401(k) Plans

19,490 topics in this forum

1. Hardship Withdrawals

   By Nassau, April 29, 2011
   • 5 replies
   • 1.8k views
   • 
   • masteff
   • April 29, 2011

2. Beneficiary as Trust

   By Nassau, April 29, 2011
   • 2 replies
   • 1.3k views
   • 
   • Belgarath
   • April 29, 2011

3. Union Employee Exclusion

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

4. Safe Harbor Non-Elective Amendment

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

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

   By Bruddah Kimo, January 18, 2010
   • 9 replies
   • 2.2k views
   • 
   • TPApril
   • April 28, 2011

6. Service as an unpaid intern

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

7. missed deferral?

   By hunter001, April 27, 2011
   • 2 replies
   • 1k views
   • 
   • Guest
   • April 27, 2011

8. spousal consent for hardship distribution

   By Guest Smokin, April 26, 2011
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • April 26, 2011

9. Top Heavy Test and leased employees

   By emmetttrudy, April 26, 2011
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • April 26, 2011

10. Form 5330 for late deferral deposits

    By doombuggy, April 26, 2011
    • 1 reply
    • 1.7k views
    • 
    • ESOP Guy
    • April 26, 2011

11. Suspended Contributions

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

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

    By Guest SWH, April 25, 2011
    • 4 replies
    • 17.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2011

13. Failed ADP Test

    By Guest Theresa Irvin, April 21, 2011
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 25, 2011

14. Recongizing Past Service Discriminatory?

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

15. Solo 401(k) and health insurance premiums

    By Guest BruceC, April 24, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 24, 2011

16. SEP - IRA Plan

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

17. SEP/IRA

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

18. Required Minimum Distribution

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

19. Uncashed Checks for a Bankrupt Recordkeeper

    By Nassau, April 21, 2011
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • April 21, 2011

20. Separate plans for each of the owners?

    By austin3515, April 20, 2011
    • 11 replies
    • 1.6k views
    • 
    • QNPG
    • April 21, 2011

21. Ceasing an EACA mid year

    By 30Rock, April 20, 2011
    • 0 replies
    • 1.5k views
    • 
    • 30Rock
    • April 20, 2011

22. Unallocated account upon plan termination

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

23. Profit Sharing Contribution

    By Guest Julie Woulfe, April 20, 2011
    • 1 reply
    • 1k views
    • 
    • Jim Norman
    • April 20, 2011

24. Controlled Group

    By Guest 409 eh?, April 19, 2011
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • April 19, 2011

25. 401k with grandfathered contribution

    By 30Rock, April 19, 2011
    • 0 replies
    • 1.8k views
    • 
    • 30Rock
    • April 19, 2011

26. Coverage Testing for 401k and 403b

    By dmb, April 19, 2011
    • 2 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • April 19, 2011

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

    By HCbs, April 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • April 18, 2011

28. 401k plan selection

    By Guest FtCollins, April 16, 2011
    • 11 replies
    • 5.1k views
    • 
    • SFSD
    • April 18, 2011

29. Excluding Employees

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

30. 401k or PS - any PR Tax Difference?

    By austin3515, April 15, 2011
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • April 15, 2011

31. Trust

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

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

    By Chippy, April 14, 2011
    • 2 replies
    • 3.3k views
    • 
    • Bird
    • April 15, 2011

33. Employer securities as matching contributions in safe harbor plan

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

34. Engagement Letters Under New REgs

    By austin3515, December 29, 2010
    • 1 reply
    • 1.2k views
    • 
    • TPApril
    • April 14, 2011

35. Pre RMD vs Post RMD

    By Nassau, April 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • April 14, 2011

36. Roth deferral

    By Belgarath, April 14, 2011
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • April 14, 2011

37. Section 415 Limits - Which came first?

    By austin3515, March 7, 2011
    • 14 replies
    • 4.9k views
    • 
    • fiona1
    • April 14, 2011

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

    By BG5150, August 29, 2008
    • 47 replies
    • 11k views
    • 
    • QNPG
    • April 13, 2011

39. Qualification question

    By fiona1, August 30, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • April 13, 2011

40. Excluded Employees Causing 410(b) Failure

    By Guest 4:15 Limit, April 12, 2011
    • 9 replies
    • 7.7k views
    • 
    • ESOP Guy
    • April 12, 2011

41. Contribution Limits

    By katie58, April 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • katie58
    • April 11, 2011

42. CPA Audit

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.8k views
    • 
    • Bill Presson
    • April 9, 2011

43. New Blackout Notice Requirements?

    By Logan401, April 5, 2011
    • 6 replies
    • 3.1k views
    • 
    • Logan401
    • April 8, 2011

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

    By 7806akp, September 15, 2010
    • 10 replies
    • 4.1k views
    • 
    • QDROphile
    • April 8, 2011

45. ADP Test "Comp as a Nonexcludable"

    By austin3515, April 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 8, 2011

46. New TIN?

    By Guest dhall, April 7, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • April 8, 2011

47. Change In Investment Options

    By Guest Tom:, April 4, 2011
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • April 7, 2011

48. eligibility for non residents

    By pmacduff, April 6, 2011
    • 3 replies
    • 4.7k views
    • 
    • pmacduff
    • April 6, 2011

49. Hardship for a home, but falls through

    By austin3515, April 1, 2011
    • 4 replies
    • 2.9k views
    • 
    • masteff
    • April 6, 2011

50. 3rd Party Sick/Disability Pay

    By Guest Chris API, January 17, 2011
    • 10 replies
    • 13.4k views
    • 
    • VTPension
    • April 5, 2011