401(k) Plans

19,534 topics in this forum

1. missed deferral?

   By hunter001, April 27, 2011
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • April 27, 2011

2. spousal consent for hardship distribution

   By Guest Smokin, April 26, 2011
   • 1 reply
   • 1.7k views
   • 
   • ETA Consulting LLC
   • April 26, 2011

3. Top Heavy Test and leased employees

   By emmetttrudy, April 26, 2011
   • 2 replies
   • 2.4k views
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   • Guest
   • April 26, 2011

4. Form 5330 for late deferral deposits

   By doombuggy, April 26, 2011
   • 1 reply
   • 1.8k views
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   • ESOP Guy
   • April 26, 2011

5. Suspended Contributions

   By MBCarey, April 25, 2011
   • 3 replies
   • 1.3k views
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   • QDROphile
   • April 26, 2011

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

   By Guest SWH, April 25, 2011
   • 4 replies
   • 17.5k views
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   • John Feldt ERPA CPC QPA
   • April 25, 2011

7. Failed ADP Test

   By Guest Theresa Irvin, April 21, 2011
   • 4 replies
   • 1.9k views
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   • Guest
   • April 25, 2011

8. Recongizing Past Service Discriminatory?

   By austin3515, April 21, 2011
   • 5 replies
   • 1.4k views
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   • QNPG
   • April 25, 2011

9. Solo 401(k) and health insurance premiums

   By Guest BruceC, April 24, 2011
   • 0 replies
   • 1.5k views
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   • Guest
   • April 24, 2011

10. SEP - IRA Plan

    By Nassau, April 21, 2011
    • 1 reply
    • 1.1k views
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    • Lou S.
    • April 21, 2011

11. SEP/IRA

    By Nassau, April 21, 2011
    • 0 replies
    • 1.1k views
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    • Nassau
    • April 21, 2011

12. Required Minimum Distribution

    By PFranckowiak, April 21, 2011
    • 2 replies
    • 1.4k views
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    • PFranckowiak
    • April 21, 2011

13. Uncashed Checks for a Bankrupt Recordkeeper

    By Nassau, April 21, 2011
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • April 21, 2011

14. Separate plans for each of the owners?

    By austin3515, April 20, 2011
    • 11 replies
    • 2.1k views
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    • QNPG
    • April 21, 2011

15. Ceasing an EACA mid year

    By 30Rock, April 20, 2011
    • 0 replies
    • 1.6k views
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    • 30Rock
    • April 20, 2011

16. Unallocated account upon plan termination

    By 7806akp, April 20, 2011
    • 0 replies
    • 1.6k views
    • 
    • 7806akp
    • April 20, 2011

17. Profit Sharing Contribution

    By Guest Julie Woulfe, April 20, 2011
    • 1 reply
    • 1.1k views
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    • Jim Norman
    • April 20, 2011

18. Controlled Group

    By Guest 409 eh?, April 19, 2011
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • April 19, 2011

19. 401k with grandfathered contribution

    By 30Rock, April 19, 2011
    • 0 replies
    • 1.9k views
    • 
    • 30Rock
    • April 19, 2011

20. Coverage Testing for 401k and 403b

    By dmb, April 19, 2011
    • 2 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • April 19, 2011

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

    By HCbs, April 18, 2011
    • 1 reply
    • 1.4k views
    • 
    • PensionPro
    • April 18, 2011

22. 401k plan selection

    By Guest FtCollins, April 16, 2011
    • 11 replies
    • 5.3k views
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    • SFSD
    • April 18, 2011

23. Excluding Employees

    By Guest JHeller, April 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 18, 2011

24. 401k or PS - any PR Tax Difference?

    By austin3515, April 15, 2011
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • April 15, 2011

25. Trust

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

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

    By Chippy, April 14, 2011
    • 2 replies
    • 3.4k views
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    • Bird
    • April 15, 2011

27. Employer securities as matching contributions in safe harbor plan

    By Guest W Waldan Lloyd, April 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 15, 2011

28. Engagement Letters Under New REgs

    By austin3515, December 29, 2010
    • 1 reply
    • 1.4k views
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    • TPApril
    • April 14, 2011

29. Pre RMD vs Post RMD

    By Nassau, April 14, 2011
    • 2 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • April 14, 2011

30. Roth deferral

    By Belgarath, April 14, 2011
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • April 14, 2011

31. Section 415 Limits - Which came first?

    By austin3515, March 7, 2011
    • 14 replies
    • 5.2k views
    • 
    • fiona1
    • April 14, 2011

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

    By BG5150, August 29, 2008
    • 47 replies
    • 11.8k views
    • 
    • QNPG
    • April 13, 2011

33. Qualification question

    By fiona1, August 30, 2010
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 13, 2011

34. Excluded Employees Causing 410(b) Failure

    By Guest 4:15 Limit, April 12, 2011
    • 9 replies
    • 8k views
    • 
    • ESOP Guy
    • April 12, 2011

35. Contribution Limits

    By katie58, April 8, 2011
    • 3 replies
    • 1.5k views
    • 
    • katie58
    • April 11, 2011

36. CPA Audit

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 2k views
    • 
    • Bill Presson
    • April 9, 2011

37. New Blackout Notice Requirements?

    By Logan401, April 5, 2011
    • 6 replies
    • 3.2k views
    • 
    • Logan401
    • April 8, 2011

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

    By 7806akp, September 15, 2010
    • 10 replies
    • 4.4k views
    • 
    • QDROphile
    • April 8, 2011

39. ADP Test "Comp as a Nonexcludable"

    By austin3515, April 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 8, 2011

40. New TIN?

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

41. Change In Investment Options

    By Guest Tom:, April 4, 2011
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • April 7, 2011

42. eligibility for non residents

    By pmacduff, April 6, 2011
    • 3 replies
    • 5k views
    • 
    • pmacduff
    • April 6, 2011

43. Hardship for a home, but falls through

    By austin3515, April 1, 2011
    • 4 replies
    • 3.1k views
    • 
    • masteff
    • April 6, 2011

44. 3rd Party Sick/Disability Pay

    By Guest Chris API, January 17, 2011
    • 10 replies
    • 13.8k views
    • 
    • VTPension
    • April 5, 2011

45. ADP Failure - Terminated Plan/Bankrupcy Company

    By Lou S., April 5, 2011
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • April 5, 2011

46. Paying off Mortgage a Moving Expense?

    By austin3515, April 5, 2011
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • April 5, 2011

47. RMD

    By Nassau, April 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • April 5, 2011

48. In Plan Roth Conversion

    By Lou S., April 4, 2011
    • 3 replies
    • 2.1k views
    • 
    • Lou S.
    • April 5, 2011

49. Mandatory Contributions

    By rcline46, April 5, 2011
    • 0 replies
    • 1.2k views
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    • rcline46
    • April 5, 2011

50. Partner with Negative earned Income

    By Lou S., April 4, 2011
    • 4 replies
    • 2.8k views
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    • 12AX7
    • April 4, 2011