401(k) Plans

19,299 topics in this forum

1. Family attribution for HCE's?

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

2. Partnership earned income/deferrals

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

3. loan defaults while employed

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

4. 401k deferrals and Compensation Limits..

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

5. Participant Loan and Change in Payroll Period

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

6. Granting vesting

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

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

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

8. Change to an Excluded Class

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

9. Forced distributions timing

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

10. ADP/ACP

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

11. 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

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

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

13. Permissive aggregation for coverage

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

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

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

15. 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

16. Individual 401K - owner that is not employee

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

17. Plan contributions

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

18. Record Keeping Fee Application

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

19. Diversification Notice

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

20. Failure to Withhold Elected Deferral

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

21. Additional Form 5330

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

22. Freezing a 401k Plan

    By pixmax, June 1, 2010
    • 5 replies
    • 11.3k views
    • 
    • Guest
    • June 1, 2010

23. ERPA Exam Sample Test Question

    By Dennis Povloski, February 14, 2010
    • 12 replies
    • 4.1k views
    • 
    • D Lewis
    • June 1, 2010

24. Excluding Seasonal Employees from Discretionary Profit Sharing

    By 401 Chaos, May 27, 2010
    • 4 replies
    • 4.2k views
    • 
    • BG5150
    • May 27, 2010

25. Failure to contribute SH 3%

    By Brenda Wren, May 26, 2010
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2010

26. Paperless Enrollment

    By SRP, May 27, 2010
    • 0 replies
    • 1k views
    • 
    • SRP
    • May 27, 2010

27. Loans

    By Alex Daisy, May 10, 2010
    • 11 replies
    • 6k views
    • 
    • Tom Poje
    • May 27, 2010

28. Cost of Full Scope Audit?

    By SFSD, May 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 26, 2010

29. Top Paid Group

    By Guest elang, May 25, 2010
    • 8 replies
    • 3k views
    • 
    • Guest
    • May 26, 2010

30. Valuation & Distribution Timing

    By Dazednconfused, May 25, 2010
    • 2 replies
    • 1.1k views
    • 
    • cpc0506
    • May 26, 2010

31. Distribution to foreign citizen

    By ombskid, May 25, 2010
    • 0 replies
    • 1k views
    • 
    • ombskid
    • May 25, 2010

32. Self directed plan

    By Guest Tony Ramsey, May 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • 401king
    • May 25, 2010

33. Contribution Crediting Rules under Section 415

    By Guest CharlieLaur, May 24, 2010
    • 1 reply
    • 941 views
    • 
    • Kevin C
    • May 25, 2010

34. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

    By Peter Gulia, May 24, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 25, 2010

35. Top heavy

    By Guest Sieve, September 29, 2009
    • 22 replies
    • 2.1k views
    • 
    • Guest
    • May 24, 2010

36. Control Group determination

    By cdavis25, May 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • May 24, 2010

37. Deadline for recharacterizing excess deferrals

    By MWeddell, May 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • May 24, 2010

38. 401(k) to 403(b)

    By R. Butler, May 24, 2010
    • 0 replies
    • 840 views
    • 
    • R. Butler
    • May 24, 2010

39. beneficiary designation form

    By ERISA25, May 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • ERISA25
    • May 24, 2010

40. Deduction

    By JBones, May 22, 2010
    • 1 reply
    • 889 views
    • 
    • Mike Preston
    • May 23, 2010

41. Safe Harbor "True Up" for non-participants?

    By Guest Sleigher, May 19, 2010
    • 9 replies
    • 3.1k views
    • 
    • K2retire
    • May 22, 2010

42. StepChild

    By 30Rock, May 19, 2010
    • 15 replies
    • 6.6k views
    • 
    • Mike Preston
    • May 21, 2010

43. Bizarre Allocation Method

    By austin3515, May 20, 2010
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • May 21, 2010

44. "otherwise excludable" ADP testing and cross-testing

    By Craig Garner, May 20, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 21, 2010

45. Credential Sharing is Here...

    By austin3515, May 13, 2010
    • 32 replies
    • 4.7k views
    • 
    • austin3515
    • May 20, 2010

46. Amending a safe harbor plan mid year

    By oldman, May 18, 2010
    • 7 replies
    • 13.7k views
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    • 30Rock
    • May 20, 2010

47. 401k audit

    By Guest VEBAPLAN, May 19, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 19, 2010

48. Match contribution

    By fiona1, May 19, 2010
    • 1 reply
    • 973 views
    • 
    • Guest
    • May 19, 2010

49. DFVCP & IRS Penalties on late 5500

    By Dennis Povloski, May 19, 2010
    • 4 replies
    • 3k views
    • 
    • Belgarath
    • May 19, 2010

50. No Assets, No 5500

    By Guest MS TPA, May 17, 2010
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • May 19, 2010