401(k) Plans

19,321 topics in this forum

1. Multiple 401k plans covering the same employee

   By spiritrider, February 17, 2020
   • 5 replies
   • 2.1k views
   • 
   • imchipbrown
   • February 18, 2020

2. 401K Plans

   By pskadot, February 14, 2020
   • 15 replies
   • 1.3k views
   • 
   • pskadot
   • February 18, 2020

3. 401k -- Bonds -- just before market crash

   By BUG, February 18, 2020
   • 4 replies
   • 1.2k views
   • 
   • Larry Starr
   • February 18, 2020

4. Affiliated Service Group

   By austin3515, February 17, 2020
   • 4 replies
   • 798 views
   • 
   • austin3515
   • February 18, 2020

5. Computation Period

   By thepensionmaven, February 17, 2020
   • 6 replies
   • 1.6k views
   • 
   • Kevin C
   • February 18, 2020

6. Amending 401k to Safe Harbor Non-elective mid year 2020

   By Pammie57, February 13, 2020
   • 4 replies
   • 784 views
   • 
   • David Schultz
   • February 17, 2020

7. Is there any safe harbor.....

   By mphs77, February 14, 2020
   • 3 replies
   • 969 views
   • 
   • CuseFan
   • February 14, 2020

8. Rehired and 90 Days Eligibility

   By Dazednconfused, February 14, 2020
   • 1 reply
   • 1.3k views
   • 
   • CuseFan
   • February 14, 2020

9. Partnership Comp Calcs Forfeitures

   By sdix401k, February 14, 2020
   • 1 reply
   • 414 views
   • 
   • Bri
   • February 14, 2020

10. 415 allocation Issues

    By VeryOldMan, February 14, 2020   

    • 415 allocation
    • 2 replies
    • 605 views
    • 
    • VeryOldMan
    • February 14, 2020

11. "Back Door Roth"

    By ldr, February 7, 2020   

    • voluntary contributios
    • back door roth
    • (and 1 more)

      Tagged with:

      • voluntary contributios
      • back door roth
      • acp test
    • 12 replies
    • 3.3k views
    • 
    • MWeddell
    • February 14, 2020

12. Different Compensation for Different Sources

    By Vlad401k, February 13, 2020
    • 3 replies
    • 545 views
    • 
    • C. B. Zeller
    • February 14, 2020

13. Waiver of eligibility requirements & discrimination

    By Puddleglum, February 12, 2020
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • February 13, 2020

14. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 851 views
    • 
    • Pammie57
    • February 13, 2020

15. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.6k views
    • 
    • Jason1975
    • February 13, 2020

16. Can employees that have worked in their foreign offices have their time counted towards eligibility and vesting when they come over to the US?

    By Chris123, February 10, 2020
    • 5 replies
    • 2.4k views
    • 
    • Chris123
    • February 12, 2020

17. SECURE ACT Safe Harbor Notice

    By Pensions2020, February 4, 2020   

    • secure act
    • safe harbor
    • 2 replies
    • 744 views
    • 
    • sb0828
    • February 11, 2020

18. Corrective Distribution on account of failed ADP/ACP test

    By Pammie57, February 10, 2020
    • 1 reply
    • 474 views
    • 
    • ratherbereading
    • February 10, 2020

19. 5305-SEP to one-participant 401k with "mega backdoor roth"

    By wqpziy, February 8, 2020
    • 1 reply
    • 826 views
    • 
    • Bird
    • February 10, 2020

20. 401k 5500 filing question

    By ML68, February 5, 2020
    • 4 replies
    • 696 views
    • 
    • Sophie Leigh
    • February 6, 2020

21. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 1.4k views
    • 
    • PFranckowiak
    • February 6, 2020

22. Delay in 401K rollover

    By sbuck, January 29, 2020
    • 4 replies
    • 1.4k views
    • 
    • sbuck
    • February 6, 2020

23. deferral deposits for shareholders

    By thepensionmaven, February 4, 2020
    • 6 replies
    • 1.1k views
    • 
    • Luke Bailey
    • February 5, 2020

