401(k) Plans

19,450 topics in this forum

1. Paid leaves under FMLA/ and now FFCRA

   By austin3515, March 26, 2020
   • 11 replies
   • 4.9k views
   • 
   • Dave Baker
   • March 31, 2020

2. 401k Interim Valuation

   By Ballangen, March 27, 2020   

   • 401k
   • interim
   • (and 1 more)

     Tagged with:

     • 401k
     • interim
     • valuation
   • 2 replies
   • 799 views
   • 
   • JackS
   • March 30, 2020

3. Suspending the SH Match

   By coleboy, March 25, 2020
   • 13 replies
   • 1.8k views
   • 
   • Bird
   • March 30, 2020

4. Missed deferrals

   By Cynchbeast, March 26, 2020
   • 2 replies
   • 573 views
   • 
   • Cynchbeast
   • March 29, 2020

5. Another suspend safe harbor question - sorry

   By Gilmore, March 26, 2020
   • 2 replies
   • 670 views
   • 
   • Gilmore
   • March 26, 2020

6. SECURE ACT no safe harbor notices after 12/31/2019

   By thepensionmaven, March 26, 2020
   • 3 replies
   • 833 views
   • 
   • thepensionmaven
   • March 26, 2020

7. Pending Divorce; Form Standing Order, No QDRO

   By ERISAlaw, March 24, 2020
   • 7 replies
   • 2.3k views
   • 
   • QDROphile
   • March 25, 2020

8. Retroactive Safe Harbor Amendment

   By Purplemandinga, March 24, 2020
   • 11 replies
   • 3.8k views
   • 
   • C. B. Zeller
   • March 25, 2020

9. contribution deadline extended to July 15 for PLLC

   By thepensionmaven, March 24, 2020
   • 4 replies
   • 865 views
   • 
   • Larry Starr
   • March 25, 2020

10. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 24, 2020

11. PS Alloc based on Years of Service

    By jmartin, March 23, 2020
    • 3 replies
    • 5.3k views
    • 
    • BG5150
    • March 24, 2020

12. Furloughs and layoffs

    By austin3515, March 19, 2020
    • 3 replies
    • 1.5k views
    • 
    • BTG
    • March 24, 2020

13. Corona Virus and 401k Deferrals

    By mjf06241972, March 22, 2020
    • 2 replies
    • 780 views
    • 
    • Larry Starr
    • March 23, 2020

14. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 13k views
    • 
    • AFFIS
    • March 22, 2020

15. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 3k views
    • 
    • RatherBeGolfing
    • March 20, 2020

16. Bonuses excluded from plan compensation - for 20+ years

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 2.2k views
    • 
    • Cardscrazy
    • March 20, 2020

17. Top Heavy Safe Harbor Match

    By PFranckowiak, March 19, 2020
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • March 20, 2020

18. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

    • plan sponsor
    • sale of business
    • 1 reply
    • 835 views
    • 
    • Bill Presson
    • March 20, 2020

19. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 4.2k views
    • 
    • Maureen Lilly
    • March 19, 2020

20. Employer Reimbursement of Brokerage Account Expenses

    By ERISAGal, March 18, 2020   

    • 401k
    • fees
    • (and 2 more)

      Tagged with:

      • 401k
      • fees
      • brokerage accts
      • contribution requirements
    • 0 replies
    • 610 views
    • 
    • ERISAGal
    • March 18, 2020

21. Client Guidance in Difficult Times

    By katie58, March 18, 2020
    • 7 replies
    • 1.1k views
    • 
    • jsample
    • March 18, 2020

22. Discretionary Match

    By katie58, March 18, 2020
    • 1 reply
    • 750 views
    • 
    • BG5150
    • March 18, 2020

23. Employer Mistake

    By ML54220, March 17, 2020
    • 3 replies
    • 786 views
    • 
    • Bird
    • March 18, 2020

24. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 16k views
    • 
    • newemployee401k
    • March 17, 2020

25. 415 and Self-employed

    By BG5150, March 17, 2020
    • 0 replies
    • 414 views
    • 
    • BG5150
    • March 17, 2020

