401(k) Plans

19,275 topics in this forum

1. -11(g) and New Comp

   By austin3515, February 21, 2011
   • 6 replies
   • 2.1k views
   • 
   • Bill Presson
   • February 22, 2011

2. 415 Limit and Forfeitures

   By Dazednconfused, February 21, 2011
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • February 21, 2011

3. One-time nonelective contribution for acquired employees

   By 7806akp, February 21, 2011
   • 7 replies
   • 1.6k views
   • 
   • austin3515
   • February 22, 2011

4. Refunds of Excess Aggregate Contributions

   By Gadgetfreak, February 20, 2011
   • 2 replies
   • 2.7k views
   • 
   • Tom Poje
   • February 21, 2011

5. Fee for Rollover from Fund Company

   By austin3515, February 19, 2011
   • 4 replies
   • 1.2k views
   • 
   • ESOP Guy
   • February 21, 2011

6. Failed ADP

   By Guest BarbaraG, February 18, 2011
   • 15 replies
   • 6.1k views
   • 
   • Lou S.
   • March 3, 2011

7. Loan Repayments not setup in Payroll - Self Correction Under IRB 2008-50?

   By Guest cke66edy, February 17, 2011
   • 0 replies
   • 797 views
   • 
   • Guest
   • February 17, 2011

8. Merging plans

   By Guest KRS401k, February 17, 2011
   • 1 reply
   • 1k views
   • 
   • rcline46
   • February 17, 2011

9. Davis Bacon Limit for HCE's in ADP testing

   By kevind2010, February 17, 2011
   • 5 replies
   • 4.2k views
   • 
   • kevind2010
   • February 18, 2011

10. Investment in CAnadian gold Coins

    By jkharvey, February 17, 2011
    • 7 replies
    • 1.5k views
    • 
    • masteff
    • February 19, 2011

11. Self employed health insurance deduction

    By rfahey, February 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • 12AX7
    • February 17, 2011

12. Amendign Prototype w/o restating

    By austin3515, February 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • February 17, 2011

13. Correction for Deferrals not Deducted

    By Guest cke66edy, February 17, 2011
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • February 17, 2011

14. Break-In Service & Plan Re-entry

    By Danny CPA, February 16, 2011
    • 0 replies
    • 839 views
    • 
    • Danny CPA
    • February 16, 2011

15. Pooled Plans - Value of Investmetns on Statements

    By austin3515, February 16, 2011
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 16, 2011

16. After Tax Rollover

    By Guest elang, February 15, 2011
    • 5 replies
    • 2k views
    • 
    • mbozek
    • February 16, 2011

17. severance pay

    By K2retire, February 15, 2011
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • February 16, 2011

18. Morgan Stanley Smith Barney - PLAN DISTRIBUTION ISSUE

    By Guest hellerpension, February 15, 2011
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • February 17, 2011

19. Retructuring & Terms w/ Breaks

    By austin3515, February 15, 2011
    • 19 replies
    • 1.6k views
    • 
    • austin3515
    • February 17, 2011

20. Eligibility/hours of service while on workers comp

    By Guest Peggy806, February 14, 2011
    • 5 replies
    • 3.3k views
    • 
    • Belgarath
    • February 15, 2011

21. State Disability Insurance Programs (e.g., California)

    By Nassau, February 14, 2011
    • 1 reply
    • 987 views
    • 
    • K2retire
    • February 14, 2011

22. K1 Partner compensation

    By jkharvey, February 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • February 14, 2011

23. Using PenChecks to Dep. Er Contribs

    By austin3515, February 14, 2011
    • 0 replies
    • 845 views
    • 
    • austin3515
    • February 14, 2011

24. When to use component plan testing

    By austin3515, February 12, 2011
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • February 14, 2011

25. 401(a)(4) testing for quarterly PS allocation

    By Guest TM3069, February 11, 2011
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • February 11, 2011

26. Rollover of life ins policy into a PS Plan

    By QNPG, February 10, 2011
    • 5 replies
    • 1.7k views
    • 
    • Dennis Povloski
    • February 11, 2011

27. Transferring my self employed 401k account to my Sep-IRA?

    By Guest skipos, February 10, 2011
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • February 14, 2011

28. Atttribution rules for Spouse

    By Guest Joanne Davey, February 10, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 10, 2011

29. payroll service messes up deferral calculation

    By K2retire, February 9, 2011
    • 9 replies
    • 2.3k views
    • 
    • MARYMM
    • February 11, 2011

30. Participation Requirements Under 410(a)(1)(A)

    By Guest KHanvey, February 9, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 10, 2011

31. Fringe Benefit Exclusion from Compensation - Partner Medical Insurance

    By Guest Holly Foster, February 9, 2011
    • 1 reply
    • 1.2k views
    • 
    • EBDI
    • February 15, 2011

32. Change in vesting schedule

    By QNPG, February 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • February 9, 2011

33. Change in Vesting schedule

    By John Feldt ERPA CPC QPA, February 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 8, 2011

34. SH Triple Stack Match

    By Guest Jstriley, February 8, 2011
    • 4 replies
    • 4.1k views
    • 
    • Tom Poje
    • February 9, 2011

35. 401K plan for non-profit via multiple employer plan

    By Benefits 101, February 6, 2011
    • 0 replies
    • 1.3k views
    • 
    • Benefits 101
    • February 6, 2011

36. Ineligible Deferrals Reimbursed Through Payroll

    By Mr401k, February 4, 2011
    • 0 replies
    • 772 views
    • 
    • Mr401k
    • February 4, 2011

37. Takeover vs Termination

    By Guest KRS401k, February 4, 2011
    • 1 reply
    • 868 views
    • 
    • david rigby
    • February 4, 2011

38. QNEC's and Gateway

    By austin3515, February 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 7, 2011

39. Successor Plan Issue

    By SMB, February 4, 2011
    • 2 replies
    • 2.5k views
    • 
    • Kevin C
    • February 7, 2011

40. Rule of Parity

    By R. Butler, February 3, 2011
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • February 3, 2011

41. Spouse's Unpaid Service 1 2

    By austin3515, February 3, 2011
    • 55 replies
    • 6.7k views
    • 
    • masteff
    • February 9, 2011

42. Operational failure in a DB prototype

    By QNPG, February 3, 2011
    • 1 reply
    • 699 views
    • 
    • John Feldt ERPA CPC QPA
    • February 3, 2011

43. Rollover distributions

    By QNPG, February 3, 2011
    • 3 replies
    • 914 views
    • 
    • BG5150
    • February 3, 2011

44. Rule of Parity in 401k plans

    By austin3515, February 3, 2011
    • 2 replies
    • 8.1k views
    • 
    • Tom Poje
    • February 3, 2011

45. Election Not to Participate - for 5 years?

    By Gudgergirl, February 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • February 2, 2011

46. Multiple Employer spin-off - Safe Harbor

    By PMC, February 1, 2011
    • 2 replies
    • 3k views
    • 
    • Benefits to all
    • March 22, 2013

47. post-death wages

    By AKconsult, January 31, 2011
    • 0 replies
    • 968 views
    • 
    • AKconsult
    • January 31, 2011

48. 401(k) plan has separate annuity contracts, employer wants to transfer plan

    By katieinny, January 31, 2011
    • 24 replies
    • 2.7k views
    • 
    • K2retire
    • February 3, 2011

49. top heavy and catch up contributions

    By Guest Peggy806, January 31, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 31, 2011

50. QNEC in Average Benefits - A Real Doozy...

    By austin3515, January 29, 2011
    • 10 replies
    • 2.9k views
    • 
    • ESOP Guy
    • February 3, 2011