401(k) Plans

19,365 topics in this forum

1. Forfeiture in the year of plan termination

   By Guest Dave Peckham, July 2, 2011
   • 15 replies
   • 8.1k views
   • 
   • K2retire
   • July 7, 2011

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

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

3. control group

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

4. 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

5. Sole Proprietor

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

6. 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

7. Prohibited Transaction - how to correct?

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

8. Over 415 limit message

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

9. eligible to noneligible status

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

10. Beneficiary is a Trust

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

11. safe Harbor Non-Elective contributions

    By mphs77, June 29, 2011
    • 7 replies
    • 3.1k views
    • 
    • 12AX7
    • June 30, 2011

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

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

13. 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

14. debit card?

    By Guest LKP, June 28, 2011
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 28, 2011

15. Excess Deferral after 4/15

    By fiona1, June 28, 2011
    • 2 replies
    • 1.7k views
    • 
    • fiona1
    • June 28, 2011

16. Defaulted Loan

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

17. Eligible for a Distriubtion

    By austin3515, June 28, 2011
    • 1 reply
    • 878 views
    • 
    • ETA Consulting LLC
    • June 28, 2011

18. Non spouse Beneficiary death benefit

    By Nassau, June 27, 2011
    • 3 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

19. RMD

    By Nassau, June 27, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

20. Safe Harbor 401(k) termination - how far in advance?

    By Sully, June 25, 2011
    • 5 replies
    • 4.4k views
    • 
    • Kevin C
    • June 27, 2011

21. Plan Merger

    By justatester, June 27, 2011
    • 0 replies
    • 900 views
    • 
    • justatester
    • June 27, 2011

22. Eligibile to Participate, but no Allocation

    By JRG, June 24, 2011
    • 8 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

23. Any way to undo a participant loan?

    By Dennis Povloski, June 23, 2011
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • June 24, 2011

24. question on prefunding 401(k)

    By AKconsult, June 23, 2011
    • 3 replies
    • 5k views
    • 
    • K2retire
    • June 23, 2011

25. Maximum deductible contribution limit

    By Guest Winkle, June 23, 2011
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • June 23, 2011

26. Corrective Distribution and Related Match

    By DTH, June 21, 2011
    • 6 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 23, 2011

27. employer didn't make non-elective safe harbor contributions?

    By Guest BigQuestion, June 18, 2011
    • 9 replies
    • 8.4k views
    • 
    • K2retire
    • June 23, 2011

28. Participant Completes Distribution Ppwk - then dies

    By austin3515, June 21, 2011
    • 8 replies
    • 2k views
    • 
    • Everett Moreland
    • June 23, 2011

29. QACAs

    By AJ North, June 20, 2011
    • 2 replies
    • 1.1k views
    • 
    • AJ North
    • June 22, 2011

30. Where to Deduct on Tax Return

    By rblum50, June 21, 2011
    • 7 replies
    • 10.7k views
    • 
    • Lou S.
    • June 22, 2011

31. Deposit of Elective Deferrals

    By BTG, June 21, 2011
    • 7 replies
    • 1.9k views
    • 
    • Bill Presson
    • June 21, 2011

32. Startup 401(k) Plan

    By Guest Theresa Irvin, June 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2011

33. Loans and Cure Period

    By Alex Daisy, June 20, 2011
    • 1 reply
    • 2.6k views
    • 
    • Bird
    • June 20, 2011

34. Payroll Deferral Election Changes

    By Gadgetfreak, June 17, 2011
    • 7 replies
    • 5.2k views
    • 
    • Guest
    • June 20, 2011

35. Deferrals/Contributions on Overpaid Wages

    By Guest Guy Incognito, June 17, 2011
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • June 17, 2011

36. Top Heavy For Employee Who Waived

    By goldtpa, June 17, 2011
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 17, 2011

37. Help with regards to moving abroad and 401(k) plans

    By Guest joapepchi, June 16, 2011
    • 1 reply
    • 3k views
    • 
    • ETA Consulting LLC
    • June 17, 2011

38. 401(k) Loan Restriction

    By oriecat, June 16, 2011
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • June 16, 2011

39. Participant Fee Disclosures

    By austin3515, June 16, 2011
    • 1 reply
    • 893 views
    • 
    • austin3515
    • June 16, 2011

40. LLC Taxed as a Partnership - Prefunding Contributions

    By emmetttrudy, March 28, 2011
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • June 16, 2011

41. Terminate Money Purchase and Start up 401k?

    By Dennis Povloski, June 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • June 16, 2011

42. What is an offset arrangement?

    By fiona1, June 16, 2011
    • 3 replies
    • 3.8k views
    • 
    • QNPG
    • June 16, 2011

43. Characteristic code for Partnersip

    By Guest KVAlbert, June 15, 2011
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • June 15, 2011

44. New 2010 EZ is Oiut

    By austin3515, June 14, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • June 15, 2011

45. Participant Directed vs. Trustee Directed

    By Dennis Povloski, June 14, 2011
    • 1 reply
    • 4.3k views
    • 
    • Bird
    • June 15, 2011

46. Matching Employer Contributions

    By Guest BigO0328, June 12, 2011
    • 7 replies
    • 2k views
    • 
    • Guest
    • June 13, 2011

47. 415 Testing Question

    By MBCarey, June 13, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 13, 2011

48. 2010 Form 5500-Sungard

    By Guest 4kadmin, June 10, 2011
    • 1 reply
    • 991 views
    • 
    • 12AX7
    • June 10, 2011

49. Benefits Rights Features

    By Nancy D, June 7, 2011
    • 10 replies
    • 2.6k views
    • 
    • Nancy D
    • June 10, 2011

50. Age weighted formula & TH

    By Guest algeis, June 9, 2011
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 10, 2011