401(k) Plans

19,516 topics in this forum

1. Computation Period

   By thepensionmaven, February 17, 2020
   • 6 replies
   • 2.5k views
   • 
   • Kevin C
   • February 18, 2020

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

   By Pammie57, February 13, 2020
   • 4 replies
   • 1.1k views
   • 
   • David Schultz
   • February 17, 2020

3. Is there any safe harbor.....

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

4. Rehired and 90 Days Eligibility

   By Dazednconfused, February 14, 2020
   • 1 reply
   • 1.7k views
   • 
   • CuseFan
   • February 14, 2020

5. Partnership Comp Calcs Forfeitures

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

6. 415 allocation Issues

   By VeryOldMan, February 14, 2020   

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

7. "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
   • 4.1k views
   • 
   • MWeddell
   • February 14, 2020

8. Different Compensation for Different Sources

   By Vlad401k, February 13, 2020
   • 3 replies
   • 1k views
   • 
   • C. B. Zeller
   • February 14, 2020

9. Waiver of eligibility requirements & discrimination

   By Puddleglum, February 12, 2020
   • 6 replies
   • 2.8k views
   • 
   • Kevin C
   • February 13, 2020

10. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 1.2k views
    • 
    • Pammie57
    • February 13, 2020

11. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 2.6k views
    • 
    • Jason1975
    • February 13, 2020

12. 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
    • 3.2k views
    • 
    • Chris123
    • February 12, 2020

13. SECURE ACT Safe Harbor Notice

    By Pensions2020, February 4, 2020   

    • secure act
    • safe harbor
    • 2 replies
    • 1.1k views
    • 
    • sb0828
    • February 11, 2020

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

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

15. 5305-SEP to one-participant 401k with "mega backdoor roth"

    By wqpziy, February 8, 2020
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • February 10, 2020

16. 401k 5500 filing question

    By ML68, February 5, 2020
    • 4 replies
    • 1.1k views
    • 
    • Sophie Leigh
    • February 6, 2020

17. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 2k views
    • 
    • PFranckowiak
    • February 6, 2020

18. Delay in 401K rollover

    By sbuck, January 29, 2020
    • 4 replies
    • 2k views
    • 
    • sbuck
    • February 6, 2020

19. deferral deposits for shareholders

    By thepensionmaven, February 4, 2020
    • 6 replies
    • 1.6k views
    • 
    • Luke Bailey
    • February 5, 2020

20. Safe harbor match suspenseion

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

21. 401(k) plans - set up question

    By Teatree, February 3, 2020   

    • 401k
    • discrimination testing
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • February 5, 2020

22. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 3.3k views
    • 
    • Bird
    • February 5, 2020

23. Terminated plan with staledated checks

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

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

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 4.9k views
    • 
    • Peter Gulia
    • February 4, 2020

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

    By Anagoge, January 30, 2020
    • 2 replies
    • 3.2k views
    • 
    • Anagoge
    • February 4, 2020

26. 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

27. Contribution Allocation waivers

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

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

    By MarZDoates, January 30, 2020
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 31, 2020

29. 401k HCE Ineligible Contributions

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

30. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 3.3k views
    • 
    • cybertruck
    • January 31, 2020

31. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.8k views
    • 
    • AKconsult
    • January 31, 2020

32. SECURE Act and Long Term Part-Time Employees

    By ErnieG, January 30, 2020
    • 4 replies
    • 1.2k views
    • 
    • ErnieG
    • January 31, 2020

33. 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

34. Matching contribution options

    By Dan, January 23, 2020
    • 4 replies
    • 1.4k views
    • 
    • Dan
    • January 29, 2020

35. Top heavy and retirement

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

36. Start up Plan Credit: plan started in 2019

    By K2, January 23, 2020
    • 5 replies
    • 1.2k views
    • 
    • AKconsult
    • January 29, 2020

37. 402(g) and ADP failure

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

38. RMD calculation for a non-spouse beneficiary

    By Ryan Walter, January 17, 2020
    • 3 replies
    • 1.4k views
    • 
    • Ryan Walter
    • January 28, 2020

39. stop 401K contributions, start IRA

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

40. Deferrals Not Resumed after a Leave of Absence

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

41. rmd RMD for QDRO Alt Payee

    By JulesInCNY, January 27, 2020   

    • qdro
    • alternate payee
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 27, 2020

42. Excess Annual Addition

    By nancy, January 23, 2020
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 24, 2020

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

    By EBECatty, January 21, 2020
    • 13 replies
    • 2.6k views
    • 
    • EBECatty
    • January 24, 2020

44. Death of Partner

    By Mr Bagwell, January 21, 2020
    • 13 replies
    • 2.4k views
    • 
    • Larry Starr
    • January 23, 2020

45. Deducted Contribution in 2018 / Never Funded

    By austin3515, January 22, 2020
    • 14 replies
    • 1.4k views
    • 
    • david rigby
    • January 23, 2020

46. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 2.9k views
    • 
    • Below Ground
    • January 22, 2020

47. 401k Plan

    By Egold, January 21, 2020
    • 2 replies
    • 1k views
    • 
    • Below Ground
    • January 22, 2020

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

    By jim241, October 30, 2019   

    • 401k
    • hardship
    • 11 replies
    • 3.1k views
    • 
    • Peter Gulia
    • January 21, 2020

49. Match is offset by Prevailing wage

    By pensiongeek, January 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • Below Ground
    • January 20, 2020

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

    By M Norton, January 16, 2020   

    • safe harbor notice
    • 7 replies
    • 1.8k views
    • 
    • Kevin C
    • January 20, 2020