401(k) Plans

19,337 topics in this forum

1. Open architechture

   By Jim Chad, February 27, 2014
   • 1 reply
   • 790 views
   • 
   • ACox
   • February 27, 2014

2. 401(k) Plan Aggregation

   By Guest tm3333, February 26, 2014
   • 1 reply
   • 983 views
   • 
   • Tom Poje
   • February 27, 2014

3. Vesting

   By justatester, February 26, 2014   

   • Different Scheduls = BRF?
   • 1 reply
   • 954 views
   • 
   • Lou S.
   • February 26, 2014

4. not finding it in black & white: S-Corp K-1 isn't comp

   By AlbanyConsultant, February 25, 2014
   • 6 replies
   • 1.5k views
   • 
   • Calavera
   • February 26, 2014

5. Affiliated Service Group? Regularly peforming services or regularly associated?

   By Floridaattorney, February 26, 2014
   • 0 replies
   • 872 views
   • 
   • Floridaattorney
   • February 26, 2014

6. 401K Liquidation Tax Nightmare (Divorce)

   By Guest Fplanner2014, February 26, 2014
   • 2 replies
   • 2k views
   • 
   • ESOP Guy
   • February 26, 2014

7. RMD Calculation

   By R.G., February 25, 2014
   • 2 replies
   • 1.3k views
   • 
   • masteff
   • February 25, 2014

8. Brain cramp - controlled group, mandatory aggregation

   By Belgarath, February 21, 2014
   • 7 replies
   • 2.9k views
   • 
   • Kevin C
   • February 25, 2014

9. Related? Unrelated? Rollover? Top Heavy

   By Mr Bagwell, February 25, 2014
   • 1 reply
   • 2.4k views
   • 
   • ETA Consulting LLC
   • February 25, 2014

10. ADP testing in controlled group

    By Guest hb95, February 24, 2014
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 25, 2014

11. Group Submission to VCP

    By cpc0506, February 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • February 25, 2014

12. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 5.5k views
    • 
    • Bill Presson
    • February 25, 2014

13. Allowable Participant Fees

    By mlp0816, February 21, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 21, 2014

14. Corrective Amendment for Ineligibles

    By Susan S., February 21, 2014
    • 2 replies
    • 881 views
    • 
    • Tom Poje
    • February 21, 2014

15. negative elections for some but not all participants

    By ERISA-Bubs, February 20, 2014
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • February 21, 2014

16. disaggregation question

    By K2retire, February 18, 2014
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • February 21, 2014

17. 414(s) compensation

    By R. Butler, February 19, 2014
    • 2 replies
    • 2.7k views
    • 
    • R. Butler
    • February 21, 2014

18. Loan as a Deemed Distribution

    By CLE401kGuy, February 5, 2013
    • 6 replies
    • 19.8k views
    • 
    • Bird
    • February 21, 2014

19. In Service vs Hardship

    By 52626, February 12, 2014
    • 9 replies
    • 2.9k views
    • 
    • Lou S.
    • February 19, 2014

20. Compensation

    By Nassau, February 19, 2014
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 19, 2014

21. allocation conditions for ps and match

    By pmacduff, February 18, 2014
    • 8 replies
    • 2k views
    • 
    • pmacduff
    • February 18, 2014

22. Eligible for a contribution?

    By PFranckowiak, February 15, 2014
    • 5 replies
    • 1.4k views
    • 
    • ESOP Guy
    • February 17, 2014

23. Compensation for deferral and match

    By MPLSLAW, November 14, 2013   

    • testing
    • 414(s) non-discrimination
    • 6 replies
    • 4k views
    • 
    • austin3515
    • February 17, 2014

24. Compensation-fringe benefit exclusion

    By Guest Salem, February 12, 2014   

    • fringe
    • compensation
    • 4 replies
    • 4.3k views
    • 
    • KED
    • February 14, 2014

25. Mortgage account held in Plan

    By 52626, February 13, 2014
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 13, 2014

26. Leased Employees

    By LauraERPA, February 13, 2014
    • 1 reply
    • 1k views
    • 
    • masteff
    • February 13, 2014

