401(k) Plans

19,319 topics in this forum

1. 401k -- Bonds -- just before market crash

   By BUG, February 18, 2020
   • 4 replies
   • 1.2k views
   • 
   • Larry Starr
   • February 18, 2020

2. Affiliated Service Group

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

3. Computation Period

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

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

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

5. Is there any safe harbor.....

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

6. Rehired and 90 Days Eligibility

   By Dazednconfused, February 14, 2020
   • 1 reply
   • 1.3k views
   • 
   • CuseFan
   • February 14, 2020

7. Partnership Comp Calcs Forfeitures

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

8. 415 allocation Issues

   By VeryOldMan, February 14, 2020   

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

9. "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
   • 3.2k views
   • 
   • MWeddell
   • February 14, 2020

10. Different Compensation for Different Sources

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

11. Waiver of eligibility requirements & discrimination

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

12. HCE question

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

13. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.6k views
    • 
    • Jason1975
    • February 13, 2020

14. 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
    • 2.3k views
    • 
    • Chris123
    • February 12, 2020

15. SECURE ACT Safe Harbor Notice

    By Pensions2020, February 4, 2020   

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

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

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

17. 5305-SEP to one-participant 401k with "mega backdoor roth"

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

18. 401k 5500 filing question

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

19. Break in Service Rules

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

20. Delay in 401K rollover

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

21. deferral deposits for shareholders

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

22. Safe harbor match suspenseion

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

23. 401(k) plans - set up question

    By Teatree, February 3, 2020   

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

24. Plan Adoption & Secure Act

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

25. Terminated plan with staledated checks

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

26. 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

27. 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

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

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

29. Contribution Allocation waivers

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

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

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

31. 401k HCE Ineligible Contributions

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

32. Neglected Solo 401k

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

33. Safe Harbor Notice- SECURE ACT

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

34. SECURE Act and Long Term Part-Time Employees

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

35. 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

36. Matching contribution options

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

37. Top heavy and retirement

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

38. Start up Plan Credit: plan started in 2019

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

39. 402(g) and ADP failure

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

40. RMD calculation for a non-spouse beneficiary

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

41. stop 401K contributions, start IRA

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

42. Deferrals Not Resumed after a Leave of Absence

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

43. rmd RMD for QDRO Alt Payee

    By JulesInCNY, January 27, 2020   

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

44. Excess Annual Addition

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

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

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

46. Death of Partner

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

47. Deducted Contribution in 2018 / Never Funded

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

48. participants not returning forms when electing not to defer

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

49. 401k Plan

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

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

    By jim241, October 30, 2019   

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