401(k) Plans

19,299 topics in this forum

1. 2010 1099-R

   By austin3515, May 4, 2011
   • 2 replies
   • 890 views
   • 
   • 12AX7
   • May 4, 2011

2. Sample QDRO

   By austin3515, May 4, 2011
   • 2 replies
   • 1.6k views
   • 
   • ESOP Guy
   • May 4, 2011

3. 401(k) Safe Harbor Notice and Loans

   By AJ North, May 2, 2011
   • 2 replies
   • 2.2k views
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   • Tom Poje
   • May 4, 2011

4. Partner Deferrals Not Received at Financial Institution

   By Spencer, May 2, 2011
   • 2 replies
   • 1.1k views
   • 
   • Spencer
   • May 3, 2011

5. Employee excess deferrals moved to forfeiture account

   By Guest Quacka, April 28, 2011
   • 5 replies
   • 2.6k views
   • 
   • masteff
   • May 2, 2011

6. Excess distribution and 1099?

   By Dennis Povloski, May 2, 2011
   • 2 replies
   • 883 views
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   • Dennis Povloski
   • May 2, 2011

7. Safe Harbor matching plan

   By Belgarath, May 2, 2011
   • 1 reply
   • 878 views
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   • GMK
   • May 2, 2011

8. Top Heavy Contributions

   By Dazednconfused, April 30, 2011
   • 1 reply
   • 836 views
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   • 12AX7
   • May 1, 2011

9. Hardship Withdrawals

   By Nassau, April 29, 2011
   • 5 replies
   • 1.6k views
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   • masteff
   • April 29, 2011

10. Beneficiary as Trust

    By Nassau, April 29, 2011
    • 2 replies
    • 1.1k views
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    • Belgarath
    • April 29, 2011

11. Union Employee Exclusion

    By Guest ckling, April 29, 2011
    • 1 reply
    • 1.9k views
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    • ETA Consulting LLC
    • April 29, 2011

12. Safe Harbor Non-Elective Amendment

    By Guest notapensiongeek, April 27, 2011
    • 7 replies
    • 1.1k views
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    • rcline46
    • April 28, 2011

13. Participant does not want to receive SH Non-Elective

    By Bruddah Kimo, January 18, 2010
    • 9 replies
    • 1.8k views
    • 
    • TPApril
    • April 28, 2011

14. Service as an unpaid intern

    By Guest Aust916, April 27, 2011
    • 4 replies
    • 3.3k views
    • 
    • Kevin C
    • April 28, 2011

15. missed deferral?

    By hunter001, April 27, 2011
    • 2 replies
    • 912 views
    • 
    • Guest
    • April 27, 2011

16. spousal consent for hardship distribution

    By Guest Smokin, April 26, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 26, 2011

17. Top Heavy Test and leased employees

    By emmetttrudy, April 26, 2011
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 26, 2011

18. Form 5330 for late deferral deposits

    By doombuggy, April 26, 2011
    • 1 reply
    • 1.6k views
    • 
    • ESOP Guy
    • April 26, 2011

19. Suspended Contributions

    By MBCarey, April 25, 2011
    • 3 replies
    • 1.1k views
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    • QDROphile
    • April 26, 2011

20. Terminate a SIMPLE - IRA mid year and Start a 401k?

    By Guest SWH, April 25, 2011
    • 4 replies
    • 17k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2011

21. Failed ADP Test

    By Guest Theresa Irvin, April 21, 2011
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2011

22. Recongizing Past Service Discriminatory?

    By austin3515, April 21, 2011
    • 5 replies
    • 1.1k views
    • 
    • QNPG
    • April 25, 2011

23. Solo 401(k) and health insurance premiums

    By Guest BruceC, April 24, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2011

24. SEP - IRA Plan

    By Nassau, April 21, 2011
    • 1 reply
    • 902 views
    • 
    • Lou S.
    • April 21, 2011

25. SEP/IRA

    By Nassau, April 21, 2011
    • 0 replies
    • 787 views
    • 
    • Nassau
    • April 21, 2011

26. Required Minimum Distribution

    By PFranckowiak, April 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • PFranckowiak
    • April 21, 2011

27. Uncashed Checks for a Bankrupt Recordkeeper

    By Nassau, April 21, 2011
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • April 21, 2011

28. Separate plans for each of the owners?

    By austin3515, April 20, 2011
    • 11 replies
    • 1.2k views
    • 
    • QNPG
    • April 21, 2011

29. Ceasing an EACA mid year

    By 30Rock, April 20, 2011
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • April 20, 2011

30. Unallocated account upon plan termination

    By 7806akp, April 20, 2011
    • 0 replies
    • 1.4k views
    • 
    • 7806akp
    • April 20, 2011

31. Profit Sharing Contribution

    By Guest Julie Woulfe, April 20, 2011
    • 1 reply
    • 924 views
    • 
    • Jim Norman
    • April 20, 2011

32. Controlled Group

    By Guest 409 eh?, April 19, 2011
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • April 19, 2011

33. 401k with grandfathered contribution

    By 30Rock, April 19, 2011
    • 0 replies
    • 1.7k views
    • 
    • 30Rock
    • April 19, 2011

34. Coverage Testing for 401k and 403b

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

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

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

36. 401k plan selection

    By Guest FtCollins, April 16, 2011
    • 11 replies
    • 4.7k views
    • 
    • SFSD
    • April 18, 2011

37. Excluding Employees

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

38. 401k or PS - any PR Tax Difference?

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

39. Trust

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

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

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

41. Employer securities as matching contributions in safe harbor plan

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

42. Engagement Letters Under New REgs

    By austin3515, December 29, 2010
    • 1 reply
    • 1.1k views
    • 
    • TPApril
    • April 14, 2011

43. Pre RMD vs Post RMD

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

44. Roth deferral

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

45. Section 415 Limits - Which came first?

    By austin3515, March 7, 2011
    • 14 replies
    • 4.5k views
    • 
    • fiona1
    • April 14, 2011

46. Person with comp but zero ELIGIBLE comp in ADP test?

    By BG5150, August 29, 2008
    • 47 replies
    • 9.4k views
    • 
    • QNPG
    • April 13, 2011

47. Qualification question

    By fiona1, August 30, 2010
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • April 13, 2011

48. Excluded Employees Causing 410(b) Failure

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

49. Contribution Limits

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

50. CPA Audit

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • April 9, 2011