401(k) Plans

19,275 topics in this forum

1. Death of Partner

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

2. Deducted Contribution in 2018 / Never Funded

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

3. participants not returning forms when electing not to defer

   By AlbanyConsultant, January 15, 2020
   • 11 replies
   • 1.9k views
   • 
   • Below Ground
   • January 22, 2020

4. 401k Plan

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

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

   By jim241, October 30, 2019   

   • 401k
   • hardship
   • 11 replies
   • 1.9k views
   • 
   • Peter Gulia
   • January 21, 2020

6. Match is offset by Prevailing wage

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

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

   By M Norton, January 16, 2020   

   • safe harbor notice
   • 7 replies
   • 1.2k views
   • 
   • Kevin C
   • January 20, 2020

8. 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

9. Terminated 401(k) plan

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

10. 1099 income

    By Chippy, December 19, 2019
    • 11 replies
    • 2.6k views
    • 
    • Below Ground
    • January 15, 2020

11. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.1k views
    • 
    • Luke Bailey
    • January 15, 2020

12. Severance package to a terminated employee

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

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

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

14. Pro-Rated Profit Sharing Contribution

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

15. Tax Credit for new plan for SECURE Act

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

16. Secure Act - RMD Changes - Amendment Needed?

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

17. Safe Harbor 401(k) Plan Change

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

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

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

19. Carry over 401k to new company

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

20. 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
    • 1.7k views
    • 
    • ldr
    • January 8, 2020

21. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.5k views
    • 
    • G8Rs
    • January 7, 2020

22. 1 payroll missed deferral deductions for all

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

23. 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
    • 822 views
    • 
    • Luke Bailey
    • January 6, 2020

24. 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

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

    By ldr, August 10, 2018   

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

26. 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

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

    By EM, January 2, 2020   

    • 401k loan
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 2, 2020

28. SECURE Retro SE 401k for 2020

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

29. Maximum contribution at15K

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

30. 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

31. Who can sign 401(k) documents?

    By Zach Hertz, December 31, 2019
    • 2 replies
    • 689 views
    • 
    • Zach Hertz
    • January 1, 2020

32. Benchmarking Service Providers

    By khn, December 30, 2019
    • 2 replies
    • 711 views
    • 
    • Luke Bailey
    • December 31, 2019

33. Life Insurance Policies

    By Logan401, December 24, 2019
    • 6 replies
    • 1.1k views
    • 
    • FPGuy
    • December 30, 2019

34. Payroll Company stopped Deferrals

    By msmith, December 27, 2019
    • 0 replies
    • 439 views
    • 
    • msmith
    • December 27, 2019

35. SECURE ACT Non-elective contribution notice

    By imchipbrown, December 24, 2019
    • 4 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 26, 2019

36. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power, December 23, 2019
    • 1 reply
    • 601 views
    • 
    • RatherBeGolfing
    • December 23, 2019

37. Stat EE and gateway min

    By buckaroo, December 23, 2019
    • 0 replies
    • 543 views
    • 
    • buckaroo
    • December 23, 2019

38. Ineligible Employees allowed to Defer

    By 52626, December 20, 2019
    • 1 reply
    • 581 views
    • 
    • Luke Bailey
    • December 21, 2019

39. Increase 401(k) Eligibility

    By Nate X, December 18, 2019
    • 9 replies
    • 1.9k views
    • 
    • Scott50
    • December 20, 2019

40. Catch ups, 415, and Off Calendar

    By Gilmore, December 18, 2019
    • 2 replies
    • 1.1k views
    • 
    • Gilmore
    • December 19, 2019

41. Discretionary deposits in 401K to make up for missed match

    By PGWilliams, December 19, 2019
    • 3 replies
    • 810 views
    • 
    • Lou S.
    • December 19, 2019

42. Employer incorrectly capped my contributions

    By HL, December 17, 2019
    • 3 replies
    • 672 views
    • 
    • Old Lawyer
    • December 19, 2019

43. Partial plan term for participating ER?

    By justanotheradmin, December 12, 2019
    • 13 replies
    • 3.1k views
    • 
    • Larry Starr
    • December 17, 2019

44. Failure to Withhold Deferrals from Bonuses

    By cheersmate, December 16, 2019   

    • missed deferrals
    • special elections
    • (and 1 more)

      Tagged with:

      • missed deferrals
      • special elections
      • correction of missed deferrals
    • 2 replies
    • 762 views
    • 
    • cheersmate
    • December 17, 2019

45. Changing Retirement Plan to a Safe Harbor Plan

    By bpenfold, December 11, 2019   

    • safe habor
    • amendment
    • (and 2 more)

      Tagged with:

      • safe habor
      • amendment
      • change notice
      • late
    • 17 replies
    • 2.3k views
    • 
    • Bird
    • December 16, 2019

46. Auto enroll at rate < full match rate?

    By TPApril, December 14, 2019
    • 2 replies
    • 814 views
    • 
    • ratherbereading
    • December 16, 2019

47. Individual 401(k) with Household Employee

    By Tina77, December 12, 2019
    • 2 replies
    • 2.4k views
    • 
    • Larry Starr
    • December 14, 2019

48. EE in plan out of country

    By Becky Schwing, December 13, 2019
    • 3 replies
    • 543 views
    • 
    • Larry Starr
    • December 13, 2019

49. Late Deposits MEP

    By ATM, December 13, 2019
    • 3 replies
    • 457 views
    • 
    • C. B. Zeller
    • December 13, 2019

50. unpaid invoices on service termination

    By AdKu, December 11, 2019
    • 3 replies
    • 650 views
    • 
    • Lou S.
    • December 12, 2019