401(k) Plans

19,451 topics in this forum

1. Earnings on Late Roth Deferrals

   By Guest saotampa, July 15, 2010
   • 3 replies
   • 1.9k views
   • 
   • Bird
   • July 16, 2010

2. Tax Withholding on Distributions

   By TPA Bob, July 15, 2010
   • 3 replies
   • 1.5k views
   • 
   • austin3515
   • July 15, 2010

3. Proof of Hardship Needed?

   By ERISA1, September 15, 2009
   • 19 replies
   • 55.7k views
   • 
   • masteff
   • July 15, 2010

4. 401k plans

   By Guest mattsmalls, July 7, 2010
   • 8 replies
   • 1.6k views
   • 
   • masteff
   • July 15, 2010

5. Hardship - Loans First?

   By austin3515, July 14, 2010
   • 7 replies
   • 1.6k views
   • 
   • BG5150
   • July 15, 2010

6. granting credit for years of prior service

   By Gudgergirl, July 15, 2010
   • 0 replies
   • 1.5k views
   • 
   • Gudgergirl
   • July 15, 2010

7. RMDs

   By Nassau, July 14, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • July 14, 2010

8. Prohibited Transactions

   By justatester, July 12, 2010
   • 3 replies
   • 2.9k views
   • 
   • austin3515
   • July 13, 2010

9. 5330 PROCEDURES

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

10. 401(k) Safe Harbor Nonelective

    By ERISA25, July 7, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • July 12, 2010

11. Split plan to avoid audit?

    By austin3515, July 9, 2010
    • 11 replies
    • 6k views
    • 
    • Mike Preston
    • July 9, 2010

12. Late 5500's, But Not REally

    By austin3515, July 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • July 9, 2010

13. Profit Sharing Component

    By Guest caseyb, July 8, 2010
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • July 8, 2010

14. RMD and Rehire

    By Guest Serena, July 8, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 8, 2010

15. Non-Cash deposit of 401k?

    By austin3515, July 8, 2010
    • 2 replies
    • 4.2k views
    • 
    • austin3515
    • July 8, 2010

16. Comp paid in current year for prior years work

    By CJS07, July 7, 2010
    • 0 replies
    • 901 views
    • 
    • CJS07
    • July 7, 2010

17. managing revenue sharing

    By Guest MBERISA, July 7, 2010
    • 0 replies
    • 855 views
    • 
    • Guest
    • July 7, 2010

18. Change in ownership

    By austin3515, July 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 6, 2010

19. Ineligible Deferrals/Compensation

    By Guest Retirement 91, July 1, 2010
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 6, 2010

20. rollover in the year turning 70 1/2

    By Guest mopar, July 2, 2010
    • 5 replies
    • 5.1k views
    • 
    • GMK
    • July 6, 2010

21. Rejected Loan Repayments

    By Guest Joe401K, July 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 5, 2010

22. Late ADP Refund ?

    By Guest jvandyke, June 28, 2010
    • 1 reply
    • 1.9k views
    • 
    • austin3515
    • June 30, 2010

23. "Accrued" Protected Benefits

    By Scott, June 30, 2010
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • June 30, 2010

24. Davis Bacon/ Prevailing Wage Plan

    By JKW, June 29, 2010
    • 5 replies
    • 2.9k views
    • 
    • austin3515
    • June 29, 2010

25. Prohibited Employment/Suspension of Benefits

    By Guest jfreeborn, June 23, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 29, 2010

26. withholding on distributions to charities

    By Guest riss@7477, June 29, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • June 29, 2010

27. Loan Refinancings

    By austin3515, June 25, 2010
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • June 28, 2010

28. Top Heavy Determination

    By Janice F, May 19, 2010
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 25, 2010

29. Incorrect Default Investment

    By Guest Iwonder, June 24, 2010
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • June 24, 2010

30. # of hardships

    By JKW, June 21, 2010
    • 5 replies
    • 1.4k views
    • 
    • 401 Chaos
    • June 24, 2010

31. Partner calculation of pension compensation

    By rfahey, June 23, 2010
    • 2 replies
    • 1.8k views
    • 
    • K2retire
    • June 24, 2010

32. 41(b) failed coverage

    By Guest Pension Girl, March 11, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • June 23, 2010

33. Aggregation of QACA plan and Safe Harbor Plan? and Non-Safe Harbor Plan?

    By Guest Pennysaver, June 21, 2010
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 23, 2010

34. late deposits, safe harbor and profit sharing

    By eilano, June 22, 2010
    • 4 replies
    • 4.3k views
    • 
    • Kevin C
    • June 23, 2010

35. Contribution error

    By Guest fidelityrose, April 2, 2010
    • 3 replies
    • 4.4k views
    • 
    • Spencer
    • June 23, 2010

36. Can partners reverse deferrals after year end?

    By Spencer, June 14, 2010
    • 10 replies
    • 2.6k views
    • 
    • Spencer
    • June 23, 2010

37. Mid-year 401(k)-Proration of Testing Compensation?

    By BTH, June 22, 2010
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • June 23, 2010

38. Treatment of Catch-up Contributions

    By Dougsbpc, June 22, 2010
    • 4 replies
    • 1.3k views
    • 
    • R. Butler
    • June 22, 2010

39. Employer Contribution after balance distributed

    By KTB, April 20, 2010
    • 4 replies
    • 1.2k views
    • 
    • KTB
    • June 22, 2010

40. Tax Reporting a Rollover

    By KTB, June 21, 2010
    • 2 replies
    • 1k views
    • 
    • KTB
    • June 22, 2010

41. Bankruptcy

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

42. 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
    • 2.3k views
    • 
    • Guest
    • June 21, 2010

43. early entry in plan

    By cpc0506, June 18, 2010
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • June 21, 2010

44. Does an annuity contract mean that a disqualified plan's investment income is zero?

    By Peter Gulia, June 4, 2010
    • 9 replies
    • 1.8k views
    • 
    • panther
    • June 21, 2010

45. Severance pay used in testing

    By Guest Peggy806, June 16, 2010
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • June 18, 2010

46. S-corp and definition of compensation

    By cpc0506, June 18, 2010
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 18, 2010

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

    By Guest Jill B, June 15, 2010
    • 6 replies
    • 2.1k views
    • 
    • KMG77
    • June 17, 2010

48. Failure to provide deferral opportunity

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

49. Pre-funding Employer Contributions

    By SMB, June 17, 2010
    • 3 replies
    • 2.7k views
    • 
    • 401king
    • June 17, 2010

50. Bankruptcy

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