401(k) Plans

19,468 topics in this forum

1. Negative Earnings

   By Guest psu83, May 11, 2011
   • 11 replies
   • 2.5k views
   • 
   • Tom Poje
   • May 13, 2011

2. Death of Solo K Owner

   By Zoey, May 12, 2011
   • 3 replies
   • 1.3k views
   • 
   • Zoey
   • May 12, 2011

3. Is testing necessary if plan satisfies QACA?

   By taxllm, May 12, 2011
   • 3 replies
   • 1k views
   • 
   • QDROphile
   • May 12, 2011

4. In-Plan Roth Conversions

   By Guest Tom:, May 11, 2011
   • 8 replies
   • 2.7k views
   • 
   • masteff
   • May 12, 2011

5. employee elects NOT to participate

   By cpc0506, May 12, 2011
   • 3 replies
   • 1.4k views
   • 
   • masteff
   • May 12, 2011

6. Employee Deferrals

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

7. Fiscal Year Catch Up

   By RobN, May 11, 2011
   • 4 replies
   • 1.1k views
   • 
   • Kevin C
   • May 11, 2011

8. SH 401k & Coverage

   By Guest Pete Joachim, May 11, 2011
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • May 11, 2011

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

   By Guest bariww, May 11, 2011
   • 2 replies
   • 1.6k views
   • 
   • jpod
   • May 11, 2011

10. QDRO where both are participants...

    By austin3515, May 9, 2011
    • 8 replies
    • 1.5k views
    • 
    • david rigby
    • May 10, 2011

11. Plan terminating mid year

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

12. 401K Plan for Nanny?

    By ERISA13, May 9, 2011
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • May 10, 2011

13. Trust needs to be notarized?

    By Dennis Povloski, May 5, 2011
    • 5 replies
    • 2.2k views
    • 
    • Bill Presson
    • May 9, 2011

14. Enhanced Discretionary Safe harbor Match

    By SheilaD, May 5, 2011
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 6, 2011

15. Compensation and Deferral Election

    By Dazednconfused, May 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • May 5, 2011

16. Plan Loans - In-service withdrawal

    By Nassau, May 4, 2011
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 5, 2011

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

    By Guest tomhard, May 5, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 5, 2011

18. Severance paid day before last day

    By austin3515, May 4, 2011
    • 14 replies
    • 4.4k views
    • 
    • PensionPro
    • May 4, 2011

19. Return of Deferrals to ineligible participant

    By Guest Theresa Irvin, May 4, 2011
    • 4 replies
    • 3.2k views
    • 
    • QNPG
    • May 4, 2011

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

    By Jim Chad, April 29, 2011
    • 13 replies
    • 1.5k views
    • 
    • 12AX7
    • May 4, 2011

21. 2010 1099-R

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

22. Sample QDRO

    By austin3515, May 4, 2011
    • 2 replies
    • 1.7k views
    • 
    • ESOP Guy
    • May 4, 2011

23. 401(k) Safe Harbor Notice and Loans

    By AJ North, May 2, 2011
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • May 4, 2011

24. Partner Deferrals Not Received at Financial Institution

    By Spencer, May 2, 2011
    • 2 replies
    • 1.2k views
    • 
    • Spencer
    • May 3, 2011

25. Employee excess deferrals moved to forfeiture account

    By Guest Quacka, April 28, 2011
    • 5 replies
    • 2.9k views
    • 
    • masteff
    • May 2, 2011

26. Excess distribution and 1099?

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

27. Safe Harbor matching plan

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

28. Top Heavy Contributions

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

29. Hardship Withdrawals

    By Nassau, April 29, 2011
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • April 29, 2011

30. Beneficiary as Trust

    By Nassau, April 29, 2011
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • April 29, 2011

31. Union Employee Exclusion

    By Guest ckling, April 29, 2011
    • 1 reply
    • 2k views
    • 
    • ETA Consulting LLC
    • April 29, 2011

32. Safe Harbor Non-Elective Amendment

    By Guest notapensiongeek, April 27, 2011
    • 7 replies
    • 1.2k views
    • 
    • rcline46
    • April 28, 2011

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

    By Bruddah Kimo, January 18, 2010
    • 9 replies
    • 2.1k views
    • 
    • TPApril
    • April 28, 2011

34. Service as an unpaid intern

    By Guest Aust916, April 27, 2011
    • 4 replies
    • 3.5k views
    • 
    • Kevin C
    • April 28, 2011

35. missed deferral?

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

36. spousal consent for hardship distribution

    By Guest Smokin, April 26, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • April 26, 2011

37. Top Heavy Test and leased employees

    By emmetttrudy, April 26, 2011
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 26, 2011

38. Form 5330 for late deferral deposits

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

39. Suspended Contributions

    By MBCarey, April 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • April 26, 2011

40. Terminate a SIMPLE - IRA mid year and Start a 401k?

    By Guest SWH, April 25, 2011
    • 4 replies
    • 17.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2011

41. Failed ADP Test

    By Guest Theresa Irvin, April 21, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 25, 2011

42. Recongizing Past Service Discriminatory?

    By austin3515, April 21, 2011
    • 5 replies
    • 1.2k views
    • 
    • QNPG
    • April 25, 2011

43. Solo 401(k) and health insurance premiums

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

44. SEP - IRA Plan

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

45. SEP/IRA

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

46. Required Minimum Distribution

    By PFranckowiak, April 21, 2011
    • 2 replies
    • 1.3k views
    • 
    • PFranckowiak
    • April 21, 2011

47. Uncashed Checks for a Bankrupt Recordkeeper

    By Nassau, April 21, 2011
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • April 21, 2011

48. Separate plans for each of the owners?

    By austin3515, April 20, 2011
    • 11 replies
    • 1.4k views
    • 
    • QNPG
    • April 21, 2011

49. Ceasing an EACA mid year

    By 30Rock, April 20, 2011
    • 0 replies
    • 1.4k views
    • 
    • 30Rock
    • April 20, 2011

50. Unallocated account upon plan termination

    By 7806akp, April 20, 2011
    • 0 replies
    • 1.5k views
    • 
    • 7806akp
    • April 20, 2011