401(k) Plans

19,492 topics in this forum

1. Ineligible participant contributions

   By Dazednconfused, July 22, 2010
   • 3 replies
   • 1.9k views
   • 
   • rcline46
   • August 3, 2010

2. Plan Effective date < Corporate Date if Incorporation

   By rblum50, July 30, 2010
   • 5 replies
   • 1.4k views
   • 
   • PensionPro
   • August 2, 2010

3. Section 3401(a) Compensation of S Corporation Shareholder/Employee

   By Oh so SIMPLE, July 28, 2010
   • 3 replies
   • 2.8k views
   • 
   • Oh so SIMPLE
   • July 31, 2010

4. SEP AND 401k - in same year

   By Zoey, August 27, 2009
   • 11 replies
   • 13.7k views
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   • jevd
   • July 30, 2010

5. distributable event

   By Scuba 401, July 28, 2010
   • 7 replies
   • 3.3k views
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   • masteff
   • July 29, 2010

6. Loan not taken before Hardship Withdrawal

   By pixmax, July 29, 2010
   • 4 replies
   • 3.5k views
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   • Tom Poje
   • July 29, 2010

7. Terminated Single K plan restatement

   By Guest robertcusick, July 29, 2010
   • 6 replies
   • 2k views
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   • Bird
   • July 29, 2010

8. Beneficiary Designation Forms

   By CLE401kGuy, July 27, 2010
   • 20 replies
   • 7.4k views
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   • Guest
   • July 29, 2010

9. Who pays?

   By bzorc, July 28, 2010
   • 4 replies
   • 1.6k views
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   • Peter Gulia
   • July 29, 2010

10. SPD and rehires

    By Guest Serena, July 29, 2010
    • 1 reply
    • 2k views
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    • BG5150
    • July 29, 2010

11. 401k deferral deposit deadline for owners of corp.

    By Guest jc1457, July 28, 2010
    • 5 replies
    • 2.5k views
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    • GMK
    • July 29, 2010

12. Solo 401k w/ Missing 5500's for Many Years

    By austin3515, July 28, 2010
    • 8 replies
    • 3.3k views
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    • Bird
    • July 29, 2010

13. Reinstate Forfeitures

    By PFranckowiak, July 28, 2010
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • July 28, 2010

14. Late Employer Contributions - Lost Earnings?

    By emmetttrudy, July 27, 2010
    • 1 reply
    • 2k views
    • 
    • Jim Chad
    • July 28, 2010

15. Spinoff from MEP

    By 30Rock, July 27, 2010
    • 0 replies
    • 1.8k views
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    • 30Rock
    • July 27, 2010

16. Investing In Real Estate?

    By austin3515, July 26, 2010
    • 3 replies
    • 2.2k views
    • 
    • JRN
    • July 27, 2010

17. Controlled Group - two companies folded

    By PFranckowiak, July 23, 2010
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • July 27, 2010

18. Corrective amendments

    By Guest JPIngold, July 27, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 27, 2010

19. Safe Harbor contribution not made for 12-31-09 Plan Year End

    By Jim Chad, July 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • July 27, 2010

20. HEART Act

    By Nassau, July 27, 2010
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • July 27, 2010

21. Primary Residence Loan

    By 30Rock, July 24, 2010
    • 5 replies
    • 7.8k views
    • 
    • masteff
    • July 26, 2010

22. Possible Automatic Extension for 5500's?

    By austin3515, July 22, 2010
    • 6 replies
    • 1.8k views
    • 
    • austin3515
    • July 26, 2010

23. ACP Failure, but match not made yet

    By BG5150, March 10, 2010
    • 10 replies
    • 3.1k views
    • 
    • rcline46
    • July 23, 2010

24. What is the statute of limitations for correcting safe harbor contributions?

    By katieinny, July 21, 2010
    • 4 replies
    • 2.2k views
    • 
    • katieinny
    • July 23, 2010

25. Signing 5500 on behalf of clients

    By austin3515, July 21, 2010
    • 4 replies
    • 3.6k views
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    • austin3515
    • July 23, 2010

26. Issues with Mutliple Employer 401K Plans?

    By Guest ebailey, July 21, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 22, 2010

27. Hardship Distribution

    By rblum50, July 21, 2010
    • 4 replies
    • 1.5k views
    • 
    • rblum50
    • July 22, 2010

28. Control Group Issues

    By Guest Nanetta45, July 21, 2010
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • July 21, 2010

29. SH Match Termination

    By 12AX7, July 21, 2010
    • 4 replies
    • 1.5k views
    • 
    • 12AX7
    • July 21, 2010

30. Definition of Participant Directed Plan

    By Guest Agnes, July 21, 2010
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • July 21, 2010

31. discriminatory compensation

    By cpc0506, July 20, 2010
    • 15 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 21, 2010

32. Correction of Coverage Testing Failure

    By Saiai, July 19, 2010
    • 11 replies
    • 9.7k views
    • 
    • austin3515
    • July 20, 2010

33. TPA software

    By Guest JWR, July 14, 2010
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 20, 2010

34. Help with Distributions

    By Oh so SIMPLE, July 19, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 19, 2010

35. RIA Audit by DOL

    By austin3515, July 19, 2010
    • 2 replies
    • 1.3k views
    • 
    • PensionPro
    • July 19, 2010

36. 401(a)(17) and match per pay period

    By KJohnson, July 15, 2010
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • July 19, 2010

37. Safe Harbor Contributions

    By Nassau, July 16, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • July 17, 2010

38. prior year terminated participants

    By Chippy, July 16, 2010
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 16, 2010

39. Operational Failure

    By Nassau, July 16, 2010
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • July 16, 2010

40. Safe Harbor Plan

    By Nassau, July 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • July 16, 2010

41. profit sharing plan investment

    By Gary, July 15, 2010
    • 7 replies
    • 2.2k views
    • 
    • My 2 cents
    • July 16, 2010

42. Earnings on Late Roth Deferrals

    By Guest saotampa, July 15, 2010
    • 3 replies
    • 2k views
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    • Bird
    • July 16, 2010

43. Tax Withholding on Distributions

    By TPA Bob, July 15, 2010
    • 3 replies
    • 1.7k views
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    • austin3515
    • July 15, 2010

44. Proof of Hardship Needed?

    By ERISA1, September 15, 2009
    • 19 replies
    • 56.5k views
    • 
    • masteff
    • July 15, 2010

45. 401k plans

    By Guest mattsmalls, July 7, 2010
    • 8 replies
    • 1.8k views
    • 
    • masteff
    • July 15, 2010

46. Hardship - Loans First?

    By austin3515, July 14, 2010
    • 7 replies
    • 1.7k views
    • 
    • BG5150
    • July 15, 2010

47. granting credit for years of prior service

    By Gudgergirl, July 15, 2010
    • 0 replies
    • 1.6k views
    • 
    • Gudgergirl
    • July 15, 2010

48. RMDs

    By Nassau, July 14, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 14, 2010

49. Prohibited Transactions

    By justatester, July 12, 2010
    • 3 replies
    • 3.1k views
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    • austin3515
    • July 13, 2010

50. 5330 PROCEDURES

    By JKW, July 12, 2010
    • 0 replies
    • 1.1k views
    • 
    • JKW
    • July 12, 2010