401(k) Plans

19,468 topics in this forum

1. Rollover distributions

   By QNPG, February 3, 2011
   • 3 replies
   • 1k views
   • 
   • BG5150
   • February 3, 2011

2. 401(k) plan has separate annuity contracts, employer wants to transfer plan

   By katieinny, January 31, 2011
   • 24 replies
   • 3.4k views
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   • K2retire
   • February 3, 2011

3. QNEC in Average Benefits - A Real Doozy...

   By austin3515, January 29, 2011
   • 10 replies
   • 3.1k views
   • 
   • ESOP Guy
   • February 3, 2011

4. Rule of Parity in 401k plans

   By austin3515, February 3, 2011
   • 2 replies
   • 8.4k views
   • 
   • Tom Poje
   • February 3, 2011

5. Election Not to Participate - for 5 years?

   By Gudgergirl, February 2, 2011
   • 3 replies
   • 1.4k views
   • 
   • rcline46
   • February 2, 2011

6. Sub-S Stock in 401(k) Plan

   By Guest Thornton, October 23, 2009
   • 9 replies
   • 5.1k views
   • 
   • Guest
   • February 1, 2011

7. post-death wages

   By AKconsult, January 31, 2011
   • 0 replies
   • 1k views
   • 
   • AKconsult
   • January 31, 2011

8. Blackout notice needed?

   By jkharvey, January 28, 2011
   • 8 replies
   • 4.4k views
   • 
   • austin3515
   • January 31, 2011

9. top heavy and catch up contributions

   By Guest Peggy806, January 31, 2011
   • 1 reply
   • 1.8k views
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   • Guest
   • January 31, 2011

10. QACA changes

    By K2retire, January 24, 2011
    • 4 replies
    • 2.2k views
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    • K2retire
    • January 29, 2011

11. basic top heavy

    By pmacduff, January 28, 2011
    • 8 replies
    • 1.3k views
    • 
    • BG5150
    • January 28, 2011

12. salary deferral on tips

    By cpc0506, January 27, 2011
    • 3 replies
    • 2.6k views
    • 
    • rcline46
    • January 28, 2011

13. Union EEs in 401(k) PSP

    By BG5150, January 27, 2011
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 28, 2011

14. ADP Test & Catch-up Contributions

    By Danny CPA, January 24, 2011
    • 13 replies
    • 8.4k views
    • 
    • austin3515
    • January 27, 2011

15. 5300

    By Guest sidalee1, January 27, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 27, 2011

16. A Fees paid in by the plan ?

    By ESOP Guy, January 27, 2011
    • 3 replies
    • 1.1k views
    • 
    • DMcGovern
    • January 27, 2011

17. Merger of non-safe harbor plan into safe harbor plan mid-year

    By Guest sritts, January 25, 2011
    • 10 replies
    • 6.6k views
    • 
    • Jim Norman
    • January 27, 2011

18. Partial Plan Termination

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

19. 414(s) compensation

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

20. Spanish Distribution Forms?

    By austin3515, January 25, 2011
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • January 25, 2011

21. 401K match on catch up contributions

    By Guest Bayousaint, January 20, 2011
    • 7 replies
    • 4.5k views
    • 
    • Kevin C
    • January 24, 2011

22. Cross Tested (New Comp) - Mortality Tables

    By Alex Daisy, January 21, 2011
    • 10 replies
    • 3.5k views
    • 
    • austin3515
    • January 24, 2011

23. RAP - "Adopted or Effective

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

24. Merger issues

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

25. Frionge Benefit Or Not...

    By austin3515, January 20, 2011
    • 12 replies
    • 4.1k views
    • 
    • masteff
    • January 21, 2011

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

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

27. Erisa Bond for 401k plan

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

28. Forgot to submit safe harbor match for an hce

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

29. Covered Comp for 2011

    By austin3515, December 28, 2010
    • 8 replies
    • 2.2k views
    • 
    • Tom Poje
    • January 20, 2011

30. Two Safe Harbor 401(k) Plans

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

31. Too late for 2009 profit sharing?

    By austin3515, January 18, 2011
    • 11 replies
    • 1.7k views
    • 
    • rcline46
    • January 19, 2011

32. Safe Harbor Plan

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

33. 1096, 945 death

    By ESOP Guy, January 19, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • January 19, 2011

34. Control Group and ownership

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

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

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

36. Qualified Reservist Distributions and HEART Withdrawals

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

37. Qualified Reservist Distributions and HEART Withdrawals

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

38. Prior year testing with no prior year NHCEs

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

39. Failed ADP and Match Calculation

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

40. Annual True Up %

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

41. who can be present for IRS/DOL audit

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

42. Failed ACP Test one year later

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

43. Missed deferral QNEC

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

44. 2010 Excess Withholding Error discovered now in 2011

    By SFSD, January 13, 2011
    • 4 replies
    • 1.3k views
    • 
    • Lou S.
    • January 14, 2011

45. 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

46. Fiscal Year

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

47. Participant Loan Refinance

    By Guest deathbycashcall, January 12, 2011
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • January 13, 2011

48. Ineligible participants

    By MBCarey, January 13, 2011
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • January 13, 2011

49. Software / Website for Control Group 401K Testing

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

50. Amend vesting

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