401(k) Plans

19,489 topics in this forum

1. Partial Plan Termination - Participant already took a Distribution

   By Vlad401k, April 7, 2020
   • 3 replies
   • 1.2k views
   • 
   • Mr Bagwell
   • April 7, 2020

2. Loan Payoff - Deceased Participant

   By MGOAdmin, April 7, 2020   

   • loan
   • deceased participant
   • 2 replies
   • 1k views
   • 
   • Larry Starr
   • April 7, 2020

3. Pay less than the 401(k) withholding election.

   By Just Tri, April 7, 2020
   • 3 replies
   • 1.6k views
   • 
   • Larry Starr
   • April 7, 2020

4. Qualified Individual - Reduced Hours

   By Gilmore, April 7, 2020
   • 4 replies
   • 1.1k views
   • 
   • Larry Starr
   • April 7, 2020

5. CEO receives 1099 compensation

   By nerd-party-administrator, March 12, 2020
   • 7 replies
   • 4.4k views
   • 
   • Luke Bailey
   • April 7, 2020

6. ADP Refunds

   By Kathy Bittle, March 15, 2020
   • 2 replies
   • 1.3k views
   • 
   • Luke Bailey
   • April 7, 2020

7. Due Date to Fund Employer Contributions

   By Stash026, April 7, 2020
   • 1 reply
   • 751 views
   • 
   • Mike Preston
   • April 7, 2020

8. 3508 Direct Sellers

   By ldr, March 31, 2020   

   • compensation
   • participation
   • (and 1 more)

     Tagged with:

     • compensation
     • participation
     • deferrals
   • 12 replies
   • 4.8k views
   • 
   • ldr
   • April 7, 2020

9. Coronavirus-Related Distributions

   By EBECatty, March 31, 2020
   • 13 replies
   • 2.3k views
   • 
   • justanotheradmin
   • April 7, 2020

10. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 2.6k views
    • 
    • Gilmore
    • April 7, 2020

11. EBAR Calculation - Cash Balance/Profit Sharing

    By Stash026, April 4, 2020
    • 4 replies
    • 949 views
    • 
    • Mike Preston
    • April 7, 2020

12. COVID Distribution Repayment - Rollover

    By Jess C, April 6, 2020
    • 1 reply
    • 779 views
    • 
    • Larry Starr
    • April 6, 2020

13. Discretionary Match Discontinuance

    By austin3515, April 3, 2020
    • 7 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • April 6, 2020

14. CARES Act loan provisions- Optional

    By Ian, April 2, 2020
    • 13 replies
    • 2.7k views
    • 
    • MoJo
    • April 6, 2020

15. How do we know what outcomes would result from ending a safe harbor?

    By Peter Gulia, April 3, 2020
    • 6 replies
    • 958 views
    • 
    • Peter Gulia
    • April 3, 2020

16. CARES Act Eligibility Question

    By Stash026, April 3, 2020
    • 2 replies
    • 911 views
    • 
    • Larry Starr
    • April 3, 2020

17. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1.3k views
    • 
    • DDB BN
    • April 3, 2020

18. Changing plan year - too late?

    By jmartin, April 3, 2020
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • April 3, 2020

19. CARES Act Distributions/Top Heavy

    By pholosofizer, April 3, 2020
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • April 3, 2020

20. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.6k views
    • 
    • BG5150
    • April 3, 2020

21. Plan Termination

    By Dobber, April 2, 2020
    • 0 replies
    • 556 views
    • 
    • Dobber
    • April 2, 2020

22. RMD Rules under CARES Act

    By Benefits Vet, April 2, 2020
    • 7 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 2, 2020

23. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

    • life insurance
    • 1 reply
    • 918 views
    • 
    • Larry Starr
    • April 2, 2020

24. CARES Act - Loan Question

    By Stash026, April 1, 2020
    • 2 replies
    • 866 views
    • 
    • RAH401(k)
    • April 2, 2020

