401(k) Plans

19,275 topics in this forum

1. RMD & Change in Ownership

   By austin3515, October 29, 2010
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • October 29, 2010

2. Safe Harbor 401k

   By Guest austcomp, October 29, 2010
   • 1 reply
   • 931 views
   • 
   • QDROphile
   • October 29, 2010

3. In-service rollover request with after tax funds

   By cpc0506, October 29, 2010
   • 1 reply
   • 859 views
   • 
   • masteff
   • October 29, 2010

4. K-1 Income

   By Guest shm3803, October 28, 2010
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • November 4, 2010

5. Impact of Roth IRA Contributions on 401(k) Deferral

   By Below Ground, October 28, 2010
   • 8 replies
   • 1.4k views
   • 
   • Below Ground
   • November 1, 2010

6. One employer: Two separate Safe Harbors

   By ERISA25, October 28, 2010
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • October 28, 2010

7. They're here! (new limits!)

   By austin3515, October 28, 2010
   • 5 replies
   • 1.3k views
   • 
   • GMK
   • October 28, 2010

8. TH Minimum to New Keys

   By austin3515, October 28, 2010
   • 2 replies
   • 840 views
   • 
   • DMcGovern
   • October 28, 2010

9. Failed ADP Test

   By goldtpa, October 27, 2010
   • 8 replies
   • 2.8k views
   • 
   • Tom Poje
   • October 28, 2010

10. ADP and ACP Testing

    By JRN, October 27, 2010
    • 0 replies
    • 880 views
    • 
    • JRN
    • October 27, 2010

11. Employer behind depositing deferrals

    By RayJJohnsonJr, October 27, 2010
    • 2 replies
    • 931 views
    • 
    • Belgarath
    • October 27, 2010

12. loan payments

    By JKW, October 27, 2010
    • 1 reply
    • 881 views
    • 
    • QDROphile
    • October 27, 2010

13. LLC Units as Qualifying Employer Securities

    By ERISA25, October 27, 2010
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • October 27, 2010

14. Control Group issue

    By MaryM, October 27, 2010
    • 7 replies
    • 1.4k views
    • 
    • MaryM
    • October 27, 2010

15. Safe Harbor Notice

    By Guest BWNWE, October 26, 2010
    • 1 reply
    • 855 views
    • 
    • GMK
    • October 26, 2010

16. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

17. Secure File Transfer

    By 12AX7, October 26, 2010
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • October 29, 2010

18. Safe harbor wait and see approach with coverage issue

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 855 views
    • 
    • Guest
    • October 26, 2010

19. Top Heavy Plans that are Safe Harbor Plan

    By Guest Michele Ciz, October 26, 2010
    • 1 reply
    • 931 views
    • 
    • Tom Poje
    • October 26, 2010

20. Retirement and a Plan Document

    By Guest jmrivelli, October 25, 2010
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • October 30, 2010

21. QNEC & QMAC

    By austin3515, October 25, 2010
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 26, 2010

22. Voluntary Fiduciary Compliance Program

    By bevfair, October 25, 2010
    • 3 replies
    • 1k views
    • 
    • movedon
    • October 26, 2010

23. timing of excess aggregate distributions

    By Guest Betsy Oakey, October 25, 2010
    • 1 reply
    • 870 views
    • 
    • PensionPro
    • October 25, 2010

24. Amending a STandardized Plan

    By austin3515, October 22, 2010
    • 5 replies
    • 1.1k views
    • 
    • 12AX7
    • October 26, 2010

25. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 0 replies
    • 753 views
    • 
    • Guest
    • October 22, 2010

26. Using Matching Contributions in ADP Test

    By Guest lizano, October 22, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 22, 2010

27. 401k Loan and Severance Pay

    By oriecat, October 21, 2010
    • 2 replies
    • 8.9k views
    • 
    • Bird
    • October 22, 2010

28. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2010

29. Today's IRS Q&A at ASPPA Annual Conference 10/20/10

    By Guest Pennysaver, October 21, 2010
    • 47 replies
    • 12.4k views
    • 
    • Kevin C
    • November 3, 2011

30. Form 5330 Reporting Excise Tax Due

    By MBCarey, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

31. Dual Eligibility

    By justatester, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

32. Control Group Determination

    By pixmax, October 20, 2010
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • October 21, 2010

33. American Co that has Canadian satalite office

    By doombuggy, October 20, 2010
    • 1 reply
    • 892 views
    • 
    • QDROphile
    • October 20, 2010

34. Plan Design Question

    By Spencer, October 19, 2010
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 21, 2010

35. Non spouse Beneficiary

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 19, 2010

36. Roth In-Plan Conversion

    By Guest emcelroy, October 19, 2010
    • 1 reply
    • 838 views
    • 
    • Guest
    • October 19, 2010

37. 401k in service rollover

    By Gary, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • October 19, 2010

38. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.7k views
    • 
    • GMK
    • October 19, 2010

39. Employer Funding Requirements

    By Nassau, October 19, 2010
    • 1 reply
    • 1k views
    • 
    • david rigby
    • October 19, 2010

40. Employer Funding Requirements

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

41. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 0 replies
    • 854 views
    • 
    • Nassau
    • October 18, 2010

42. Client that is a bank

    By austin3515, October 18, 2010
    • 3 replies
    • 961 views
    • 
    • austin3515
    • October 18, 2010

43. Loan failure withholding issue

    By Guest EBcounsel, October 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 16, 2010

44. What happens when due to the buying/selling of stock, companies are no longer a controlled group part way through the year?

    By katieinny, October 15, 2010
    • 0 replies
    • 752 views
    • 
    • katieinny
    • October 15, 2010

45. 410(b)(6)(C) transition period

    By Guest usafa89, October 15, 2010
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 15, 2010

46. RMD

    By JKW, October 15, 2010
    • 2 replies
    • 1k views
    • 
    • JKW
    • October 15, 2010

47. Employer wants to establish a new 401(k) but does not necessarily want employees participating

    By Lori H, October 13, 2010
    • 7 replies
    • 1.2k views
    • 
    • rcline46
    • October 14, 2010

48. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia, October 12, 2010
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 13, 2010

49. 414s Compensation

    By Guest Michele Ciz, October 12, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2010

50. Top-Heavy Question

    By Guest Cinadr, October 11, 2010
    • 19 replies
    • 3.9k views
    • 
    • Kevin C
    • October 15, 2010