401(k) Plans

19,533 topics in this forum

1. Top Heavy Safe Harbor Match

   By PFranckowiak, March 19, 2020
   • 6 replies
   • 1.6k views
   • 
   • Belgarath
   • March 20, 2020

2. Change in Plan Sponsor

   By MGOAdmin, March 20, 2020   

   • plan sponsor
   • sale of business
   • 1 reply
   • 1.1k views
   • 
   • Bill Presson
   • March 20, 2020

3. Default payment by employer.

   By Maureen Lilly, March 12, 2020
   • 15 replies
   • 5.1k views
   • 
   • Maureen Lilly
   • March 19, 2020

4. 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
   • 820 views
   • 
   • ERISAGal
   • March 18, 2020

5. Client Guidance in Difficult Times

   By katie58, March 18, 2020
   • 7 replies
   • 1.5k views
   • 
   • jsample
   • March 18, 2020

6. Discretionary Match

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

7. Employer Mistake

   By ML54220, March 17, 2020
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • March 18, 2020

8. Employer missed 401k deductions in 2019

   By newemployee401k, March 15, 2020
   • 10 replies
   • 17.8k views
   • 
   • newemployee401k
   • March 17, 2020

9. 415 and Self-employed

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

10. Student Loan

    By JustMe, March 13, 2020
    • 2 replies
    • 1.1k views
    • 
    • JustMe
    • March 16, 2020

11. Employee status-terminated awaiting payment

    By Miquiztli, March 15, 2020
    • 3 replies
    • 3.8k views
    • 
    • Larry Starr
    • March 16, 2020

12. K-1 and how to calculate Earned Income

    By Guest Born2Run, July 20, 2009
    • 2 replies
    • 8.9k views
    • 
    • BG5150
    • March 16, 2020

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

    By BG5150, March 12, 2020
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • March 16, 2020

14. HCE limits

    By ratherbereading, February 19, 2020
    • 19 replies
    • 2.7k views
    • 
    • shERPA
    • March 13, 2020

15. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 2.2k views
    • 
    • BTG
    • March 13, 2020

16. QNEC for plan that uses prior year testing method

    By nerd-party-administrator, March 10, 2020
    • 5 replies
    • 3.5k views
    • 
    • BG5150
    • March 13, 2020

17. 401(k) / SEP

    By Stash026, March 6, 2020
    • 3 replies
    • 1.3k views
    • 
    • spiritrider
    • March 13, 2020

18. Question on safe harbor plans

    By tron, March 13, 2020
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • March 13, 2020

19. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 13, 2020

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

    By tjw572, February 22, 2020   

    • profit sharing
    • partnership
    • 3 replies
    • 1.8k views
    • 
    • Luke Bailey
    • March 13, 2020

21. Pre-Funded Profit Sharing

    By Becky Schwing, February 20, 2020
    • 12 replies
    • 3.5k views
    • 
    • Luke Bailey
    • March 13, 2020

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

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

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

    By Logan401, March 12, 2020
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • March 12, 2020

24. Unterminate plan termination

    By TA, March 12, 2020
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 12, 2020

25. Terminating a PEO 401k for one adopting Er

    By austin3515, March 10, 2020
    • 4 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • March 12, 2020

26. Mid-year Safe Harbor Amendment - Compensation

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

27. HCE late deferral

    By nerd-party-administrator, March 9, 2020
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 11, 2020

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

    By selfemployedinohio, March 7, 2020
    • 10 replies
    • 3.1k views
    • 
    • spiritrider
    • March 11, 2020

29. Self Employed maximum contribution/SE tax

    By shERPA, March 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • shERPA
    • March 10, 2020

30. 50% Owner lists 0 hours but compensation on census

    By jsample, March 9, 2020
    • 4 replies
    • 1.7k views
    • 
    • jsample
    • March 9, 2020

31. Solo401k and Statuatory w2 income

    By cwparsons, February 29, 2020
    • 3 replies
    • 1.1k views
    • 
    • Larry Starr
    • March 9, 2020

32. "Testing Quality Data"

    By austin3515, March 9, 2020
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • March 9, 2020

33. new EACA features

    By pmacduff, March 4, 2020
    • 5 replies
    • 3.3k views
    • 
    • Eve Sav
    • March 6, 2020

34. Blackout period and late deferrals

    By Pammie57, February 25, 2020
    • 14 replies
    • 6.5k views
    • 
    • Scott50
    • March 5, 2020

35. Back wages / Post Severance Comp

    By austin3515, March 5, 2020
    • 1 reply
    • 1.1k views
    • 
    • EBECatty
    • March 5, 2020

36. Hardship for eviction that has already occured

    By 30Rock, March 2, 2020
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • March 2, 2020

37. Update on 2020-2022 Plan Restatements

    By Pensions2020, February 26, 2020
    • 9 replies
    • 2.4k views
    • 
    • Bill Presson
    • March 1, 2020

38. March 13 or March 16 2020 ADP refund date

    By legort69, February 28, 2020
    • 3 replies
    • 1.4k views
    • 
    • Bri
    • February 29, 2020

39. Hardship Withdrawal Request under final regs

    By Pammie57, February 27, 2020
    • 5 replies
    • 2k views
    • 
    • Larry Starr
    • February 28, 2020

40. Roth calculation company match

    By thepensionmaven, February 28, 2020
    • 3 replies
    • 972 views
    • 
    • Larry Starr
    • February 28, 2020

41. Solo 401(k) Deduction

    By bzorc, February 28, 2020
    • 1 reply
    • 845 views
    • 
    • AndyH
    • February 28, 2020

42. Safe Harbor 401(k) with new controlled entity

    By cathyw, February 27, 2020
    • 2 replies
    • 867 views
    • 
    • cathyw
    • February 28, 2020

43. Match Question 1 - Tiered Formula

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • February 28, 2020

44. Ftwilliam

    By nerd-party-administrator, February 27, 2020
    • 3 replies
    • 1.1k views
    • 
    • JackS
    • February 27, 2020

45. HCE got too much match

    By Santo Gold, February 4, 2014
    • 2 replies
    • 1.4k views
    • 
    • Will.I.Am
    • February 27, 2020

46. SH 401(k) switch between SH NEC and SH Match

    By M Norton, February 26, 2020
    • 5 replies
    • 2.9k views
    • 
    • justanotheradmin
    • February 27, 2020

47. Deposit Match/PS early for HCE but later for NHCE

    By jmartin, January 9, 2020
    • 12 replies
    • 2.9k views
    • 
    • C. B. Zeller
    • February 27, 2020

48. Safe Harbor Match True-Up

    By nerd-party-administrator, February 26, 2020
    • 2 replies
    • 1.2k views
    • 
    • nerd-party-administrator
    • February 27, 2020

49. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.5k views
    • 
    • Gilmore
    • February 27, 2020

50. when is a deferral remittance actually considered "late"

    By M Norton, February 23, 2020
    • 11 replies
    • 4.3k views
    • 
    • Linda Wilkins
    • February 26, 2020