401(k) Plans

19,384 topics in this forum

1. timing of sole proprietor 401k deposits

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

2. Required Minimum Distribution

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

3. 401(k) Match Options

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

4. Audit for Terminated 401(k) Plan?

   By Guest LCarter3, March 10, 2011
   • 11 replies
   • 7.2k views
   • 
   • Guest
   • March 14, 2011

5. In-Service to Offset Loan

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

6. Spreadsheet for 401K

   By Guest Liosis, January 19, 2011
   • 9 replies
   • 7.6k views
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   • GMK
   • March 14, 2011

7. Amend Compensation Definition for (k)

   By 12AX7, March 9, 2011
   • 4 replies
   • 1.3k views
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   • Bird
   • March 12, 2011

8. Plan termination and IRS 5310 filing

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

9. Roth contributions without amendment

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

10. non discrimination testing

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

11. Safe Harbor in Top Heavy Plan

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

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

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

13. 401k Plan Term / Eligiblity for Rollover

    By austin3515, March 8, 2011
    • 3 replies
    • 1.2k views
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    • austin3515
    • March 10, 2011

14. Prior Year Testing

    By Guest mmc, March 10, 2011
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • March 10, 2011

15. Loan MINIMUM

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

16. Spreadsheet Formula for Excess Life Calculation

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

17. ADP Test

    By pixmax, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • Sully
    • March 10, 2011

18. ERISA 3(21)(A)(ii) Fiduciary Participant Advice

    By Guest RJ20, March 10, 2011
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 10, 2011

19. Excess Safe Harbor Match

    By GrammieMame, March 9, 2011
    • 3 replies
    • 4.2k views
    • 
    • 12AX7
    • March 9, 2011

20. Vesting

    By Guest Chicchica, March 7, 2011
    • 4 replies
    • 3.4k views
    • 
    • GMK
    • March 9, 2011

21. Match Annual True up to what level?

    By Jim Chad, March 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • QDROphile
    • March 9, 2011

22. deminimus excess contributions

    By Guest mmc, March 9, 2011
    • 0 replies
    • 952 views
    • 
    • Guest
    • March 9, 2011

23. ADP failure/statutory exclusions

    By pmacduff, March 9, 2011
    • 1 reply
    • 943 views
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    • Lou S.
    • March 9, 2011

24. plan termination

    By Guest mmc, March 9, 2011
    • 2 replies
    • 1.1k views
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    • ESOP Guy
    • March 9, 2011

25. 415 excess - 8 cents

    By fiona1, March 8, 2011
    • 8 replies
    • 1.3k views
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    • K2retire
    • March 9, 2011

26. Testing Results letter to Client

    By Alex Daisy, March 8, 2011
    • 0 replies
    • 853 views
    • 
    • Alex Daisy
    • March 8, 2011

27. Excess Life Insurance and 3401(a) Wages

    By Susan S., March 8, 2011
    • 0 replies
    • 1.3k views
    • 
    • Susan S.
    • March 8, 2011

28. rate of match

    By Earl, March 7, 2011
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 8, 2011

29. Increasing Safe Harbor NEC

    By Logan401, March 7, 2011
    • 12 replies
    • 2k views
    • 
    • austin3515
    • March 7, 2011

30. Summary Annual Report

    By Nassau, March 7, 2011
    • 0 replies
    • 853 views
    • 
    • Nassau
    • March 7, 2011

31. calculating net income for APP test

    By Alex Daisy, March 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • March 7, 2011

32. Add-in Mandatory Cash-out

    By Guest ebailey, April 30, 2009
    • 2 replies
    • 1.7k views
    • 
    • Christine Roberts
    • March 7, 2011

33. Summary Annual Report (SAR)

    By Nassau, March 7, 2011
    • 0 replies
    • 800 views
    • 
    • Nassau
    • March 7, 2011

34. Suggested Reading for Testing and Aggregation Topics

    By Guest jjq, March 5, 2011
    • 1 reply
    • 861 views
    • 
    • 12AX7
    • March 7, 2011

35. 415 and Failed ADP

    By austin3515, March 4, 2011
    • 2 replies
    • 951 views
    • 
    • PensionPro
    • March 5, 2011

36. PS has no last day and no hours requirement

    By John Feldt ERPA CPC QPA, March 4, 2011
    • 1 reply
    • 873 views
    • 
    • 12AX7
    • March 4, 2011

37. 401k enrollment forms

    By austin3515, March 4, 2011
    • 22 replies
    • 2.3k views
    • 
    • GMK
    • March 4, 2011

38. Single Employer to Multiple Employer - Testing Implications

    By kevind2010, March 4, 2011
    • 1 reply
    • 1.8k views
    • 
    • QNPG
    • March 4, 2011

39. Merge or terminate SHNEC Plan In Corporate Transaction

    By PMC, March 4, 2011
    • 0 replies
    • 923 views
    • 
    • PMC
    • March 4, 2011

40. Top Heavy

    By Lou S., March 3, 2011
    • 3 replies
    • 3.1k views
    • 
    • Belgarath
    • March 4, 2011

41. Cut Back?

    By austin3515, March 2, 2011
    • 4 replies
    • 2.1k views
    • 
    • 12AX7
    • March 3, 2011

42. Failed ADP

    By Guest BarbaraG, February 18, 2011
    • 15 replies
    • 6.3k views
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    • Lou S.
    • March 3, 2011

43. Source Specific Beneficiary Designation

    By Nassau, March 3, 2011
    • 1 reply
    • 887 views
    • 
    • QDROphile
    • March 3, 2011

44. Catch Up Question

    By Guest JHeller, March 3, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 3, 2011

45. Special Tax Notice - 402(f)

    By Nassau, March 1, 2011
    • 4 replies
    • 3.1k views
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    • austin3515
    • March 3, 2011

46. Employer Contributions - Timing of Deposit

    By Guest Stacey Potts, March 1, 2011
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • March 2, 2011

47. Safe harbor match formula

    By Guest metallic, March 1, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 1, 2011

48. Mandatory State Tax Withholding

    By Gadgetfreak, January 18, 2011
    • 3 replies
    • 1.4k views
    • 
    • GMK
    • March 1, 2011

49. New Comp PS calculation, where K-1 in involved

    By Alex Daisy, March 1, 2011
    • 1 reply
    • 886 views
    • 
    • Jim Chad
    • March 1, 2011

50. Relius 16.0

    By Guest ElmiraExpress, March 1, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • March 1, 2011