401(k) Plans

19,365 topics in this forum

1. Self Employed Owner Schedule C from two businesses

   By Guest jsample, August 14, 2012
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • August 14, 2012

2. Roth Rollover

   By Guest MarieNo, August 13, 2012
   • 3 replies
   • 1.8k views
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   • 401king
   • August 13, 2012

3. New plan - timing of 404(a)(5) annual notice?

   By AlbanyConsultant, August 13, 2012
   • 1 reply
   • 1.5k views
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   • chc93
   • August 13, 2012

4. Discretionary PS Funded Year Round

   By austin3515, August 8, 2012
   • 13 replies
   • 2.4k views
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   • Bird
   • August 10, 2012

5. Life insurance in Profit Sharing Plan

   By KevinMc, August 8, 2012
   • 2 replies
   • 1.4k views
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   • KevinMc
   • August 9, 2012

6. 404(a)(5) for SDBAs

   By Gadgetfreak, August 8, 2012
   • 4 replies
   • 1.3k views
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   • Gadgetfreak
   • August 9, 2012

7. Yet Another 404(a)(5) Thread for Recordkeepers

   By Gadgetfreak, August 3, 2012
   • 28 replies
   • 5k views
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   • Gadgetfreak
   • August 8, 2012

8. Can I impute disparity at the $40,000 level?

   By Jim Chad, August 8, 2012
   • 2 replies
   • 1.1k views
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   • Bird
   • August 8, 2012

9. Off-Calendar Top Heavy Test

   By Guest compliance31, August 6, 2012
   • 7 replies
   • 2.2k views
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   • Guest
   • August 8, 2012

10. Service Provider Fee Disclosures

    By Guest Saturn, August 7, 2012
    • 0 replies
    • 731 views
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    • Guest
    • August 7, 2012

11. Off Calendar Year Catch-Ups

    By Guest BUG, August 6, 2012
    • 3 replies
    • 1.4k views
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    • ETA Consulting LLC
    • August 7, 2012

12. Eligible Compensation

    By Nassau, August 7, 2012
    • 2 replies
    • 1.2k views
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    • BG5150
    • August 7, 2012

13. Late ADP failure correction - earnings

    By AlbanyConsultant, August 3, 2012
    • 3 replies
    • 3k views
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    • BG5150
    • August 7, 2012

14. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.4k views
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    • fiona1
    • August 6, 2012

15. Fringe Benefits Include Sick Pay?

    By austin3515, August 3, 2012
    • 3 replies
    • 3.9k views
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    • masteff
    • August 6, 2012

16. testing different match rates

    By K2retire, August 5, 2012
    • 1 reply
    • 1.5k views
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    • austin3515
    • August 5, 2012

17. Coverage Testing and Fail Safe Language

    By justatester, June 25, 2012
    • 12 replies
    • 4.8k views
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    • movedon
    • August 5, 2012

18. Representative Matching Rate

    By austin3515, August 5, 2012
    • 0 replies
    • 978 views
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    • austin3515
    • August 5, 2012

19. 401k Compliance Issue (True Up Calc Dispute…)

    By Guest 4o1kAdm1n, August 3, 2012
    • 5 replies
    • 6.4k views
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    • K2retire
    • August 3, 2012

20. DOL Relents on De Facto DIA's in Brokerage Windows

    By austin3515, July 30, 2012
    • 5 replies
    • 1.4k views
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    • Bird
    • August 2, 2012

21. Forfeitures to pay expenses

    By jkharvey, July 20, 2012
    • 18 replies
    • 7.6k views
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    • MoJo
    • August 1, 2012

22. 404(a)(5) and plans that cover only owners

    By 12AX7, July 31, 2012
    • 8 replies
    • 1.2k views
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    • austin3515
    • July 31, 2012

23. Income Withheld on sale of assets within 401(k) Plan

    By rblum50, July 26, 2012
    • 9 replies
    • 1.3k views
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    • rblum50
    • July 31, 2012

