401(k) Plans

19,321 topics in this forum

1. 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

2. SH 3% non-elective with matching

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

3. Using Prior Year testing in First Plan Year

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

4. 414(s) Compensation Question

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

5. PenChecks Auto IRA's

   By austin3515, November 18, 2010
   • 5 replies
   • 1.9k views
   • 
   • Bill Presson
   • November 19, 2010

6. 401k EE elective deferral - where accounted for on 1120

   By tertue, November 17, 2010
   • 9 replies
   • 10.5k views
   • 
   • Bird
   • November 22, 2010

7. available loan funds

   By cpc0506, November 17, 2010
   • 6 replies
   • 1.4k views
   • 
   • BG5150
   • November 18, 2010

8. Hardship withdrawal for expenses previously paid

   By buckaroo, November 17, 2010
   • 7 replies
   • 3.1k views
   • 
   • Guest
   • November 17, 2010

9. Rehire entry

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

10. Flat Dollar

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

11. Distribution in Error while still employed

    By PainPA, November 15, 2010
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • December 2, 2010

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

    By MarZDoates, November 12, 2010
    • 4 replies
    • 2.1k views
    • 
    • MarZDoates
    • November 17, 2010

13. DC Decuction Limit

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

14. Automatic Contribution Arrangement

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

15. Safe Harbor NEC plan for NHCEs only BRF

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

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

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

17. 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

18. Solo K plan termination

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

19. Comp paid to term'd ees

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

20. Integration with Social Security

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

21. Uses of forfeiture account

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

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

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

23. Safe Harbor Deferral Election change/notice

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

24. Safe Harbor Compensation Question

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

25. Participant Loans

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

26. Plan Fees - TPA Acting as Transfer Agent only

    By BeanCounterBlues, November 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • BeanCounterBlues
    • November 4, 2010

27. loan payment

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

28. Contribution age limit for 401k?

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

29. Post-Severance Compensation

    By Guest shaul, November 4, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 4, 2010

30. MEP Plan

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

31. HCE, Catch-Ups and Off-Calendar

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

32. Reclassify after-tax contributions

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

33. Auditor "Statement of Financial Assets"

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

34. QSLOBS

    By Guest JeffRed, November 2, 2010
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • November 2, 2010

35. More RMD Fun After Death

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

36. Loan Refinancing

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

37. Permissive Aggregation

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

38. RMD for deceased participant

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

39. 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

40. 401k plan year and employer contribution

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

41. Compensation Definition

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

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

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

43. Automatic Rollovers below $1,000

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

44. amendments due this year (DC Plans)

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

45. Top heavy and different eligibility

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

46. RMD to Spouse After Death

    By austin3515, October 29, 2010
    • 23 replies
    • 6.2k views
    • 
    • masteff
    • November 2, 2010

47. RMD & Change in Ownership

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

48. Safe Harbor 401k

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

49. In-service rollover request with after tax funds

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

50. K-1 Income

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