401(k) Plans

19,299 topics in this forum

1. Coverage and BRF

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

2. Compensation insufficient to make deferral

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

3. Failed ADP with late Refund

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

4. PS Contribution on only Bonus Pay

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

5. 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

6. Insurance in Plan

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

7. Plan provisions

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

8. Multiple K-1's

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

9. self direcected 401k plan

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

10. HSA Contributions - Considered Comp or Excluded

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

11. Timing of Plan Amendments

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

12. Need a TPA Referral

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

13. fiscal year, 415 and catch-up

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

14. 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

15. Prohibited Transaction

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

16. 401(k) after tax contributions

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

17. Rescinding Safe Harbor 401(k)

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

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

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

19. safe harbor and top heavy pass

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

20. Average Benefits Testing

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

21. EPCRS

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

22. Catch-up possible if no comp?

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

23. Mid-year amendment to SH 401k

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

24. Trailing earnings and ADP/ACP tests

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

25. LLC income

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

26. Def of HCE and elections

    By Guest Pension Girl, March 12, 2010
    • 9 replies
    • 2.6k views
    • 
    • cpc0506
    • March 20, 2010

27. Changing Plan's Eligibility Provisions

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

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

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

29. How do you obtain compensation info?

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

30. Refinancings

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

31. Late Safe Harbor for one Participant

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

32. Controlled Group-Lost Opportunity

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

33. Waiving Eligiblity

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

34. 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

35. Partnership income for part of plan year?

    By Guest esi-jht, February 16, 2006
    • 2 replies
    • 1.4k views
    • 
    • MSN
    • March 17, 2010

36. Investment Advisor Fees

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

37. One year only window for in-service distributions

    By J Simmons, January 17, 2010
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 16, 2010

38. Calendar Year Election

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

39. ADP Refund Deadline

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

40. ADP refunds following a hardship

    By K2retire, March 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • March 15, 2010

41. Separate Loan Policy

    By Guest Iwonder, March 12, 2010
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • March 15, 2010

42. Contribution due date

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

43. Compensation in LLC under Plan

    By Guest alifarr, March 11, 2010
    • 5 replies
    • 2.4k views
    • 
    • austin3515
    • March 12, 2010

44. Spin off or transfer

    By Guest Pension Girl, March 11, 2010
    • 6 replies
    • 6.7k views
    • 
    • Bird
    • March 12, 2010

45. 1st Year safe harbor plan and Top Heavy

    By Lori H, March 11, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • March 12, 2010

46. Stale dated checks

    By Jim Chad, March 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 11, 2010

47. When/how to send special tax notice for after-tax withdrawals?

    By Guest khartford, March 11, 2010
    • 1 reply
    • 1k views
    • 
    • GMK
    • March 11, 2010

48. Pre tax health premiums and compensation

    By Guest tmills, March 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 11, 2010

49. Safe Harbor Match

    By Below Ground, March 10, 2010
    • 2 replies
    • 944 views
    • 
    • Below Ground
    • March 11, 2010

50. In-Service Distribution

    By austin3515, March 10, 2010
    • 11 replies
    • 1.5k views
    • 
    • BG5150
    • March 10, 2010