401(k) Plans

19,450 topics in this forum

1. Unpaid military intern

   By pensionam, April 14, 2020
   • 1 reply
   • 815 views
   • 
   • Larry Starr
   • April 14, 2020

2. 402(g) limit

   By K-t-F, October 3, 2012
   • 9 replies
   • 5.3k views
   • 
   • Peter Gulia
   • April 13, 2020

3. CARES Act & Money Purchase Plans

   By Stash026, April 13, 2020
   • 1 reply
   • 963 views
   • 
   • duckthing
   • April 13, 2020

4. Improper Allocation

   By thepensionmaven, April 10, 2020
   • 4 replies
   • 1k views
   • 
   • Larry Starr
   • April 11, 2020

5. COVID-19 Sick and Leave Pay

   By Gilmore, April 1, 2020
   • 5 replies
   • 1.7k views
   • 
   • Larry Starr
   • April 10, 2020

6. CARES Act - Optional?

   By Ian, April 1, 2020
   • 11 replies
   • 1.3k views
   • 
   • Ian
   • April 9, 2020

7. counterproductive

   By thepensionmaven, April 9, 2020
   • 10 replies
   • 1k views
   • 
   • ratherbereading
   • April 9, 2020

8. S Corp filed return and wants to file an amended return

   By DDB BN, April 8, 2020
   • 2 replies
   • 893 views
   • 
   • Peter Gulia
   • April 8, 2020

9. Stoppage of Match - regular or SH - Notice Required

   By Pammie57, April 2, 2020
   • 2 replies
   • 731 views
   • 
   • PainPA
   • April 8, 2020

10. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

    By RayJJohnsonJr, April 7, 2020
    • 9 replies
    • 1.1k views
    • 
    • RayJJohnsonJr
    • April 7, 2020

11. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 947 views
    • 
    • Mr Bagwell
    • April 7, 2020

12. Partial Plan Termination - Participant already took a Distribution

    By Vlad401k, April 7, 2020
    • 3 replies
    • 990 views
    • 
    • Mr Bagwell
    • April 7, 2020

13. Loan Payoff - Deceased Participant

    By MGOAdmin, April 7, 2020   

    • loan
    • deceased participant
    • 2 replies
    • 855 views
    • 
    • Larry Starr
    • April 7, 2020

14. Pay less than the 401(k) withholding election.

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.4k views
    • 
    • Larry Starr
    • April 7, 2020

15. Qualified Individual - Reduced Hours

    By Gilmore, April 7, 2020
    • 4 replies
    • 926 views
    • 
    • Larry Starr
    • April 7, 2020

16. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 4k views
    • 
    • Luke Bailey
    • April 7, 2020

17. ADP Refunds

    By Kathy Bittle, March 15, 2020
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 7, 2020

18. Due Date to Fund Employer Contributions

    By Stash026, April 7, 2020
    • 1 reply
    • 620 views
    • 
    • Mike Preston
    • April 7, 2020

19. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 4.5k views
    • 
    • ldr
    • April 7, 2020

20. Coronavirus-Related Distributions

    By EBECatty, March 31, 2020
    • 13 replies
    • 2.1k views
    • 
    • justanotheradmin
    • April 7, 2020

21. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 2.2k views
    • 
    • Gilmore
    • April 7, 2020

22. EBAR Calculation - Cash Balance/Profit Sharing

    By Stash026, April 4, 2020
    • 4 replies
    • 856 views
    • 
    • Mike Preston
    • April 7, 2020

23. COVID Distribution Repayment - Rollover

    By Jess C, April 6, 2020
    • 1 reply
    • 688 views
    • 
    • Larry Starr
    • April 6, 2020

24. Discretionary Match Discontinuance

    By austin3515, April 3, 2020
    • 7 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 6, 2020

25. CARES Act loan provisions- Optional

    By Ian, April 2, 2020
    • 13 replies
    • 2.5k views
    • 
    • MoJo
    • April 6, 2020

26. How do we know what outcomes would result from ending a safe harbor?

    By Peter Gulia, April 3, 2020
    • 6 replies
    • 829 views
    • 
    • Peter Gulia
    • April 3, 2020

