401(k) Plans

19,526 topics in this forum

1. 1099-R Death benefit Spouse

   By Bridget, February 20, 2020
   • 3 replies
   • 3.2k views
   • 
   • Kevin C
   • February 21, 2020

2. ACH Contributions

   By Guest Frank Jackson, February 1, 2002
   • 7 replies
   • 10.5k views
   • 
   • Mike Preston
   • February 21, 2020

3. Davis Bacon/Prevailing Wage

   By justatester, February 19, 2020
   • 10 replies
   • 4.2k views
   • 
   • justatester
   • February 21, 2020

4. Anyone recognize this website?

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

5. 401k - 2 Weeks Notice After 1,000 Hours But Before Vested

   By Vested2020, February 19, 2020   

   • 401k
   • 4 replies
   • 2.2k views
   • 
   • Mike Preston
   • February 20, 2020

6. Employee was non-union and now union employee

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

7. Multiple 401k plans covering the same employee

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

8. 401K Plans

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

9. 401k -- Bonds -- just before market crash

   By BUG, February 18, 2020
   • 4 replies
   • 2.1k views
   • 
   • Larry Starr
   • February 18, 2020

10. Affiliated Service Group

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

11. Computation Period

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

12. 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

13. Is there any safe harbor.....

    By mphs77, February 14, 2020
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • February 14, 2020

14. Rehired and 90 Days Eligibility

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

15. Partnership Comp Calcs Forfeitures

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

16. 415 allocation Issues

    By VeryOldMan, February 14, 2020   

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

17. "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

18. Different Compensation for Different Sources

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

19. Waiver of eligibility requirements & discrimination

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

20. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 1.3k views
    • 
    • Pammie57
    • February 13, 2020

21. 401K rollover question - non-taxable amounts

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

22. 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
    • 3.3k views
    • 
    • Chris123
    • February 12, 2020

23. SECURE ACT Safe Harbor Notice

    By Pensions2020, February 4, 2020   

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

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

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

25. 5305-SEP to one-participant 401k with "mega backdoor roth"

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

26. 401k 5500 filing question

    By ML68, February 5, 2020
    • 4 replies
    • 1.2k views
    • 
    • Sophie Leigh
    • February 6, 2020

27. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 2.1k views
    • 
    • PFranckowiak
    • February 6, 2020

28. Delay in 401K rollover

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

29. deferral deposits for shareholders

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

30. Safe harbor match suspenseion

    By Pam S., January 31, 2020
    • 4 replies
    • 1.3k views
    • 
    • Pam S.
    • February 5, 2020

31. 401(k) plans - set up question

    By Teatree, February 3, 2020   

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

32. Plan Adoption & Secure Act

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

33. Terminated plan with staledated checks

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

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

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 5k views
    • 
    • Peter Gulia
    • February 4, 2020

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

    By Anagoge, January 30, 2020
    • 2 replies
    • 3.3k views
    • 
    • Anagoge
    • February 4, 2020

36. 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

37. Contribution Allocation waivers

    By tjw572, January 30, 2020
    • 2 replies
    • 1.2k views
    • 
    • K2
    • February 1, 2020

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

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

39. 401k HCE Ineligible Contributions

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

40. Neglected Solo 401k

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

41. Safe Harbor Notice- SECURE ACT

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

42. SECURE Act and Long Term Part-Time Employees

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

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

    By TN CPA, January 30, 2020
    • 2 replies
    • 1.6k views
    • 
    • Bill Presson
    • January 30, 2020

44. Matching contribution options

    By Dan, January 23, 2020
    • 4 replies
    • 1.5k views
    • 
    • Dan
    • January 29, 2020

45. Top heavy and retirement

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

46. Start up Plan Credit: plan started in 2019

    By K2, January 23, 2020
    • 5 replies
    • 1.3k views
    • 
    • AKconsult
    • January 29, 2020

47. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3.5k views
    • 
    • Kevin C
    • January 28, 2020

48. RMD calculation for a non-spouse beneficiary

    By Ryan Walter, January 17, 2020
    • 3 replies
    • 1.6k views
    • 
    • Ryan Walter
    • January 28, 2020

49. stop 401K contributions, start IRA

    By hsally, January 20, 2020
    • 4 replies
    • 1.4k views
    • 
    • 401king
    • January 28, 2020

50. Deferrals Not Resumed after a Leave of Absence

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