401(k) Plans

19,275 topics in this forum

1. Top Heavy Determination

   By Janice F, May 19, 2010
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • June 25, 2010

2. Incorrect Default Investment

   By Guest Iwonder, June 24, 2010
   • 1 reply
   • 949 views
   • 
   • J Simmons
   • June 24, 2010

3. # of hardships

   By JKW, June 21, 2010
   • 5 replies
   • 1.3k views
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   • 401 Chaos
   • June 24, 2010

4. Partner calculation of pension compensation

   By rfahey, June 23, 2010
   • 2 replies
   • 1.7k views
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   • K2retire
   • June 24, 2010

5. 41(b) failed coverage

   By Guest Pension Girl, March 11, 2010
   • 7 replies
   • 1.2k views
   • 
   • Guest
   • June 23, 2010

6. Aggregation of QACA plan and Safe Harbor Plan? and Non-Safe Harbor Plan?

   By Guest Pennysaver, June 21, 2010
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • June 23, 2010

7. late deposits, safe harbor and profit sharing

   By eilano, June 22, 2010
   • 4 replies
   • 4.2k views
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   • Kevin C
   • June 23, 2010

8. Contribution error

   By Guest fidelityrose, April 2, 2010
   • 3 replies
   • 4.2k views
   • 
   • Spencer
   • June 23, 2010

9. Can partners reverse deferrals after year end?

   By Spencer, June 14, 2010
   • 10 replies
   • 2.4k views
   • 
   • Spencer
   • June 23, 2010

10. Mid-year 401(k)-Proration of Testing Compensation?

    By BTH, June 22, 2010
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • June 23, 2010

11. Treatment of Catch-up Contributions

    By Dougsbpc, June 22, 2010
    • 4 replies
    • 1.2k views
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    • R. Butler
    • June 22, 2010

12. Employer Contribution after balance distributed

    By KTB, April 20, 2010
    • 4 replies
    • 1.1k views
    • 
    • KTB
    • June 22, 2010

13. Tax Reporting a Rollover

    By KTB, June 21, 2010
    • 2 replies
    • 920 views
    • 
    • KTB
    • June 22, 2010

14. Bankruptcy

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • June 21, 2010

15. Can young owner terminate solo 401(k) plan, convert all to Roth IRA, then adopt new plan?

    By Guest Kentuckiana, June 21, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 21, 2010

16. early entry in plan

    By cpc0506, June 18, 2010
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • June 21, 2010

17. Does an annuity contract mean that a disqualified plan's investment income is zero?

    By Peter Gulia, June 4, 2010
    • 9 replies
    • 1.6k views
    • 
    • panther
    • June 21, 2010

18. Severance pay used in testing

    By Guest Peggy806, June 16, 2010
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • June 18, 2010

19. S-corp and definition of compensation

    By cpc0506, June 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • June 18, 2010

20. Safe Harbor match true-up not made to HCEs

    By Guest Jill B, June 15, 2010
    • 6 replies
    • 1.9k views
    • 
    • KMG77
    • June 17, 2010

21. Failure to provide deferral opportunity

    By Guest ebgroup, June 17, 2010
    • 1 reply
    • 932 views
    • 
    • Guest
    • June 17, 2010

22. Pre-funding Employer Contributions

    By SMB, June 17, 2010
    • 3 replies
    • 2.6k views
    • 
    • 401king
    • June 17, 2010

23. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 884 views
    • 
    • Nassau
    • June 17, 2010

24. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 844 views
    • 
    • Nassau
    • June 17, 2010

25. Beneficiaries

    By Nassau, June 15, 2010
    • 7 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 16, 2010

26. Multiple Employer Plan Spin-offs

    By Guest ACO1, June 16, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 16, 2010

27. Family attribution for HCE's?

    By Guest 410b, June 16, 2010
    • 2 replies
    • 1.7k views
    • 
    • BG5150
    • June 16, 2010

28. Partnership earned income/deferrals

    By Doghouse, June 14, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2010

29. loan defaults while employed

    By JKW, June 11, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 15, 2010

30. 401k deferrals and Compensation Limits..

    By Guest alyssakim, June 13, 2010
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2010

31. Participant Loan and Change in Payroll Period

    By Dennis Povloski, June 14, 2010
    • 2 replies
    • 2k views
    • 
    • Dennis Povloski
    • June 14, 2010

32. Granting vesting

    By 30Rock, June 11, 2010
    • 4 replies
    • 1k views
    • 
    • Guest
    • June 14, 2010

33. Testing using net comp - K-1's

    By austin3515, June 11, 2010
    • 1 reply
    • 926 views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2010

34. Change to an Excluded Class

    By Guest andmik, June 11, 2010
    • 3 replies
    • 2.5k views
    • 
    • Mike Preston
    • June 11, 2010

35. Forced distributions timing

    By Guest BarbaraB, June 10, 2010
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • June 10, 2010

36. ADP/ACP

    By justatester, June 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 10, 2010

37. Short Plan Year solution to reinstating Safe Harbor mid-year?

    By Guest Pennysaver, June 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2010

38. Improper exclusion from Plan: Catch-up Missed Oppty question

    By ERISA25, June 8, 2010
    • 0 replies
    • 869 views
    • 
    • ERISA25
    • June 8, 2010

39. Permissive aggregation for coverage

    By fiona1, June 7, 2010
    • 1 reply
    • 2.5k views
    • 
    • Mike Preston
    • June 8, 2010

40. Commingling qualified plan and 403(b) plan assets

    By Guest StephanieB, June 7, 2010
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • June 7, 2010

41. Pro's and con's of a FY versus CY 401 k plan year?

    By Guest BarbaraB, June 7, 2010
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • June 7, 2010

42. Individual 401K - owner that is not employee

    By Guest NorCal-EastBay, June 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2010

43. Plan contributions

    By Gary, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • June 5, 2010

44. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 4, 2010

45. Diversification Notice

    By Guest shaul, June 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 4, 2010

46. Failure to Withhold Elected Deferral

    By oriecat, June 3, 2010
    • 6 replies
    • 1.6k views
    • 
    • oriecat
    • June 3, 2010

47. Additional Form 5330

    By Guest koo, June 2, 2010
    • 0 replies
    • 933 views
    • 
    • Guest
    • June 2, 2010

48. Freezing a 401k Plan

    By pixmax, June 1, 2010
    • 5 replies
    • 11.2k views
    • 
    • Guest
    • June 1, 2010

49. ERPA Exam Sample Test Question

    By Dennis Povloski, February 14, 2010
    • 12 replies
    • 4k views
    • 
    • D Lewis
    • June 1, 2010

50. Excluding Seasonal Employees from Discretionary Profit Sharing

    By 401 Chaos, May 27, 2010
    • 4 replies
    • 4.1k views
    • 
    • BG5150
    • May 27, 2010