401(k) Plans

19,335 topics in this forum

1. Distribution and "Buy Back". How is Roth Handled?

   By buckaroo, June 13, 2013
   • 3 replies
   • 1.1k views
   • 
   • 12AX7
   • June 13, 2013

2. Plan Compensation definition and HSA

   By pmacduff, June 13, 2013
   • 11 replies
   • 9.1k views
   • 
   • pmacduff
   • June 14, 2013

3. Change plan comp- retroactive correction

   By jmartin, June 12, 2013
   • 3 replies
   • 926 views
   • 
   • jmartin
   • June 12, 2013

4. Top Heavy Safe Harbor Non Elective Plan

   By KevinMc, June 12, 2013
   • 2 replies
   • 1.2k views
   • 
   • KevinMc
   • June 12, 2013

5. RMD Rules

   By austin3515, June 11, 2013
   • 1 reply
   • 1.3k views
   • 
   • austin3515
   • June 11, 2013

6. Ownership change in dental office 401-k Plan

   By KevinMc, June 11, 2013
   • 2 replies
   • 1.3k views
   • 
   • ESOP Guy
   • June 11, 2013

7. Self Directed 401K Plans

   By Guest will, June 7, 2013
   • 5 replies
   • 1.6k views
   • 
   • K2retire
   • June 21, 2013

8. 401K Margin Trading Account

   By Guest will, June 6, 2013
   • 5 replies
   • 14.2k views
   • 
   • CaptainObvious
   • January 17, 2015

9. Profit Sharing plan adding 401(k) Mid-Year

   By Tinman, June 6, 2013
   • 1 reply
   • 1.7k views
   • 
   • BG5150
   • June 6, 2013

10. Bonus Election (Each time or One Time?)

    By jmartin, June 6, 2013
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • June 6, 2013

11. Two Employees with Indential Names - Missed Deferrals

    By Guest SLBRB, June 6, 2013
    • 0 replies
    • 944 views
    • 
    • Guest
    • June 6, 2013

12. Buried by custodian statements....

    By heygents, June 6, 2013
    • 3 replies
    • 1k views
    • 
    • heygents
    • June 6, 2013

13. Restricting Comp for PS allocation due to hardship w/d?

    By Guest Spock, June 6, 2013   

    • Hardship w/d impact on comp
    • 6 replies
    • 1.2k views
    • 
    • GMK
    • June 6, 2013

14. Change from participant directed acc't to trustee directed

    By pgold, June 5, 2013
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • June 6, 2013

15. From Safe Harbor to regular Match

    By cpc0506, June 5, 2013
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • June 7, 2013

16. Rural Cooperatives

    By oldman, June 4, 2013
    • 3 replies
    • 1.9k views
    • 
    • PensionPro
    • June 5, 2013

17. Different Match Formulas

    By Logan401, June 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Logan401
    • June 4, 2013

18. illiquid asset

    By Scuba 401, June 4, 2013
    • 25 replies
    • 7.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

19. Amendment Checklist

    By austin3515, June 3, 2013
    • 1 reply
    • 995 views
    • 
    • Jim Chad
    • June 4, 2013

20. Commercial Real Estate question

    By SteveH, May 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • May 31, 2013

21. LLC (taxed as Partnership) and 401(k) Deferral

    By retbenser, May 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • May 30, 2013

22. 401(k) and ESOP

    By AJ North, May 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • AJ North
    • May 30, 2013

23. USERRA

    By Nassau, May 29, 2013   

    • Profit Sharing Contributions
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • May 29, 2013

24. IRS Targeting of 5300 Filings?

    By Blackbirch, May 29, 2013   

    • Determination Letter 5300 IRS
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 29, 2013

25. Rollover/Transfer of 401K Funds

    By Guest John P., May 29, 2013   

    • 401K rollovers
    • direct 401k transfers
    • (and 1 more)

      Tagged with:

      • 401K rollovers
      • direct 401k transfers
      • IRS rollover documentation
    • 7 replies
    • 5.1k views
    • 
    • Appleby
    • June 3, 2013