25. Dual Eligibility - New Plan waiver of eligibility requirements

    By JustMe, March 30, 2020
    • 10 replies
    • 1.6k views
    • 
    • JustMe
    • April 2, 2020

26. Switch from Safe Harbor Non Elective to Safe Harbor Match Mid Year

    By roundlou, April 2, 2020
    • 1 reply
    • 746 views
    • 
    • C. B. Zeller
    • April 2, 2020

27. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 2.2k views
    • 
    • Bird
    • April 2, 2020

28. Compensation controlled group: SE income on K-1 and W-2

    By tghooper, April 1, 2020
    • 4 replies
    • 915 views
    • 
    • tghooper
    • April 2, 2020

29. Coronavirus-Related Distributions - Mandatory Distributions

    By EBECatty, April 1, 2020
    • 2 replies
    • 752 views
    • 
    • RatherBeGolfing
    • April 2, 2020

30. Covid_ Hardship Withdrawal (Spouse laid off/terminated) & (loans)

    By RRivera, April 1, 2020
    • 1 reply
    • 754 views
    • 
    • Mike Preston
    • April 2, 2020

31. Annual pooled account statements (when markets have changed)

    By TPApril, March 16, 2020
    • 16 replies
    • 2.7k views
    • 
    • Mike Preston
    • April 2, 2020

32. Suspending SH Election, Adopt 3% Nonelective by Year-End Under SECURE

    By Danny CPA, March 31, 2020
    • 5 replies
    • 1.1k views
    • 
    • Gilmore
    • April 1, 2020

33. Plan Termination after stock aquisition

    By nerd-party-administrator, April 1, 2020
    • 3 replies
    • 753 views
    • 
    • Larry Starr
    • April 1, 2020

34. CARES Act and Hardship Withdrawal

    By Susan S., March 31, 2020
    • 2 replies
    • 1.1k views
    • 
    • RPAS
    • April 1, 2020

35. Is terminating the plan the way to stop an obligation for an employer-provided contribution?

    By Peter Gulia, April 1, 2020
    • 1 reply
    • 772 views
    • 
    • Lois Baker
    • April 1, 2020

36. CARES Act

    By Ian, March 29, 2020
    • 37 replies
    • 3.6k views
    • 
    • Belgarath
    • April 1, 2020

37. Coronavirus Related Distribution

    By ErisaGeek, April 1, 2020
    • 0 replies
    • 571 views
    • 
    • ErisaGeek
    • April 1, 2020

38. Removing auto enroll and auto-esclate from a 401k Plan

    By betsy, March 30, 2020
    • 1 reply
    • 2.2k views
    • 
    • Gilmore
    • March 31, 2020

39. Excess Deferral unrelated plans and ADP Refund

    By legort69, March 25, 2020
    • 2 replies
    • 1.1k views
    • 
    • NJ Mike
    • March 31, 2020

40. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 5.2k views
    • 
    • Dave Baker
    • March 31, 2020

41. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

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

42. Suspending the SH Match

    By coleboy, March 25, 2020
    • 13 replies
    • 2k views
    • 
    • Bird
    • March 30, 2020

43. Missed deferrals

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

44. Another suspend safe harbor question - sorry

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

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

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

46. Pending Divorce; Form Standing Order, No QDRO

    By ERISAlaw, March 24, 2020
    • 7 replies
    • 2.4k views
    • 
    • QDROphile
    • March 25, 2020

47. Retroactive Safe Harbor Amendment

    By Purplemandinga, March 24, 2020
    • 11 replies
    • 4k views
    • 
    • C. B. Zeller
    • March 25, 2020

48. contribution deadline extended to July 15 for PLLC

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

49. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 24, 2020

50. PS Alloc based on Years of Service

    By jmartin, March 23, 2020
    • 3 replies
    • 5.4k views
    • 
    • BG5150
    • March 24, 2020