401(k) Plans

19,332 topics in this forum

1. Prior year testing with no prior year NHCEs

   By Bird, January 18, 2011
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • January 18, 2011

2. Failed ADP and Match Calculation

   By Dazednconfused, January 5, 2011
   • 5 replies
   • 2.9k views
   • 
   • Tom Poje
   • January 18, 2011

3. Annual True Up %

   By Guest Liosis, January 17, 2011
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • January 18, 2011

4. who can be present for IRS/DOL audit

   By AKconsult, January 17, 2011
   • 1 reply
   • 938 views
   • 
   • Kevin C
   • January 17, 2011

5. Failed ACP Test one year later

   By cpc0506, January 17, 2011
   • 1 reply
   • 917 views
   • 
   • BG5150
   • January 17, 2011

6. Missed deferral QNEC

   By BG5150, January 14, 2011
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 14, 2011

7. 2010 Excess Withholding Error discovered now in 2011

   By SFSD, January 13, 2011
   • 4 replies
   • 1.2k views
   • 
   • Lou S.
   • January 14, 2011

8. Correcting 401(k) Deferrals That Went in As Ordinary Instead of Roth

   By 401 Chaos, January 10, 2011
   • 8 replies
   • 7.9k views
   • 
   • DMcGovern
   • January 14, 2011

9. Fiscal Year

   By 30Rock, January 14, 2011
   • 0 replies
   • 1.1k views
   • 
   • 30Rock
   • January 14, 2011

10. Participant Loan Refinance

    By Guest deathbycashcall, January 12, 2011
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • January 13, 2011

11. Ineligible participants

    By MBCarey, January 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • January 13, 2011

12. Software / Website for Control Group 401K Testing

    By Guest P1P, January 12, 2011
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 12, 2011

13. Amend vesting

    By jkharvey, January 11, 2011
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • January 12, 2011

14. Rehire after break in service

    By Guest Peggy806, January 11, 2011
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 11, 2011

15. Opting out of Er Paid Health Insurance

    By austin3515, January 10, 2011
    • 3 replies
    • 3.1k views
    • 
    • austin3515
    • January 11, 2011

16. Last Day/1000 Hours Rule

    By justatester, January 10, 2011
    • 3 replies
    • 4.8k views
    • 
    • Tom Poje
    • January 10, 2011

17. Market Value Adjustment on stable value

    By Guest newport, December 30, 2010
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • January 10, 2011

18. 402(g) Failure

    By Guest NPS Darren, January 7, 2011
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 10, 2011

19. Does W-2 Safe Harbor Definition of Compensation Include Amounts Reported on Form 1042-S?

    By mdm09, January 8, 2011
    • 0 replies
    • 1.2k views
    • 
    • mdm09
    • January 8, 2011

20. QSLOB status

    By Randy Watson, January 7, 2011
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • January 7, 2011

21. tax consequences of failed ADP and ACP

    By cpc0506, January 7, 2011
    • 2 replies
    • 2.4k views
    • 
    • cpc0506
    • January 7, 2011

22. Prohibited Transaction Exemption for Nonmarketable Obligations Issued by Employer Affiliate?

    By ERISAatty, January 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • ERISAatty
    • January 7, 2011

23. How to code 1099 for ADP refund all Roth

    By Jim Chad, January 7, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2011

24. True up match

    By 30Rock, January 6, 2011
    • 9 replies
    • 4.2k views
    • 
    • rcline46
    • January 7, 2011

25. 401(k) and SIMPLE IRA - one participant, two employers

    By M Norton, January 6, 2011
    • 0 replies
    • 810 views
    • 
    • M Norton
    • January 6, 2011

26. Profit Sharing Plan/Money Purchase Plan Compensation

    By Guest duckweed, January 6, 2011
    • 3 replies
    • 867 views
    • 
    • Kevin C
    • January 6, 2011

27. determining when error is insignificant

    By AKconsult, December 23, 2010
    • 2 replies
    • 4.9k views
    • 
    • Belgarath
    • January 6, 2011

28. Distributions of Small Balances

    By JKW, January 5, 2011
    • 1 reply
    • 2k views
    • 
    • DMcGovern
    • January 5, 2011

29. Retirement Plan EIN

    By Guest Bizitchie, January 4, 2011
    • 1 reply
    • 1.5k views
    • 
    • 401king
    • January 5, 2011

30. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 4 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • January 4, 2011

31. Eligibility - previous employer

    By Guest JPIngold, December 31, 2010
    • 10 replies
    • 2.1k views
    • 
    • My 2 cents
    • January 3, 2011

32. Rehire after rollover

    By Guest CeCe_4_UNCP, December 31, 2010
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • January 3, 2011

33. Back Pay

    By 401 Chaos, December 30, 2010
    • 5 replies
    • 11.4k views
    • 
    • Guest
    • December 31, 2010

34. ESOP Questions

    By Guest DougT, December 30, 2010
    • 0 replies
    • 881 views
    • 
    • Guest
    • December 30, 2010

35. Definition of Comp failed

    By 30Rock, December 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • December 29, 2010

36. Industry Averages

    By Guest Jeff Weber, December 29, 2010
    • 2 replies
    • 1.3k views
    • 
    • Dave Baker
    • December 29, 2010

37. Affiliated Service Group?

    By MoShawn, December 21, 2010
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • December 29, 2010

38. Plan Terminations

    By austin3515, December 23, 2010
    • 2 replies
    • 902 views
    • 
    • austin3515
    • December 28, 2010

39. Imputed Vesting

    By 30Rock, December 22, 2010
    • 5 replies
    • 2.1k views
    • 
    • 30Rock
    • December 28, 2010

40. Turning off Automatic Contribution Arrangement

    By Dennis Povloski, December 27, 2010
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • December 28, 2010

41. Controlled Group or not

    By cpc0506, December 27, 2010
    • 1 reply
    • 820 views
    • 
    • Tom Poje
    • December 27, 2010

42. Control Group

    By pixmax, December 23, 2010
    • 3 replies
    • 1k views
    • 
    • Bird
    • December 24, 2010

43. finding which 1099's involve Roth so they can be coed correctly

    By Jim Chad, December 24, 2010
    • 0 replies
    • 762 views
    • 
    • Jim Chad
    • December 24, 2010

44. PTIN - Who's responsible?

    By austin3515, December 17, 2010
    • 13 replies
    • 2k views
    • 
    • movedon
    • December 24, 2010

45. ADP Testing & Catch-up $

    By Guest MS TPA, December 22, 2010
    • 2 replies
    • 974 views
    • 
    • Tom Poje
    • December 22, 2010

46. ERPA Important?

    By austin3515, December 16, 2010
    • 10 replies
    • 2k views
    • 
    • Jim Chad
    • December 22, 2010

47. solo k with spouse

    By Guest RRoberts, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2010

48. SEP's and ERISA?

    By austin3515, December 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 2010

49. Affiliated Service Group

    By 12AX7, December 20, 2010
    • 0 replies
    • 960 views
    • 
    • 12AX7
    • December 20, 2010

50. Forfeit related match

    By Guest Jennyb473, December 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 20, 2010