24. Leased Employees

    By justatester, July 31, 2012
    • 2 replies
    • 1.1k views
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    • ETA Consulting LLC
    • July 31, 2012

25. Earnings on Late Employer Contribution

    By PensionPro, July 30, 2012
    • 1 reply
    • 1.3k views
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    • ETA Consulting LLC
    • July 30, 2012

26. corrective plan amendment

    By Gary, July 30, 2012
    • 3 replies
    • 1.8k views
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    • PensionPro
    • July 30, 2012

27. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1.1k views
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    • Jim Chad
    • July 30, 2012

28. Letter to employer with 404a notices

    By Jim Chad, July 26, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • July 30, 2012

29. Spin-off question

    By fiona1, July 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2012

30. Separate Trust Agreements

    By Stevo-PDX, July 27, 2012
    • 0 replies
    • 816 views
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    • Stevo-PDX
    • July 27, 2012

31. Elimination of 410(b) Fail Safe

    By KJohnson, July 26, 2012
    • 4 replies
    • 4.1k views
    • 
    • ETA Consulting LLC
    • July 27, 2012

32. Start new safe harbor plan now

    By Richard Anderson, July 26, 2012
    • 5 replies
    • 1.4k views
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    • PensionPro
    • July 26, 2012

33. Lienable

    By kgr12, July 26, 2012
    • 1 reply
    • 5.3k views
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    • MoJo
    • July 26, 2012

34. QNEC for a missed deferral

    By fiona1, July 25, 2012
    • 4 replies
    • 7.1k views
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    • 00hskrgrl
    • July 25, 2012

35. Auto Increase

    By Guest GoHeels1282, July 24, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 25, 2012

36. Participant Disclosures - What does non-compliance mean?

    By austin3515, July 24, 2012
    • 7 replies
    • 2k views
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    • MoJo
    • July 24, 2012

37. Lost Earnings

    By cpc0506, July 24, 2012
    • 0 replies
    • 1.5k views
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    • cpc0506
    • July 24, 2012

38. PA withholding on 401(k) contribs

    By HarleyBabe, July 23, 2012
    • 8 replies
    • 9.2k views
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    • mbozek
    • July 24, 2012

39. Employees of Subsidiary Eligible to Participate?

    By Guest 409A newbie, July 23, 2012
    • 1 reply
    • 1.8k views
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    • K2retire
    • July 23, 2012

40. 408b2 Disclosures 1 2

    By austin3515, June 7, 2012
    • 65 replies
    • 10.9k views
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    • Bird
    • July 19, 2012

41. Employeer terminated 401k plan for ONLY our branch

    By Guest rapidskies, July 16, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 18, 2012

42. 415 limit

    By Lori H, July 17, 2012
    • 4 replies
    • 1k views
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    • Tom Poje
    • July 18, 2012

43. Safe Harbor Match Miscalculated on Payroll by Payroll Basis?

    By kwalified, July 5, 2012
    • 18 replies
    • 3.6k views
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    • austin3515
    • July 18, 2012

44. Compensation for Plan Purposes

    By Dougsbpc, July 17, 2012
    • 2 replies
    • 1.8k views
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    • PensionPro
    • July 17, 2012

45. Profit Sharing Plan for a S Corp.

    By KevinMc, July 17, 2012
    • 2 replies
    • 1.7k views
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    • cpc0506
    • July 17, 2012

46. Payroll Company Error May Cost Big $$$ - Any Alternatives?

    By Guest orangehorse, July 16, 2012
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

47. Top Heavy Minimum / Plan Termination

    By austin3515, July 16, 2012
    • 8 replies
    • 4.3k views
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    • austin3515
    • July 16, 2012

48. Holding Company with plan

    By Guest tjt169, July 10, 2012
    • 3 replies
    • 2.2k views
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    • 12AX7
    • July 15, 2012

49. employee deferrals

    By EBDI, July 12, 2012
    • 4 replies
    • 1.2k views
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    • K2retire
    • July 13, 2012

50. Penalty for not distributing 404a

    By Jim Chad, July 11, 2012
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2012