401(k) Plans

19,275 topics in this forum

1. Catch-up Contribution and max profit sharing

   By emmetttrudy, April 10, 2012
   • 2 replies
   • 1.8k views
   • 
   • BG5150
   • April 11, 2012

2. Partial Termination

   By austin3515, April 9, 2012
   • 14 replies
   • 1.5k views
   • 
   • david rigby
   • April 11, 2012

3. Predecessor Employer and new employees

   By kwalified, April 10, 2012
   • 1 reply
   • 1.3k views
   • 
   • PensionPro
   • April 10, 2012

4. Rollover of terminated money purchase plan balances into 401(k)

   By holdco, April 9, 2012
   • 14 replies
   • 7.2k views
   • 
   • holdco
   • April 10, 2012

5. Top Heavy Key Employee Partnership K1 Wages

   By jmartin, April 10, 2012
   • 3 replies
   • 1.7k views
   • 
   • MoShawn
   • April 10, 2012

6. Distribution request from HCE

   By Dan, April 10, 2012
   • 2 replies
   • 827 views
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   • BG5150
   • April 10, 2012

7. Allocations in Excess of 415 Limit

   By Gruegen, January 30, 2012
   • 29 replies
   • 16.1k views
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   • ESOP Guy
   • April 10, 2012

8. S corp can make deferrals through April 15th?

   By Jim Chad, April 4, 2012
   • 6 replies
   • 1.3k views
   • 
   • austin3515
   • April 9, 2012

9. Excess Contribution

   By Guest elang, April 9, 2012
   • 0 replies
   • 823 views
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   • Guest
   • April 9, 2012

10. 401K Roll over without spousal consent

    By Guest J.D., April 4, 2012
    • 12 replies
    • 37.1k views
    • 
    • Guest
    • April 7, 2012

11. IRA and 401k

    By Gadgetfreak, April 5, 2012
    • 7 replies
    • 1.4k views
    • 
    • K2retire
    • April 5, 2012

12. General Test for Fiscal Year Contribution in Calendar Year Plan

    By Guest kmp52001, April 5, 2012
    • 0 replies
    • 899 views
    • 
    • Guest
    • April 5, 2012

13. Bonuses in Safe Harbor Plans

    By Madison71, April 4, 2012
    • 8 replies
    • 8.5k views
    • 
    • BG5150
    • April 5, 2012

14. Cross Tested plan with Prevailing Wage

    By Guest noans, April 4, 2012
    • 0 replies
    • 964 views
    • 
    • Guest
    • April 4, 2012

15. comp limits and payroll issues

    By K2retire, April 4, 2012
    • 5 replies
    • 1.2k views
    • 
    • QDROphile
    • April 4, 2012

16. Calendar year plan with fiscal year PS allocation

    By Guest justatester2, April 4, 2012
    • 0 replies
    • 828 views
    • 
    • Guest
    • April 4, 2012

17. Effect of EPCRS and ability to automatic cashout terminated employees

    By Guest benefitsnewbie, April 3, 2012
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • April 4, 2012

18. Hardship Withdrawal Documentation

    By Guest caseyb, April 3, 2012
    • 3 replies
    • 4.8k views
    • 
    • PensionPro
    • April 3, 2012

19. Compensation question

    By fiona1, April 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • April 3, 2012

20. 401K Plans -- Prohibited Transactions

    By Guest John P., April 2, 2012
    • 0 replies
    • 840 views
    • 
    • Guest
    • April 2, 2012

21. ADP

    By Guest elang, April 2, 2012
    • 4 replies
    • 886 views
    • 
    • Guest
    • April 2, 2012

22. Phantom Stock

    By alexa, April 1, 2012
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • April 2, 2012

23. How Many Key Employees in the Group?

    By 12AX7, April 1, 2012
    • 3 replies
    • 941 views
    • 
    • Tom Poje
    • April 2, 2012

24. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.6k views
    • 
    • D Lewis
    • April 2, 2012

