401(k) Plans

19,295 topics in this forum

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

   By Peter Gulia, January 31, 2020   

   • secure act
   • 12 replies
   • 2.8k views
   • 
   • Peter Gulia
   • February 4, 2020

2. 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

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

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

4. Contribution Allocation waivers

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

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

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

6. 401k HCE Ineligible Contributions

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

7. Neglected Solo 401k

   By cybertruck, January 30, 2020
   • 6 replies
   • 2.6k views
   • 
   • cybertruck
   • January 31, 2020

8. Safe Harbor Notice- SECURE ACT

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

9. SECURE Act and Long Term Part-Time Employees

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

10. 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

11. Matching contribution options

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

12. Top heavy and retirement

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

13. Start up Plan Credit: plan started in 2019

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

14. 402(g) and ADP failure

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

15. RMD calculation for a non-spouse beneficiary

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

16. stop 401K contributions, start IRA

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

17. Deferrals Not Resumed after a Leave of Absence

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

18. rmd RMD for QDRO Alt Payee

    By JulesInCNY, January 27, 2020   

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

19. Excess Annual Addition

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

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

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

21. Death of Partner

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

22. Deducted Contribution in 2018 / Never Funded

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

23. participants not returning forms when electing not to defer

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

24. 401k Plan

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

25. New Hardship Guidelines - Impact of in-service distributions

    By jim241, October 30, 2019   

    • 401k
    • hardship
    • 11 replies
    • 2k views
    • 
    • Peter Gulia
    • January 21, 2020

26. Match is offset by Prevailing wage

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

27. 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

28. 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

29. Terminated 401(k) plan

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

30. 1099 income

    By Chippy, December 19, 2019
    • 11 replies
    • 2.7k views
    • 
    • Below Ground
    • January 15, 2020

31. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.2k views
    • 
    • Luke Bailey
    • January 15, 2020

32. Severance package to a terminated employee

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

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

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

34. Pro-Rated Profit Sharing Contribution

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

35. Tax Credit for new plan for SECURE Act

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

36. Secure Act - RMD Changes - Amendment Needed?

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

37. Safe Harbor 401(k) Plan Change

    By hsctpa, January 7, 2020
    • 5 replies
    • 1.4k views
    • 
    • hsctpa
    • January 8, 2020

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

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

39. Carry over 401k to new company

    By JohnS, January 8, 2020
    • 5 replies
    • 891 views
    • 
    • Earl
    • January 8, 2020

40. Form 5330 - Paid Preparer? PTIN?

    By ldr, January 7, 2020   

    • 5330
    • excise tax form
    • (and 1 more)

      Tagged with:

      • 5330
      • excise tax form
      • ptin
    • 9 replies
    • 1.8k views
    • 
    • ldr
    • January 8, 2020

41. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.6k views
    • 
    • G8Rs
    • January 7, 2020

42. 1 payroll missed deferral deductions for all

    By doombuggy, December 11, 2019
    • 3 replies
    • 1.2k views
    • 
    • AATPA
    • January 6, 2020

43. Family Attribution rules for Trust Beneficiary

    By NW529, January 3, 2020   

    • 401k
    • top heavy
    • (and 4 more)

      Tagged with:

      • 401k
      • top heavy
      • key employee
      • key top heavy
      • attribution rules
      • trust
    • 1 reply
    • 833 views
    • 
    • Luke Bailey
    • January 6, 2020

44. Not a Controlled Group When ER Thought it Was

    By Benefits Vet, December 30, 2019
    • 6 replies
    • 1.2k views
    • 
    • Benefits Vet
    • January 6, 2020

45. How must a 404(a)(5) Notice be delivered?

    By ldr, August 10, 2018   

    • 404(a)(5)
    • disclosure
    • 12 replies
    • 5.1k views
    • 
    • RatherBeGolfing
    • January 5, 2020

46. Amend SH Plan now to change PS method for '20?

    By BG5150, December 20, 2019
    • 11 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 3, 2020

47. What are my options for a 401k loan wrongly reported as defaulted

    By EM, January 2, 2020   

    • 401k loan
    • 3 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 2, 2020

48. SECURE Retro SE 401k for 2020

    By Flyboyjohn, December 24, 2019
    • 5 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 2, 2020

49. Maximum contribution at15K

    By JohnLong, December 30, 2019
    • 8 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • January 2, 2020

50. Top Heavy First year plan - Accrued Employer contributions

    By NW529, December 27, 2019   

    • 401k
    • top heavy
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • January 2, 2020