401(k) Plans

19,299 topics in this forum

1. Late Deposit of 401(k) Deferrals / Form 5330

   By 415 Limit, July 26, 2011
   • 3 replies
   • 1.7k views
   • 
   • K2retire
   • July 26, 2011

2. considered a shareholder for PS or not?

   By Guest algeis, July 25, 2011
   • 1 reply
   • 893 views
   • 
   • ETA Consulting LLC
   • July 26, 2011

3. Amendment to change definition of compensation

   By 12AX7, July 25, 2011
   • 2 replies
   • 1.6k views
   • 
   • 12AX7
   • July 25, 2011

4. Amendment to Limit HCE to $1 of 401k

   By austin3515, March 31, 2011
   • 7 replies
   • 2k views
   • 
   • Guest
   • July 25, 2011

5. Different Vesting and Benefits Rights & Features Testing

   By RRB, July 25, 2011
   • 0 replies
   • 1.6k views
   • 
   • RRB
   • July 25, 2011

6. EPCRS Question

   By kevind2010, July 21, 2011
   • 5 replies
   • 1.5k views
   • 
   • kevind2010
   • July 25, 2011

7. Over contribution of Safe Harbor Match

   By Guest KRS401k, July 22, 2011
   • 3 replies
   • 2.4k views
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   • 12AX7
   • July 23, 2011

8. Gang of Six Plan

   By DMcGovern, July 22, 2011
   • 2 replies
   • 1.2k views
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   • mbozek
   • July 23, 2011

9. Gang of Six Deficit Reduction Plan

   By goldtpa, July 21, 2011
   • 14 replies
   • 1.7k views
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   • K2retire
   • July 21, 2011

10. REFUNDS FOR ADP FAILURE

    By JKW, July 20, 2011
    • 1 reply
    • 1.2k views
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    • Lou S.
    • July 20, 2011

11. De minimus excise tax amount for Form 5330 late deposit?

    By Santo Gold, May 30, 2007
    • 8 replies
    • 16.9k views
    • 
    • R. Butler
    • July 20, 2011

12. Roth 401(k) Contributions

    By Guest TaxedToDeath, July 19, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 20, 2011

13. What is "de minimus"?

    By K2retire, July 15, 2011
    • 9 replies
    • 2.8k views
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    • austin3515
    • July 19, 2011

14. egtra doc?

    By Guest New to the biz, July 16, 2011
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 19, 2011

15. Elective Deferrals Before Adoption of 401(k)

    By Guest smckinlay, July 16, 2011
    • 7 replies
    • 2.1k views
    • 
    • rcline46
    • July 19, 2011

16. Multiple Employer Safe Harbor Plan

    By buckaroo, February 22, 2011
    • 1 reply
    • 2k views
    • 
    • Below Ground
    • July 17, 2011

17. Million TPA March

    By austin3515, July 13, 2011
    • 13 replies
    • 1.8k views
    • 
    • austin3515
    • July 16, 2011

18. Limiting HCE's to $1 of 401kj

    By austin3515, July 15, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • July 15, 2011

19. QACA Dilemma

    By Logan401, July 14, 2011
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 15, 2011

20. Safe Harbor NEC plan for NHCEs only BRF

    By buckaroo, November 10, 2010
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • July 14, 2011

21. Tiered match tied to service, not amount of deferrals

    By Guest TaxedToDeath, July 11, 2011
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • July 14, 2011

22. Plan termination

    By cpc0506, July 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • cpc0506
    • July 14, 2011

23. What to pro-ate for short plan year?

    By BG5150, February 4, 2010
    • 6 replies
    • 4.6k views
    • 
    • BG5150
    • July 13, 2011

24. IRS notices

    By Guest Dan Shea, July 13, 2011
    • 1 reply
    • 1k views
    • 
    • EBDI
    • July 13, 2011

25. Private Search Fees deducted from participant account?

    By Dennis Povloski, July 12, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • July 13, 2011

26. Mistaken notice to interested parties

    By 7806akp, July 13, 2011
    • 2 replies
    • 930 views
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    • jpod
    • July 13, 2011

27. mutual fund settlement checks

    By pmacduff, July 11, 2011
    • 3 replies
    • 2.1k views
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    • masteff
    • July 12, 2011

28. Contingent Bonus: Removal of Contribution

    By ERISA25, July 11, 2011
    • 3 replies
    • 1.5k views
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    • mbozek
    • July 12, 2011

29. Rollover of Loan to Qualified Plan

    By Guest andmik, July 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 11, 2011

30. Vanguard Individual 401 K Roth contributions

    By Guest Capt. Mike, July 2, 2011
    • 7 replies
    • 3k views
    • 
    • Guest
    • July 11, 2011

31. Forgotten Enrollment Entry

    By Guest Twinky, July 11, 2008
    • 8 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 9, 2011

32. Hardship for Medical Expenses Not Yet Incurred

    By Guest SWH, July 8, 2011
    • 2 replies
    • 7.8k views
    • 
    • Guest
    • July 8, 2011

33. Beneficiary Determination

    By Nassau, July 7, 2011
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 8, 2011

34. Plan Termination

    By austin3515, July 7, 2011
    • 3 replies
    • 967 views
    • 
    • austin3515
    • July 7, 2011

35. Forfeiture in the year of plan termination

    By Guest Dave Peckham, July 2, 2011
    • 15 replies
    • 8k views
    • 
    • K2retire
    • July 7, 2011

36. QDRO - participant quits - ex spouse still leave $ in plan?

    By KTB, July 5, 2011
    • 6 replies
    • 1.5k views
    • 
    • masteff
    • July 7, 2011

37. control group

    By Guest beach, July 5, 2011
    • 1 reply
    • 907 views
    • 
    • Tom Poje
    • July 6, 2011

38. Failed ADP test in a plan's first year

    By Guest fredk, July 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 4, 2011

39. Sole Proprietor

    By Guest robertcusick, December 15, 2009
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 3, 2011

40. Employer fails for 4 yrs to make safe harbor contr.

    By Guest Rockybuddy, June 29, 2011
    • 15 replies
    • 2.5k views
    • 
    • J Simmons
    • July 1, 2011

41. Prohibited Transaction - how to correct?

    By Blinky the 3-eyed Fish, June 30, 2011
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • July 1, 2011

42. Over 415 limit message

    By doombuggy, June 30, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • July 1, 2011

43. eligible to noneligible status

    By pmacduff, June 30, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2011

44. Beneficiary is a Trust

    By austin3515, June 30, 2011
    • 2 replies
    • 900 views
    • 
    • austin3515
    • June 30, 2011

45. safe Harbor Non-Elective contributions

    By mphs77, June 29, 2011
    • 7 replies
    • 3k views
    • 
    • 12AX7
    • June 30, 2011

46. Top Heavy Determination / 401(k) Test Failure

    By Guest Kevin Mitch, June 28, 2011
    • 4 replies
    • 2.4k views
    • 
    • 12AX7
    • June 30, 2011

47. Sole Proprietor with Multiple Schedule Cs & Uni-K

    By Guest jc1457, June 29, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 29, 2011

48. debit card?

    By Guest LKP, June 28, 2011
    • 3 replies
    • 1k views
    • 
    • GMK
    • June 28, 2011

49. Excess Deferral after 4/15

    By fiona1, June 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • fiona1
    • June 28, 2011

50. Defaulted Loan

    By Guest NPS Darren, June 28, 2011
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • June 28, 2011