401(k) Plans

19,384 topics in this forum

1. Top Heavy Unrelated Rollover

   By Dennis Povloski, January 12, 2012
   • 1 reply
   • 2k views
   • 
   • Tom Poje
   • January 12, 2012

2. Discontinuance Charges deemed a contribution?

   By rblum50, January 11, 2012
   • 5 replies
   • 2.8k views
   • 
   • KJohnson
   • January 11, 2012

3. Fidelity Bond for Privately Held Stock

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

4. RMD - small account balances

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

5. Eligible Compensation

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

6. Weighted-Average for Control Group

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

7. State of Michigan withholding

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

8. Can bonus amounts be excluded from deferral election?

   By Guest Dash02, May 10, 2010
   • 5 replies
   • 6.1k views
   • 
   • Guest
   • January 6, 2012

9. Death of Trustee

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

10. Affiliated Service Groups/Controlled Groups/Attribution

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

11. Change of Plan Year to Get Safe Harbor

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

12. 3% Safe Harbor - Shareholder option

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

13. Leased Employees

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

14. Investment Insurance

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

15. Partner 402g issue

    By austin3515, December 27, 2011
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • December 28, 2011

16. Self-Directed Brokerage Accounts in Multiple Employer Plan

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

17. In-Plan Roth Conversions

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

18. Best option for husband/wife company?

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

19. 401(k) Deferral Deadline for S-corp

    By retbenser, December 21, 2011
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • December 22, 2011

20. Amount of Corrective QNEC

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

21. 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

22. 401k Exchange BBB Revoked

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

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

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

24. "Of counsel" employee receiving K-1

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

25. Changing eligibility by job class

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

26. 401(k) family exclusions?

    By Guest hud9man, December 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 16, 2011

27. 2009 RMDs

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

28. General Testing

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

29. Minimum service requirement

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

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

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

31. PTIN Requirements / Form 5330

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

32. Compensation definition

    By Guest JM123, December 5, 2011
    • 6 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • December 13, 2011

33. Pension Health Insurance Premium?

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

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

    By Nassau, December 6, 2011
    • 8 replies
    • 3.7k views
    • 
    • masteff
    • December 13, 2011

35. Discretionary Match Contribution

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

36. Solo K - bonding requirements?

    By Tinman, August 5, 2008
    • 7 replies
    • 3.3k views
    • 
    • jpod
    • December 8, 2011

37. Prevailing wage as 3% SHNEC

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

38. Gateway Testing

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

39. Should I apply for a Determination Letter

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

40. Employer stock

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

41. Controlled Group - Spin Off

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

42. Only Plan Sponsor signed 8955-ssa

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

43. TPA responsibility for late 401k deposits

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

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

    By AndrewZ, December 6, 2011
    • 4 replies
    • 2.6k views
    • 
    • AndrewZ
    • December 7, 2011

45. Deductibility of Elective Deferrals

    By mming, December 7, 2011
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • December 7, 2011

46. Post-Severance Compensation

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

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

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

48. 401(k) as Qualified Replacement Plan

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

49. USERRA

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

50. Excess Aggregate Contribution

    By Guest sviola, December 2, 2011
    • 5 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 5, 2011