27. Refund of Non-Vested Match

    By MGOAdmin, February 13, 2014   

    • Refund
    • Match
    • (and 3 more)

      Tagged with:

      • Refund
      • Match
      • vesting
      • acp
      • fail
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 13, 2014

28. Can a duplicate 401(k) RMD be corrected or reversed

    By Guest Jackson, February 12, 2014   

    • Correction of duplicate RMD
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • February 12, 2014

29. Forfeiture Use in a Plan

    By mlp0816, February 12, 2014   

    • Forfeitures
    • 4 replies
    • 1k views
    • 
    • K2retire
    • February 12, 2014

30. SIMPLE IRA and controlled Group

    By 52626, February 12, 2014
    • 0 replies
    • 885 views
    • 
    • 52626
    • February 12, 2014

31. Sched C with negative comp

    By austin3515, February 10, 2014
    • 12 replies
    • 1.7k views
    • 
    • Belgarath
    • February 12, 2014

32. QMAC Amendment-Timing?

    By justatester, February 12, 2014
    • 0 replies
    • 844 views
    • 
    • justatester
    • February 12, 2014

33. Reverse Borrowing then Shifting-Permitted?

    By justatester, February 12, 2014
    • 0 replies
    • 701 views
    • 
    • justatester
    • February 12, 2014

34. Unsigned Plan Document

    By Guest SAS3, February 11, 2014   

    • takeover
    • unsigned
    • (and 1 more)

      Tagged with:

      • takeover
      • unsigned
      • merger
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 11, 2014

35. 401(k) Roth conversion

    By 52626, February 11, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 11, 2014

36. leased employees

    By dseals, February 10, 2014   

    • funding requirements
    • 0 replies
    • 1.1k views
    • 
    • dseals
    • February 10, 2014

37. Multiple Employer Plan with Stock Ownership Change

    By msmith, February 7, 2014
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 10, 2014

38. Reverse QNEC Allocation

    By Guest RrtQka, February 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 10, 2014

39. THM - Class Exclusions

    By austin3515, February 9, 2014
    • 1 reply
    • 967 views
    • 
    • ETA Consulting LLC
    • February 9, 2014

40. New 401(k) plan and eligibility

    By cfull, February 7, 2014
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • February 7, 2014

41. 401(k) / Control Group / combined testing?

    By Guest silversurfer550, February 7, 2014
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 7, 2014

42. Any Penalty for Non-deductible employer contribution?

    By Guest Janiele, February 6, 2014
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • February 7, 2014

43. Plan assets as collateral

    By Guest TrustMe401k, February 5, 2014
    • 6 replies
    • 2.6k views
    • 
    • Bill Presson
    • February 6, 2014

44. A Not-So-Worthy Competitor: Uncle Sam's myRA

    By austin3515, January 29, 2014
    • 42 replies
    • 4.4k views
    • 
    • GMK
    • February 5, 2014

45. HCE definition

    By R. Butler, February 5, 2014
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • February 5, 2014

46. In-plan Roth conversion.

    By Guest Thornton, February 4, 2014   

    • Fully Vested?
    • 1 reply
    • 789 views
    • 
    • masteff
    • February 4, 2014

47. Match (yet to be made) and ACP Failure

    By Gadgetfreak, February 2, 2014   

    • Match
    • ACP
    • (and 1 more)

      Tagged with:

      • Match
      • ACP
      • Fail
    • 3 replies
    • 1.6k views
    • 
    • 12AX7
    • February 3, 2014

48. Allocation Requirements Retro Waiver

    By LANDO, January 31, 2014   

    • Allocation Requirements Waive
    • 3 replies
    • 1.4k views
    • 
    • LANDO
    • February 3, 2014

49. Amendment to Safe Harbor 401(k) Plan

    By Guest Celtics, January 31, 2014   

    • safe harbor amendments
    • 8 replies
    • 3.6k views
    • 
    • austin3515
    • February 3, 2014

50. Simple 401k Rollover to 401k

    By MGOAdmin, January 28, 2014   

    • simple
    • 401k
    • (and 1 more)

      Tagged with:

      • simple
      • 401k
      • rollover
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • February 3, 2014