401(k) Plans

19,365 topics in this forum

1. Top Heavy allocation to "key employees"?

   By kwalified, January 31, 2012
   • 2 replies
   • 952 views
   • 
   • cpc0506
   • January 31, 2012

2. Differing Match Rates for NHCEs in QACA

   By Guest gaham, January 31, 2012
   • 0 replies
   • 815 views
   • 
   • Guest
   • January 31, 2012

3. Statutory exclusion question.

   By MR, January 24, 2001
   • 27 replies
   • 12.2k views
   • 
   • buckaroo
   • January 31, 2012

4. qdia not followed

   By Guest doh5557, January 30, 2012
   • 0 replies
   • 848 views
   • 
   • Guest
   • January 30, 2012

5. Participant Fee Disclosures

   By austin3515, January 30, 2012
   • 3 replies
   • 910 views
   • 
   • jpod
   • January 30, 2012

6. 401(k) Plans

   By MPLSLAW, January 29, 2012
   • 1 reply
   • 927 views
   • 
   • ETA Consulting LLC
   • January 29, 2012

7. Muliple Employer, Affilliated Service, Controlled Group?

   By HarleyBabe, January 23, 2012
   • 2 replies
   • 992 views
   • 
   • Guest
   • January 29, 2012

8. QNECS on a Corbel prototype style VS

   By Jim Chad, January 27, 2012
   • 1 reply
   • 758 views
   • 
   • Guest
   • January 28, 2012

9. Non-discrimination Testing

   By AJ North, January 25, 2012
   • 3 replies
   • 1.4k views
   • 
   • AJ North
   • January 26, 2012

10. Safe Harbor / Different Eligibility for 401k and PS

    By CLE401kGuy, January 25, 2012
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • January 25, 2012

11. Eligibility upon rehire

    By gregburst, January 24, 2012
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 25, 2012

12. w-2 box 13

    By ESOP Guy, January 24, 2012
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • January 25, 2012

13. Automatic Enrollment (Year End Match)

    By PainPA, January 20, 2012
    • 4 replies
    • 1k views
    • 
    • PainPA
    • January 21, 2012

14. Residence changed to rental and has 20 year loan

    By Jim Chad, January 19, 2012
    • 2 replies
    • 892 views
    • 
    • masteff
    • January 21, 2012

15. 401k deferrals after reaching 250k of income?

    By MD-Benefits Guy, January 19, 2012
    • 7 replies
    • 4.3k views
    • 
    • masteff
    • January 21, 2012

16. ERPA TEST

    By KTB, January 3, 2012
    • 9 replies
    • 2.1k views
    • 
    • KTB
    • January 20, 2012

17. Eligible Compensation

    By Guest Benny Comply, January 20, 2012
    • 1 reply
    • 4.4k views
    • 
    • ETA Consulting LLC
    • January 20, 2012

18. Loan Default / IRA Rollover Contribution

    By austin3515, January 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • January 19, 2012

19. Designated Invesmtent Manager

    By austin3515, January 18, 2012
    • 1 reply
    • 982 views
    • 
    • Kevin C
    • January 18, 2012

20. Self Employment Calculation for 2011

    By TPApril, January 14, 2012
    • 14 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 17, 2012

21. Relius 15.0

    By Guest Amishcountry, January 17, 2012
    • 1 reply
    • 862 views
    • 
    • Tom Poje
    • January 17, 2012

22. Military salary continuation payments

    By AKconsult, January 17, 2012
    • 0 replies
    • 1.6k views
    • 
    • AKconsult
    • January 17, 2012

23. Participant Level Fee Disclosures

    By ERISA1, January 17, 2012
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • January 17, 2012

24. entry date

    By Chippy, January 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2012

25. Census Gross Income

    By Guest Hgreer, January 13, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 14, 2012

26. Plan Termination and Loansd

    By austin3515, January 13, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • January 13, 2012

27. Nonelecitve Xfer Between 401k and 403b?

    By austin3515, January 12, 2012
    • 2 replies
    • 1k views
    • 
    • austin3515
    • January 13, 2012

28. safe harbor amendment

    By Gary, August 8, 2011
    • 10 replies
    • 2.5k views
    • 
    • Kevin C
    • January 13, 2012

29. Participant Disclosure Requirements

    By Guest JMN, November 11, 2011
    • 10 replies
    • 2.8k views
    • 
    • ERISA1
    • January 12, 2012

30. True-up contribution

    By goldtpa, January 12, 2012
    • 5 replies
    • 4.3k views
    • 
    • masteff
    • January 12, 2012

31. Top Heavy Unrelated Rollover

    By Dennis Povloski, January 12, 2012
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 12, 2012

32. Discontinuance Charges deemed a contribution?

    By rblum50, January 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • KJohnson
    • January 11, 2012

33. Fidelity Bond for Privately Held Stock

    By Guest twoodman, January 9, 2012
    • 1 reply
    • 1k views
    • 
    • mming
    • January 11, 2012

34. RMD - small account balances

    By Guest sritts, January 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • January 11, 2012

35. Eligible Compensation

    By Nassau, January 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 11, 2012

36. Weighted-Average for Control Group

    By Guest skim401k, January 10, 2012
    • 2 replies
    • 982 views
    • 
    • Guest
    • January 10, 2012

37. State of Michigan withholding

    By Jim Chad, January 6, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 10, 2012

38. Can bonus amounts be excluded from deferral election?

    By Guest Dash02, May 10, 2010
    • 5 replies
    • 6k views
    • 
    • Guest
    • January 6, 2012

39. Death of Trustee

    By KTB, January 5, 2012
    • 3 replies
    • 4.4k views
    • 
    • masteff
    • January 5, 2012

40. Affiliated Service Groups/Controlled Groups/Attribution

    By Guest akscher, January 5, 2012
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • January 5, 2012

41. Change of Plan Year to Get Safe Harbor

    By austin3515, January 4, 2012
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • January 5, 2012

42. 3% Safe Harbor - Shareholder option

    By Guest EricWings, November 28, 2011
    • 12 replies
    • 2.2k views
    • 
    • K2retire
    • December 30, 2011

43. Leased Employees

    By Below Ground, December 20, 2011
    • 9 replies
    • 3.1k views
    • 
    • Below Ground
    • December 29, 2011

44. Investment Insurance

    By Guest charlesperry, December 28, 2011
    • 5 replies
    • 1.5k views
    • 
    • GBurns
    • December 28, 2011

45. Partner 402g issue

    By austin3515, December 27, 2011
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • December 28, 2011

46. Self-Directed Brokerage Accounts in Multiple Employer Plan

    By kevind2010, December 22, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 25, 2011

47. In-Plan Roth Conversions

    By austin3515, December 23, 2011
    • 2 replies
    • 908 views
    • 
    • austin3515
    • December 23, 2011

48. Best option for husband/wife company?

    By Lori H, December 22, 2011
    • 4 replies
    • 961 views
    • 
    • Bird
    • December 23, 2011

49. 401(k) Deferral Deadline for S-corp

    By retbenser, December 21, 2011
    • 9 replies
    • 3k views
    • 
    • Bird
    • December 22, 2011

50. Amount of Corrective QNEC

    By CLE401kGuy, December 20, 2011
    • 0 replies
    • 1.4k views
    • 
    • CLE401kGuy
    • December 20, 2011