401(k) Plans

19,365 topics in this forum

1. Treatment of Catch-up Contributions

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

2. Employer Contribution after balance distributed

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

3. Tax Reporting a Rollover

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

4. Bankruptcy

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

5. 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

6. early entry in plan

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

7. 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

8. Severance pay used in testing

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

9. S-corp and definition of compensation

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

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

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

11. Failure to provide deferral opportunity

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

12. Pre-funding Employer Contributions

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

13. Bankruptcy

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

14. Bankruptcy

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

15. Beneficiaries

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

16. Multiple Employer Plan Spin-offs

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

17. Family attribution for HCE's?

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

18. Partnership earned income/deferrals

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

19. loan defaults while employed

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

20. 401k deferrals and Compensation Limits..

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

21. Participant Loan and Change in Payroll Period

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

22. Granting vesting

    By 30Rock, June 11, 2010
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 14, 2010

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

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

24. Change to an Excluded Class

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

25. Forced distributions timing

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

26. ADP/ACP

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

27. 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

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

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

29. Permissive aggregation for coverage

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

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

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

31. 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

32. Individual 401K - owner that is not employee

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

33. Plan contributions

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

34. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 4, 2010

35. Diversification Notice

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

36. Failure to Withhold Elected Deferral

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

37. Additional Form 5330

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

38. Freezing a 401k Plan

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

39. ERPA Exam Sample Test Question

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

40. Excluding Seasonal Employees from Discretionary Profit Sharing

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

41. Failure to contribute SH 3%

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

42. Paperless Enrollment

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

43. Loans

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

44. Cost of Full Scope Audit?

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

45. Top Paid Group

    By Guest elang, May 25, 2010
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • May 26, 2010

46. Valuation & Distribution Timing

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

47. Distribution to foreign citizen

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

48. Self directed plan

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

49. Contribution Crediting Rules under Section 415

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

50. 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