401(k) Plans

19,275 topics in this forum

1. In-Plan Roth Conversion

   By Gruegen, November 22, 2010
   • 0 replies
   • 854 views
   • 
   • Gruegen
   • November 22, 2010

2. Vesting and BRF Testing

   By justatester, November 22, 2010
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • November 23, 2010

3. 401k ROTH deferral, W2, FICA/Medicare tax

   By tertue, November 22, 2010
   • 4 replies
   • 6.3k views
   • 
   • masteff
   • November 23, 2010

4. Control Group and Coverage question

   By Guest M. Martin, November 19, 2010
   • 1 reply
   • 1.1k views
   • 
   • Laura Harrington
   • November 30, 2010

5. In-Plan Roth Conversions

   By John Feldt ERPA CPC QPA, November 19, 2010
   • 5 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • November 19, 2010

6. SH 3% non-elective with matching

   By Richard Anderson, November 19, 2010
   • 5 replies
   • 1.4k views
   • 
   • austin3515
   • November 22, 2010

7. Using Prior Year testing in First Plan Year

   By Guest JeffRed, November 18, 2010
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • November 18, 2010

8. 414(s) Compensation Question

   By justatester, November 18, 2010
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • November 19, 2010

9. PenChecks Auto IRA's

   By austin3515, November 18, 2010
   • 5 replies
   • 1.8k views
   • 
   • Bill Presson
   • November 19, 2010

10. 401k EE elective deferral - where accounted for on 1120

    By tertue, November 17, 2010
    • 9 replies
    • 10.4k views
    • 
    • Bird
    • November 22, 2010

11. available loan funds

    By cpc0506, November 17, 2010
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • November 18, 2010

12. Hardship withdrawal for expenses previously paid

    By buckaroo, November 17, 2010
    • 7 replies
    • 3k views
    • 
    • Guest
    • November 17, 2010

13. Rehire entry

    By Guest JPIngold, November 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2010

14. Flat Dollar

    By Logan401, November 16, 2010
    • 6 replies
    • 2k views
    • 
    • Logan401
    • November 17, 2010

15. Distribution in Error while still employed

    By PainPA, November 15, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • December 2, 2010

16. Forfeitures to reduce er contributions - QNECS and S/H NECs

    By MarZDoates, November 12, 2010
    • 4 replies
    • 2k views
    • 
    • MarZDoates
    • November 17, 2010

17. DC Decuction Limit

    By 12AX7, November 12, 2010
    • 2 replies
    • 989 views
    • 
    • 12AX7
    • November 12, 2010

18. Automatic Contribution Arrangement

    By Randy Watson, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • November 11, 2010

19. Safe Harbor NEC plan for NHCEs only BRF

    By buckaroo, November 10, 2010
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • July 14, 2011

20. Elapsed Time For Salaried and Counting Hours for Hourly?

    By austin3515, November 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • November 10, 2010

21. Multiple Employer Plan - Safe Harbor Design

    By Guest SWadd, November 10, 2010
    • 3 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 10, 2010

22. Solo K plan termination

    By rfahey, November 10, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • November 10, 2010

23. Comp paid to term'd ees

    By doombuggy, November 9, 2010
    • 1 reply
    • 958 views
    • 
    • Lou S.
    • November 9, 2010

24. Integration with Social Security

    By Alex Daisy, November 9, 2010
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • November 10, 2010

25. Uses of forfeiture account

    By Guest newport, November 9, 2010
    • 5 replies
    • 1.9k views
    • 
    • BG5150
    • November 9, 2010

26. Short First Year Safe Harbor, pro-rate compensation limit?

    By Guest PensionPrincess, November 8, 2010
    • 1 reply
    • 972 views
    • 
    • Lou S.
    • November 8, 2010

27. Safe Harbor Deferral Election change/notice

    By Guest Peggy806, November 8, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 9, 2010

28. Safe Harbor Compensation Question

    By Guest shaul, November 6, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 2010

29. Participant Loans

    By Guest sritts, November 6, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 8, 2010

30. Plan Fees - TPA Acting as Transfer Agent only

    By BeanCounterBlues, November 4, 2010
    • 0 replies
    • 1.3k views
    • 
    • BeanCounterBlues
    • November 4, 2010

31. loan payment

    By Earl, November 4, 2010
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • November 5, 2010

32. Contribution age limit for 401k?

    By BonoConsilio, November 4, 2010
    • 1 reply
    • 10.3k views
    • 
    • Lou S.
    • November 4, 2010

33. Post-Severance Compensation

    By Guest shaul, November 4, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 4, 2010

34. MEP Plan

    By Guest Pension250, November 3, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2010

35. HCE, Catch-Ups and Off-Calendar

    By austin3515, November 3, 2010
    • 2 replies
    • 858 views
    • 
    • austin3515
    • November 3, 2010

36. Reclassify after-tax contributions

    By Nassau, November 3, 2010
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • November 3, 2010

37. Auditor "Statement of Financial Assets"

    By Guest Form5500, November 3, 2010
    • 1 reply
    • 958 views
    • 
    • TPAMan
    • November 3, 2010

38. QSLOBS

    By Guest JeffRed, November 2, 2010
    • 1 reply
    • 1k views
    • 
    • rcline46
    • November 2, 2010

39. More RMD Fun After Death

    By austin3515, November 2, 2010
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • November 3, 2010

40. Loan Refinancing

    By austin3515, November 2, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • November 2, 2010

41. Permissive Aggregation

    By rlb64, November 2, 2010
    • 0 replies
    • 919 views
    • 
    • rlb64
    • November 2, 2010

42. RMD for deceased participant

    By Guest HoopsForBM, November 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 2, 2010

43. Document Calls for Prior Year Testing, but TPA Used Current Year Testing

    By Dennis Povloski, November 1, 2010
    • 4 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • November 2, 2010

44. 401k plan year and employer contribution

    By tertue, November 1, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 1, 2010

45. Compensation Definition

    By Guest RetirementPlanWI, October 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2010

46. Line 4d of 5300 - plan's original effective date

    By fiona1, October 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • DMcGovern
    • October 29, 2010

47. Automatic Rollovers below $1,000

    By 12AX7, October 29, 2010
    • 1 reply
    • 1k views
    • 
    • PFranckowiak
    • November 1, 2010

48. amendments due this year (DC Plans)

    By Scuba 401, October 29, 2010
    • 2 replies
    • 854 views
    • 
    • Scuba 401
    • October 29, 2010

49. Top heavy and different eligibility

    By Chippy, October 29, 2010
    • 1 reply
    • 963 views
    • 
    • Tom Poje
    • October 29, 2010

50. RMD to Spouse After Death

    By austin3515, October 29, 2010
    • 23 replies
    • 6.1k views
    • 
    • masteff
    • November 2, 2010