401(k) Plans

19,365 topics in this forum

1. Life insurance on partner

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

2. corrective amendment

   By Gary, April 26, 2012
   • 4 replies
   • 2.2k views
   • 
   • chc93
   • April 27, 2012

3. Hardship Withdraw - property taxes

   By mehmgo, April 26, 2012
   • 5 replies
   • 11.4k views
   • 
   • masteff
   • April 27, 2012

4. Ineligible employee deferred

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

5. 408b disclosure on Brokerage accounts

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

6. IRS audit and eligibility definition

   By pmacduff, April 25, 2012
   • 4 replies
   • 1.4k views
   • 
   • pmacduff
   • April 26, 2012

7. compensation disclosures for Investment advisor per 408b

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

8. 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

9. hardship - purchase of a residence

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

10. Foreign withholding at source

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

11. Top Heavy

    By Guest elang, April 19, 2012
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • April 24, 2012

12. Self Employed Deduction of Contributions

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

13. RMD and Roth Contributions

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

14. Participant Benefit Statements

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

15. Prorate Max Comp Limit?

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

16. Form 5330

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

17. Top Heavy Correction Question

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

18. QSLOBs and top-heavy testing

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

19. Reallocation of forfeitures

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

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

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

21. Terminated Plan and audit requirement

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

22. Conversion to VS Doc

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

23. Controlled Group - Am I missing something?

    By seatpa, April 17, 2012
    • 8 replies
    • 1.6k views
    • 
    • seatpa
    • April 18, 2012

24. US Citizens Working Abroad

    By ERISA-Bubs, April 17, 2012
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • April 18, 2012

25. Authorization to Use Prototype

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

26. SO confused ~ SH 3% + Disc Match

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

27. 1040 Schedule C 401k Election

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

28. Testing for aggregated plans

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

29. Cancelled Trust ID Number

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

30. hardship distributions and tax withholding

    By Guest cbclark, April 13, 2012
    • 2 replies
    • 2.7k views
    • 
    • masteff
    • April 13, 2012

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

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

32. Crazy Match for those over 50

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

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

    By holdco, April 11, 2012
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • April 13, 2012

34. penalty tax on late distribution for failed test.

    By Tom Poje, April 12, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • April 12, 2012

35. Rental Income

    By Guest John P., April 12, 2012
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • April 12, 2012

36. Limits for Individual covered by multiple plans

    By rfahey, December 9, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2012

37. Top Heavy Minimum + Maternity Leave

    By Stash026, April 12, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 12, 2012

38. Employer match posted as employee deferral

    By Guest Quacka, April 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 12, 2012

39. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515, March 27, 2012
    • 28 replies
    • 5.1k views
    • 
    • Tom Poje
    • April 11, 2012

40. Loan payments--extra accrued interest in this case?

    By BG5150, April 11, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • April 11, 2012

41. Catch-up Contribution and max profit sharing

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

42. Partial Termination

    By austin3515, April 9, 2012
    • 14 replies
    • 1.6k views
    • 
    • david rigby
    • April 11, 2012

43. Predecessor Employer and new employees

    By kwalified, April 10, 2012
    • 1 reply
    • 1.4k views
    • 
    • PensionPro
    • April 10, 2012

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

    By holdco, April 9, 2012
    • 14 replies
    • 7.9k views
    • 
    • holdco
    • April 10, 2012

45. Top Heavy Key Employee Partnership K1 Wages

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

46. Distribution request from HCE

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

47. Allocations in Excess of 415 Limit

    By Gruegen, January 30, 2012
    • 29 replies
    • 16.3k views
    • 
    • ESOP Guy
    • April 10, 2012

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

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

49. Excess Contribution

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

50. 401K Roll over without spousal consent

    By Guest J.D., April 4, 2012
    • 12 replies
    • 38.5k views
    • 
    • Guest
    • April 7, 2012