401(k) Plans

19,502 topics in this forum

1. Today's IRS Q&A at ASPPA Annual Conference 10/20/10

   By Guest Pennysaver, October 21, 2010
   • 47 replies
   • 13.9k views
   • 
   • Kevin C
   • November 3, 2011

2. Year-End Amendments - Corbel Prototype

   By austin3515, November 2, 2011
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • November 2, 2011

3. BRF

   By justatester, November 1, 2011
   • 1 reply
   • 1.4k views
   • 
   • Jim Chad
   • November 2, 2011

4. Mid year term - still safe harbor?

   By Lou S., November 1, 2011
   • 2 replies
   • 1k views
   • 
   • Lou S.
   • November 1, 2011

5. Any Limits on Match in 401(k)?

   By ERISA-Bubs, November 1, 2011
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • November 1, 2011

6. Hardship Withdrawals

   By Nassau, November 1, 2011
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • November 1, 2011

7. January 1 allocation date

   By 30Rock, October 28, 2011
   • 9 replies
   • 2.1k views
   • 
   • 30Rock
   • November 1, 2011

8. Changing Entry Dates

   By Monica Barnard, October 27, 2011
   • 12 replies
   • 3.6k views
   • 
   • Monica Barnard
   • October 31, 2011

9. Is it a Short Plan Year?

   By Guest Phineas, October 28, 2011
   • 2 replies
   • 1k views
   • 
   • 12AX7
   • October 28, 2011

10. QNEC for new NHCE

    By jmartin, October 28, 2011
    • 0 replies
    • 1.1k views
    • 
    • jmartin
    • October 28, 2011

11. 415 limit

    By PFranckowiak, October 25, 2011
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 27, 2011

12. Vesting

    By CLE401kGuy, October 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 26, 2011

13. Automatic Enrollment

    By Guest Salvador A Mander, October 20, 2011
    • 1 reply
    • 966 views
    • 
    • Guest
    • October 26, 2011

14. Excluded HCEs, top heavy plan

    By John Feldt ERPA CPC QPA, October 26, 2011
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2011

15. When is a match not a match?

    By K2retire, October 20, 2011
    • 10 replies
    • 1.7k views
    • 
    • JanetM
    • October 24, 2011

16. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2.4k views
    • 
    • Jim Chad
    • October 22, 2011

17. A Real Doozy...

    By austin3515, October 20, 2011
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • October 21, 2011

18. Hardship Withdrawals Leading to Excess Match?

    By Guest GmcyWT, October 19, 2011
    • 3 replies
    • 2.1k views
    • 
    • masteff
    • October 20, 2011

19. Roth 401(k) Match Calculation

    By Guest Julie, October 20, 2011
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • October 20, 2011

20. LRM's on SH's and Forfeitures

    By austin3515, October 19, 2011
    • 16 replies
    • 4.3k views
    • 
    • K2retire
    • October 20, 2011

21. Terminating 401k plan

    By Guest MikeD, October 20, 2011
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • October 20, 2011

22. Control Groups: adopting employer vs non-adopting

    By doombuggy, October 19, 2011
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • October 20, 2011

23. Controlled Group?

    By Guest YvonneT, October 19, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 19, 2011

24. DC Plan Audit

    By jala, October 17, 2011
    • 4 replies
    • 1.4k views
    • 
    • GMK
    • October 18, 2011

25. Employee wants to terminate service to avoid loan repayment

    By katie58, October 15, 2011
    • 6 replies
    • 1.9k views
    • 
    • katie58
    • October 18, 2011

26. Safe harbor 401(k)

    By Guest Salvador A Mander, October 17, 2011
    • 0 replies
    • 985 views
    • 
    • Guest
    • October 17, 2011

27. Over deferral limit for calendar year

    By doombuggy, October 17, 2011
    • 2 replies
    • 1.3k views
    • 
    • doombuggy
    • October 17, 2011

28. Hardships and Special Tax Notice

    By austin3515, October 10, 2011
    • 4 replies
    • 2.6k views
    • 
    • doombuggy
    • October 17, 2011

29. Amended 1065 - Additional PS?

    By austin3515, October 12, 2011
    • 13 replies
    • 3.6k views
    • 
    • mbozek
    • October 15, 2011

30. Prefunded PS

    By PFranckowiak, October 14, 2011
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • October 14, 2011

31. SIMPLE IRA Shenanagins (sp?)

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

32. Carry Over Contributions

    By Guest srwatts, September 8, 2011
    • 1 reply
    • 1.5k views
    • 
    • EBDI
    • October 13, 2011

33. lost earnings

    By pmacduff, October 13, 2011
    • 3 replies
    • 1.5k views
    • 
    • pmacduff
    • October 13, 2011

34. SHNEC not contributed for Partners

    By Spencer, September 22, 2011
    • 7 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • October 11, 2011

35. Overfunding Contributions

    By Nassau, October 10, 2011
    • 7 replies
    • 3.3k views
    • 
    • Kevin C
    • October 11, 2011

36. BRF Testing

    By justatester, October 10, 2011
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • October 11, 2011

37. Exclusive Benefit Rule

    By Nassau, October 10, 2011
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • October 10, 2011

38. Excess deferral earnings calc

    By Guest JWR, December 21, 2010
    • 6 replies
    • 6.9k views
    • 
    • Übernerd
    • October 10, 2011

39. Plan Termination

    By austin3515, October 7, 2011
    • 5 replies
    • 1.5k views
    • 
    • 12AX7
    • October 8, 2011

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

    By CJS07, October 7, 2011
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • October 8, 2011

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

    By 401king, October 7, 2011
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • October 8, 2011

42. Employer Erroneously Issued Hardship Withdrawal

    By Guest Kristily, October 7, 2011
    • 2 replies
    • 1.4k views
    • 
    • shERPA
    • October 7, 2011

43. 403b deferrals in the ABT

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

44. EACA/ACA Plans

    By kevind2010, October 6, 2011
    • 0 replies
    • 1.5k views
    • 
    • kevind2010
    • October 6, 2011

45. forfeiture of account due to fraud

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

46. Form 8955-SSA

    By Guest Achilles, October 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • October 5, 2011

47. Vesting Schedule Change

    By JKW, September 13, 2011
    • 6 replies
    • 2.7k views
    • 
    • JKW
    • October 4, 2011

48. 5500 and late deposits

    By JKW, October 4, 2011
    • 0 replies
    • 1.2k views
    • 
    • JKW
    • October 4, 2011

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

    By Guest TaxedToDeath, October 3, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 3, 2011

50. 8955 SSA What is column for check box after last name?

    By Jim Chad, September 30, 2011
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • October 1, 2011