401(k) Plans

19,321 topics in this forum

1. Partner 402g issue

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

2. Self-Directed Brokerage Accounts in Multiple Employer Plan

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

3. In-Plan Roth Conversions

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

4. Best option for husband/wife company?

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

5. 401(k) Deferral Deadline for S-corp

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

6. Amount of Corrective QNEC

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

7. Changing Provisions to a Safe Harbor Match plan mid year

   By Guest Brenda Schachle, December 20, 2011
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • December 20, 2011

8. 401k Exchange BBB Revoked

   By Guest 401K Adviser, December 16, 2011
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • December 20, 2011

9. Plan Audited - Missing Signed Final 401k Reg Amend

   By CLE401kGuy, December 19, 2011
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • December 19, 2011

10. "Of counsel" employee receiving K-1

    By Laura Harrington, December 19, 2011
    • 1 reply
    • 1.6k views
    • 
    • Laura Harrington
    • December 19, 2011

11. Changing eligibility by job class

    By jmartin, December 16, 2011
    • 1 reply
    • 879 views
    • 
    • Jim Chad
    • December 17, 2011

12. 401(k) family exclusions?

    By Guest hud9man, December 16, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 16, 2011

13. 2009 RMDs

    By Guest ENT, December 16, 2011
    • 4 replies
    • 924 views
    • 
    • Bird
    • December 16, 2011

14. General Testing

    By justatester, December 15, 2011
    • 3 replies
    • 982 views
    • 
    • justatester
    • December 16, 2011

15. Minimum service requirement

    By 7806akp, December 15, 2011
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • December 15, 2011

16. multi-employer with multiple pension plans -SSA reporting

    By MMMBENE2000, December 15, 2011
    • 0 replies
    • 880 views
    • 
    • MMMBENE2000
    • December 15, 2011

17. PTIN Requirements / Form 5330

    By Guest richez, December 14, 2011
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 14, 2011

18. Compensation definition

    By Guest JM123, December 5, 2011
    • 6 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • December 13, 2011

19. Pension Health Insurance Premium?

    By caryn22359, December 13, 2011
    • 0 replies
    • 897 views
    • 
    • caryn22359
    • December 13, 2011

20. Rehired Employee - “buy-back” of forfeited amounts

    By Nassau, December 6, 2011
    • 8 replies
    • 3.6k views
    • 
    • masteff
    • December 13, 2011

21. Discretionary Match Contribution

    By Nassau, December 9, 2011
    • 1 reply
    • 1.3k views
    • 
    • 12AX7
    • December 9, 2011

22. Solo K - bonding requirements?

    By Tinman, August 5, 2008
    • 7 replies
    • 3.2k views
    • 
    • jpod
    • December 8, 2011

23. Prevailing wage as 3% SHNEC

    By rcline46, December 8, 2011
    • 1 reply
    • 1.6k views
    • 
    • 12AX7
    • December 8, 2011

24. Gateway Testing

    By justatester, December 8, 2011
    • 3 replies
    • 2.9k views
    • 
    • Lou S.
    • December 8, 2011

25. Should I apply for a Determination Letter

    By fiona1, December 8, 2011
    • 1 reply
    • 872 views
    • 
    • ETA Consulting LLC
    • December 8, 2011

26. Employer stock

    By Guest ENT, December 6, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • December 8, 2011

27. Controlled Group - Spin Off

    By PFranckowiak, December 2, 2011
    • 3 replies
    • 1.5k views
    • 
    • 12AX7
    • December 7, 2011

28. Only Plan Sponsor signed 8955-ssa

    By jkharvey, December 7, 2011
    • 0 replies
    • 957 views
    • 
    • jkharvey
    • December 7, 2011

29. TPA responsibility for late 401k deposits

    By Guest Stacey Richard, December 5, 2011
    • 6 replies
    • 2.8k views
    • 
    • Below Ground
    • December 7, 2011

30. QNECs and statutorily exludable employees under final 401(k) regs

    By AndrewZ, December 6, 2011
    • 4 replies
    • 2.5k views
    • 
    • AndrewZ
    • December 7, 2011

31. Deductibility of Elective Deferrals

    By mming, December 7, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 7, 2011

32. Post-Severance Compensation

    By Guest shaul, December 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2011

33. ACP testing, prior yr, vesting change from 100%

    By Guest noans, December 5, 2011
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 6, 2011

34. 401(k) as Qualified Replacement Plan

    By Doghouse, December 2, 2011
    • 1 reply
    • 2k views
    • 
    • Kevin C
    • December 6, 2011

35. USERRA

    By Nassau, December 5, 2011
    • 0 replies
    • 893 views
    • 
    • Nassau
    • December 5, 2011

36. Excess Aggregate Contribution

    By Guest sviola, December 2, 2011
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • December 5, 2011

37. QDIA notice

    By gregburst, December 1, 2011
    • 0 replies
    • 812 views
    • 
    • gregburst
    • December 1, 2011

38. Military Leave

    By Nassau, December 1, 2011
    • 0 replies
    • 932 views
    • 
    • Nassau
    • December 1, 2011

39. New Safe Harbor Plan

    By Guest elang, November 30, 2011
    • 7 replies
    • 2.1k views
    • 
    • rcline46
    • December 1, 2011

40. QACA - who gets their deferral rate increased?

    By Guest Achilles, December 1, 2011
    • 1 reply
    • 813 views
    • 
    • K2retire
    • December 1, 2011

41. In-Plan Roth Conversion

    By Guest A125, December 1, 2011
    • 2 replies
    • 858 views
    • 
    • Guest
    • December 1, 2011

42. Rehire Eligibility

    By Guest Tdavid, November 11, 2011
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • November 29, 2011

43. Delinquent Safe Harbor/Top-Heavy Minimums

    By austin3515, November 22, 2011
    • 6 replies
    • 1.6k views
    • 
    • DMcGovern
    • November 28, 2011

44. Can benefitslink start a section for disclosures to employers?

    By Jim Chad, September 24, 2011
    • 1 reply
    • 807 views
    • 
    • Guest
    • November 23, 2011

45. Two plans merge...plan1 ER pays fees & plan2 plan pays fees..,

    By Guest DVW, November 23, 2011
    • 0 replies
    • 877 views
    • 
    • Guest
    • November 23, 2011

46. Amending a Safe Harbor Plan

    By austin3515, November 8, 2011
    • 18 replies
    • 2.4k views
    • 
    • austin3515
    • November 22, 2011

47. Average Benefits Test

    By justatester, November 21, 2011
    • 1 reply
    • 931 views
    • 
    • Tom Poje
    • November 21, 2011

48. Top heavy in multiple employer plan

    By pmacduff, October 26, 2011
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • November 18, 2011

49. Mid-Year Termination of Safe-Harbor Nonelective Contribution Plan

    By Guest gaham, November 17, 2011
    • 1 reply
    • 9.9k views
    • 
    • Lou S.
    • November 17, 2011

50. Applying for a Determination Letter (Form 5300)

    By fiona1, November 16, 2011
    • 3 replies
    • 1.2k views
    • 
    • fiona1
    • November 16, 2011