401(k) Plans

19,333 topics in this forum

1. Top heavy and retirement

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

2. Start up Plan Credit: plan started in 2019

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

3. 402(g) and ADP failure

   By D Lewis, January 28, 2020
   • 2 replies
   • 3.1k views
   • 
   • Kevin C
   • January 28, 2020

4. RMD calculation for a non-spouse beneficiary

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

5. stop 401K contributions, start IRA

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

6. Deferrals Not Resumed after a Leave of Absence

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

7. rmd RMD for QDRO Alt Payee

   By JulesInCNY, January 27, 2020   

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

8. Excess Annual Addition

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

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

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

10. Death of Partner

    By Mr Bagwell, January 21, 2020
    • 13 replies
    • 1.7k views
    • 
    • Larry Starr
    • January 23, 2020

11. Deducted Contribution in 2018 / Never Funded

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

12. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 2.1k views
    • 
    • Below Ground
    • January 22, 2020

13. 401k Plan

    By Egold, January 21, 2020
    • 2 replies
    • 585 views
    • 
    • Below Ground
    • January 22, 2020

14. New Hardship Guidelines - Impact of in-service distributions

    By jim241, October 30, 2019   

    • 401k
    • hardship
    • 11 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 21, 2020

15. Match is offset by Prevailing wage

    By pensiongeek, January 17, 2020
    • 4 replies
    • 889 views
    • 
    • Below Ground
    • January 20, 2020

16. TPA fired - not fired - SH notice not issued

    By M Norton, January 16, 2020   

    • safe harbor notice
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • January 20, 2020

17. W-2 Box 13 Retirement

    By Tom, January 16, 2020   

    • who is active participant
    • w-2
    • (and 1 more)

      Tagged with:

      • who is active participant
      • w-2
      • box 13
    • 3 replies
    • 1.8k views
    • 
    • Larry Starr
    • January 17, 2020

18. Terminated 401(k) plan

    By Cynchbeast, January 16, 2020
    • 2 replies
    • 510 views
    • 
    • Bird
    • January 17, 2020

19. 1099 income

    By Chippy, December 19, 2019
    • 11 replies
    • 2.9k views
    • 
    • Below Ground
    • January 15, 2020

20. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.3k views
    • 
    • Luke Bailey
    • January 15, 2020

21. Severance package to a terminated employee

    By ratherbereading, January 8, 2020
    • 10 replies
    • 1.5k views
    • 
    • DiamondJim76
    • January 15, 2020

22. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k, January 14, 2020
    • 1 reply
    • 435 views
    • 
    • Mike Preston
    • January 15, 2020

23. Pro-Rated Profit Sharing Contribution

    By Benefits Vet, January 13, 2020
    • 2 replies
    • 695 views
    • 
    • Benefits Vet
    • January 13, 2020

24. Tax Credit for new plan for SECURE Act

    By mjf06241972, January 8, 2020
    • 2 replies
    • 617 views
    • 
    • mjf06241972
    • January 13, 2020

25. Secure Act - RMD Changes - Amendment Needed?

    By Stash026, January 9, 2020
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • January 10, 2020

26. Safe Harbor 401(k) Plan Change

    By hsctpa, January 7, 2020
    • 5 replies
    • 1.4k views
    • 
    • hsctpa
    • January 8, 2020

27. Audited Plan (Schedule H) - Cash or Accrual Basis

    By jmartin, January 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • TommyGunn13
    • January 8, 2020

28. Carry over 401k to new company

    By JohnS, January 8, 2020
    • 5 replies
    • 925 views
    • 
    • Earl
    • January 8, 2020

29. Form 5330 - Paid Preparer? PTIN?

    By ldr, January 7, 2020   

    • 5330
    • excise tax form
    • (and 1 more)

      Tagged with:

      • 5330
      • excise tax form
      • ptin
    • 9 replies
    • 1.8k views
    • 
    • ldr
    • January 8, 2020

30. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.7k views
    • 
    • G8Rs
    • January 7, 2020

31. 1 payroll missed deferral deductions for all

    By doombuggy, December 11, 2019
    • 3 replies
    • 1.2k views
    • 
    • AATPA
    • January 6, 2020

32. Family Attribution rules for Trust Beneficiary

    By NW529, January 3, 2020   

    • 401k
    • top heavy
    • (and 4 more)

      Tagged with:

      • 401k
      • top heavy
      • key employee
      • key top heavy
      • attribution rules
      • trust
    • 1 reply
    • 867 views
    • 
    • Luke Bailey
    • January 6, 2020

33. Not a Controlled Group When ER Thought it Was

    By Benefits Vet, December 30, 2019
    • 6 replies
    • 1.2k views
    • 
    • Benefits Vet
    • January 6, 2020

34. How must a 404(a)(5) Notice be delivered?

    By ldr, August 10, 2018   

    • 404(a)(5)
    • disclosure
    • 12 replies
    • 5.3k views
    • 
    • RatherBeGolfing
    • January 5, 2020

35. Amend SH Plan now to change PS method for '20?

    By BG5150, December 20, 2019
    • 11 replies
    • 1.5k views
    • 
    • Larry Starr
    • January 3, 2020

36. What are my options for a 401k loan wrongly reported as defaulted

    By EM, January 2, 2020   

    • 401k loan
    • 3 replies
    • 1.8k views
    • 
    • Luke Bailey
    • January 2, 2020

37. SECURE Retro SE 401k for 2020

    By Flyboyjohn, December 24, 2019
    • 5 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 2, 2020

38. Maximum contribution at15K

    By JohnLong, December 30, 2019
    • 8 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • January 2, 2020

39. Top Heavy First year plan - Accrued Employer contributions

    By NW529, December 27, 2019   

    • 401k
    • top heavy
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • January 2, 2020

40. Who can sign 401(k) documents?

    By Zach Hertz, December 31, 2019
    • 2 replies
    • 739 views
    • 
    • Zach Hertz
    • January 1, 2020

41. Benchmarking Service Providers

    By khn, December 30, 2019
    • 2 replies
    • 736 views
    • 
    • Luke Bailey
    • December 31, 2019

42. Life Insurance Policies

    By Logan401, December 24, 2019
    • 6 replies
    • 1.1k views
    • 
    • FPGuy
    • December 30, 2019

43. Payroll Company stopped Deferrals

    By msmith, December 27, 2019
    • 0 replies
    • 462 views
    • 
    • msmith
    • December 27, 2019

44. SECURE ACT Non-elective contribution notice

    By imchipbrown, December 24, 2019
    • 4 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 26, 2019

45. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power, December 23, 2019
    • 1 reply
    • 635 views
    • 
    • RatherBeGolfing
    • December 23, 2019

46. Stat EE and gateway min

    By buckaroo, December 23, 2019
    • 0 replies
    • 572 views
    • 
    • buckaroo
    • December 23, 2019

47. Ineligible Employees allowed to Defer

    By 52626, December 20, 2019
    • 1 reply
    • 612 views
    • 
    • Luke Bailey
    • December 21, 2019

48. Increase 401(k) Eligibility

    By Nate X, December 18, 2019
    • 9 replies
    • 2k views
    • 
    • Scott50
    • December 20, 2019

49. Catch ups, 415, and Off Calendar

    By Gilmore, December 18, 2019
    • 2 replies
    • 1.1k views
    • 
    • Gilmore
    • December 19, 2019

50. Discretionary deposits in 401K to make up for missed match

    By PGWilliams, December 19, 2019
    • 3 replies
    • 854 views
    • 
    • Lou S.
    • December 19, 2019