401(k) Plans

19,321 topics in this forum

1. Cycle E

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

2. Life Insurance at Termination of Plan

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

3. Forfeiture release date issue

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

4. Contribution error

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

5. allocation of deductions in partnership (LLC)

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

6. allocation of deductions in partnership (LLC)

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

7. W-2 comp and k-1 comp

   By Lori H, April 1, 2010
   • 4 replies
   • 2.2k views
   • 
   • austin3515
   • April 5, 2010

8. Irrevocably Elect Not to Participate in the Plan

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

9. W-2 compensation and NQSOs

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

10. Coverage and BRF

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

11. Safe Harbor Match change

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

12. Failed ADP with late Refund

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

13. Vesting for an -11(g) Amemdnent

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

14. Compensation insufficient to make deferral

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

15. PS Contribution on only Bonus Pay

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

16. Insurance in Plan

    By jkdoll2, March 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • jkdoll2
    • March 29, 2010

17. Multiple K-1's

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

18. Plan provisions

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

19. self direcected 401k plan

    By Gary, March 26, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 27, 2010

20. HSA Contributions - Considered Comp or Excluded

    By Guest glhotdog, March 26, 2010
    • 2 replies
    • 2.8k views
    • 
    • austin3515
    • March 27, 2010

21. Timing of Plan Amendments

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

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

    By RayJJohnsonJr, March 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • britoski
    • March 26, 2010

23. Prohibited Transaction

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

24. Rescinding Safe Harbor 401(k)

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

25. fiscal year, 415 and catch-up

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

26. Loan Defaulted. No 1099 Requested!

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

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

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

28. safe harbor and top heavy pass

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

29. Average Benefits Testing

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

30. EPCRS

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

31. 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
    • 1.4k views
    • 
    • Jim Chad
    • March 30, 2010

32. 401(k) after tax contributions

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

33. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • April 5, 2013

34. Mid-year amendment to SH 401k

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

35. Need a TPA Referral

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

36. Trailing earnings and ADP/ACP tests

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

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

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

38. LLC income

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

39. Late Safe Harbor for one Participant

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

40. Refinancings

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

41. Catch-up possible if no comp?

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

42. Controlled Group-Lost Opportunity

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

43. Changing Plan's Eligibility Provisions

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

44. Investment Advisor Fees

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

45. 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

46. How do you obtain compensation info?

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

47. Waiving Eligiblity

    By austin3515, March 16, 2010
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • March 17, 2010

48. Calendar Year Election

    By Guest Pension Girl, March 16, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 16, 2010

49. ADP Refund Deadline

    By Guest milehighheel, March 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 15, 2010

50. Contribution due date

    By Guest Pension Girl, March 12, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 12, 2010