401(k) Plans

19,489 topics in this forum

1. Qualifying For COVID Loan

   By Stash026, April 29, 2020
   • 17 replies
   • 1.8k views
   • 
   • Stash026
   • May 1, 2020

2. CARES Act - Increase in Participant Loan Limits

   By CMC, April 10, 2020
   • 15 replies
   • 2.3k views
   • 
   • Mike Preston
   • April 30, 2020

3. Balance for Covid distribution

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

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

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

5. Puerto Rico and 414s Testing

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

6. Reduce EACA percentage effective January 1

   By WCC, April 27, 2020
   • 6 replies
   • 1.6k views
   • 
   • BG5150
   • April 29, 2020

7. 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
   • 1.5k views
   • 
   • MWeddell
   • April 28, 2020

8. Paycheck Protection Program (2019 Contributions?)

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

9. Merger of Safe Harbor Plan

   By 52626, April 27, 2020
   • 2 replies
   • 1.1k views
   • 
   • MWeddell
   • April 27, 2020

10. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 7.9k views
    • 
    • RatherBeGolfing
    • April 27, 2020

11. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2.5k views
    • 
    • Larry Starr
    • April 25, 2020

12. SHNEC and Additional ER Contribution

    By justatester, April 22, 2020
    • 4 replies
    • 2.8k views
    • 
    • Kevin C
    • April 23, 2020

13. SHNE plus non-vested PS

    By ombskid, April 23, 2020
    • 5 replies
    • 2k views
    • 
    • Mike Preston
    • April 23, 2020

14. Employee deferral processed outside of payroll

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

15. Form 5558 Extension / Change in Plan Sponsor

    By IhrtERISA, April 23, 2020
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 23, 2020

16. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am, February 22, 2020
    • 4 replies
    • 1.3k views
    • 
    • Will.I.Am
    • April 23, 2020

17. ACP Calculation for Discretionary Match stopped mid year

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

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

    By TPApril, April 21, 2020
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 22, 2020

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

    By Sofinka, December 8, 2019
    • 8 replies
    • 3.8k views
    • 
    • MWeddell
    • April 22, 2020

20. Audits for 2019

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

21. Catch up in excess of 100% of compensation

    By Jakyasar, December 27, 2019
    • 19 replies
    • 4.8k views
    • 
    • Jakyasar
    • April 22, 2020

22. SECURE Act annuity portability

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

23. Safe Harbor Plan Mid Year Changes

    By hsctpa, April 20, 2020
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 21, 2020

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

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

25. Employer never contributed

    By Mikefern, April 9, 2020
    • 41 replies
    • 11.9k views
    • 
    • Belgarath
    • April 20, 2020

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

    By CKR, April 17, 2020
    • 12 replies
    • 2.9k views
    • 
    • david rigby
    • April 18, 2020

27. Confused about 401K entry date and income eligibility

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

28. Hardship Distribution & COVID-19 FEMA Disaster

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

29. CARES ACT - Loans 1 year defer

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

30. Employer Out of Business

    By khn, April 15, 2020
    • 5 replies
    • 2.3k views
    • 
    • Linda Wilkins
    • April 17, 2020

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

    By radublu, March 25, 2020
    • 29 replies
    • 17.6k views
    • 
    • Luke Bailey
    • April 17, 2020

32. Delaying implementation of 401K plan

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

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

    By BG5150, April 15, 2020
    • 3 replies
    • 3.5k views
    • 
    • Larry Starr
    • April 17, 2020

34. New IRS Notice 2020-23 Loan Repayment Confusion

    By mydayjob, April 15, 2020   

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

35. CARES Act Loan Provisions - Ambiguities

    By Luke Bailey, April 14, 2020
    • 19 replies
    • 3.2k views
    • 
    • Luke Bailey
    • April 16, 2020

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

    By Peter Gulia, April 13, 2020   

    • cares act; congress
    • 17 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 15, 2020

37. 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
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • April 15, 2020

38. CARES Act loan provisions- Optional REVISITED

    By Ian, April 10, 2020
    • 13 replies
    • 2k views
    • 
    • Bill Presson
    • April 15, 2020

39. Enhanced to Basic Match - Mid Year

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

40. Unpaid military intern

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

41. 402(g) limit

    By Basically, October 3, 2012
    • 9 replies
    • 5.5k views
    • 
    • Peter Gulia
    • April 13, 2020

42. CARES Act & Money Purchase Plans

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

43. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 11, 2020

44. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.9k views
    • 
    • Larry Starr
    • April 10, 2020

45. CARES Act - Optional?

    By Ian, April 1, 2020
    • 11 replies
    • 1.4k views
    • 
    • Ian
    • April 9, 2020

46. counterproductive

    By thepensionmaven, April 9, 2020
    • 10 replies
    • 1.3k views
    • 
    • ratherbereading
    • April 9, 2020

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

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

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

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

49. 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
    • 1.3k views
    • 
    • RayJJohnsonJr
    • April 7, 2020

50. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • April 7, 2020