401(k) Plans

19,275 topics in this forum

1. Coverage Testing for 401k and 403b

   By dmb, April 19, 2011
   • 2 replies
   • 2k views
   • 
   • ETA Consulting LLC
   • April 19, 2011

2. Excluding Employees

   By Guest JHeller, April 18, 2011
   • 1 reply
   • 967 views
   • 
   • Guest
   • April 18, 2011

3. Backloading Limits for 401(k) Match / Other DC

   By HCbs, April 18, 2011
   • 1 reply
   • 1.1k views
   • 
   • PensionPro
   • April 18, 2011

4. 401k plan selection

   By Guest FtCollins, April 16, 2011
   • 11 replies
   • 4.6k views
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   • SFSD
   • April 18, 2011

5. Trust

   By Nassau, April 15, 2011
   • 0 replies
   • 744 views
   • 
   • Nassau
   • April 15, 2011

6. 401k or PS - any PR Tax Difference?

   By austin3515, April 15, 2011
   • 2 replies
   • 1k views
   • 
   • Lou S.
   • April 15, 2011

7. Employer securities as matching contributions in safe harbor plan

   By Guest W Waldan Lloyd, April 14, 2011
   • 1 reply
   • 932 views
   • 
   • Guest
   • April 15, 2011

8. Pre RMD vs Post RMD

   By Nassau, April 14, 2011
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • April 14, 2011

9. Roth deferral

   By Belgarath, April 14, 2011
   • 3 replies
   • 1.2k views
   • 
   • Belgarath
   • April 14, 2011

10. Safe Harbor 3% non-elective vs. Safe Harbor Match

    By Chippy, April 14, 2011
    • 2 replies
    • 3.1k views
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    • Bird
    • April 15, 2011

11. Excluded Employees Causing 410(b) Failure

    By Guest 4:15 Limit, April 12, 2011
    • 9 replies
    • 7.2k views
    • 
    • ESOP Guy
    • April 12, 2011

12. ADP/ACP excess employer excise tax calculation

    By RRB, April 11, 2011
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • August 14, 2013

13. Contribution Limits

    By katie58, April 8, 2011
    • 3 replies
    • 1.3k views
    • 
    • katie58
    • April 11, 2011

14. ADP Test "Comp as a Nonexcludable"

    By austin3515, April 8, 2011
    • 1 reply
    • 973 views
    • 
    • Guest
    • April 8, 2011

15. New TIN?

    By Guest dhall, April 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 8, 2011

16. eligibility for non residents

    By pmacduff, April 6, 2011
    • 3 replies
    • 3.5k views
    • 
    • pmacduff
    • April 6, 2011

17. New Blackout Notice Requirements?

    By Logan401, April 5, 2011
    • 6 replies
    • 2.7k views
    • 
    • Logan401
    • April 8, 2011

18. RMD

    By Nassau, April 5, 2011
    • 1 reply
    • 992 views
    • 
    • Lou S.
    • April 5, 2011

19. Paying off Mortgage a Moving Expense?

    By austin3515, April 5, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • April 5, 2011

20. ADP Failure - Terminated Plan/Bankrupcy Company

    By Lou S., April 5, 2011
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • April 5, 2011

21. Mandatory Contributions

    By rcline46, April 5, 2011
    • 0 replies
    • 866 views
    • 
    • rcline46
    • April 5, 2011

22. Change In Investment Options

    By Guest Tom:, April 4, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 7, 2011

23. In Plan Roth Conversion

    By Lou S., April 4, 2011
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • April 5, 2011

24. Partner with Negative earned Income

    By Lou S., April 4, 2011
    • 4 replies
    • 2.3k views
    • 
    • 12AX7
    • April 4, 2011

25. top heavy allocation

    By Gary, April 4, 2011
    • 5 replies
    • 2k views
    • 
    • GMK
    • April 4, 2011

26. Maximum Loan Amount

    By emmetttrudy, April 1, 2011
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 17, 2011

27. Does a CBA supersede ERISA

    By Rai401k, April 1, 2011
    • 4 replies
    • 2.1k views
    • 
    • QDROphile
    • April 1, 2011

28. Severance From Employment in a Union Plan

    By emmetttrudy, April 1, 2011
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • April 1, 2011

29. Distribution Fee Question

    By Guest Solbesado, April 1, 2011
    • 2 replies
    • 1k views
    • 
    • GMK
    • April 1, 2011

30. Limitation Year different than Plan Year

    By Guest Golden401k, April 1, 2011
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • April 1, 2011

31. Hardship for a home, but falls through

    By austin3515, April 1, 2011
    • 4 replies
    • 2.6k views
    • 
    • masteff
    • April 6, 2011

32. Failed ADP test

    By Guest Lil Anderson, March 31, 2011
    • 1 reply
    • 969 views
    • 
    • Lou S.
    • March 31, 2011

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

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

34. RMD

    By Nassau, March 31, 2011
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • March 31, 2011

35. Simple IRA and 401k

    By cpc0506, March 31, 2011
    • 2 replies
    • 929 views
    • 
    • Guest
    • March 31, 2011

36. Death of Participant

    By Earl, March 29, 2011
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • March 31, 2011

37. RMD for a 5% owner

    By Nassau, March 29, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 29, 2011

38. General Test

    By justatester, March 29, 2011
    • 4 replies
    • 1.5k views
    • 
    • justatester
    • April 4, 2011

39. LLC Taxed as a Partnership - Prefunding Contributions

    By emmetttrudy, March 28, 2011
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • June 16, 2011

40. Paperless?

    By austin3515, March 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • March 29, 2011

41. Voluntary Deemed Loan

    By Guest NGG53, March 28, 2011
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • March 31, 2011

42. 10% excise tax penalty

    By Guest lindamichals, March 28, 2011
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

43. Safe Harbor and Top Heavy Contributions

    By AJ North, March 25, 2011
    • 5 replies
    • 3.1k views
    • 
    • Tom Poje
    • March 29, 2011

44. Safe harbor nonelective

    By Belgarath, March 25, 2011
    • 11 replies
    • 2.4k views
    • 
    • Earl
    • March 31, 2011

45. Late deposits

    By ESOP Guy, March 24, 2011
    • 20 replies
    • 9.1k views
    • 
    • rcline46
    • August 21, 2014

46. Controlled Groups

    By Guest Erin W, March 23, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

47. document language, redux

    By Guest cbclark, March 23, 2011
    • 10 replies
    • 1.3k views
    • 
    • Guest
    • March 25, 2011

48. Rev Proc 2008-50 Appendix A QNEC calculation

    By Guest CherylWD, March 23, 2011
    • 9 replies
    • 4.3k views
    • 
    • ETA Consulting LLC
    • April 1, 2011

49. Control groups

    By Guest money40, March 23, 2011
    • 1 reply
    • 883 views
    • 
    • Guest
    • March 23, 2011

50. Does vesting credit at separated firm count?

    By Jim Chad, March 23, 2011
    • 2 replies
    • 931 views
    • 
    • Jim Chad
    • March 25, 2011