401(k) Plans

19,451 topics in this forum

1. Excluded Employees Causing 410(b) Failure

   By Guest 4:15 Limit, April 12, 2011
   • 9 replies
   • 7.5k views
   • 
   • ESOP Guy
   • April 12, 2011

2. Contribution Limits

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

3. CPA Audit

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

4. New Blackout Notice Requirements?

   By Logan401, April 5, 2011
   • 6 replies
   • 2.9k views
   • 
   • Logan401
   • April 8, 2011

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

   By 7806akp, September 15, 2010
   • 10 replies
   • 3.9k views
   • 
   • QDROphile
   • April 8, 2011

6. ADP Test "Comp as a Nonexcludable"

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

7. New TIN?

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

8. Change In Investment Options

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

9. eligibility for non residents

   By pmacduff, April 6, 2011
   • 3 replies
   • 4.4k views
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   • pmacduff
   • April 6, 2011

10. Hardship for a home, but falls through

    By austin3515, April 1, 2011
    • 4 replies
    • 2.7k views
    • 
    • masteff
    • April 6, 2011

11. 3rd Party Sick/Disability Pay

    By Guest Chris API, January 17, 2011
    • 10 replies
    • 13.1k views
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    • VTPension
    • April 5, 2011

12. ADP Failure - Terminated Plan/Bankrupcy Company

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

13. Paying off Mortgage a Moving Expense?

    By austin3515, April 5, 2011
    • 5 replies
    • 1.1k views
    • 
    • austin3515
    • April 5, 2011

14. RMD

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

15. In Plan Roth Conversion

    By Lou S., April 4, 2011
    • 3 replies
    • 1.8k views
    • 
    • Lou S.
    • April 5, 2011

16. Mandatory Contributions

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

17. Partner with Negative earned Income

    By Lou S., April 4, 2011
    • 4 replies
    • 2.5k views
    • 
    • 12AX7
    • April 4, 2011

18. top heavy allocation

    By Gary, April 4, 2011
    • 5 replies
    • 2.1k views
    • 
    • GMK
    • April 4, 2011

19. General Test

    By justatester, March 29, 2011
    • 4 replies
    • 1.7k views
    • 
    • justatester
    • April 4, 2011

20. Does a CBA supersede ERISA

    By Rai401k, April 1, 2011
    • 4 replies
    • 2.3k views
    • 
    • QDROphile
    • April 1, 2011

21. Severance From Employment in a Union Plan

    By emmetttrudy, April 1, 2011
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 1, 2011

22. Distribution Fee Question

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

23. Rev Proc 2008-50 Appendix A QNEC calculation

    By Guest CherylWD, March 23, 2011
    • 9 replies
    • 4.5k views
    • 
    • ETA Consulting LLC
    • April 1, 2011

24. Limitation Year different than Plan Year

    By Guest Golden401k, April 1, 2011
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • April 1, 2011

25. Failed ADP test

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

26. Safe harbor nonelective

    By Belgarath, March 25, 2011
    • 11 replies
    • 2.5k views
    • 
    • Earl
    • March 31, 2011

27. RMD

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

28. Simple IRA and 401k

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

29. Voluntary Deemed Loan

    By Guest NGG53, March 28, 2011
    • 9 replies
    • 2.4k views
    • 
    • masteff
    • March 31, 2011

30. Death of Participant

    By Earl, March 29, 2011
    • 9 replies
    • 1.8k views
    • 
    • Earl
    • March 31, 2011

31. Fiscal Year Catch-Up

    By Kevin C, March 22, 2011
    • 13 replies
    • 3.7k views
    • 
    • Lou S.
    • March 30, 2011

32. RMD for a 5% owner

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

33. Paperless?

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

34. Safe Harbor and Top Heavy Contributions

    By AJ North, March 25, 2011
    • 5 replies
    • 3.2k views
    • 
    • Tom Poje
    • March 29, 2011

35. 10% excise tax penalty

    By Guest lindamichals, March 28, 2011
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

36. Controlled Groups

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

37. 401(ik) elective deferral - contribution deadline

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

38. document language, redux

    By Guest cbclark, March 23, 2011
    • 10 replies
    • 1.4k views
    • 
    • Guest
    • March 25, 2011

39. Does vesting credit at separated firm count?

    By Jim Chad, March 23, 2011
    • 2 replies
    • 999 views
    • 
    • Jim Chad
    • March 25, 2011

40. Changes in 2010 SE Calculation... Or Not?

    By austin3515, January 27, 2011
    • 12 replies
    • 1.9k views
    • 
    • 12AX7
    • March 23, 2011

41. Control groups

    By Guest money40, March 23, 2011
    • 1 reply
    • 918 views
    • 
    • Guest
    • March 23, 2011

42. Match formula that wants to be SH

    By AlbanyConsultant, March 23, 2011
    • 12 replies
    • 1.9k views
    • 
    • Guest
    • March 23, 2011

43. Short Serviced Employee

    By Dennis Povloski, March 22, 2011
    • 5 replies
    • 1.6k views
    • 
    • Dennis Povloski
    • March 23, 2011

44. Contribution Deduction Limit for Self Employed Cross Tested

    By jkharvey, March 23, 2011
    • 0 replies
    • 970 views
    • 
    • jkharvey
    • March 23, 2011

45. Anyone know EBSA/DOL's preferred document format?

    By ERISAatty, March 18, 2011
    • 2 replies
    • 1.1k views
    • 
    • ERISAatty
    • March 22, 2011

46. Deduction Timing of Employer Contributions

    By Lou S., March 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • March 22, 2011

47. plan amendments

    By Guest mmc, March 22, 2011
    • 1 reply
    • 1.2k views
    • 
    • QNPG
    • March 22, 2011

48. Prevailing Wage - HCE Exclusion

    By kevind2010, March 22, 2011
    • 0 replies
    • 1.4k views
    • 
    • kevind2010
    • March 22, 2011

49. Solo 401(k) / 415 limit / Catch-up

    By Guest JPIngold, March 17, 2011
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • March 21, 2011

50. reimbursement of investment management fees incurred by participants in the 401(k)/Profit Sharing Plan

    By Guest shark, March 21, 2011
    • 1 reply
    • 6.8k views
    • 
    • K2retire
    • March 21, 2011