401(k) Plans

19,365 topics in this forum

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

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

2. 401k plan selection

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

3. Excluding Employees

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

4. 401k or PS - any PR Tax Difference?

   By austin3515, April 15, 2011
   • 2 replies
   • 1.1k views
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   • Lou S.
   • April 15, 2011

5. Trust

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

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

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

7. Employer securities as matching contributions in safe harbor plan

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

8. Engagement Letters Under New REgs

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

9. Pre RMD vs Post RMD

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

10. Roth deferral

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

11. Section 415 Limits - Which came first?

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

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

    By BG5150, August 29, 2008
    • 47 replies
    • 9.8k views
    • 
    • QNPG
    • April 13, 2011

13. Qualification question

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

14. Excluded Employees Causing 410(b) Failure

    By Guest 4:15 Limit, April 12, 2011
    • 9 replies
    • 7.3k views
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    • ESOP Guy
    • April 12, 2011

15. Contribution Limits

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

16. CPA Audit

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

17. New Blackout Notice Requirements?

    By Logan401, April 5, 2011
    • 6 replies
    • 2.8k views
    • 
    • Logan401
    • April 8, 2011

18. ADP/ACP Testing for two 401(k) Plans in single controlled group

    By 7806akp, September 15, 2010
    • 10 replies
    • 3.8k views
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    • QDROphile
    • April 8, 2011

19. ADP Test "Comp as a Nonexcludable"

    By austin3515, April 8, 2011
    • 1 reply
    • 994 views
    • 
    • Guest
    • April 8, 2011

20. New TIN?

    By Guest dhall, April 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 8, 2011

21. Change In Investment Options

    By Guest Tom:, April 4, 2011
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • April 7, 2011

22. eligibility for non residents

    By pmacduff, April 6, 2011
    • 3 replies
    • 4k views
    • 
    • pmacduff
    • April 6, 2011

23. Hardship for a home, but falls through

    By austin3515, April 1, 2011
    • 4 replies
    • 2.6k views
    • 
    • masteff
    • April 6, 2011

24. 3rd Party Sick/Disability Pay

    By Guest Chris API, January 17, 2011
    • 10 replies
    • 12.6k views
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    • VTPension
    • April 5, 2011

25. ADP Failure - Terminated Plan/Bankrupcy Company

    By Lou S., April 5, 2011
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • April 5, 2011

26. Paying off Mortgage a Moving Expense?

    By austin3515, April 5, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • April 5, 2011

27. RMD

    By Nassau, April 5, 2011
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • April 5, 2011

28. In Plan Roth Conversion

    By Lou S., April 4, 2011
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • April 5, 2011

29. Mandatory Contributions

    By rcline46, April 5, 2011
    • 0 replies
    • 885 views
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    • rcline46
    • April 5, 2011

30. Partner with Negative earned Income

    By Lou S., April 4, 2011
    • 4 replies
    • 2.4k views
    • 
    • 12AX7
    • April 4, 2011

31. top heavy allocation

    By Gary, April 4, 2011
    • 5 replies
    • 2k views
    • 
    • GMK
    • April 4, 2011

32. General Test

    By justatester, March 29, 2011
    • 4 replies
    • 1.6k views
    • 
    • justatester
    • April 4, 2011

33. Does a CBA supersede ERISA

    By Rai401k, April 1, 2011
    • 4 replies
    • 2.2k views
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    • QDROphile
    • April 1, 2011

34. Severance From Employment in a Union Plan

    By emmetttrudy, April 1, 2011
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • April 1, 2011

35. Distribution Fee Question

    By Guest Solbesado, April 1, 2011
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • April 1, 2011

36. Rev Proc 2008-50 Appendix A QNEC calculation

    By Guest CherylWD, March 23, 2011
    • 9 replies
    • 4.3k views
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    • ETA Consulting LLC
    • April 1, 2011

37. Limitation Year different than Plan Year

    By Guest Golden401k, April 1, 2011
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • April 1, 2011

38. Failed ADP test

    By Guest Lil Anderson, March 31, 2011
    • 1 reply
    • 983 views
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    • Lou S.
    • March 31, 2011

39. Safe harbor nonelective

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

40. RMD

    By Nassau, March 31, 2011
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • March 31, 2011

41. Simple IRA and 401k

    By cpc0506, March 31, 2011
    • 2 replies
    • 953 views
    • 
    • Guest
    • March 31, 2011

42. Voluntary Deemed Loan

    By Guest NGG53, March 28, 2011
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • March 31, 2011

43. Death of Participant

    By Earl, March 29, 2011
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • March 31, 2011

44. Fiscal Year Catch-Up

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

45. RMD for a 5% owner

    By Nassau, March 29, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 29, 2011

46. Paperless?

    By austin3515, March 28, 2011
    • 2 replies
    • 1.4k views
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    • K2retire
    • March 29, 2011

47. Safe Harbor and Top Heavy Contributions

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

48. 10% excise tax penalty

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

49. Controlled Groups

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

50. 401(ik) elective deferral - contribution deadline

    By retbenser, March 22, 2011
    • 4 replies
    • 3.8k views
    • 
    • K2retire
    • March 25, 2011