401(k) Plans

19,277 topics in this forum

1. Compensation for 3% SH Nonelective contribution

   By Guest NPS Darren, January 14, 2009
   • 7 replies
   • 7.5k views
   • 
   • Guest
   • August 30, 2010

2. ERisa Bond Requirement - ER STock

   By PFranckowiak, August 23, 2010
   • 1 reply
   • 1.7k views
   • 
   • Nate X
   • August 27, 2010

3. Audit or no audit

   By JKW, August 27, 2010
   • 1 reply
   • 954 views
   • 
   • Mike Preston
   • August 27, 2010

4. Prior year testing and QNEC

   By rcline46, August 26, 2010
   • 4 replies
   • 2.4k views
   • 
   • MWeddell
   • August 27, 2010

5. Two plans, now union breaks up

   By John Feldt ERPA CPC QPA, August 26, 2010
   • 2 replies
   • 979 views
   • 
   • John Feldt ERPA CPC QPA
   • August 27, 2010

6. Outdated Plan Document

   By Alex Daisy, August 25, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • August 25, 2010

7. sh initial eligibility

   By abanky, August 25, 2010
   • 3 replies
   • 913 views
   • 
   • rcline46
   • August 25, 2010

8. Alien in 401(k) Plan

   By rblum50, August 24, 2010
   • 6 replies
   • 5.6k views
   • 
   • Laura Harrington
   • August 24, 2010

9. Question on Unfunded Plan

   By Guest JHeller, August 23, 2010
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • August 24, 2010

10. Unusual Number of 2007 Late Notices

    By austin3515, August 23, 2010
    • 4 replies
    • 1k views
    • 
    • K2retire
    • August 24, 2010

11. Plan or No Plan?

    By Guest CygnusX1, July 9, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2010

12. Employees Xfer to a Leasing Company

    By austin3515, August 18, 2010
    • 21 replies
    • 3.3k views
    • 
    • K2retire
    • August 19, 2010

13. Odd Plan Year Entry Dates

    By Tinman, August 18, 2010
    • 6 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 19, 2010

14. Roth IRA Rollover

    By Nassau, August 19, 2010
    • 1 reply
    • 831 views
    • 
    • 401king
    • August 19, 2010

15. Rollovers

    By Nassau, August 18, 2010
    • 3 replies
    • 1.1k views
    • 
    • 401king
    • August 19, 2010

16. HEART ACT

    By Nassau, August 18, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 19, 2010

17. Controlled Group Testing

    By Guest Phineas, July 22, 2010
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 18, 2010

18. Earned Income

    By austin3515, August 16, 2010
    • 4 replies
    • 1.2k views
    • 
    • Calavera
    • August 17, 2010

19. How do you allocate a distribution between Roth and non-Roth amounts?

    By Peter Gulia, August 12, 2010
    • 2 replies
    • 1k views
    • 
    • A Shot in the Dark
    • August 12, 2010

20. Spinoff 401k

    By Guest Serena, August 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Laura Harrington
    • August 12, 2010

21. QNEC and Prior Plan Year

    By PMC, August 10, 2010
    • 12 replies
    • 4.4k views
    • 
    • Tom Poje
    • August 12, 2010

22. Double taxation on loan repayment?

    By Guest Spock, August 5, 2010
    • 12 replies
    • 5.3k views
    • 
    • movedon
    • August 12, 2010

23. Company Ownership

    By Guest Phineas, August 10, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • August 11, 2010

24. Relius Paperless Loan Process

    By Guest Pension250, August 11, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 11, 2010

25. IRS Compliance Check

    By Guest 4:15 Limit, June 1, 2010
    • 10 replies
    • 2.1k views
    • 
    • PensionPro
    • August 10, 2010

26. frozen assets distributable if plan active?

    By Cathy from Chicago, August 9, 2010
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • August 10, 2010

27. Safe Harbor Conflict

    By Guest kkcfp, August 6, 2010
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • August 6, 2010

28. ASPPA DC-3 TEXT BOOK WANTED

    By Guest WILDPIG, August 5, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 6, 2010

29. Actual Hours of Service Crediting

    By emmetttrudy, August 6, 2010
    • 3 replies
    • 1.8k views
    • 
    • emmetttrudy
    • August 6, 2010

30. 401(k) Plan Questionnaire - Response Extension

    By Guest billyj, June 18, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 5, 2010

31. EFAST status check

    By PainPA, August 5, 2010
    • 0 replies
    • 1.2k views
    • 
    • PainPA
    • August 5, 2010

32. NEW COMP ALLOCATION

    By Guest mcorson, July 29, 2010
    • 4 replies
    • 1k views
    • 
    • 12AX7
    • August 4, 2010

33. changing payroll provider

    By k man, February 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Pam S.
    • August 4, 2010

34. ERISA BOND

    By Guest Serena, August 4, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 4, 2010

35. Ineligible participant contributions

    By Dazednconfused, July 22, 2010
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • August 3, 2010

36. Plan Effective date < Corporate Date if Incorporation

    By rblum50, July 30, 2010
    • 5 replies
    • 1.2k views
    • 
    • PensionPro
    • August 2, 2010

37. Section 3401(a) Compensation of S Corporation Shareholder/Employee

    By Oh so SIMPLE, July 28, 2010
    • 3 replies
    • 2.5k views
    • 
    • Oh so SIMPLE
    • July 31, 2010

38. SEP AND 401k - in same year

    By Zoey, August 27, 2009
    • 11 replies
    • 13k views
    • 
    • jevd
    • July 30, 2010

39. distributable event

    By Scuba 401, July 28, 2010
    • 7 replies
    • 3k views
    • 
    • masteff
    • July 29, 2010

40. Loan not taken before Hardship Withdrawal

    By pixmax, July 29, 2010
    • 4 replies
    • 3.3k views
    • 
    • Tom Poje
    • July 29, 2010

41. Terminated Single K plan restatement

    By Guest robertcusick, July 29, 2010
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • July 29, 2010

42. Beneficiary Designation Forms

    By CLE401kGuy, July 27, 2010
    • 20 replies
    • 6.2k views
    • 
    • Guest
    • July 29, 2010

43. Who pays?

    By bzorc, July 28, 2010
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 29, 2010

44. SPD and rehires

    By Guest Serena, July 29, 2010
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • July 29, 2010

45. 401k deferral deposit deadline for owners of corp.

    By Guest jc1457, July 28, 2010
    • 5 replies
    • 2.3k views
    • 
    • GMK
    • July 29, 2010

46. Solo 401k w/ Missing 5500's for Many Years

    By austin3515, July 28, 2010
    • 8 replies
    • 2.7k views
    • 
    • Bird
    • July 29, 2010

47. Reinstate Forfeitures

    By PFranckowiak, July 28, 2010
    • 1 reply
    • 2k views
    • 
    • masteff
    • July 28, 2010

48. Late Employer Contributions - Lost Earnings?

    By emmetttrudy, July 27, 2010
    • 1 reply
    • 1.9k views
    • 
    • Jim Chad
    • July 28, 2010

49. Spinoff from MEP

    By 30Rock, July 27, 2010
    • 0 replies
    • 1.7k views
    • 
    • 30Rock
    • July 27, 2010

50. Investing In Real Estate?

    By austin3515, July 26, 2010
    • 3 replies
    • 1.9k views
    • 
    • JRN
    • July 27, 2010