401(k) Plans

19,321 topics in this forum

1. Break in Service Rule

   By Guest TPA Guy, March 15, 2012
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 19, 2012

2. Spin-off from ESOP plan

   By cpc0506, March 19, 2012
   • 0 replies
   • 1.2k views
   • 
   • cpc0506
   • March 19, 2012

3. "Same plan year" for permissive aggregation

   By MWeddell, February 7, 2012
   • 5 replies
   • 2.4k views
   • 
   • Guest
   • March 19, 2012

4. Top Heavy/Key/Deferral question

   By Cathy from Chicago, March 9, 2011
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • March 19, 2012

5. Changing the Plan Year

   By Nassau, March 16, 2012
   • 1 reply
   • 834 views
   • 
   • ETA Consulting LLC
   • March 16, 2012

6. Initial Plan Audit

   By Guest msnow, March 15, 2012
   • 3 replies
   • 1.6k views
   • 
   • rcline46
   • March 16, 2012

7. HCE exclued from plan - one contributed 401k

   By jmartin, March 15, 2012
   • 1 reply
   • 937 views
   • 
   • Tom Poje
   • March 16, 2012

8. coverage

   By Gary, March 15, 2012
   • 2 replies
   • 953 views
   • 
   • chc93
   • March 15, 2012

9. 401k elections with k-1

   By mehmgo, March 15, 2012
   • 1 reply
   • 879 views
   • 
   • QDROphile
   • March 15, 2012

10. Safe Harbor Correction

    By pixmax, March 13, 2012
    • 2 replies
    • 948 views
    • 
    • Lou S.
    • March 13, 2012

11. -11(g) Amendment

    By austin3515, March 12, 2012
    • 13 replies
    • 4.2k views
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    • movedon
    • March 13, 2012

12. Not really a match?

    By Earl, March 13, 2012
    • 4 replies
    • 970 views
    • 
    • Earl
    • March 13, 2012

13. Top Heavy contribution for deceased participant?

    By Guest persie, March 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • movedon
    • March 13, 2012

14. Is this match ok, or is additional testing needed

    By jkharvey, March 11, 2012
    • 2 replies
    • 890 views
    • 
    • movedon
    • March 13, 2012

15. sticky situation bank and foreclosure

    By Guest ?pensionguy, March 12, 2012
    • 4 replies
    • 1k views
    • 
    • Guest
    • March 13, 2012

16. Employer/Employee/Affiliated Service Group?

    By imchipbrown, March 11, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 12, 2012

17. IRS Says Prime is NOT Reasonable

    By austin3515, March 6, 2012
    • 28 replies
    • 10.7k views
    • 
    • ESOP Guy
    • March 12, 2012

18. top heavy

    By Gary, March 12, 2012
    • 2 replies
    • 861 views
    • 
    • PensionPro
    • March 12, 2012

19. 404a-5 Change Notice

    By Archimage, February 7, 2012
    • 2 replies
    • 2k views
    • 
    • Bird
    • March 12, 2012

20. Top Heavy Allocation

    By KevinMc, March 10, 2012
    • 2 replies
    • 899 views
    • 
    • KevinMc
    • March 12, 2012

21. partnership self-employment income

    By Guest Diane DuFresne, March 8, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • March 8, 2012

22. 401(k) Plan Termination

    By Guest ABABAK, March 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

23. Top Heavy/Safe Harbor match/Profit Sharing

    By Guest Diane DuFresne, March 7, 2012
    • 4 replies
    • 2.5k views
    • 
    • ETA Consulting LLC
    • March 7, 2012

24. Top Paid Group Former Owners

    By Guest shm3803, March 7, 2012
    • 3 replies
    • 962 views
    • 
    • ETA Consulting LLC
    • March 7, 2012

25. Conversions and QDIA vs Mapping

    By austin3515, March 7, 2012
    • 1 reply
    • 4.6k views
    • 
    • mbozek
    • March 7, 2012

26. DC/DB Combo Top-Heavy Minimum

    By austin3515, March 6, 2012
    • 5 replies
    • 3k views
    • 
    • Tom Poje
    • March 7, 2012

27. Self-Employed Match Calculation Question

    By Laura Harrington, March 5, 2012
    • 4 replies
    • 1.7k views
    • 
    • masteff
    • March 6, 2012

28. Part time employees

    By Guest jefe96, April 14, 2005
    • 17 replies
    • 3.4k views
    • 
    • Gadgetfreak
    • March 6, 2012

29. loan fee

    By EBDI, March 5, 2012
    • 1 reply
    • 884 views
    • 
    • ETA Consulting LLC
    • March 6, 2012

30. HCE

    By mehmgo, March 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • March 6, 2012

31. Controlled Group Determination Help !

    By 12AX7, March 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 2, 2012

32. Spin off

    By fiona1, March 1, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 2, 2012

33. 10% Early Withdrawal Tax on Non-Roth After Tax

    By Guest BWNWE, March 1, 2012
    • 4 replies
    • 6.2k views
    • 
    • ETA Consulting LLC
    • March 2, 2012

34. Top Paid Group

    By austin3515, February 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • March 1, 2012

35. Safe Harbor

    By Guest donl, February 24, 2012
    • 2 replies
    • 932 views
    • 
    • MWeddell
    • March 1, 2012

36. In Service Withdrawal

    By Guest donl, February 28, 2012
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • March 1, 2012

37. First Year 401(k)

    By Guest elang, February 28, 2012
    • 2 replies
    • 1k views
    • 
    • MWeddell
    • March 1, 2012

38. Amending a W-2 for 401k

    By austin3515, February 29, 2012
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • March 1, 2012

39. How does a single member LLC deduct 401k from payroll when there is no payroll?

    By Guest dogrescuer, February 27, 2012
    • 9 replies
    • 16.4k views
    • 
    • ETA Consulting LLC
    • March 1, 2012

40. Simple & 401(k) in same Plan Year?

    By CJS07, February 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

41. Prior year testing questions

    By BG5150, February 28, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • February 28, 2012

42. Plan Amendment

    By Nassau, February 27, 2012
    • 2 replies
    • 918 views
    • 
    • Everett Moreland
    • February 27, 2012

43. Safe Harbor Match and other qualified plan

    By Guest Joanne Davey, February 27, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2012

44. Nonqualified Roth earnings

    By Guest jim williams, February 27, 2012
    • 1 reply
    • 828 views
    • 
    • ETA Consulting LLC
    • February 27, 2012

45. 401k contribution deposit deadline for s-corp owners

    By Santo Gold, February 27, 2012
    • 3 replies
    • 2k views
    • 
    • K2retire
    • February 27, 2012

46. IRS Audit

    By justatester, February 24, 2012
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2012

47. Does this stink?

    By austin3515, February 23, 2012
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • February 24, 2012

48. SARSEP to 401k

    By cpc0506, February 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 24, 2012

49. rollovers

    By Gary, February 24, 2012
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • February 24, 2012

50. Amending a Standardized Plan

    By austin3515, February 18, 2012
    • 6 replies
    • 948 views
    • 
    • Guest
    • February 23, 2012