401(k) Plans

19,321 topics in this forum

1. Timing of Deferral on K-1 income

   By Guest Amborg2, December 15, 2010
   • 6 replies
   • 12.8k views
   • 
   • jpod
   • December 16, 2010

2. Fringe benefit definition

   By DLavigne, December 16, 2010
   • 1 reply
   • 2.9k views
   • 
   • QDROphile
   • December 16, 2010

3. ERPA on the Cheap?

   By austin3515, December 15, 2010
   • 1 reply
   • 914 views
   • 
   • david rigby
   • December 16, 2010

4. 401(k) Safe Harbor plan - newly acquired adopting employer

   By Guest usafa89, December 3, 2010
   • 4 replies
   • 1.7k views
   • 
   • GMK
   • December 16, 2010

5. SARSEP divorce withdraw

   By Guest debtman, December 16, 2010
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 16, 2010

6. Otherwise excludable

   By ombskid, December 14, 2010
   • 3 replies
   • 1.2k views
   • 
   • ombskid
   • December 15, 2010

7. Catch-up Contributions

   By Guest Terry W, February 16, 2009
   • 39 replies
   • 6.6k views
   • 
   • Guest
   • December 15, 2010

8. In-Plan Roth Conversions, Directed by Investment

   By Guest PhDay, December 13, 2010
   • 1 reply
   • 1k views
   • 
   • masteff
   • December 14, 2010

9. Restate again? Cycle E filer has a plan that was restated in 2009

   By katieinny, December 14, 2010
   • 2 replies
   • 1k views
   • 
   • katieinny
   • December 14, 2010

10. How Late is Too Late To Adopt a Non-SH 401(k)?

    By ERISA1, December 10, 2010
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • December 14, 2010

11. too late for safe harbor?

    By cpc0506, December 13, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 13, 2010

12. Timing of Safe Harbor Contribution & Tax Deduction

    By Guest MS TPA, December 13, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 13, 2010

13. Employer does not want to pay a match on bonus money paid

    By Francis, December 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • December 10, 2010

14. Lost participant account over $5,000

    By Pixie, December 9, 2010
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 10, 2010

15. In-Plan Roth Conversions, Loans

    By Guest PhDay, December 8, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2010

16. Maximum 401(k) Match

    By retbenser, December 9, 2010
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 9, 2010

17. Roth 401(k) Contributions

    By Nassau, December 6, 2010
    • 2 replies
    • 2.1k views
    • 
    • KMG77
    • December 9, 2010

18. Service Provider fails to provide data

    By austin3515, December 8, 2010
    • 1 reply
    • 860 views
    • 
    • austin3515
    • December 8, 2010

19. Plan document matter

    By Gary, December 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • DMcGovern
    • December 7, 2010

20. Safe Harbor and Otherwise Excludable

    By PMC, December 6, 2010
    • 6 replies
    • 2.6k views
    • 
    • DMcGovern
    • December 7, 2010

21. Operational error correction timeline

    By Guest JWR, December 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2010

22. ACP refund not made

    By R. Butler, December 2, 2010
    • 5 replies
    • 1.4k views
    • 
    • R. Butler
    • December 7, 2010

23. Too Late to Make Profit Sharing Contribution?

    By Guest MS TPA, December 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

24. ACP test eligibility

    By fiona1, December 6, 2010
    • 4 replies
    • 1.4k views
    • 
    • fiona1
    • December 6, 2010

25. Roth 401(k) Contributions

    By Nassau, December 6, 2010
    • 0 replies
    • 874 views
    • 
    • Nassau
    • December 6, 2010

26. VFCP

    By gregburst, December 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • December 4, 2010

27. Company acquistion with a SEP

    By cpc0506, December 3, 2010
    • 0 replies
    • 866 views
    • 
    • cpc0506
    • December 3, 2010

28. Top Heavy requirement for deferral only 401k

    By dmb, December 2, 2010
    • 5 replies
    • 2.5k views
    • 
    • dmb
    • December 3, 2010

29. 1099 sole proprietorship question

    By Scuba 401, December 3, 2010
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • December 3, 2010

30. In-Plan Roth Conversion - Terminated Participants

    By blue, December 2, 2010
    • 6 replies
    • 3.7k views
    • 
    • mbozek
    • December 3, 2010

31. 401(k) Plans

    By Guest Joanne Davey, December 2, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 2, 2010

32. Roth Conversions

    By 12AX7, December 2, 2010
    • 2 replies
    • 981 views
    • 
    • 12AX7
    • December 2, 2010

33. Distribution in Error while still employed

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

34. Includible Compensation

    By emmetttrudy, December 1, 2010
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 2, 2010

35. Service with another employer

    By R. Butler, December 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • December 2, 2010

36. RMD's

    By Nassau, December 1, 2010
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • December 2, 2010

37. Individual K

    By Guest kkcfp, November 23, 2010
    • 5 replies
    • 1.5k views
    • 
    • K2retire
    • December 2, 2010

38. Plan Audit and 80-120 rule

    By Dazednconfused, November 30, 2010
    • 4 replies
    • 2k views
    • 
    • BG5150
    • December 2, 2010

39. Broker Fees

    By Zoey, November 23, 2010
    • 4 replies
    • 1.2k views
    • 
    • Zoey
    • December 1, 2010

40. RMD

    By Nassau, December 1, 2010
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • December 1, 2010

41. Who's the Employer?

    By 12AX7, December 1, 2010
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • December 1, 2010

42. Death with no beneficiary form

    By cpc0506, December 1, 2010
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • December 1, 2010

43. In-plan Roth conversions

    By Guest Sieve, November 29, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • December 1, 2010

44. Excluded Employees ADP/ACP Safe Harbor

    By Guest rwells@unioncentral.com, November 30, 2010
    • 1 reply
    • 1.1k views
    • 
    • Laura Harrington
    • December 1, 2010

45. 415 limit Union Plan

    By PFranckowiak, December 1, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • December 1, 2010

46. Safe Harbor Compensation Question

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

47. Control Group and Coverage question

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

48. 402(g) Limit

    By Fisher, November 30, 2010
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • November 30, 2010

49. Safe Harbor or Not? That is the question.

    By cpc0506, November 30, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 30, 2010

50. Loan Default

    By Guest andmik, July 23, 2009
    • 5 replies
    • 2.1k views
    • 
    • 401 Chaos
    • November 29, 2010