401(k) Plans

19,468 topics in this forum

1. Forgotten Enrollment Entry

   By Guest Twinky, July 11, 2008
   • 8 replies
   • 2.6k views
   • 
   • Peter Gulia
   • July 9, 2011

2. Hardship for Medical Expenses Not Yet Incurred

   By Guest SWH, July 8, 2011
   • 2 replies
   • 8.4k views
   • 
   • Guest
   • July 8, 2011

3. Beneficiary Determination

   By Nassau, July 7, 2011
   • 2 replies
   • 1.5k views
   • 
   • Peter Gulia
   • July 8, 2011

4. Plan Termination

   By austin3515, July 7, 2011
   • 3 replies
   • 1k views
   • 
   • austin3515
   • July 7, 2011

5. Forfeiture in the year of plan termination

   By Guest Dave Peckham, July 2, 2011
   • 15 replies
   • 8.5k views
   • 
   • K2retire
   • July 7, 2011

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

   By KTB, July 5, 2011
   • 6 replies
   • 1.6k views
   • 
   • masteff
   • July 7, 2011

7. control group

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

8. Failed ADP test in a plan's first year

   By Guest fredk, July 4, 2011
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • July 4, 2011

9. Sole Proprietor

   By Guest robertcusick, December 15, 2009
   • 8 replies
   • 2.4k views
   • 
   • Guest
   • July 3, 2011

10. Employer fails for 4 yrs to make safe harbor contr.

    By Guest Rockybuddy, June 29, 2011
    • 15 replies
    • 2.7k views
    • 
    • J Simmons
    • July 1, 2011

11. Prohibited Transaction - how to correct?

    By Blinky the 3-eyed Fish, June 30, 2011
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • July 1, 2011

12. Over 415 limit message

    By doombuggy, June 30, 2011
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • July 1, 2011

13. eligible to noneligible status

    By pmacduff, June 30, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 1, 2011

14. Beneficiary is a Trust

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

15. safe Harbor Non-Elective contributions

    By mphs77, June 29, 2011
    • 7 replies
    • 3.2k views
    • 
    • 12AX7
    • June 30, 2011

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

    By Guest Kevin Mitch, June 28, 2011
    • 4 replies
    • 2.5k views
    • 
    • 12AX7
    • June 30, 2011

17. Sole Proprietor with Multiple Schedule Cs & Uni-K

    By Guest jc1457, June 29, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 29, 2011

18. debit card?

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

19. Excess Deferral after 4/15

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

20. Defaulted Loan

    By Guest NPS Darren, June 28, 2011
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 28, 2011

21. Eligible for a Distriubtion

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

22. Non spouse Beneficiary death benefit

    By Nassau, June 27, 2011
    • 3 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

23. RMD

    By Nassau, June 27, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

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

    By Sully, June 25, 2011
    • 5 replies
    • 4.5k views
    • 
    • Kevin C
    • June 27, 2011

25. Plan Merger

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

26. Eligibile to Participate, but no Allocation

    By JRG, June 24, 2011
    • 8 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

27. Any way to undo a participant loan?

    By Dennis Povloski, June 23, 2011
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • June 24, 2011

28. question on prefunding 401(k)

    By AKconsult, June 23, 2011
    • 3 replies
    • 5.1k views
    • 
    • K2retire
    • June 23, 2011

29. Maximum deductible contribution limit

    By Guest Winkle, June 23, 2011
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • June 23, 2011

30. Corrective Distribution and Related Match

    By DTH, June 21, 2011
    • 6 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 23, 2011

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

    By Guest BigQuestion, June 18, 2011
    • 9 replies
    • 8.7k views
    • 
    • K2retire
    • June 23, 2011

32. Participant Completes Distribution Ppwk - then dies

    By austin3515, June 21, 2011
    • 8 replies
    • 2.1k views
    • 
    • Everett Moreland
    • June 23, 2011

33. QACAs

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

34. Where to Deduct on Tax Return

    By rblum50, June 21, 2011
    • 7 replies
    • 12.1k views
    • 
    • Lou S.
    • June 22, 2011

35. Deposit of Elective Deferrals

    By BTG, June 21, 2011
    • 7 replies
    • 2k views
    • 
    • Bill Presson
    • June 21, 2011

36. Startup 401(k) Plan

    By Guest Theresa Irvin, June 21, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2011

37. Loans and Cure Period

    By Alex Daisy, June 20, 2011
    • 1 reply
    • 2.7k views
    • 
    • Bird
    • June 20, 2011

38. Payroll Deferral Election Changes

    By Gadgetfreak, June 17, 2011
    • 7 replies
    • 5.4k views
    • 
    • Guest
    • June 20, 2011

39. Deferrals/Contributions on Overpaid Wages

    By Guest Guy Incognito, June 17, 2011
    • 4 replies
    • 2k views
    • 
    • QDROphile
    • June 17, 2011

40. Top Heavy For Employee Who Waived

    By goldtpa, June 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 17, 2011

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

    By Guest joapepchi, June 16, 2011
    • 1 reply
    • 3.1k views
    • 
    • ETA Consulting LLC
    • June 17, 2011

42. 401(k) Loan Restriction

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

43. Participant Fee Disclosures

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

44. LLC Taxed as a Partnership - Prefunding Contributions

    By emmetttrudy, March 28, 2011
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • June 16, 2011

45. Terminate Money Purchase and Start up 401k?

    By Dennis Povloski, June 14, 2011
    • 6 replies
    • 2.2k views
    • 
    • 12AX7
    • June 16, 2011

46. What is an offset arrangement?

    By fiona1, June 16, 2011
    • 3 replies
    • 4k views
    • 
    • QNPG
    • June 16, 2011

47. Characteristic code for Partnersip

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

48. New 2010 EZ is Oiut

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

49. Participant Directed vs. Trustee Directed

    By Dennis Povloski, June 14, 2011
    • 1 reply
    • 4.5k views
    • 
    • Bird
    • June 15, 2011

50. Matching Employer Contributions

    By Guest BigO0328, June 12, 2011
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • June 13, 2011