24. Safe harbor match suspenseion

    By Pam S., January 31, 2020
    • 4 replies
    • 869 views
    • 
    • Pam S.
    • February 5, 2020

25. 401(k) plans - set up question

    By Teatree, February 3, 2020   

    • 401k
    • discrimination testing
    • 5 replies
    • 682 views
    • 
    • Larry Starr
    • February 5, 2020

26. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 2k views
    • 
    • Bird
    • February 5, 2020

27. Terminated plan with staledated checks

    By DDB BN, February 5, 2020
    • 0 replies
    • 445 views
    • 
    • DDB BN
    • February 5, 2020

28. Should a plan’s administrator require a document to prove a birth or adoption?

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 3k views
    • 
    • Peter Gulia
    • February 4, 2020

29. Is a Safe Harbor QACA Match of 100% of 6% OK?

    By Anagoge, January 30, 2020
    • 2 replies
    • 2.7k views
    • 
    • Anagoge
    • February 4, 2020

30. new plan safe harbor match comp when plan eff 1/1, 401k eff 7/1

    By TPApril, February 3, 2020
    • 3 replies
    • 947 views
    • 
    • AndyH
    • February 4, 2020

31. Contribution Allocation waivers

    By tjw572, January 30, 2020
    • 2 replies
    • 807 views
    • 
    • K2
    • February 1, 2020

32. Failure to implement "negative" election in ACA Plan

    By MarZDoates, January 30, 2020
    • 3 replies
    • 912 views
    • 
    • Larry Starr
    • January 31, 2020

33. 401k HCE Ineligible Contributions

    By wifrbr, January 30, 2020
    • 1 reply
    • 649 views
    • 
    • Bri
    • January 31, 2020

34. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.7k views
    • 
    • cybertruck
    • January 31, 2020

35. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.3k views
    • 
    • AKconsult
    • January 31, 2020

36. SECURE Act and Long Term Part-Time Employees

    By ErnieG, January 30, 2020
    • 4 replies
    • 902 views
    • 
    • ErnieG
    • January 31, 2020

37. Safe-Harbor Plan - Employee Transition from Full-Time to Part Time

    By TN CPA, January 30, 2020
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 30, 2020

38. Matching contribution options

    By Dan, January 23, 2020
    • 4 replies
    • 925 views
    • 
    • Dan
    • January 29, 2020

39. Top heavy and retirement

    By hileman, January 29, 2020
    • 1 reply
    • 533 views
    • 
    • Bri
    • January 29, 2020

40. Start up Plan Credit: plan started in 2019

    By K2, January 23, 2020
    • 5 replies
    • 738 views
    • 
    • AKconsult
    • January 29, 2020

41. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3k views
    • 
    • Kevin C
    • January 28, 2020

42. RMD calculation for a non-spouse beneficiary

    By Ryan Walter, January 17, 2020
    • 3 replies
    • 918 views
    • 
    • Ryan Walter
    • January 28, 2020

43. stop 401K contributions, start IRA

    By hsally, January 20, 2020
    • 4 replies
    • 942 views
    • 
    • 401king
    • January 28, 2020

44. Deferrals Not Resumed after a Leave of Absence

    By MNO, January 27, 2020
    • 0 replies
    • 358 views
    • 
    • MNO
    • January 27, 2020

45. rmd RMD for QDRO Alt Payee

    By JulesInCNY, January 27, 2020   

    • qdro
    • alternate payee
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 27, 2020

46. Excess Annual Addition

    By nancy, January 23, 2020
    • 4 replies
    • 826 views
    • 
    • Luke Bailey
    • January 24, 2020

47. Safe Harbor Match & Safe Harbor Nonelective During Transition Period

    By EBECatty, January 21, 2020
    • 13 replies
    • 1.8k views
    • 
    • EBECatty
    • January 24, 2020

48. Death of Partner

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

49. Deducted Contribution in 2018 / Never Funded

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

50. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 2k views
    • 
    • Below Ground
    • January 22, 2020