401(k) Plans

19,451 topics in this forum

1. Residence changed to rental and has 20 year loan

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

2. 401k deferrals after reaching 250k of income?

   By MD-Benefits Guy, January 19, 2012
   • 7 replies
   • 4.5k views
   • 
   • masteff
   • January 21, 2012

3. ERPA TEST

   By KTB, January 3, 2012
   • 9 replies
   • 2.2k views
   • 
   • KTB
   • January 20, 2012

4. Eligible Compensation

   By Guest Benny Comply, January 20, 2012
   • 1 reply
   • 4.5k views
   • 
   • ETA Consulting LLC
   • January 20, 2012

5. Loan Default / IRA Rollover Contribution

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

6. Designated Invesmtent Manager

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

7. Self Employment Calculation for 2011

   By TPApril, January 14, 2012
   • 14 replies
   • 2.4k views
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   • Mike Preston
   • January 17, 2012

8. Relius 15.0

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

9. Military salary continuation payments

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

10. Participant Level Fee Disclosures

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

11. entry date

    By Chippy, January 11, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 15, 2012

12. Census Gross Income

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

13. Plan Termination and Loansd

    By austin3515, January 13, 2012
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • January 13, 2012

14. Nonelecitve Xfer Between 401k and 403b?

    By austin3515, January 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • January 13, 2012

15. safe harbor amendment

    By Gary, August 8, 2011
    • 10 replies
    • 2.8k views
    • 
    • Kevin C
    • January 13, 2012

16. Participant Disclosure Requirements

    By Guest JMN, November 11, 2011
    • 10 replies
    • 2.9k views
    • 
    • ERISA1
    • January 12, 2012

17. True-up contribution

    By goldtpa, January 12, 2012
    • 5 replies
    • 4.4k views
    • 
    • masteff
    • January 12, 2012

18. Top Heavy Unrelated Rollover

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

19. Discontinuance Charges deemed a contribution?

    By rblum50, January 11, 2012
    • 5 replies
    • 2.9k views
    • 
    • KJohnson
    • January 11, 2012

20. Fidelity Bond for Privately Held Stock

    By Guest twoodman, January 9, 2012
    • 1 reply
    • 1.1k views
    • 
    • mming
    • January 11, 2012

21. RMD - small account balances

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

22. Eligible Compensation

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

23. Weighted-Average for Control Group

    By Guest skim401k, January 10, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 10, 2012

24. State of Michigan withholding

    By Jim Chad, January 6, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2012

25. Can bonus amounts be excluded from deferral election?

    By Guest Dash02, May 10, 2010
    • 5 replies
    • 6.4k views
    • 
    • Guest
    • January 6, 2012

26. Death of Trustee

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

27. Affiliated Service Groups/Controlled Groups/Attribution

    By Guest akscher, January 5, 2012
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • January 5, 2012

28. Change of Plan Year to Get Safe Harbor

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

29. 3% Safe Harbor - Shareholder option

    By Guest EricWings, November 28, 2011
    • 12 replies
    • 2.3k views
    • 
    • K2retire
    • December 30, 2011

30. Leased Employees

    By Below Ground, December 20, 2011
    • 9 replies
    • 3.3k views
    • 
    • Below Ground
    • December 29, 2011

31. Investment Insurance

    By Guest charlesperry, December 28, 2011
    • 5 replies
    • 1.6k views
    • 
    • GBurns
    • December 28, 2011

32. Partner 402g issue

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

33. Self-Directed Brokerage Accounts in Multiple Employer Plan

    By kevind2010, December 22, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 25, 2011

34. In-Plan Roth Conversions

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

35. Best option for husband/wife company?

    By Lori H, December 22, 2011
    • 4 replies
    • 1k views
    • 
    • Bird
    • December 23, 2011

36. 401(k) Deferral Deadline for S-corp

    By retbenser, December 21, 2011
    • 9 replies
    • 3.2k views
    • 
    • Bird
    • December 22, 2011

37. Amount of Corrective QNEC

    By CLE401kGuy, December 20, 2011
    • 0 replies
    • 1.5k views
    • 
    • CLE401kGuy
    • December 20, 2011

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

    By Guest Brenda Schachle, December 20, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 20, 2011

39. 401k Exchange BBB Revoked

    By Guest 401K Adviser, December 16, 2011
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 20, 2011

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

    By CLE401kGuy, December 19, 2011
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • December 19, 2011

41. "Of counsel" employee receiving K-1

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

42. Changing eligibility by job class

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

43. 401(k) family exclusions?

    By Guest hud9man, December 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2011

44. 2009 RMDs

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

45. General Testing

    By justatester, December 15, 2011
    • 3 replies
    • 1k views
    • 
    • justatester
    • December 16, 2011

46. Minimum service requirement

    By 7806akp, December 15, 2011
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 15, 2011

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

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

48. PTIN Requirements / Form 5330

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

49. Compensation definition

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

50. Pension Health Insurance Premium?

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