401(k) Plans

19,321 topics in this forum

1. Rollover from traditional IRA to 401(k) plan

   By Guest TaxedToDeath, October 3, 2011
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 3, 2011

2. 8955 SSA What is column for check box after last name?

   By Jim Chad, September 30, 2011
   • 2 replies
   • 1.1k views
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   • Jim Chad
   • October 1, 2011

3. Controlled Group - setting up second plan

   By PFranckowiak, September 30, 2011
   • 1 reply
   • 995 views
   • 
   • 12AX7
   • September 30, 2011

4. safe harbor, new plan, eligible but not yet entered?

   By Guest francegirl, September 29, 2011
   • 9 replies
   • 1.5k views
   • 
   • austin3515
   • September 30, 2011

5. transmitting deferrals late

   By Scuba 401, September 29, 2011
   • 11 replies
   • 1.8k views
   • 
   • austin3515
   • October 1, 2011

6. In a 401(k) can the definition of compensation be amended to give the participants the option to defer on bonuses?

   By Guest sugar daddy, September 28, 2011
   • 9 replies
   • 1.9k views
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   • K2retire
   • September 29, 2011

7. Record Retention - what and how long?

   By PFranckowiak, September 27, 2011
   • 1 reply
   • 986 views
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   • 12AX7
   • September 27, 2011

8. Can I force out a terminee

   By RayJJohnsonJr, September 26, 2011
   • 9 replies
   • 6k views
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   • mbozek
   • February 8, 2012

9. Non-discrimination testing for partial year

   By jukeboy56, September 26, 2011
   • 0 replies
   • 1.1k views
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   • jukeboy56
   • September 26, 2011

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

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

11. Late 401(k) Contributions

    By PFranckowiak, September 23, 2011
    • 1 reply
    • 1.1k views
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    • 12AX7
    • September 27, 2011

12. Brother Sister Controlled Group

    By Guest MEGK, September 23, 2011
    • 6 replies
    • 1.7k views
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    • Guest
    • September 23, 2011

13. In-plan Roth conversion & 5500

    By Monica Barnard, September 23, 2011
    • 4 replies
    • 2.8k views
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    • Tom Poje
    • September 23, 2011

14. Is this a 401k transfer or rollover? And reporting requirements.

    By Guest Carl C, September 23, 2011
    • 4 replies
    • 3k views
    • 
    • ESOP Guy
    • September 23, 2011

15. Safe Harbor 401(k) and Compensation Amendment

    By msmith, September 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • September 22, 2011

16. RMD question

    By RayJJohnsonJr, September 22, 2011
    • 14 replies
    • 1.6k views
    • 
    • imchipbrown
    • September 29, 2011

17. SHNEC not contributed for Partners

    By Spencer, September 22, 2011
    • 7 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 11, 2011

18. Timing of filing Form 5330 for late deposits

    By BG5150, September 21, 2011
    • 0 replies
    • 1.4k views
    • 
    • BG5150
    • September 21, 2011

19. 2012 COLA

    By Fisher, September 20, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 20, 2011

20. Key Man Insurance in PS/(k) Plan

    By 12AX7, September 15, 2011
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • April 2, 2013

21. Does Hurricane Relief Extend Contribution Deadline

    By ERISA1, September 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 14, 2011

22. Rehire

    By PFranckowiak, September 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • September 14, 2011

23. EIN/SS# for 1099-R / 1096

    By austin3515, September 14, 2011
    • 17 replies
    • 8.3k views
    • 
    • Bird
    • September 15, 2011

24. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2011

25. USERRA - Company Contributions

    By Guest Tdavid, September 13, 2011
    • 6 replies
    • 3k views
    • 
    • GMK
    • September 16, 2011

26. Vesting Schedule Change

    By JKW, September 13, 2011
    • 6 replies
    • 2.4k views
    • 
    • JKW
    • October 4, 2011

27. Rehire after Five Year Break in Service

    By jmartin, September 12, 2011
    • 5 replies
    • 26.6k views
    • 
    • Tom Poje
    • September 14, 2011

28. Roth In-Plan Conversion

    By Nassau, September 12, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 12, 2011

29. VCP - filing question

    By PFranckowiak, September 9, 2011
    • 0 replies
    • 1.1k views
    • 
    • PFranckowiak
    • September 9, 2011

30. Automatic Enrollment and Nondiscrimination

    By Guest Offender, September 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 9, 2011

31. Carry Over Contributions

    By Guest srwatts, September 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • EBDI
    • October 13, 2011

32. Forfeitures

    By Nassau, September 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 8, 2011

33. Plan Design

    By Guest WCHB, September 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • Leopurrd
    • September 8, 2011

34. Safe Harbor, sort of

    By austin3515, September 7, 2011
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 8, 2011

35. Platform Providers

    By SMB, September 7, 2011
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 9, 2011

36. Minimum deferral to get a match

    By fiona1, September 7, 2011
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 8, 2011

37. 125 PLAN

    By Guest BCCFLEX, September 7, 2011
    • 0 replies
    • 801 views
    • 
    • Guest
    • September 7, 2011

38. LLC Electing to be Taxed as a Corporation

    By jpod, September 6, 2011
    • 1 reply
    • 913 views
    • 
    • jpod
    • September 8, 2011

39. union employees and separate plan provisions

    By Guest Iwonder, September 2, 2011
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • September 12, 2011

40. 5500 for MEPs

    By 30Rock, September 2, 2011
    • 1 reply
    • 1.2k views
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    • ETA Consulting LLC
    • September 2, 2011

41. surrender charges not restorative payment but ER contribution

    By pmacduff, September 2, 2011
    • 4 replies
    • 2.5k views
    • 
    • BG5150
    • February 27, 2013

42. Non-Spouse Beneficiary

    By Nassau, September 2, 2011
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 2, 2011

43. Eligibility

    By Guest elang, September 1, 2011
    • 8 replies
    • 1.5k views
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    • ESOP Guy
    • September 1, 2011

44. Never ran 2008 adp testing

    By Guest Bosco108, August 31, 2011
    • 1 reply
    • 1.2k views
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    • austin3515
    • August 31, 2011

45. hardship withdrawal - building their own home

    By Guest erisalady, August 31, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2011

46. Do deferral refunds on a SARSEP count against 402(g) limit in a 401(k)?

    By Guest sugar daddy, August 31, 2011
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 1, 2011

47. top paid group election with prior year testing

    By K2retire, August 30, 2011
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • August 30, 2011

48. Correction under EPCRS

    By austin3515, August 29, 2011
    • 1 reply
    • 999 views
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    • DMcGovern
    • August 29, 2011

49. Spousal Consent

    By 30Rock, August 29, 2011
    • 5 replies
    • 3k views
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    • masteff
    • September 2, 2011

50. Fee from forfeitures, rather than by participants

    By Guest Iwonder, August 26, 2011
    • 2 replies
    • 973 views
    • 
    • Guest
    • August 29, 2011