401(k) Plans

19,533 topics in this forum

1. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

   By PensionPro, February 25, 2020
   • 0 replies
   • 886 views
   • 
   • PensionPro
   • February 25, 2020

2. 409A

   By Belgarath, January 9, 2020
   • 8 replies
   • 3.6k views
   • 
   • Luke Bailey
   • February 25, 2020

3. Business Moves to Puerto Rico

   By justanotheradmin, February 12, 2020
   • 5 replies
   • 1.8k views
   • 
   • david rigby
   • February 24, 2020

4. Withholding Election on ADP Refund?

   By Gilmore, February 24, 2020
   • 1 reply
   • 2.9k views
   • 
   • Larry Starr
   • February 24, 2020

5. Permissible allocation requirement for match?

   By AKconsult, February 18, 2020
   • 5 replies
   • 1.7k views
   • 
   • AKconsult
   • February 24, 2020

6. Controlled Group and Compensation

   By Gilmore, February 12, 2020
   • 3 replies
   • 1.6k views
   • 
   • Gilmore
   • February 24, 2020

7. Business pays Medicare / Supplement premium for Sub S Owner

   By DDB BN, February 20, 2020
   • 1 reply
   • 1.1k views
   • 
   • spiritrider
   • February 21, 2020

8. EACA Tax credit from SECURE

   By justanotheradmin, February 21, 2020
   • 0 replies
   • 787 views
   • 
   • justanotheradmin
   • February 21, 2020

9. 1099-R Death benefit Spouse

   By Bridget, February 20, 2020
   • 3 replies
   • 3.3k views
   • 
   • Kevin C
   • February 21, 2020

10. ACH Contributions

    By Guest Frank Jackson, February 1, 2002
    • 7 replies
    • 10.6k views
    • 
    • Mike Preston
    • February 21, 2020

11. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 4.3k views
    • 
    • justatester
    • February 21, 2020

12. Anyone recognize this website?

    By austin3515, February 19, 2020
    • 6 replies
    • 1.5k views
    • 
    • Bill Presson
    • February 20, 2020

13. 401k - 2 Weeks Notice After 1,000 Hours But Before Vested

    By Vested2020, February 19, 2020   

    • 401k
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 20, 2020

14. Employee was non-union and now union employee

    By DDB BN, February 19, 2020
    • 4 replies
    • 3k views
    • 
    • Larry Starr
    • February 19, 2020

15. Multiple 401k plans covering the same employee

    By spiritrider, February 17, 2020
    • 5 replies
    • 3.4k views
    • 
    • imchipbrown
    • February 18, 2020

16. 401K Plans

    By pskadot, February 14, 2020
    • 15 replies
    • 2.6k views
    • 
    • pskadot
    • February 18, 2020

17. 401k -- Bonds -- just before market crash

    By BUG, February 18, 2020
    • 4 replies
    • 2.2k views
    • 
    • Larry Starr
    • February 18, 2020

18. Affiliated Service Group

    By austin3515, February 17, 2020
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • February 18, 2020

19. Computation Period

    By thepensionmaven, February 17, 2020
    • 6 replies
    • 2.6k views
    • 
    • Kevin C
    • February 18, 2020

20. Amending 401k to Safe Harbor Non-elective mid year 2020

    By Pammie57, February 13, 2020
    • 4 replies
    • 1.2k views
    • 
    • David Schultz
    • February 17, 2020

21. Is there any safe harbor.....

    By mphs77, February 14, 2020
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • February 14, 2020

22. Rehired and 90 Days Eligibility

    By Dazednconfused, February 14, 2020
    • 1 reply
    • 1.8k views
    • 
    • CuseFan
    • February 14, 2020

23. Partnership Comp Calcs Forfeitures

    By sdix401k, February 14, 2020
    • 1 reply
    • 980 views
    • 
    • Bri
    • February 14, 2020

24. 415 allocation Issues

    By VeryOldMan, February 14, 2020   

    • 415 allocation
    • 2 replies
    • 918 views
    • 
    • VeryOldMan
    • February 14, 2020

25. "Back Door Roth"

    By ldr, February 7, 2020   

    • voluntary contributios
    • back door roth
    • (and 1 more)

      Tagged with:

      • voluntary contributios
      • back door roth
      • acp test
    • 12 replies
    • 4.3k views
    • 
    • MWeddell
    • February 14, 2020

26. Different Compensation for Different Sources

    By Vlad401k, February 13, 2020
    • 3 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • February 14, 2020

27. Waiver of eligibility requirements & discrimination

    By Puddleglum, February 12, 2020
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • February 13, 2020

28. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 1.4k views
    • 
    • Pammie57
    • February 13, 2020

29. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 2.7k views
    • 
    • Jason1975
    • February 13, 2020

30. 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
    • 3.4k views
    • 
    • Chris123
    • February 12, 2020

31. SECURE ACT Safe Harbor Notice

    By Pensions2020, February 4, 2020   

    • secure act
    • safe harbor
    • 2 replies
    • 1.2k views
    • 
    • sb0828
    • February 11, 2020

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

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

33. 5305-SEP to one-participant 401k with "mega backdoor roth"

    By wqpziy, February 8, 2020
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 10, 2020

34. 401k 5500 filing question

    By ML68, February 5, 2020
    • 4 replies
    • 1.3k views
    • 
    • Sophie Leigh
    • February 6, 2020

35. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 2.2k views
    • 
    • PFranckowiak
    • February 6, 2020

36. Delay in 401K rollover

    By sbuck, January 29, 2020
    • 4 replies
    • 2.1k views
    • 
    • sbuck
    • February 6, 2020

37. deferral deposits for shareholders

    By thepensionmaven, February 4, 2020
    • 6 replies
    • 1.7k views
    • 
    • Luke Bailey
    • February 5, 2020

38. Safe harbor match suspenseion

    By Pam S., January 31, 2020
    • 4 replies
    • 1.4k views
    • 
    • Pam S.
    • February 5, 2020

39. 401(k) plans - set up question

    By Teatree, February 3, 2020   

    • 401k
    • discrimination testing
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 5, 2020

40. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 3.5k views
    • 
    • Bird
    • February 5, 2020

41. Terminated plan with staledated checks

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

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

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 5.1k views
    • 
    • Peter Gulia
    • February 4, 2020

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

    By Anagoge, January 30, 2020
    • 2 replies
    • 3.4k views
    • 
    • Anagoge
    • February 4, 2020

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

    By TPApril, February 3, 2020
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 4, 2020

45. Contribution Allocation waivers

    By tjw572, January 30, 2020
    • 2 replies
    • 1.3k views
    • 
    • K2
    • February 1, 2020

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

    By MarZDoates, January 30, 2020
    • 3 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 31, 2020

47. 401k HCE Ineligible Contributions

    By wifrbr, January 30, 2020
    • 1 reply
    • 1.2k views
    • 
    • Bri
    • January 31, 2020

48. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 3.5k views
    • 
    • cybertruck
    • January 31, 2020

49. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.9k views
    • 
    • AKconsult
    • January 31, 2020

50. SECURE Act and Long Term Part-Time Employees

    By ErnieG, January 30, 2020
    • 4 replies
    • 1.3k views
    • 
    • ErnieG
    • January 31, 2020