401(k) Plans

19,275 topics in this forum

1. Amended 1065 - Additional PS?

   By austin3515, October 12, 2011
   • 13 replies
   • 2.7k views
   • 
   • mbozek
   • October 15, 2011

2. Prefunded PS

   By PFranckowiak, October 14, 2011
   • 3 replies
   • 1k views
   • 
   • Bill Presson
   • October 14, 2011

3. SIMPLE IRA Shenanagins (sp?)

   By austin3515, October 13, 2011
   • 1 reply
   • 888 views
   • 
   • ETA Consulting LLC
   • October 13, 2011

4. Carry Over Contributions

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

5. lost earnings

   By pmacduff, October 13, 2011
   • 3 replies
   • 1.3k views
   • 
   • pmacduff
   • October 13, 2011

6. SHNEC not contributed for Partners

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

7. Overfunding Contributions

   By Nassau, October 10, 2011
   • 7 replies
   • 3k views
   • 
   • Kevin C
   • October 11, 2011

8. BRF Testing

   By justatester, October 10, 2011
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • October 11, 2011

9. Exclusive Benefit Rule

   By Nassau, October 10, 2011
   • 0 replies
   • 952 views
   • 
   • Nassau
   • October 10, 2011

10. Excess deferral earnings calc

    By Guest JWR, December 21, 2010
    • 6 replies
    • 6.4k views
    • 
    • Übernerd
    • October 10, 2011

11. Plan Termination

    By austin3515, October 7, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • October 8, 2011

12. When are Sole Prop's 401(k) Deferrals due?

    By CJS07, October 7, 2011
    • 4 replies
    • 1.2k views
    • 
    • mbozek
    • October 8, 2011

13. What do YOU do when the client never submits the data required for testing/5500?

    By 401king, October 7, 2011
    • 2 replies
    • 918 views
    • 
    • shERPA
    • October 8, 2011

14. Employer Erroneously Issued Hardship Withdrawal

    By Guest Kristily, October 7, 2011
    • 2 replies
    • 1.3k views
    • 
    • shERPA
    • October 7, 2011

15. 403b deferrals in the ABT

    By 30Rock, October 6, 2011
    • 0 replies
    • 840 views
    • 
    • 30Rock
    • October 6, 2011

16. EACA/ACA Plans

    By kevind2010, October 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • kevind2010
    • October 6, 2011

17. forfeiture of account due to fraud

    By Scuba 401, August 17, 2011
    • 11 replies
    • 4.9k views
    • 
    • Peter Gulia
    • October 6, 2011

18. Form 8955-SSA

    By Guest Achilles, October 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • October 5, 2011

19. Vesting Schedule Change

    By JKW, September 13, 2011
    • 6 replies
    • 2.3k views
    • 
    • JKW
    • October 4, 2011

20. 5500 and late deposits

    By JKW, October 4, 2011
    • 0 replies
    • 1k views
    • 
    • JKW
    • October 4, 2011

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

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

22. 8955 SSA What is column for check box after last name?

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

23. transmitting deferrals late

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

24. Controlled Group - setting up second plan

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

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

    By Guest francegirl, September 29, 2011
    • 9 replies
    • 1.4k views
    • 
    • austin3515
    • September 30, 2011

26. RMD question

    By RayJJohnsonJr, September 22, 2011
    • 14 replies
    • 1.5k views
    • 
    • imchipbrown
    • September 29, 2011

27. 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
    • 1.8k views
    • 
    • K2retire
    • September 29, 2011

28. Can we stop fixed match mid year?

    By Jim Chad, April 21, 2011
    • 14 replies
    • 5.7k views
    • 
    • Kevin C
    • September 29, 2011

29. Late 401(k) Contributions

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

30. Record Retention - what and how long?

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

31. Withholding on hardship distributions

    By Jim Chad, July 23, 2011
    • 13 replies
    • 10.1k views
    • 
    • Peter Gulia
    • September 26, 2011

32. Non-discrimination testing for partial year

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

33. Brother Sister Controlled Group

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

34. In-plan Roth conversion & 5500

    By Monica Barnard, September 23, 2011
    • 4 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 23, 2011

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

    By Guest Carl C, September 23, 2011
    • 4 replies
    • 2.9k views
    • 
    • ESOP Guy
    • September 23, 2011

36. Safe Harbor 401(k) and Compensation Amendment

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

37. Timing of filing Form 5330 for late deposits

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

38. 2012 COLA

    By Fisher, September 20, 2011
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 20, 2011

39. matching contribution

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

40. USERRA - Company Contributions

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

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

    By austin3515, September 14, 2011
    • 17 replies
    • 8.2k views
    • 
    • Bird
    • September 15, 2011

42. Does Hurricane Relief Extend Contribution Deadline

    By ERISA1, September 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 14, 2011

43. Rehire

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

44. Rehire after Five Year Break in Service

    By jmartin, September 12, 2011
    • 5 replies
    • 26.5k views
    • 
    • Tom Poje
    • September 14, 2011

45. Roth In-Plan Conversion

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

46. union employees and separate plan provisions

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

47. VCP - filing question

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

48. Platform Providers

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

49. Automatic Enrollment and Nondiscrimination

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

50. LLC Electing to be Taxed as a Corporation

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