401(k) Plans

19,451 topics in this forum

1. Partial Plan Termination

   By blue, January 25, 2011
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • January 26, 2011

2. 414(s) compensation

   By Guest MJ1, January 25, 2011
   • 1 reply
   • 924 views
   • 
   • Guest
   • January 25, 2011

3. Spanish Distribution Forms?

   By austin3515, January 25, 2011
   • 0 replies
   • 1.1k views
   • 
   • austin3515
   • January 25, 2011

4. 401K match on catch up contributions

   By Guest Bayousaint, January 20, 2011
   • 7 replies
   • 4.4k views
   • 
   • Kevin C
   • January 24, 2011

5. Cross Tested (New Comp) - Mortality Tables

   By Alex Daisy, January 21, 2011
   • 10 replies
   • 3.4k views
   • 
   • austin3515
   • January 24, 2011

6. RAP - "Adopted or Effective

   By austin3515, January 23, 2011
   • 0 replies
   • 1.2k views
   • 
   • austin3515
   • January 23, 2011

7. Merger issues

   By ombskid, January 21, 2011
   • 0 replies
   • 1.1k views
   • 
   • ombskid
   • January 21, 2011

8. Frionge Benefit Or Not...

   By austin3515, January 20, 2011
   • 12 replies
   • 4k views
   • 
   • masteff
   • January 21, 2011

9. Roth In Plan Conversions - Reportable on Form 945?

   By Guest Amborg2, December 20, 2010
   • 5 replies
   • 1.5k views
   • 
   • Beemer
   • January 21, 2011

10. Erisa Bond for 401k plan

    By Guest kittykat, January 20, 2011
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • January 20, 2011

11. Forgot to submit safe harbor match for an hce

    By R. Butler, January 20, 2011
    • 1 reply
    • 971 views
    • 
    • movedon
    • January 20, 2011

12. Covered Comp for 2011

    By austin3515, December 28, 2010
    • 8 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 20, 2011

13. Two Safe Harbor 401(k) Plans

    By Dougsbpc, January 19, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 20, 2011

14. Too late for 2009 profit sharing?

    By austin3515, January 18, 2011
    • 11 replies
    • 1.6k views
    • 
    • rcline46
    • January 19, 2011

15. Safe Harbor Plan

    By Nassau, September 9, 2010
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • January 19, 2011

16. 1096, 945 death

    By ESOP Guy, January 19, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • January 19, 2011

17. Control Group and ownership

    By cpc0506, January 19, 2011
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2011

18. Is this an expense that can be paid from plan assets?

    By jkharvey, January 19, 2011
    • 1 reply
    • 875 views
    • 
    • david rigby
    • January 19, 2011

19. Qualified Reservist Distributions and HEART Withdrawals

    By Nassau, January 18, 2011
    • 0 replies
    • 1k views
    • 
    • Nassau
    • January 18, 2011

20. Qualified Reservist Distributions and HEART Withdrawals

    By Nassau, January 18, 2011
    • 0 replies
    • 934 views
    • 
    • Nassau
    • January 18, 2011

21. Prior year testing with no prior year NHCEs

    By Bird, January 18, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • January 18, 2011

22. Failed ADP and Match Calculation

    By Dazednconfused, January 5, 2011
    • 5 replies
    • 3.1k views
    • 
    • Tom Poje
    • January 18, 2011

23. Annual True Up %

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

24. who can be present for IRS/DOL audit

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

25. Failed ACP Test one year later

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

26. Missed deferral QNEC

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

27. 2010 Excess Withholding Error discovered now in 2011

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

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

    By 401 Chaos, January 10, 2011
    • 8 replies
    • 8.5k views
    • 
    • DMcGovern
    • January 14, 2011

29. Fiscal Year

    By 30Rock, January 14, 2011
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • January 14, 2011

30. Participant Loan Refinance

    By Guest deathbycashcall, January 12, 2011
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • January 13, 2011

31. Ineligible participants

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

32. Software / Website for Control Group 401K Testing

    By Guest P1P, January 12, 2011
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • January 12, 2011

33. Amend vesting

    By jkharvey, January 11, 2011
    • 8 replies
    • 5.4k views
    • 
    • Guest
    • January 12, 2011

34. Rehire after break in service

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

35. Opting out of Er Paid Health Insurance

    By austin3515, January 10, 2011
    • 3 replies
    • 3.4k views
    • 
    • austin3515
    • January 11, 2011

36. Last Day/1000 Hours Rule

    By justatester, January 10, 2011
    • 3 replies
    • 5k views
    • 
    • Tom Poje
    • January 10, 2011

37. Market Value Adjustment on stable value

    By Guest newport, December 30, 2010
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • January 10, 2011

38. 402(g) Failure

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

39. 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

40. QSLOB status

    By Randy Watson, January 7, 2011
    • 0 replies
    • 1.3k views
    • 
    • Randy Watson
    • January 7, 2011

41. tax consequences of failed ADP and ACP

    By cpc0506, January 7, 2011
    • 2 replies
    • 2.5k views
    • 
    • cpc0506
    • January 7, 2011

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

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

43. How to code 1099 for ADP refund all Roth

    By Jim Chad, January 7, 2011
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • January 7, 2011

44. True up match

    By 30Rock, January 6, 2011
    • 9 replies
    • 4.7k views
    • 
    • rcline46
    • January 7, 2011

45. 401(k) and SIMPLE IRA - one participant, two employers

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

46. Profit Sharing Plan/Money Purchase Plan Compensation

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

47. determining when error is insignificant

    By AKconsult, December 23, 2010
    • 2 replies
    • 5.1k views
    • 
    • Belgarath
    • January 6, 2011

48. Distributions of Small Balances

    By JKW, January 5, 2011
    • 1 reply
    • 2.1k views
    • 
    • DMcGovern
    • January 5, 2011

49. Retirement Plan EIN

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

50. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 4 replies
    • 2k views
    • 
    • AlbanyConsultant
    • January 4, 2011