401(k) Plans

19,275 topics in this forum

1. Off-calendar plan year

   By Guest Sieve, April 7, 2010
   • 6 replies
   • 1.2k views
   • 
   • TLGeer
   • April 9, 2010

2. 5500-EZ Nonfiler

   By austin3515, April 6, 2010
   • 9 replies
   • 4k views
   • 
   • Guest
   • April 22, 2010

3. Match based on compensation?

   By Guest sueczer, April 6, 2010
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • April 6, 2010

4. Safe Harbor Plan / Top Heavy Question

   By Guest MikeD, April 6, 2010
   • 6 replies
   • 1.5k views
   • 
   • rcline46
   • April 13, 2010

5. Cycle E

   By 30Rock, April 5, 2010
   • 2 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • April 19, 2010

6. Life Insurance at Termination of Plan

   By 12AX7, April 5, 2010
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • April 5, 2010

7. Forfeiture release date issue

   By cpc0506, April 3, 2010
   • 9 replies
   • 2k views
   • 
   • Mike Preston
   • March 15, 2016

8. Contribution error

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

9. allocation of deductions in partnership (LLC)

   By Guest nancy814, April 1, 2010
   • 0 replies
   • 782 views
   • 
   • Guest
   • April 1, 2010

10. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 997 views
    • 
    • Guest
    • April 1, 2010

11. W-2 comp and k-1 comp

    By Lori H, April 1, 2010
    • 4 replies
    • 2.1k views
    • 
    • austin3515
    • April 5, 2010

12. Irrevocably Elect Not to Participate in the Plan

    By Madison71, April 1, 2010
    • 6 replies
    • 3.9k views
    • 
    • Tom Poje
    • April 5, 2010

13. W-2 compensation and NQSOs

    By Guest Quacka, March 31, 2010
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 7, 2010

14. Coverage and BRF

    By justatester, March 31, 2010
    • 1 reply
    • 906 views
    • 
    • Mike Preston
    • March 31, 2010

15. Safe Harbor Match change

    By R. Butler, March 31, 2010
    • 2 replies
    • 974 views
    • 
    • Kevin C
    • March 31, 2010

16. Failed ADP with late Refund

    By pixmax, March 31, 2010
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 31, 2010

17. Vesting for an -11(g) Amemdnent

    By austin3515, March 31, 2010
    • 3 replies
    • 905 views
    • 
    • Mike Preston
    • March 31, 2010

18. Compensation insufficient to make deferral

    By Guest griffith, March 30, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2010

19. PS Contribution on only Bonus Pay

    By Guest milehighheel, March 30, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • March 31, 2010

20. Insurance in Plan

    By jkdoll2, March 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • jkdoll2
    • March 29, 2010

21. Multiple K-1's

    By austin3515, March 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • March 29, 2010

22. Plan provisions

    By Gary, March 26, 2010
    • 4 replies
    • 1k views
    • 
    • TLGeer
    • March 29, 2010

23. self direcected 401k plan

    By Gary, March 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 27, 2010

24. HSA Contributions - Considered Comp or Excluded

    By Guest glhotdog, March 26, 2010
    • 2 replies
    • 2.7k views
    • 
    • austin3515
    • March 27, 2010

25. Timing of Plan Amendments

    By austin3515, March 26, 2010
    • 0 replies
    • 927 views
    • 
    • austin3515
    • March 26, 2010

26. Does a 401(k) that terminated as 0f 12/31/09 need to restate?

    By RayJJohnsonJr, March 25, 2010
    • 4 replies
    • 1.1k views
    • 
    • britoski
    • March 26, 2010

27. Prohibited Transaction

    By Guest s1sacm, March 25, 2010
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • March 26, 2010

28. Rescinding Safe Harbor 401(k)

    By Lori H, March 24, 2010
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 25, 2010

29. fiscal year, 415 and catch-up

    By Golgi, March 24, 2010
    • 8 replies
    • 2.8k views
    • 
    • Kevin C
    • March 26, 2010

30. Loan Defaulted. No 1099 Requested!

    By Guest TPA Guy, March 24, 2010
    • 7 replies
    • 1.8k views
    • 
    • K2retire
    • November 17, 2010

31. Do Catch-Up Contributions require a Top Heavy allocation?

    By Bruddah Kimo, March 24, 2010
    • 5 replies
    • 2k views
    • 
    • Bruddah Kimo
    • March 25, 2010

32. safe harbor and top heavy pass

    By Guest nipa, March 23, 2010
    • 4 replies
    • 1.3k views
    • 
    • D Lewis
    • March 24, 2010

33. Average Benefits Testing

    By justatester, March 23, 2010
    • 1 reply
    • 969 views
    • 
    • Mike Preston
    • March 23, 2010

34. EPCRS

    By Guest nmyers, March 23, 2010
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • March 23, 2010

35. Is there any way to exclude a non owner dentist from TH and let him defer in a Sole Prop?

    By Jim Chad, March 23, 2010
    • 7 replies
    • 1.3k views
    • 
    • Jim Chad
    • March 30, 2010

36. 401(k) after tax contributions

    By Guest BruceC, March 23, 2010
    • 9 replies
    • 6.5k views
    • 
    • Guest
    • March 25, 2010

37. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • April 5, 2013

38. Mid-year amendment to SH 401k

    By dmb, March 22, 2010
    • 0 replies
    • 924 views
    • 
    • dmb
    • March 22, 2010

39. Need a TPA Referral

    By Guest Pension250, March 22, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2010

40. Trailing earnings and ADP/ACP tests

    By Guest Quacka, March 20, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 22, 2010

41. Rolling over a 403(b) loan to a 401(k)

    By Lori H, March 19, 2010
    • 0 replies
    • 892 views
    • 
    • Lori H
    • March 19, 2010

42. LLC income

    By pixmax, March 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • March 20, 2010

43. Late Safe Harbor for one Participant

    By BG5150, March 18, 2010
    • 2 replies
    • 883 views
    • 
    • BG5150
    • March 19, 2010

44. Refinancings

    By austin3515, March 18, 2010
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • March 19, 2010

45. Catch-up possible if no comp?

    By Guest Pennysaver, March 18, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 22, 2010

46. Controlled Group-Lost Opportunity

    By Guest Kevin1, March 17, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 19, 2010

47. Changing Plan's Eligibility Provisions

    By msmith, March 17, 2010
    • 11 replies
    • 6.5k views
    • 
    • msmith
    • March 19, 2010

48. Investment Advisor Fees

    By Guest BenefitMgr, March 17, 2010
    • 4 replies
    • 1.6k views
    • 
    • MSN
    • March 17, 2010

49. Active Particpant in 401k wants to Roll over his IRA into plan to avoid RMD

    By PainPA, March 17, 2010
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • March 17, 2010

50. How do you obtain compensation info?

    By Lori H, March 16, 2010
    • 8 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 19, 2010