401(k) Plans

19,321 topics in this forum

1. QACA Safe Harbor Match

   By Effen, May 13, 2011
   • 2 replies
   • 2.6k views
   • 
   • Effen
   • May 14, 2011

2. Salary Deferral never Deposited

   By rblum50, May 13, 2011
   • 0 replies
   • 1k views
   • 
   • rblum50
   • May 13, 2011

3. Negative Earnings

   By Guest psu83, May 11, 2011
   • 11 replies
   • 2.3k views
   • 
   • Tom Poje
   • May 13, 2011

4. Death of Solo K Owner

   By Zoey, May 12, 2011
   • 3 replies
   • 1.2k views
   • 
   • Zoey
   • May 12, 2011

5. Is testing necessary if plan satisfies QACA?

   By taxllm, May 12, 2011
   • 3 replies
   • 936 views
   • 
   • QDROphile
   • May 12, 2011

6. In-Plan Roth Conversions

   By Guest Tom:, May 11, 2011
   • 8 replies
   • 2.4k views
   • 
   • masteff
   • May 12, 2011

7. employee elects NOT to participate

   By cpc0506, May 12, 2011
   • 3 replies
   • 1.3k views
   • 
   • masteff
   • May 12, 2011

8. Employee Deferrals

   By Guest SandraCrowley, May 11, 2011
   • 1 reply
   • 877 views
   • 
   • QDROphile
   • May 11, 2011

9. Fiscal Year Catch Up

   By RobN, May 11, 2011
   • 4 replies
   • 983 views
   • 
   • Kevin C
   • May 11, 2011

10. SH 401k & Coverage

    By Guest Pete Joachim, May 11, 2011
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 11, 2011

11. EXCLUDING EMPLOYEES FROM PARTICIPATION AND/OR EMPLOYER CONTRIBUTIONS - PLEASE HELP!

    By Guest bariww, May 11, 2011
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • May 11, 2011

12. QDRO where both are participants...

    By austin3515, May 9, 2011
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • May 10, 2011

13. Plan terminating mid year

    By 30Rock, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • 30Rock
    • May 10, 2011

14. 401K Plan for Nanny?

    By ERISA13, May 9, 2011
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • May 10, 2011

15. Trust needs to be notarized?

    By Dennis Povloski, May 5, 2011
    • 5 replies
    • 1.9k views
    • 
    • Bill Presson
    • May 9, 2011

16. Enhanced Discretionary Safe harbor Match

    By SheilaD, May 5, 2011
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • May 6, 2011

17. Compensation and Deferral Election

    By Dazednconfused, May 5, 2011
    • 1 reply
    • 1k views
    • 
    • GMK
    • May 5, 2011

18. Plan Loans - In-service withdrawal

    By Nassau, May 4, 2011
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • May 5, 2011

19. SARSEP TO 401K SH FOUL UP...HELP!

    By Guest tomhard, May 5, 2011
    • 0 replies
    • 995 views
    • 
    • Guest
    • May 5, 2011

20. Severance paid day before last day

    By austin3515, May 4, 2011
    • 14 replies
    • 3.9k views
    • 
    • PensionPro
    • May 4, 2011

21. Return of Deferrals to ineligible participant

    By Guest Theresa Irvin, May 4, 2011
    • 4 replies
    • 3.1k views
    • 
    • QNPG
    • May 4, 2011

22. Want to make ineligible a department tha is now eligilbe

    By Jim Chad, April 29, 2011
    • 13 replies
    • 1.3k views
    • 
    • 12AX7
    • May 4, 2011

23. 2010 1099-R

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

24. Sample QDRO

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

25. 401(k) Safe Harbor Notice and Loans

    By AJ North, May 2, 2011
    • 2 replies
    • 2.3k views
    • 
    • Tom Poje
    • May 4, 2011

26. Partner Deferrals Not Received at Financial Institution

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

27. Employee excess deferrals moved to forfeiture account

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

28. Excess distribution and 1099?

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

29. Safe Harbor matching plan

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

30. Top Heavy Contributions

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

31. Hardship Withdrawals

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

32. Beneficiary as Trust

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

33. Union Employee Exclusion

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

34. Safe Harbor Non-Elective Amendment

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

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

    By Bruddah Kimo, January 18, 2010
    • 9 replies
    • 1.9k views
    • 
    • TPApril
    • April 28, 2011

36. Service as an unpaid intern

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

37. missed deferral?

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

38. spousal consent for hardship distribution

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

39. Top Heavy Test and leased employees

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

40. Form 5330 for late deferral deposits

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

41. Suspended Contributions

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

42. 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

43. Failed ADP Test

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

44. Recongizing Past Service Discriminatory?

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

45. Solo 401(k) and health insurance premiums

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

46. SEP - IRA Plan

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

47. SEP/IRA

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

48. Required Minimum Distribution

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

49. Uncashed Checks for a Bankrupt Recordkeeper

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

50. Separate plans for each of the owners?

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