401(k) Plans

19,275 topics in this forum

1. Safe Harbor contribution not made for 12-31-09 Plan Year End

   By Jim Chad, July 26, 2010
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • July 27, 2010

2. HEART Act

   By Nassau, July 27, 2010
   • 0 replies
   • 1k views
   • 
   • Nassau
   • July 27, 2010

3. Primary Residence Loan

   By 30Rock, July 24, 2010
   • 5 replies
   • 7k views
   • 
   • masteff
   • July 26, 2010

4. Possible Automatic Extension for 5500's?

   By austin3515, July 22, 2010
   • 6 replies
   • 1.6k views
   • 
   • austin3515
   • July 26, 2010

5. ACP Failure, but match not made yet

   By BG5150, March 10, 2010
   • 10 replies
   • 2.7k views
   • 
   • rcline46
   • July 23, 2010

6. What is the statute of limitations for correcting safe harbor contributions?

   By katieinny, July 21, 2010
   • 4 replies
   • 2k views
   • 
   • katieinny
   • July 23, 2010

7. Signing 5500 on behalf of clients

   By austin3515, July 21, 2010
   • 4 replies
   • 2.9k views
   • 
   • austin3515
   • July 23, 2010

8. Issues with Mutliple Employer 401K Plans?

   By Guest ebailey, July 21, 2010
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • July 22, 2010

9. Hardship Distribution

   By rblum50, July 21, 2010
   • 4 replies
   • 1.4k views
   • 
   • rblum50
   • July 22, 2010

10. Control Group Issues

    By Guest Nanetta45, July 21, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • July 21, 2010

11. SH Match Termination

    By 12AX7, July 21, 2010
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • July 21, 2010

12. Definition of Participant Directed Plan

    By Guest Agnes, July 21, 2010
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • July 21, 2010

13. discriminatory compensation

    By cpc0506, July 20, 2010
    • 15 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 21, 2010

14. Correction of Coverage Testing Failure

    By Saiai, July 19, 2010
    • 11 replies
    • 9.1k views
    • 
    • austin3515
    • July 20, 2010

15. TPA software

    By Guest JWR, July 14, 2010
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 20, 2010

16. Help with Distributions

    By Oh so SIMPLE, July 19, 2010
    • 2 replies
    • 981 views
    • 
    • Guest
    • July 19, 2010

17. RIA Audit by DOL

    By austin3515, July 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • PensionPro
    • July 19, 2010

18. 401(a)(17) and match per pay period

    By KJohnson, July 15, 2010
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2010

19. Safe Harbor Contributions

    By Nassau, July 16, 2010
    • 2 replies
    • 1k views
    • 
    • K2retire
    • July 17, 2010

20. prior year terminated participants

    By Chippy, July 16, 2010
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 16, 2010

21. Operational Failure

    By Nassau, July 16, 2010
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 16, 2010

22. Safe Harbor Plan

    By Nassau, July 16, 2010
    • 0 replies
    • 881 views
    • 
    • Nassau
    • July 16, 2010

23. profit sharing plan investment

    By Gary, July 15, 2010
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • July 16, 2010

24. Earnings on Late Roth Deferrals

    By Guest saotampa, July 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • July 16, 2010

25. Tax Withholding on Distributions

    By TPA Bob, July 15, 2010
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • July 15, 2010

26. Proof of Hardship Needed?

    By ERISA1, September 15, 2009
    • 19 replies
    • 53.7k views
    • 
    • masteff
    • July 15, 2010

27. 401k plans

    By Guest mattsmalls, July 7, 2010
    • 8 replies
    • 1.6k views
    • 
    • masteff
    • July 15, 2010

28. Hardship - Loans First?

    By austin3515, July 14, 2010
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • July 15, 2010

29. granting credit for years of prior service

    By Gudgergirl, July 15, 2010
    • 0 replies
    • 1.4k views
    • 
    • Gudgergirl
    • July 15, 2010

30. RMDs

    By Nassau, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 14, 2010

31. Prohibited Transactions

    By justatester, July 12, 2010
    • 3 replies
    • 2.8k views
    • 
    • austin3515
    • July 13, 2010

32. 5330 PROCEDURES

    By JKW, July 12, 2010
    • 0 replies
    • 1k views
    • 
    • JKW
    • July 12, 2010

33. 401(k) Safe Harbor Nonelective

    By ERISA25, July 7, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • July 12, 2010

34. Split plan to avoid audit?

    By austin3515, July 9, 2010
    • 11 replies
    • 5.8k views
    • 
    • Mike Preston
    • July 9, 2010

35. Late 5500's, But Not REally

    By austin3515, July 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • July 9, 2010

36. Profit Sharing Component

    By Guest caseyb, July 8, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 8, 2010

37. RMD and Rehire

    By Guest Serena, July 8, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 8, 2010

38. Non-Cash deposit of 401k?

    By austin3515, July 8, 2010
    • 2 replies
    • 4k views
    • 
    • austin3515
    • July 8, 2010

39. Comp paid in current year for prior years work

    By CJS07, July 7, 2010
    • 0 replies
    • 852 views
    • 
    • CJS07
    • July 7, 2010

40. managing revenue sharing

    By Guest MBERISA, July 7, 2010
    • 0 replies
    • 813 views
    • 
    • Guest
    • July 7, 2010

41. Change in ownership

    By austin3515, July 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 6, 2010

42. Ineligible Deferrals/Compensation

    By Guest Retirement 91, July 1, 2010
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 6, 2010

43. rollover in the year turning 70 1/2

    By Guest mopar, July 2, 2010
    • 5 replies
    • 5k views
    • 
    • GMK
    • July 6, 2010

44. Rejected Loan Repayments

    By Guest Joe401K, July 3, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 5, 2010

45. Late ADP Refund ?

    By Guest jvandyke, June 28, 2010
    • 1 reply
    • 1.8k views
    • 
    • austin3515
    • June 30, 2010

46. "Accrued" Protected Benefits

    By Scott, June 30, 2010
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 30, 2010

47. Davis Bacon/ Prevailing Wage Plan

    By JKW, June 29, 2010
    • 5 replies
    • 2.8k views
    • 
    • austin3515
    • June 29, 2010

48. Prohibited Employment/Suspension of Benefits

    By Guest jfreeborn, June 23, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 29, 2010

49. withholding on distributions to charities

    By Guest riss@7477, June 29, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • June 29, 2010

50. Loan Refinancings

    By austin3515, June 25, 2010
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • June 28, 2010