26. Deferral & SH Match on comp. over $255k

    By Guest Achilles, May 28, 2013
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 29, 2013

27. Fund Change Notices and other heahaches

    By 52626, May 24, 2013
    • 1 reply
    • 2.2k views
    • 
    • Bill Presson
    • May 26, 2013

28. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath, May 24, 2013   

    • w-2
    • deferrals
    • 12 replies
    • 10.9k views
    • 
    • K2retire
    • January 31, 2017

29. Participant Loan Corrections - EPCRS

    By austin3515, May 24, 2013
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • May 24, 2013

30. Plan Eligibility

    By Nassau, May 22, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 23, 2013

31. Plan Eligibility

    By Nassau, May 22, 2013
    • 2 replies
    • 963 views
    • 
    • Tom Poje
    • May 22, 2013

32. Lost Earnings & VFCP

    By sam2012, May 22, 2013   

    • Lost Earnings
    • VFCP
    • (and 3 more)

      Tagged with:

      • Lost Earnings
      • VFCP
      • 5500
      • 5330
      • DOL
    • 0 replies
    • 2.6k views
    • 
    • sam2012
    • May 22, 2013

33. Start Up - C Corp.

    By Guest RJM26, May 21, 2013
    • 2 replies
    • 907 views
    • 
    • Guest
    • May 22, 2013

34. ACP Correction

    By Guest Donell, May 20, 2013   

    • ADP/ACP Corrections
    • 4 replies
    • 1.5k views
    • 
    • BG5150
    • May 21, 2013

35. gap earnings

    By Chippy, May 20, 2013
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • May 20, 2013

36. I have money purchase plan,SEP IRA Can I open a 401K?

    By caryn22359, May 20, 2013
    • 6 replies
    • 2.1k views
    • 
    • ESOP Guy
    • May 20, 2013

37. safe harbor excluded groups

    By WCC, May 20, 2013   

    • first year not an HCE
    • 3 replies
    • 1.5k views
    • 
    • WCC
    • May 20, 2013

38. Eligibility

    By cdavis25, May 17, 2013
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2013

39. Guam and other US Territories

    By justatester, May 17, 2013
    • 1 reply
    • 2.8k views
    • 
    • TPApril
    • May 17, 2017

40. hardship for medical expenses

    By 52626, May 17, 2013
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • May 17, 2013

41. 8955 SSA may be entitled to a benefit

    By WCC, May 16, 2013   

    • who has to prove it?
    • 5 replies
    • 1.3k views
    • 
    • WCC
    • May 16, 2013

42. 2 unrelated questions

    By CJS07, May 16, 2013   

    • Loan Receivables and 5 yr bre
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • May 17, 2013

43. Standard Late Deposit of Salary Deferrals Question

    By rblum50, May 15, 2013
    • 7 replies
    • 5.3k views
    • 
    • MoShawn
    • May 16, 2013

44. SH Match, Top Heavy, Integrated PS

    By ogilviesann, May 15, 2013
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • May 17, 2013

45. US & Puerto Rico plans

    By Guest ppapdx, May 15, 2013
    • 0 replies
    • 778 views
    • 
    • Guest
    • May 15, 2013

46. Age 62 / Hardship Distribution / Safe Harbor Money

    By austin3515, May 14, 2013
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • May 14, 2013

47. Controlled Group - 1st year after transition period

    By JBones, May 13, 2013
    • 0 replies
    • 1.3k views
    • 
    • JBones
    • May 13, 2013

48. BRF testing when a Merger Happens

    By justatester, May 9, 2013
    • 0 replies
    • 1k views
    • 
    • justatester
    • May 9, 2013

49. Union Ee's / Top Paid Group

    By austin3515, May 9, 2013
    • 4 replies
    • 2.4k views
    • 
    • austin3515
    • November 27, 2013

50. Self Directed Account

    By PFranckowiak, May 7, 2013
    • 5 replies
    • 1.3k views
    • 
    • PFranckowiak
    • May 7, 2013