26. Student Loan

    By JustMe, March 13, 2020
    • 2 replies
    • 885 views
    • 
    • JustMe
    • March 16, 2020

27. Employee status-terminated awaiting payment

    By Miquiztli, March 15, 2020
    • 3 replies
    • 3.3k views
    • 
    • Larry Starr
    • March 16, 2020

28. K-1 and how to calculate Earned Income

    By Guest Born2Run, July 20, 2009
    • 2 replies
    • 8.5k views
    • 
    • BG5150
    • March 16, 2020

29. Late deferrals interest for people who left a long time ago

    By BG5150, March 12, 2020
    • 5 replies
    • 977 views
    • 
    • BG5150
    • March 16, 2020

30. HCE limits

    By ratherbereading, February 19, 2020
    • 19 replies
    • 1.9k views
    • 
    • shERPA
    • March 13, 2020

31. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 1.6k views
    • 
    • BTG
    • March 13, 2020

32. QNEC for plan that uses prior year testing method

    By nerd-party-administrator, March 10, 2020
    • 5 replies
    • 3k views
    • 
    • BG5150
    • March 13, 2020

33. 401(k) / SEP

    By Stash026, March 6, 2020
    • 3 replies
    • 1.1k views
    • 
    • spiritrider
    • March 13, 2020

34. Question on safe harbor plans

    By tron, March 13, 2020
    • 1 reply
    • 976 views
    • 
    • C. B. Zeller
    • March 13, 2020

35. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 13, 2020

36. Exclusion of Eligible Participant from PS contribution in Prior Yr

    By tjw572, February 22, 2020   

    • profit sharing
    • partnership
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • March 13, 2020

37. Pre-Funded Profit Sharing

    By Becky Schwing, February 20, 2020
    • 12 replies
    • 2.6k views
    • 
    • Luke Bailey
    • March 13, 2020

38. Penalty for Y/E match funded after March 15 fails ACP

    By legort69, March 12, 2020
    • 1 reply
    • 570 views
    • 
    • Bri
    • March 12, 2020

39. Merge 401(k) Plan into Simple IRA Plan

    By Logan401, March 12, 2020
    • 4 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 12, 2020

40. Unterminate plan termination

    By TA, March 12, 2020
    • 2 replies
    • 939 views
    • 
    • david rigby
    • March 12, 2020

41. Terminating a PEO 401k for one adopting Er

    By austin3515, March 10, 2020
    • 4 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • March 12, 2020

42. Mid-year Safe Harbor Amendment - Compensation

    By WesleyT, March 11, 2020
    • 0 replies
    • 510 views
    • 
    • WesleyT
    • March 11, 2020

43. HCE late deferral

    By nerd-party-administrator, March 9, 2020
    • 3 replies
    • 803 views
    • 
    • BG5150
    • March 11, 2020

44. Husband S Corporation w/ 401k - Wife Sole Proprietor -

    By selfemployedinohio, March 7, 2020
    • 10 replies
    • 2.6k views
    • 
    • spiritrider
    • March 11, 2020

45. Self Employed maximum contribution/SE tax

    By shERPA, March 10, 2020
    • 2 replies
    • 793 views
    • 
    • shERPA
    • March 10, 2020

46. 50% Owner lists 0 hours but compensation on census

    By jsample, March 9, 2020
    • 4 replies
    • 1.3k views
    • 
    • jsample
    • March 9, 2020

47. Solo401k and Statuatory w2 income

    By cwparsons, February 29, 2020
    • 3 replies
    • 757 views
    • 
    • Larry Starr
    • March 9, 2020

48. "Testing Quality Data"

    By austin3515, March 9, 2020
    • 2 replies
    • 852 views
    • 
    • austin3515
    • March 9, 2020

49. new EACA features

    By pmacduff, March 4, 2020
    • 5 replies
    • 2.7k views
    • 
    • Eve Sav
    • March 6, 2020

50. Blackout period and late deferrals

    By Pammie57, February 25, 2020
    • 14 replies
    • 5.5k views
    • 
    • Scott50
    • March 5, 2020