401(k) Plans

19,413 topics in this forum

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

   By CJS07, October 7, 2011
   • 4 replies
   • 1.3k views
   • 
   • mbozek
   • October 8, 2011

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

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

3. Employer Erroneously Issued Hardship Withdrawal

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

4. 403b deferrals in the ABT

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

5. EACA/ACA Plans

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

6. forfeiture of account due to fraud

   By Scuba 401, August 17, 2011
   • 11 replies
   • 5.3k views
   • 
   • Peter Gulia
   • October 6, 2011

7. Form 8955-SSA

   By Guest Achilles, October 5, 2011
   • 1 reply
   • 1.2k views
   • 
   • ESOP Guy
   • October 5, 2011

8. Vesting Schedule Change

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

9. 5500 and late deposits

   By JKW, October 4, 2011
   • 0 replies
   • 1.1k views
   • 
   • JKW
   • October 4, 2011

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

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

11. 8955 SSA What is column for check box after last name?

    By Jim Chad, September 30, 2011
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • October 1, 2011

12. transmitting deferrals late

    By Scuba 401, September 29, 2011
    • 11 replies
    • 1.9k views
    • 
    • austin3515
    • October 1, 2011

13. Controlled Group - setting up second plan

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

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

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

15. RMD question

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

16. 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
    • 2k views
    • 
    • K2retire
    • September 29, 2011

17. Can we stop fixed match mid year?

    By Jim Chad, April 21, 2011
    • 14 replies
    • 6k views
    • 
    • Kevin C
    • September 29, 2011

18. Late 401(k) Contributions

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

19. Record Retention - what and how long?

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

20. Withholding on hardship distributions

    By Jim Chad, July 23, 2011
    • 13 replies
    • 10.7k views
    • 
    • Peter Gulia
    • September 26, 2011

21. Non-discrimination testing for partial year

    By jukeboy56, September 26, 2011
    • 0 replies
    • 1.2k views
    • 
    • jukeboy56
    • September 26, 2011

22. Brother Sister Controlled Group

    By Guest MEGK, September 23, 2011
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • September 23, 2011

23. In-plan Roth conversion & 5500

    By Monica Barnard, September 23, 2011
    • 4 replies
    • 2.9k views
    • 
    • Tom Poje
    • September 23, 2011

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

    By Guest Carl C, September 23, 2011
    • 4 replies
    • 3.6k views
    • 
    • ESOP Guy
    • September 23, 2011

25. Safe Harbor 401(k) and Compensation Amendment

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

26. Timing of filing Form 5330 for late deposits

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

27. 2012 COLA

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

28. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 19, 2011

29. USERRA - Company Contributions

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

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

    By austin3515, September 14, 2011
    • 17 replies
    • 8.6k views
    • 
    • Bird
    • September 15, 2011

31. Does Hurricane Relief Extend Contribution Deadline

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

32. Rehire

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

33. Rehire after Five Year Break in Service

    By jmartin, September 12, 2011
    • 5 replies
    • 27k views
    • 
    • Tom Poje
    • September 14, 2011

34. Roth In-Plan Conversion

    By Nassau, September 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 12, 2011

35. union employees and separate plan provisions

    By Guest Iwonder, September 2, 2011
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2011

36. VCP - filing question

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

37. Platform Providers

    By SMB, September 7, 2011
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • September 9, 2011

38. Automatic Enrollment and Nondiscrimination

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

39. LLC Electing to be Taxed as a Corporation

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

40. Forfeitures

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

41. Safe Harbor, sort of

    By austin3515, September 7, 2011
    • 7 replies
    • 1.2k views
    • 
    • austin3515
    • September 8, 2011

42. Plan Design

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

43. Safe Harbor Spin-Off

    By PMC, April 15, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 8, 2011

44. Minimum deferral to get a match

    By fiona1, September 7, 2011
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • September 8, 2011

45. 125 PLAN

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

46. 5500 for MEPs

    By 30Rock, September 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 2, 2011

47. Non-Spouse Beneficiary

    By Nassau, September 2, 2011
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • September 2, 2011

48. 401(k) Non US based company

    By Guest nextgenplanner, August 25, 2011
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • September 2, 2011

49. Spousal Consent

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

50. Eligibility

    By Guest elang, September 1, 2011
    • 8 replies
    • 1.6k views
    • 
    • ESOP Guy
    • September 1, 2011