401(k) Plans

19,490 topics in this forum

1. Authorization to Use Prototype

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

2. SO confused ~ SH 3% + Disc Match

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

3. 1040 Schedule C 401k Election

   By austin3515, April 17, 2012
   • 2 replies
   • 1.4k views
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   • movedon
   • April 17, 2012

4. Testing for aggregated plans

   By Kevin C, April 13, 2012
   • 8 replies
   • 1.7k views
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   • Kevin C
   • April 16, 2012

5. Cancelled Trust ID Number

   By jeff77, April 16, 2012
   • 2 replies
   • 1.3k views
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   • K2retire
   • April 16, 2012

6. hardship distributions and tax withholding

   By Guest cbclark, April 13, 2012
   • 2 replies
   • 3k views
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   • masteff
   • April 13, 2012

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

   By Guest Holly Foster, April 12, 2012
   • 2 replies
   • 4.8k views
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   • jpod
   • April 13, 2012

8. Crazy Match for those over 50

   By justatester, April 12, 2012
   • 4 replies
   • 1.2k views
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   • justatester
   • April 13, 2012

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

   By holdco, April 11, 2012
   • 5 replies
   • 1.8k views
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   • Bird
   • April 13, 2012

10. penalty tax on late distribution for failed test.

    By Tom Poje, April 12, 2012
    • 1 reply
    • 1.3k views
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    • Kevin C
    • April 12, 2012

11. Rental Income

    By Guest John P., April 12, 2012
    • 3 replies
    • 2.6k views
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    • masteff
    • April 12, 2012

12. Limits for Individual covered by multiple plans

    By rfahey, December 9, 2011
    • 3 replies
    • 1.6k views
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    • Guest
    • April 12, 2012

13. Top Heavy Minimum + Maternity Leave

    By Stash026, April 12, 2012
    • 1 reply
    • 1.2k views
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    • Jim Chad
    • April 12, 2012

14. Employer match posted as employee deferral

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

15. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515, March 27, 2012
    • 28 replies
    • 5.8k views
    • 
    • Tom Poje
    • April 11, 2012

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

    By BG5150, April 11, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 11, 2012

17. Catch-up Contribution and max profit sharing

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

18. Partial Termination

    By austin3515, April 9, 2012
    • 14 replies
    • 2k views
    • 
    • david rigby
    • April 11, 2012

19. Predecessor Employer and new employees

    By kwalified, April 10, 2012
    • 1 reply
    • 1.5k views
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    • PensionPro
    • April 10, 2012

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

    By holdco, April 9, 2012
    • 14 replies
    • 9.2k views
    • 
    • holdco
    • April 10, 2012

21. Top Heavy Key Employee Partnership K1 Wages

    By jmartin, April 10, 2012
    • 3 replies
    • 1.9k views
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    • MoShawn
    • April 10, 2012

22. Distribution request from HCE

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

23. Allocations in Excess of 415 Limit

    By Gruegen, January 30, 2012
    • 29 replies
    • 17.3k views
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    • ESOP Guy
    • April 10, 2012

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

    By Jim Chad, April 4, 2012
    • 6 replies
    • 1.4k views
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    • austin3515
    • April 9, 2012

25. Excess Contribution

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

26. 401K Roll over without spousal consent

    By Guest J.D., April 4, 2012
    • 12 replies
    • 40.8k views
    • 
    • Guest
    • April 7, 2012

27. IRA and 401k

    By Gadgetfreak, April 5, 2012
    • 7 replies
    • 1.7k views
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    • K2retire
    • April 5, 2012

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

    By Guest kmp52001, April 5, 2012
    • 0 replies
    • 1.1k views
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    • Guest
    • April 5, 2012

29. Bonuses in Safe Harbor Plans

    By Madison71, April 4, 2012
    • 8 replies
    • 8.9k views
    • 
    • BG5150
    • April 5, 2012

30. Cross Tested plan with Prevailing Wage

    By Guest noans, April 4, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 4, 2012

31. comp limits and payroll issues

    By K2retire, April 4, 2012
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • April 4, 2012

32. Calendar year plan with fiscal year PS allocation

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

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

    By Guest benefitsnewbie, April 3, 2012
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • April 4, 2012

34. Hardship Withdrawal Documentation

    By Guest caseyb, April 3, 2012
    • 3 replies
    • 5k views
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    • PensionPro
    • April 3, 2012

35. Compensation question

    By fiona1, April 1, 2012
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • April 3, 2012

36. 401K Plans -- Prohibited Transactions

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

37. ADP

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

38. Phantom Stock

    By alexa, April 1, 2012
    • 6 replies
    • 2.8k views
    • 
    • jpod
    • April 2, 2012

39. How Many Key Employees in the Group?

    By 12AX7, April 1, 2012
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • April 2, 2012

40. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.8k views
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    • D Lewis
    • April 2, 2012

41. Carve out base on hours

    By Guest Benny Guy, March 30, 2012
    • 7 replies
    • 1.5k views
    • 
    • masteff
    • March 30, 2012

42. 1099 Contractor or Leased Employee

    By austin3515, March 29, 2012
    • 12 replies
    • 11.4k views
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    • Bill Presson
    • March 30, 2012

43. Short Plan Year

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

44. DOL Invititation to VFCP

    By austin3515, March 9, 2012
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • March 30, 2012

45. Voluntary after tax to Roth IRA

    By Jim Chad, March 30, 2012
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • March 30, 2012

46. NEW 401K, TERMINATED DB PLAN

    By cpc0506, March 30, 2012
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • March 30, 2012

47. Forfeitures for Top Heavy

    By Madison71, March 28, 2012
    • 8 replies
    • 3.5k views
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    • cpc0506
    • March 29, 2012

48. Using DOL Online Calculator Without VFCP Application?

    By Guest hybrid2148, March 9, 2012
    • 6 replies
    • 10.5k views
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    • John Feldt ERPA CPC QPA
    • March 29, 2012

49. Loan

    By Guest Hgreer, March 13, 2012
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • March 29, 2012

50. Forfeiture Account

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