401(k) Plans

19,533 topics in this forum

1. Deferrals deposited late - earning calculations and 5500 relation

   By Jakyasar, May 25, 2020
   • 5 replies
   • 1.3k views
   • 
   • Jakyasar
   • May 27, 2020

2. is a voluntary after-tax contribution subaccount "pre-tax"?

   By carelessostrich, May 23, 2020
   • 6 replies
   • 2k views
   • 
   • C. B. Zeller
   • May 26, 2020

3. Recordkeeper for Balance Forward 401(k) Plan

   By Christopher Wilson, May 21, 2020
   • 9 replies
   • 2.6k views
   • 
   • Larry Starr
   • May 23, 2020

4. Cares Act Distribution and interaction with 1 year wait after termination

   By Purplemandinga, May 21, 2020
   • 2 replies
   • 1.3k views
   • 
   • Luke Bailey
   • May 22, 2020

5. Mandatory Distribution at NRA

   By Jake Wright, April 15, 2020
   • 6 replies
   • 2.2k views
   • 
   • Luke Bailey
   • May 21, 2020

6. Plan Expenses and PPP forgiveness?

   By justanotheradmin, May 21, 2020
   • 1 reply
   • 1k views
   • 
   • Larry Starr
   • May 21, 2020

7. Adopting Employer

   By JMP, May 18, 2020
   • 11 replies
   • 4.1k views
   • 
   • JMP
   • May 21, 2020

8. Resources finding an old BPD?

   By Griswold, May 19, 2020
   • 4 replies
   • 1.2k views
   • 
   • Peter Gulia
   • May 21, 2020

9. 2019 PS - now want to fund but already filed tax return

   By doombuggy, May 18, 2020
   • 7 replies
   • 1.9k views
   • 
   • Bird
   • May 21, 2020

10. Basic Plan Document Search

    By QualGeek, May 5, 2020
    • 2 replies
    • 1.3k views
    • 
    • QualGeek
    • May 21, 2020

11. Controlled group disclosed too late

    By cathyw, May 20, 2020
    • 0 replies
    • 911 views
    • 
    • cathyw
    • May 20, 2020

12. 401k funded by employer and not fixed

    By AlbanyConsultant, May 19, 2020
    • 1 reply
    • 798 views
    • 
    • Bird
    • May 19, 2020

13. Life Insurance

    By nancy, May 15, 2020
    • 9 replies
    • 3.5k views
    • 
    • Larry Starr
    • May 19, 2020

14. Investment Free for all?!

    By justanotheradmin, May 15, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 18, 2020

15. Is there a Match True up? Which comp to use?

    By jmartin, May 15, 2020
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • May 18, 2020

16. Cornona Virus distribution

    By Lou81, April 9, 2020   

    • cares act
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • May 18, 2020

17. Funding Contribution for Terminated Participants Now

    By JustMe, May 15, 2020
    • 1 reply
    • 714 views
    • 
    • Mike Preston
    • May 16, 2020

18. Non-Calendar Year SIMPLE 401(k) Plan

    By Michael B., May 15, 2020
    • 2 replies
    • 1.1k views
    • 
    • Doc Ument
    • May 15, 2020

19. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 2.1k views
    • 
    • Larry Starr
    • May 15, 2020

20. Form 5330

    By Chippy, May 8, 2020
    • 1 reply
    • 757 views
    • 
    • mattmc82
    • May 15, 2020

21. Safe Harbor Weight for 401(k) Plan Contributons

    By Christopher Wilson, May 14, 2020
    • 9 replies
    • 1.7k views
    • 
    • Bird
    • May 15, 2020

22. Charging fees to participants for changing tpa

    By TPApril, May 14, 2020
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 15, 2020

23. deferrals not being taken on "FFCRA sick" wages

    By AlbanyConsultant, May 13, 2020
    • 4 replies
    • 2.3k views
    • 
    • AlbanyConsultant
    • May 13, 2020

24. Integrated w/SS Part II

    By ratherbereading, May 12, 2020
    • 5 replies
    • 2.2k views
    • 
    • ratherbereading
    • May 13, 2020

25. Terminated participant 2018 RMD required or not

    By DDB BN, May 12, 2020
    • 3 replies
    • 1.2k views
    • 
    • DDB BN
    • May 13, 2020

