27, 2020
    • 0 replies
    • 358 views
    • 
    • MNO
    • January 27, 2020

23. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.3k views
    • 
    • AKconsult
    • January 31, 2020

24. rmd RMD for QDRO Alt Payee

    By JulesInCNY, January 27, 2020   

    • qdro
    • alternate payee
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 27, 2020

25. UBTI on qualified plan asset

    By KevinMc, January 24, 2020
    • 5 replies
    • 2.2k views
    • 
    • Luke Bailey
    • March 30, 2021

26. Excess Annual Addition

    By nancy, January 23, 2020
    • 4 replies
    • 826 views
    • 
    • Luke Bailey
    • January 24, 2020

27. Start up Plan Credit: plan started in 2019

    By K2, January 23, 2020
    • 5 replies
    • 738 views
    • 
    • AKconsult
    • January 29, 2020

28. Matching contribution options

    By Dan, January 23, 2020
    • 4 replies
    • 925 views
    • 
    • Dan
    • January 29, 2020

29. Deducted Contribution in 2018 / Never Funded

    By austin3515, January 22, 2020
    • 14 replies
    • 791 views
    • 
    • david rigby
    • January 23, 2020

30. Death of Partner

    By Mr Bagwell, January 21, 2020
    • 13 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 23, 2020

31. 401k Plan

    By Egold, January 21, 2020
    • 2 replies
    • 577 views
    • 
    • Below Ground
    • January 22, 2020

32. Safe Harbor Match & Safe Harbor Nonelective During Transition Period

    By EBECatty, January 21, 2020
    • 13 replies
    • 1.8k views
    • 
    • EBECatty
    • January 24, 2020

33. stop 401K contributions, start IRA

    By hsally, January 20, 2020
    • 4 replies
    • 942 views
    • 
    • 401king
    • January 28, 2020

34. Match is offset by Prevailing wage

    By pensiongeek, January 17, 2020
    • 4 replies
    • 878 views
    • 
    • Below Ground
    • January 20, 2020

35. RMD calculation for a non-spouse beneficiary

    By Ryan Walter, January 17, 2020
    • 3 replies
    • 919 views
    • 
    • Ryan Walter
    • January 28, 2020

36. Terminated 401(k) plan

    By Cynchbeast, January 16, 2020
    • 2 replies
    • 500 views
    • 
    • Bird
    • January 17, 2020

37. W-2 Box 13 Retirement

    By Tom, January 16, 2020   

    • who is active participant
    • w-2
    • (and 1 more)

      Tagged with:

      • who is active participant
      • w-2
      • box 13
    • 3 replies
    • 1.8k views
    • 
    • Larry Starr
    • January 17, 2020

38. TPA fired - not fired - SH notice not issued

    By M Norton, January 16, 2020   

    • safe harbor notice
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • January 20, 2020

39. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 2k views
    • 
    • Below Ground
    • January 22, 2020

40. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.6k views
    • 
    • mattmc82
    • June 1, 2020

41. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.3k views
    • 
    • Luke Bailey
    • January 15, 2020

42. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k, January 14, 2020
    • 1 reply
    • 432 views
    • 
    • Mike Preston
    • January 15, 2020

43. Deferrals from Third Party Sick Pay

    By BTG, January 13, 2020
    • 11 replies
    • 9.1k views
    • 
    • dan654083
    • August 14, 2020

44. Pro-Rated Profit Sharing Contribution

    By Benefits Vet, January 13, 2020
    • 2 replies
    • 690 views
    • 
    • Benefits Vet
    • January 13, 2020

45. 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

46. 409A

    By Belgarath, January 9, 2020
    • 8 replies
    • 2.4k views
    • 
    • Luke Bailey
    • February 25, 2020

47. Secure Act - RMD Changes - Amendment Needed?

    By Stash026, January 9, 2020
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • January 10, 2020

48. Severance package to a terminated employee

    By ratherbereading, January 8, 2020
    • 10 replies
    • 1.5k views
    • 
    • DiamondJim76
    • January 15, 2020

49. Audited Plan (Schedule H) - Cash or Accrual Basis

    By jmartin, January 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • TommyGunn13
    • January 8, 2020

50. Tax Credit for new plan for SECURE Act

    By mjf06241972, January 8, 2020
    • 2 replies
    • 610 views
    • 
    • mjf06241972
    • January 13, 2020