401(k) Plans

19,407 topics in this forum

1. HCE question

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

2. 401K rollover question - non-taxable amounts

   By Jason1975, February 12, 2020
   • 5 replies
   • 2k views
   • 
   • Jason1975
   • February 13, 2020

3. 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
   • 2.7k views
   • 
   • Chris123
   • February 12, 2020

4. SECURE ACT Safe Harbor Notice

   By Pensions2020, February 4, 2020   

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

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

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

6. 5305-SEP to one-participant 401k with "mega backdoor roth"

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

7. 401k 5500 filing question

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

8. Break in Service Rules

   By PFranckowiak, February 6, 2020
   • 3 replies
   • 1.6k views
   • 
   • PFranckowiak
   • February 6, 2020

9. Delay in 401K rollover

   By sbuck, January 29, 2020
   • 4 replies
   • 1.6k views
   • 
   • sbuck
   • February 6, 2020

10. deferral deposits for shareholders

    By thepensionmaven, February 4, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • February 5, 2020

11. Safe harbor match suspenseion

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

12. 401(k) plans - set up question

    By Teatree, February 3, 2020   

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

13. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 2.5k views
    • 
    • Bird
    • February 5, 2020

14. Terminated plan with staledated checks

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

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

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 3.5k views
    • 
    • Peter Gulia
    • February 4, 2020

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

    By Anagoge, January 30, 2020
    • 2 replies
    • 2.8k views
    • 
    • Anagoge
    • February 4, 2020

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

    By TPApril, February 3, 2020
    • 3 replies
    • 1k views
    • 
    • AndyH
    • February 4, 2020

18. Contribution Allocation waivers

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

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

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

20. 401k HCE Ineligible Contributions

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

21. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.8k views
    • 
    • cybertruck
    • January 31, 2020

22. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.4k views
    • 
    • AKconsult
    • January 31, 2020

23. SECURE Act and Long Term Part-Time Employees

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

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

    By TN CPA, January 30, 2020
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 30, 2020

25. Matching contribution options

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

26. Top heavy and retirement

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

27. Start up Plan Credit: plan started in 2019

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

28. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3.2k views
    • 
    • Kevin C
    • January 28, 2020

29. RMD calculation for a non-spouse beneficiary

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

30. stop 401K contributions, start IRA

    By hsally, January 20, 2020
    • 4 replies
    • 1.1k views
    • 
    • 401king
    • January 28, 2020

31. Deferrals Not Resumed after a Leave of Absence

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

32. rmd RMD for QDRO Alt Payee

    By JulesInCNY, January 27, 2020   

    • qdro
    • alternate payee
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 27, 2020

33. Excess Annual Addition

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

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

    By EBECatty, January 21, 2020
    • 13 replies
    • 2k views
    • 
    • EBECatty
    • January 24, 2020

35. Death of Partner

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

36. Deducted Contribution in 2018 / Never Funded

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

37. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 2.3k views
    • 
    • Below Ground
    • January 22, 2020

38. 401k Plan

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

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

    By jim241, October 30, 2019   

    • 401k
    • hardship
    • 11 replies
    • 2.3k views
    • 
    • Peter Gulia
    • January 21, 2020

40. Match is offset by Prevailing wage

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

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

    By M Norton, January 16, 2020   

    • safe harbor notice
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • January 20, 2020

42. 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
    • 1.9k views
    • 
    • Larry Starr
    • January 17, 2020

43. Terminated 401(k) plan

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

44. 1099 income

    By Chippy, December 19, 2019
    • 11 replies
    • 3.2k views
    • 
    • Below Ground
    • January 15, 2020

45. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.6k views
    • 
    • Luke Bailey
    • January 15, 2020

46. Severance package to a terminated employee

    By ratherbereading, January 8, 2020
    • 10 replies
    • 1.6k views
    • 
    • DiamondJim76
    • January 15, 2020

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

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

48. Pro-Rated Profit Sharing Contribution

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

49. Tax Credit for new plan for SECURE Act

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

50. Secure Act - RMD Changes - Amendment Needed?

    By Stash026, January 9, 2020
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 10, 2020