401(k) Plans

19,499 topics in this forum

1. Employee enters before eligible in 2017

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

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

   By Belgarath, May 1, 2020
   • 7 replies
   • 1.3k views
   • 
   • msmith
   • May 5, 2020

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

   By CMC, April 30, 2020
   • 15 replies
   • 2.9k views
   • 
   • Luke Bailey
   • May 5, 2020

4. 404 Tax Deductibility

   By Catch22PGM, May 1, 2020
   • 3 replies
   • 1.1k views
   • 
   • Catch22PGM
   • May 5, 2020

5. QACA Suspension

   By Lisa2005, May 5, 2020
   • 2 replies
   • 817 views
   • 
   • Lisa2005
   • May 5, 2020

6. disaggregation for ADP Test

   By AlbanyConsultant, April 30, 2020
   • 5 replies
   • 1.7k views
   • 
   • Luke Bailey
   • May 4, 2020

7. Safe Harbor testing issues

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

8. Top Paid Group Election

   By Rena Breeding, April 24, 2020
   • 8 replies
   • 2.7k views
   • 
   • Rena Breeding
   • May 1, 2020

9. Combination 401k refund & qnec

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

10. Safe Harbor Taxable Fringe Benefit

    By austin3515, April 30, 2020
    • 8 replies
    • 2.3k views
    • 
    • Luke Bailey
    • May 1, 2020

11. Qualifying For COVID Loan

    By Stash026, April 29, 2020
    • 17 replies
    • 1.9k views
    • 
    • Stash026
    • May 1, 2020

12. CARES Act - Increase in Participant Loan Limits

    By CMC, April 10, 2020
    • 15 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 30, 2020

13. Balance for Covid distribution

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

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

    By Pammie57, April 29, 2020
    • 12 replies
    • 1.1k views
    • 
    • Larry Starr
    • April 29, 2020

15. Puerto Rico and 414s Testing

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

16. Reduce EACA percentage effective January 1

    By WCC, April 27, 2020
    • 6 replies
    • 1.7k views
    • 
    • BG5150
    • April 29, 2020

17. Entity in Controlled Group revoking Safe Harbor

    By NW529, April 23, 2020   

    • safe habor
    • coverage; safe-harbor
    • (and 1 more)

      Tagged with:

      • safe habor
      • coverage; safe-harbor
      • controlled group
    • 9 replies
    • 1.7k views
    • 
    • MWeddell
    • April 28, 2020

18. Paycheck Protection Program (2019 Contributions?)

    By Gilmore, April 24, 2020
    • 6 replies
    • 1.1k views
    • 
    • duckthing
    • April 28, 2020

19. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • April 27, 2020

20. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 8.1k views
    • 
    • RatherBeGolfing
    • April 27, 2020

21. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2.7k views
    • 
    • Larry Starr
    • April 25, 2020

22. SHNEC and Additional ER Contribution

    By justatester, April 22, 2020
    • 4 replies
    • 2.9k views
    • 
    • Kevin C
    • April 23, 2020

23. SHNE plus non-vested PS

    By ombskid, April 23, 2020
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 23, 2020

24. Employee deferral processed outside of payroll

    By nerd-party-administrator, April 23, 2020
    • 4 replies
    • 964 views
    • 
    • Luke Bailey
    • April 23, 2020

25. Form 5558 Extension / Change in Plan Sponsor

    By IhrtERISA, April 23, 2020
    • 4 replies
    • 1.4k views
    • 
    • Larry Starr
    • April 23, 2020

26. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am, February 22, 2020
    • 4 replies
    • 1.4k views
    • 
    • Will.I.Am
    • April 23, 2020

27. ACP Calculation for Discretionary Match stopped mid year

    By ERISAGal, April 23, 2020
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • April 23, 2020

28. Can Prior Year Safe Harbor be stopped for HCE?

    By TPApril, April 21, 2020
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 22, 2020

29. Suspending 401k Match mid-year - the plan has a true up provision

    By Sofinka, December 8, 2019
    • 8 replies
    • 3.9k views
    • 
    • MWeddell
    • April 22, 2020

30. Audits for 2019

    By Jodi, April 20, 2020
    • 4 replies
    • 1k views
    • 
    • msmith
    • April 22, 2020

31. Catch up in excess of 100% of compensation

    By Jakyasar, December 27, 2019
    • 19 replies
    • 4.9k views
    • 
    • Jakyasar
    • April 22, 2020

32. SECURE Act annuity portability

    By Ian, April 21, 2020
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 21, 2020

33. Safe Harbor Plan Mid Year Changes

    By hsctpa, April 20, 2020
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • April 21, 2020

34. Tips and safe harbor 401(k) Plan -

    By 52626, April 20, 2020
    • 1 reply
    • 933 views
    • 
    • Kevin C
    • April 21, 2020

35. Employer never contributed

    By Mikefern, April 9, 2020
    • 41 replies
    • 12.4k views
    • 
    • Belgarath
    • April 20, 2020

36. Is employee terminated for rollover if still part time?

    By CKR, April 17, 2020
    • 12 replies
    • 3.1k views
    • 
    • david rigby
    • April 18, 2020

37. Confused about 401K entry date and income eligibility

    By Ajay Mani, April 17, 2020
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 17, 2020

38. Hardship Distribution & COVID-19 FEMA Disaster

    By Steamboat, April 14, 2020
    • 2 replies
    • 2.2k views
    • 
    • Albert F
    • April 17, 2020

39. CARES ACT - Loans 1 year defer

    By 52626, April 1, 2020
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • April 17, 2020

40. Employer Out of Business

    By khn, April 15, 2020
    • 5 replies
    • 2.4k views
    • 
    • Linda Wilkins
    • April 17, 2020

41. Fidelity paid benefits to wrong beneficiary - how to resolve?

    By radublu, March 25, 2020
    • 29 replies
    • 18k views
    • 
    • Luke Bailey
    • April 17, 2020

42. Delaying implementation of 401K plan

    By AGT9501, April 17, 2020
    • 1 reply
    • 774 views
    • 
    • Larry Starr
    • April 17, 2020

43. FFCRA wages subject to 401(k) withholding?

    By BG5150, April 15, 2020
    • 3 replies
    • 3.6k views
    • 
    • Larry Starr
    • April 17, 2020

44. New IRS Notice 2020-23 Loan Repayment Confusion

    By mydayjob, April 15, 2020   

    • cares act
    • 1 reply
    • 1.4k views
    • 
    • AKconsult
    • April 17, 2020

45. CARES Act Loan Provisions - Ambiguities

    By Luke Bailey, April 14, 2020
    • 19 replies
    • 3.3k views
    • 
    • Luke Bailey
    • April 16, 2020

46. What is the last day on which a coronavirus loan can be made?

    By Peter Gulia, April 13, 2020   

    • cares act; congress
    • 17 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 15, 2020

47. CARES Act Distribution from a FICA Alternative Plan (401(a))

    By Patricia Neal Jensen, April 14, 2020   

    • cares act; fica alternative 401(a)
    • 10 replies
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • April 15, 2020

48. CARES Act loan provisions- Optional REVISITED

    By Ian, April 10, 2020
    • 13 replies
    • 2.1k views
    • 
    • Bill Presson
    • April 15, 2020

49. Enhanced to Basic Match - Mid Year

    By TN CPA, April 15, 2020
    • 2 replies
    • 906 views
    • 
    • Lou S.
    • April 15, 2020

50. Unpaid military intern

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