401(k) Plans

19,275 topics in this forum

1. Special Effective Dates and REstatements

   By austin3515, April 14, 2010
   • 4 replies
   • 1.2k views
   • 
   • cpc0506
   • April 15, 2010

2. 5500 Feature Code 2T

   By austin3515, April 13, 2010
   • 2 replies
   • 3k views
   • 
   • rcline46
   • April 14, 2010

3. Leased Employee & leasing company can't do pre-tax deferrals

   By Dennis Povloski, April 13, 2010
   • 9 replies
   • 1.8k views
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   • Jim Chad
   • April 14, 2010

4. Minority Law partner and Self Employed consultant

   By RayJJohnsonJr, April 7, 2010
   • 8 replies
   • 1.5k views
   • 
   • Jim Chad
   • April 13, 2010

5. European 401k Plan and U.S. 401k Plan

   By Zoey, April 7, 2010
   • 2 replies
   • 1.4k views
   • 
   • Zoey
   • April 13, 2010

6. Safe Harbor Plan / Top Heavy Question

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

7. Discretionary Match

   By justatester, April 9, 2010
   • 3 replies
   • 1.6k views
   • 
   • austin3515
   • April 13, 2010

8. Prototype Document

   By austin3515, April 12, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • April 12, 2010

9. QACA Rules

   By Brenda Wren, April 12, 2010
   • 1 reply
   • 2.8k views
   • 
   • Brenda Wren
   • April 12, 2010

10. Spouse of owner always HCE

    By ombskid, April 10, 2010
    • 2 replies
    • 1.7k views
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    • austin3515
    • April 11, 2010

11. new plan determination letter filing

    By Gary, April 9, 2010
    • 0 replies
    • 847 views
    • 
    • Gary
    • April 9, 2010

12. Targeted QNEC

    By ombskid, April 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • April 9, 2010

13. Off-calendar plan year

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

14. Sole Prop

    By nancy, April 8, 2010
    • 1 reply
    • 977 views
    • 
    • J Simmons
    • April 8, 2010

15. PS Contribution for Eligible Participant

    By Dazednconfused, April 7, 2010
    • 0 replies
    • 792 views
    • 
    • Dazednconfused
    • April 7, 2010

16. 401(k) Contributions made with Stock (Not Employer's)

    By Guest Jim_Mauro9, April 7, 2010
    • 0 replies
    • 787 views
    • 
    • Guest
    • April 7, 2010

17. W-2 compensation and NQSOs

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

18. Match based on compensation?

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

19. W-2 comp and k-1 comp

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

20. Life Insurance at Termination of Plan

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

21. Irrevocably Elect Not to Participate in the Plan

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

22. allocation of deductions in partnership (LLC)

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

23. allocation of deductions in partnership (LLC)

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

24. safe harbor plans

    By Guest Jennyb473, December 15, 2009
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • April 1, 2010

25. Safe Harbor Match change

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

26. Vesting for an -11(g) Amemdnent

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

27. Coverage and BRF

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

28. Compensation insufficient to make deferral

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

29. Failed ADP with late Refund

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

30. PS Contribution on only Bonus Pay

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

32. Insurance in Plan

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

33. Plan provisions

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

34. Multiple K-1's

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

35. self direcected 401k plan

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

36. HSA Contributions - Considered Comp or Excluded

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

37. Timing of Plan Amendments

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

38. Need a TPA Referral

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

39. fiscal year, 415 and catch-up

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

40. 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

41. Prohibited Transaction

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

42. 401(k) after tax contributions

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

43. Rescinding Safe Harbor 401(k)

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

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

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

45. safe harbor and top heavy pass

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

46. Average Benefits Testing

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

47. EPCRS

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

48. Catch-up possible if no comp?

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

49. Mid-year amendment to SH 401k

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

50. Trailing earnings and ADP/ACP tests

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