27. CARES Act Eligibility Question

    By Stash026, April 3, 2020
    • 2 replies
    • 834 views
    • 
    • Larry Starr
    • April 3, 2020

28. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1.2k views
    • 
    • DDB BN
    • April 3, 2020

29. Changing plan year - too late?

    By jmartin, April 3, 2020
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • April 3, 2020

30. CARES Act Distributions/Top Heavy

    By pholosofizer, April 3, 2020
    • 1 reply
    • 873 views
    • 
    • C. B. Zeller
    • April 3, 2020

31. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.4k views
    • 
    • BG5150
    • April 3, 2020

32. Plan Termination

    By Dobber, April 2, 2020
    • 0 replies
    • 427 views
    • 
    • Dobber
    • April 2, 2020

33. RMD Rules under CARES Act

    By Benefits Vet, April 2, 2020
    • 7 replies
    • 1.4k views
    • 
    • Larry Starr
    • April 2, 2020

34. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

    • life insurance
    • 1 reply
    • 847 views
    • 
    • Larry Starr
    • April 2, 2020

35. CARES Act - Loan Question

    By Stash026, April 1, 2020
    • 2 replies
    • 703 views
    • 
    • RAH401(k)
    • April 2, 2020

36. Dual Eligibility - New Plan waiver of eligibility requirements

    By JustMe, March 30, 2020
    • 10 replies
    • 1.5k views
    • 
    • JustMe
    • April 2, 2020

37. Switch from Safe Harbor Non Elective to Safe Harbor Match Mid Year

    By roundlou, April 2, 2020
    • 1 reply
    • 665 views
    • 
    • C. B. Zeller
    • April 2, 2020

38. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 2k views
    • 
    • Bird
    • April 2, 2020

39. Compensation controlled group: SE income on K-1 and W-2

    By tghooper, April 1, 2020
    • 4 replies
    • 662 views
    • 
    • tghooper
    • April 2, 2020

40. Coronavirus-Related Distributions - Mandatory Distributions

    By EBECatty, April 1, 2020
    • 2 replies
    • 561 views
    • 
    • RatherBeGolfing
    • April 2, 2020

41. Covid_ Hardship Withdrawal (Spouse laid off/terminated) & (loans)

    By RRivera, April 1, 2020
    • 1 reply
    • 672 views
    • 
    • Mike Preston
    • April 2, 2020

42. Annual pooled account statements (when markets have changed)

    By TPApril, March 16, 2020
    • 16 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 2, 2020

43. Suspending SH Election, Adopt 3% Nonelective by Year-End Under SECURE

    By Danny CPA, March 31, 2020
    • 5 replies
    • 980 views
    • 
    • Gilmore
    • April 1, 2020

44. Plan Termination after stock aquisition

    By nerd-party-administrator, April 1, 2020
    • 3 replies
    • 649 views
    • 
    • Larry Starr
    • April 1, 2020

45. CARES Act and Hardship Withdrawal

    By Susan S., March 31, 2020
    • 2 replies
    • 864 views
    • 
    • RPAS
    • April 1, 2020

46. Is terminating the plan the way to stop an obligation for an employer-provided contribution?

    By Peter Gulia, April 1, 2020
    • 1 reply
    • 723 views
    • 
    • Lois Baker
    • April 1, 2020

47. CARES Act

    By Ian, March 29, 2020
    • 37 replies
    • 3.2k views
    • 
    • Belgarath
    • April 1, 2020

48. Coronavirus Related Distribution

    By ErisaGeek, April 1, 2020
    • 0 replies
    • 379 views
    • 
    • ErisaGeek
    • April 1, 2020

49. Removing auto enroll and auto-esclate from a 401k Plan

    By betsy, March 30, 2020
    • 1 reply
    • 2.1k views
    • 
    • Gilmore
    • March 31, 2020

50. Excess Deferral unrelated plans and ADP Refund

    By legort69, March 25, 2020
    • 2 replies
    • 883 views
    • 
    • NJ Mike
    • March 31, 2020