401(k) Plans

19,334 topics in this forum

1. Ineligible Deferrals/Compensation

   By Guest Retirement 91, July 1, 2010
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • July 6, 2010

2. rollover in the year turning 70 1/2

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

3. Rejected Loan Repayments

   By Guest Joe401K, July 3, 2010
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 5, 2010

4. Late ADP Refund ?

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

5. "Accrued" Protected Benefits

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

6. Davis Bacon/ Prevailing Wage Plan

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

7. Prohibited Employment/Suspension of Benefits

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

8. withholding on distributions to charities

   By Guest riss@7477, June 29, 2010
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • June 29, 2010

9. Loan Refinancings

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

10. Top Heavy Determination

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

11. Incorrect Default Investment

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

12. # of hardships

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

13. Partner calculation of pension compensation

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

14. 41(b) failed coverage

    By Guest Pension Girl, March 11, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • June 23, 2010

15. 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

16. late deposits, safe harbor and profit sharing

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

17. Contribution error

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

18. Can partners reverse deferrals after year end?

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

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

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

20. Treatment of Catch-up Contributions

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

21. Employer Contribution after balance distributed

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

22. Tax Reporting a Rollover

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

23. Bankruptcy

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • June 21, 2010

24. 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

25. early entry in plan

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

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

    By Peter Gulia, June 4, 2010
    • 9 replies
    • 1.7k views
    • 
    • panther
    • June 21, 2010

27. Severance pay used in testing

    By Guest Peggy806, June 16, 2010
    • 2 replies
    • 1.7k views
    • 
    • BG5150
    • June 18, 2010

28. S-corp and definition of compensation

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

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

    By Guest Jill B, June 15, 2010
    • 6 replies
    • 2k views
    • 
    • KMG77
    • June 17, 2010

30. Failure to provide deferral opportunity

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

31. Pre-funding Employer Contributions

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

32. Bankruptcy

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

33. Bankruptcy

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

34. Beneficiaries

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

35. Multiple Employer Plan Spin-offs

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

36. Family attribution for HCE's?

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

37. Partnership earned income/deferrals

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

38. loan defaults while employed

    By JKW, June 11, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 15, 2010

39. 401k deferrals and Compensation Limits..

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

40. Participant Loan and Change in Payroll Period

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

41. Granting vesting

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

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

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

43. Change to an Excluded Class

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

44. Forced distributions timing

    By Guest BarbaraB, June 10, 2010
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 10, 2010

45. ADP/ACP

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

46. 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

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

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

48. Permissive aggregation for coverage

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

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

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

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

    By Guest BarbaraB, June 7, 2010
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 7, 2010