401(k) Plans

19,332 topics in this forum

1. SE Income

   By Guest donl, April 13, 2012
   • 4 replies
   • 1.7k views
   • 
   • mbozek
   • May 10, 2012

2. Anticipated Medical Expenses for Hardship

   By Oh so SIMPLE, May 4, 2012
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • May 9, 2012

3. service provider disclosure

   By Scuba 401, May 8, 2012
   • 2 replies
   • 1.1k views
   • 
   • Scuba 401
   • May 9, 2012

4. Money Type

   By Guest jkhan, May 4, 2012
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • May 9, 2012

5. cross testing and gateway

   By Gary, May 9, 2012
   • 0 replies
   • 1k views
   • 
   • Gary
   • May 9, 2012

6. RMD - death

   By mehmgo, May 8, 2012
   • 1 reply
   • 964 views
   • 
   • jpod
   • May 8, 2012

7. Your thoughts on elig

   By doombuggy, May 8, 2012
   • 1 reply
   • 1k views
   • 
   • rcline46
   • May 8, 2012

8. Key employee determination

   By Guest KRettler, May 6, 2012
   • 2 replies
   • 2.3k views
   • 
   • Mike Preston
   • May 7, 2012

9. Debit Cash Balance in Trust Account

   By Guest Bosco108, May 4, 2012
   • 3 replies
   • 1k views
   • 
   • mbozek
   • May 4, 2012

10. Match Formula

    By Logan401, May 4, 2012
    • 1 reply
    • 886 views
    • 
    • ETA Consulting LLC
    • May 4, 2012

11. Rollovers for Non-REsponders - Plan Term

    By austin3515, May 2, 2012
    • 5 replies
    • 1k views
    • 
    • austin3515
    • May 4, 2012

12. Controlled Group and Coverage Testing

    By justatester, May 3, 2012
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 4, 2012

13. ADP Testing

    By Guest elang, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • May 4, 2012

14. Plan-Imposed Limit on 401(k)

    By Doghouse, April 26, 2012
    • 13 replies
    • 3k views
    • 
    • mbozek
    • May 3, 2012

15. Content Requirement for Safe Harbor Notice

    By John Feldt ERPA CPC QPA, May 2, 2012
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 3, 2012

16. No Beneficiary on File

    By JKW, May 2, 2012
    • 3 replies
    • 1.2k views
    • 
    • JKW
    • May 3, 2012

17. Equivalent Vesting

    By RRB, May 2, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 2, 2012

18. Life insurance on partner

    By Guest charlesperry, April 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 2, 2012

19. corrective amendment

    By Gary, April 26, 2012
    • 4 replies
    • 2.1k views
    • 
    • chc93
    • April 27, 2012

20. Hardship Withdraw - property taxes

    By mehmgo, April 26, 2012
    • 5 replies
    • 11.2k views
    • 
    • masteff
    • April 27, 2012

21. Ineligible employee deferred

    By cdavis25, April 26, 2012
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • April 26, 2012

22. 408b disclosure on Brokerage accounts

    By Jim Chad, April 23, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 26, 2012

23. IRS audit and eligibility definition

    By pmacduff, April 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • April 26, 2012

24. compensation disclosures for Investment advisor per 408b

    By Jim Chad, April 23, 2012
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • April 26, 2012

25. Is it allowable to have a match provided to only first year employees?

    By 401king, April 25, 2012
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • April 25, 2012

26. hardship - purchase of a residence

    By Scuba 401, April 19, 2012
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • April 24, 2012

27. Foreign withholding at source

    By jkharvey, April 23, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • April 24, 2012

28. Top Heavy

    By Guest elang, April 19, 2012
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • April 24, 2012

29. Self Employed Deduction of Contributions

    By austin3515, April 23, 2012
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • April 24, 2012

30. RMD and Roth Contributions

    By Guest Michele Ciz, April 23, 2012
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • April 24, 2012

31. Participant Benefit Statements

    By Guest Pennysaver, April 19, 2012
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • April 24, 2012

32. Prorate Max Comp Limit?

    By austin3515, April 23, 2012
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • April 23, 2012

33. Form 5330

    By justatester, April 17, 2012
    • 3 replies
    • 2.1k views
    • 
    • fiona1
    • April 19, 2012

34. Top Heavy Correction Question

    By Madison71, April 19, 2012
    • 0 replies
    • 1k views
    • 
    • Madison71
    • April 19, 2012

35. QSLOBs and top-heavy testing

    By Guest phy401k, April 19, 2012
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 19, 2012

36. Reallocation of forfeitures

    By AJ North, April 18, 2012
    • 5 replies
    • 7k views
    • 
    • K2retire
    • April 19, 2012

37. For disclosures, do Individual annuities = brokerage accounts?

    By Jim Chad, April 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 19, 2012

38. Terminated Plan and audit requirement

    By cpc0506, April 19, 2012
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 19, 2012

39. Conversion to VS Doc

    By Guest elang, April 18, 2012
    • 1 reply
    • 776 views
    • 
    • Bird
    • April 18, 2012

40. Controlled Group - Am I missing something?

    By seatpa, April 17, 2012
    • 8 replies
    • 1.5k views
    • 
    • seatpa
    • April 18, 2012

41. US Citizens Working Abroad

    By ERISA-Bubs, April 17, 2012
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • April 18, 2012

42. Authorization to Use Prototype

    By austin3515, April 17, 2012
    • 1 reply
    • 858 views
    • 
    • ETA Consulting LLC
    • April 17, 2012

43. SO confused ~ SH 3% + Disc Match

    By Guest North Meets South, April 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2012

44. 1040 Schedule C 401k Election

    By austin3515, April 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • movedon
    • April 17, 2012

45. Testing for aggregated plans

    By Kevin C, April 13, 2012
    • 8 replies
    • 1.4k views
    • 
    • Kevin C
    • April 16, 2012

46. Cancelled Trust ID Number

    By jeff77, April 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • April 16, 2012

47. hardship distributions and tax withholding

    By Guest cbclark, April 13, 2012
    • 2 replies
    • 2.6k views
    • 
    • masteff
    • April 13, 2012

48. Safe Harbor Match (Per Pay Period) in Partnership

    By Guest Holly Foster, April 12, 2012
    • 2 replies
    • 4.5k views
    • 
    • jpod
    • April 13, 2012

49. Crazy Match for those over 50

    By justatester, April 12, 2012
    • 4 replies
    • 1.1k views
    • 
    • justatester
    • April 13, 2012

50. Transferring Balances of Missing MPP Participants into 401(k) Plan

    By holdco, April 11, 2012
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • April 13, 2012