26. Loan defaulted/deemed distributed as if terminated but still works PRN

    By Pammie57, May 11, 2020
    • 2 replies
    • 2.4k views
    • 
    • C. B. Zeller
    • May 11, 2020

27. Integrated with TWB

    By ratherbereading, May 11, 2020
    • 2 replies
    • 1.1k views
    • 
    • ratherbereading
    • May 11, 2020

28. Gateway Contributions

    By ratherbereading, May 8, 2020
    • 5 replies
    • 1.5k views
    • 
    • ratherbereading
    • May 11, 2020

29. Daily testing method for coverage

    By Purplemandinga, May 8, 2020
    • 2 replies
    • 1.3k views
    • 
    • Purplemandinga
    • May 11, 2020

30. Cares withdrawal withholding

    By JRSP533, May 9, 2020
    • 1 reply
    • 847 views
    • 
    • david rigby
    • May 9, 2020

31. pre-funding and 415 1 2

    By Bri, May 1, 2020
    • 66 replies
    • 9.5k views
    • 
    • shERPA
    • May 9, 2020

32. Auto Increases under an EACA

    By austin3515, May 7, 2020
    • 1 reply
    • 899 views
    • 
    • Luke Bailey
    • May 8, 2020

33. "Actual knowledge to the contrary" 1 2

    By austin3515, May 5, 2020
    • 62 replies
    • 10.2k views
    • 
    • austin3515
    • May 8, 2020

34. Safe Harbor Mid-Year Change

    By khn, May 7, 2020
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 7, 2020

35. Last Day Rule when adopting PS plan late (SECURE Act)

    By Jess C, May 5, 2020
    • 8 replies
    • 2.4k views
    • 
    • Larry Starr
    • May 6, 2020

36. Employee enters before eligible in 2017

    By DDB BN, May 6, 2020
    • 1 reply
    • 885 views
    • 
    • Bri
    • May 6, 2020

37. Safe Harbor amended out of Safe Harbor, now wants to amend back in

    By Belgarath, May 1, 2020
    • 7 replies
    • 1.4k views
    • 
    • msmith
    • May 5, 2020

38. CARES Act - Loan Extension - Does "One Year" Really Mean 9 Months?

    By CMC, April 30, 2020
    • 15 replies
    • 3.2k views
    • 
    • Luke Bailey
    • May 5, 2020

39. 404 Tax Deductibility

    By Catch22PGM, May 1, 2020
    • 3 replies
    • 1.2k views
    • 
    • Catch22PGM
    • May 5, 2020

40. QACA Suspension

    By Lisa2005, May 5, 2020
    • 2 replies
    • 1.1k views
    • 
    • Lisa2005
    • May 5, 2020

41. disaggregation for ADP Test

    By AlbanyConsultant, April 30, 2020
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 4, 2020

42. Safe Harbor testing issues

    By AndyH, April 8, 2020
    • 3 replies
    • 932 views
    • 
    • Luke Bailey
    • May 1, 2020

43. Top Paid Group Election

    By Rena Breeding, April 24, 2020
    • 8 replies
    • 2.9k views
    • 
    • Rena Breeding
    • May 1, 2020

44. Combination 401k refund & qnec

    By Becky Schwing, May 1, 2020
    • 1 reply
    • 1k views
    • 
    • Mr Bagwell
    • May 1, 2020

45. Safe Harbor Taxable Fringe Benefit

    By austin3515, April 30, 2020
    • 8 replies
    • 2.6k views
    • 
    • Luke Bailey
    • May 1, 2020

46. Qualifying For COVID Loan

    By Stash026, April 29, 2020
    • 17 replies
    • 2.2k views
    • 
    • Stash026
    • May 1, 2020

47. CARES Act - Increase in Participant Loan Limits

    By CMC, April 10, 2020
    • 15 replies
    • 2.8k views
    • 
    • Mike Preston
    • April 30, 2020

48. Balance for Covid distribution

    By JRSP533, April 27, 2020
    • 3 replies
    • 913 views
    • 
    • JRSP533
    • April 30, 2020

49. Client question about discretionary match.....need feedback

    By Pammie57, April 29, 2020
    • 12 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 29, 2020

50. Puerto Rico and 414s Testing

    By justatester, April 29, 2020
    • 0 replies
    • 719 views
    • 
    • justatester
    • April 29, 2020