401(k) Plans

19,334 topics in this forum

1. 10% excise tax penalty

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

2. Safe Harbor and Top Heavy Contributions

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

3. Safe harbor nonelective

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

4. Late deposits

   By ESOP Guy, March 24, 2011
   • 20 replies
   • 9.2k views
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   • rcline46
   • August 21, 2014

5. Controlled Groups

   By Guest Erin W, March 23, 2011
   • 1 reply
   • 1.5k views
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   • ETA Consulting LLC
   • March 28, 2011

6. document language, redux

   By Guest cbclark, March 23, 2011
   • 10 replies
   • 1.4k views
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   • Guest
   • March 25, 2011

7. 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

8. Control groups

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

9. Does vesting credit at separated firm count?

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

10. Match formula that wants to be SH

    By AlbanyConsultant, March 23, 2011
    • 12 replies
    • 1.7k views
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    • Guest
    • March 23, 2011

11. Contribution Deduction Limit for Self Employed Cross Tested

    By jkharvey, March 23, 2011
    • 0 replies
    • 917 views
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    • jkharvey
    • March 23, 2011

12. 401(ik) elective deferral - contribution deadline

    By retbenser, March 22, 2011
    • 4 replies
    • 3.7k views
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    • K2retire
    • March 25, 2011

13. Short Serviced Employee

    By Dennis Povloski, March 22, 2011
    • 5 replies
    • 1.5k views
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    • Dennis Povloski
    • March 23, 2011

14. Fiscal Year Catch-Up

    By Kevin C, March 22, 2011
    • 13 replies
    • 3.4k views
    • 
    • Lou S.
    • March 30, 2011

15. Deduction Timing of Employer Contributions

    By Lou S., March 22, 2011
    • 2 replies
    • 1.1k views
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    • Lou S.
    • March 22, 2011

16. plan amendments

    By Guest mmc, March 22, 2011
    • 1 reply
    • 1.1k views
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    • QNPG
    • March 22, 2011

17. Prevailing Wage - HCE Exclusion

    By kevind2010, March 22, 2011
    • 0 replies
    • 1.3k views
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    • kevind2010
    • March 22, 2011

18. QPSA notice requirement satisfied via SPD?

    By Guest Pennysaver, March 21, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2011

19. reimbursement of investment management fees incurred by participants in the 401(k)/Profit Sharing Plan

    By Guest shark, March 21, 2011
    • 1 reply
    • 6.6k views
    • 
    • K2retire
    • March 21, 2011

20. Catch up on match?

    By Guest Key Lime Pie, March 20, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2011

21. Prohibited Transaction

    By 30Rock, March 18, 2011
    • 0 replies
    • 1.2k views
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    • 30Rock
    • March 18, 2011

22. Anyone know EBSA/DOL's preferred document format?

    By ERISAatty, March 18, 2011
    • 2 replies
    • 987 views
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    • ERISAatty
    • March 22, 2011

23. Can RMD from IRA be avoided by rolling into 401(k)?

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.5k views
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    • Kevin C
    • January 18, 2016

24. Solo 401(k) / 415 limit / Catch-up

    By Guest JPIngold, March 17, 2011
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • March 21, 2011

25. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3.1k views
    • 
    • Bill Presson
    • March 18, 2011

26. Suspend safe harbor 3%

    By rlb64, March 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • rlb64
    • March 17, 2011

27. Prevailing Wage in a 401(k) Plan

    By mgcpension, March 17, 2011
    • 1 reply
    • 1.4k views
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    • Below Ground
    • March 17, 2011

28. Key and HCE status

    By Earl, March 17, 2011
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

29. true up vs. matching too much

    By K2retire, March 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • 401king
    • March 17, 2011

30. Prevailing Wage Davis Bacon

    By 30Rock, March 16, 2011
    • 5 replies
    • 18k views
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    • 30Rock
    • March 18, 2011

31. Removing Safe Harbor 3% in 2011

    By cpc0506, March 16, 2011
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • March 17, 2011

32. when is the money "deposited"

    By K2retire, March 15, 2011
    • 2 replies
    • 962 views
    • 
    • Belgarath
    • March 16, 2011

33. OK for 415?

    By austin3515, March 15, 2011
    • 3 replies
    • 977 views
    • 
    • PensionPro
    • March 15, 2011

34. Correction of Direct Distribution with no distributable event

    By 401king, March 15, 2011
    • 0 replies
    • 1.3k views
    • 
    • 401king
    • March 15, 2011

35. Failure to suspend deferrals after hardship

    By Guest Rebel TPA, March 14, 2011
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 15, 2011

36. timing of sole proprietor 401k deposits

    By Guest EPS2, March 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 15, 2011

37. ADP refunds

    By Guest Joanne Davey, March 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2011

38. 401(k) Match Options

    By oriecat, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 14, 2011

39. Broker's Relationship

    By Guest MS TPA, March 14, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • March 15, 2011

40. Required Minimum Distribution

    By Guest KRS401k, March 14, 2011
    • 2 replies
    • 853 views
    • 
    • Guest
    • March 14, 2011

41. Impermissible Distribution

    By oldman, March 14, 2011
    • 4 replies
    • 2.6k views
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    • K2retire
    • March 15, 2011

42. In-Service to Offset Loan

    By austin3515, March 12, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • March 14, 2011

43. Roth contributions without amendment

    By kevind2010, March 11, 2011
    • 0 replies
    • 843 views
    • 
    • kevind2010
    • March 11, 2011

44. non discrimination testing

    By Gary, March 11, 2011
    • 0 replies
    • 868 views
    • 
    • Gary
    • March 11, 2011

45. Plan termination and IRS 5310 filing

    By 30Rock, March 10, 2011
    • 3 replies
    • 1.6k views
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    • 30Rock
    • March 11, 2011

46. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • March 14, 2011

47. Safe Harbor in Top Heavy Plan

    By ombskid, March 10, 2011
    • 6 replies
    • 2.7k views
    • 
    • BG5150
    • March 10, 2011

48. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
    • 0 replies
    • 1.3k views
    • 
    • Susan S.
    • March 10, 2011

49. OK, why can't you do this?

    By RayJJohnsonJr, March 10, 2011
    • 6 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • March 10, 2011

50. Loan MINIMUM

    By Guest dhall, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • March 10, 2011