25. Carve out base on hours

    By Guest Benny Guy, March 30, 2012
    • 7 replies
    • 1.2k views
    • 
    • masteff
    • March 30, 2012

26. 1099 Contractor or Leased Employee

    By austin3515, March 29, 2012
    • 12 replies
    • 10.3k views
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    • Bill Presson
    • March 30, 2012

27. Short Plan Year

    By austin3515, March 30, 2012
    • 3 replies
    • 867 views
    • 
    • Jim Chad
    • March 30, 2012

28. DOL Invititation to VFCP

    By austin3515, March 9, 2012
    • 6 replies
    • 1k views
    • 
    • Guest
    • March 30, 2012

29. Voluntary after tax to Roth IRA

    By Jim Chad, March 30, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • March 30, 2012

30. NEW 401K, TERMINATED DB PLAN

    By cpc0506, March 30, 2012
    • 1 reply
    • 965 views
    • 
    • rcline46
    • March 30, 2012

31. Forfeitures for Top Heavy

    By Madison71, March 28, 2012
    • 8 replies
    • 3.1k views
    • 
    • cpc0506
    • March 29, 2012

32. Using DOL Online Calculator Without VFCP Application?

    By Guest hybrid2148, March 9, 2012
    • 6 replies
    • 9.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 29, 2012

33. Loan

    By Guest Hgreer, March 13, 2012
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 29, 2012

34. Forfeiture Account

    By PensionPro, March 28, 2012
    • 1 reply
    • 881 views
    • 
    • ESOP Guy
    • March 28, 2012

35. Merger of a company

    By Guest DBSI, March 27, 2012
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2012

36. Participant count and participant definition for 401(k) plan

    By Guest steve47170, March 27, 2012
    • 14 replies
    • 17.6k views
    • 
    • GMK
    • March 27, 2012

37. Each in Own Group - Integrated

    By austin3515, March 27, 2012
    • 5 replies
    • 986 views
    • 
    • austin3515
    • March 27, 2012

38. 401k Administrative costs?

    By MD-Benefits Guy, March 22, 2012
    • 13 replies
    • 6.1k views
    • 
    • austin3515
    • March 27, 2012

39. Covered Service Provider Disclosure

    By holdco, March 26, 2012
    • 11 replies
    • 1.7k views
    • 
    • holdco
    • March 26, 2012

40. MA formula

    By Guest money40, March 15, 2012
    • 10 replies
    • 1.4k views
    • 
    • Guest
    • March 26, 2012

41. How much is the covered compensation?

    By RayJJohnsonJr, March 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 26, 2012

42. 20% withholding on eligible rollover distributions

    By Guest Molly CRP, March 23, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 26, 2012

43. EGTRRA Non-Amender

    By austin3515, March 21, 2012
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • March 23, 2012

44. Deduction Limit, ASGs, and IRC 413(c)(6)

    By Guest Pennysaver, March 23, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 23, 2012

45. Transfers between Union and Nonunion plan

    By PFranckowiak, March 22, 2012
    • 0 replies
    • 963 views
    • 
    • PFranckowiak
    • March 22, 2012

46. rollover paperwork

    By Guest doh5557, March 20, 2012
    • 13 replies
    • 8.1k views
    • 
    • mbozek
    • March 21, 2012

47. Deduction for Keogh contribution

    By Guest Diane DuFresne, March 17, 2012
    • 25 replies
    • 5.3k views
    • 
    • Bird
    • March 21, 2012

48. Used wrong ADP Testing Period

    By 52626, March 21, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

49. Retroactive Adoption of Safe Harbor Amendment

    By ERISA25, March 21, 2012
    • 2 replies
    • 1.5k views
    • 
    • ERISA25
    • March 21, 2012

50. Employer Wants to Reimburse Plan

    By austin3515, March 15, 2012
    • 13 replies
    • 2.3k views
    • 
    • Kevin C
    • March 21, 2012