401(k) Plans

19,468 topics in this forum

1. late deposits, safe harbor and profit sharing

   By eilano, June 22, 2010
   • 4 replies
   • 4.4k views
   • 
   • Kevin C
   • June 23, 2010

2. Contribution error

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

3. Can partners reverse deferrals after year end?

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

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

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

5. Treatment of Catch-up Contributions

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

6. Employer Contribution after balance distributed

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

7. Tax Reporting a Rollover

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

8. Bankruptcy

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

9. 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

10. early entry in plan

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

11. 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

12. Severance pay used in testing

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

13. S-corp and definition of compensation

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

14. 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

15. Failure to provide deferral opportunity

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

16. Pre-funding Employer Contributions

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

17. Bankruptcy

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

18. Bankruptcy

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

19. Beneficiaries

    By Nassau, June 15, 2010
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • June 16, 2010

20. Multiple Employer Plan Spin-offs

    By Guest ACO1, June 16, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 16, 2010

21. Family attribution for HCE's?

    By Guest 410b, June 16, 2010
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • June 16, 2010

22. Partnership earned income/deferrals

    By Doghouse, June 14, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 15, 2010

23. loan defaults while employed

    By JKW, June 11, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 15, 2010

24. 401k deferrals and Compensation Limits..

    By Guest alyssakim, June 13, 2010
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2010

25. Participant Loan and Change in Payroll Period

    By Dennis Povloski, June 14, 2010
    • 2 replies
    • 2.1k views
    • 
    • Dennis Povloski
    • June 14, 2010

26. Granting vesting

    By 30Rock, June 11, 2010
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 14, 2010

27. Testing using net comp - K-1's

    By austin3515, June 11, 2010
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2010

28. Change to an Excluded Class

    By Guest andmik, June 11, 2010
    • 3 replies
    • 2.8k views
    • 
    • Mike Preston
    • June 11, 2010

29. Forced distributions timing

    By Guest BarbaraB, June 10, 2010
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • June 10, 2010

30. ADP/ACP

    By justatester, June 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 10, 2010

31. Short Plan Year solution to reinstating Safe Harbor mid-year?

    By Guest Pennysaver, June 8, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2010

32. Improper exclusion from Plan: Catch-up Missed Oppty question

    By ERISA25, June 8, 2010
    • 0 replies
    • 950 views
    • 
    • ERISA25
    • June 8, 2010

33. Permissive aggregation for coverage

    By fiona1, June 7, 2010
    • 1 reply
    • 2.6k views
    • 
    • Mike Preston
    • June 8, 2010

34. Commingling qualified plan and 403(b) plan assets

    By Guest StephanieB, June 7, 2010
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • June 7, 2010

35. Pro's and con's of a FY versus CY 401 k plan year?

    By Guest BarbaraB, June 7, 2010
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 7, 2010

36. Individual 401K - owner that is not employee

    By Guest NorCal-EastBay, June 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2010

37. Plan contributions

    By Gary, June 4, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • June 5, 2010

38. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 4, 2010

39. Diversification Notice

    By Guest shaul, June 4, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 2010

40. Failure to Withhold Elected Deferral

    By oriecat, June 3, 2010
    • 6 replies
    • 1.7k views
    • 
    • oriecat
    • June 3, 2010

41. Additional Form 5330

    By Guest koo, June 2, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 2, 2010

42. Freezing a 401k Plan

    By pixmax, June 1, 2010
    • 5 replies
    • 11.5k views
    • 
    • Guest
    • June 1, 2010

43. ERPA Exam Sample Test Question

    By Dennis Povloski, February 14, 2010
    • 12 replies
    • 4.2k views
    • 
    • D Lewis
    • June 1, 2010

44. Excluding Seasonal Employees from Discretionary Profit Sharing

    By 401 Chaos, May 27, 2010
    • 4 replies
    • 4.3k views
    • 
    • BG5150
    • May 27, 2010

45. Failure to contribute SH 3%

    By Brenda Wren, May 26, 2010
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • May 27, 2010

46. Paperless Enrollment

    By SRP, May 27, 2010
    • 0 replies
    • 1.1k views
    • 
    • SRP
    • May 27, 2010

47. Loans

    By Alex Daisy, May 10, 2010
    • 11 replies
    • 6.5k views
    • 
    • Tom Poje
    • May 27, 2010

48. Cost of Full Scope Audit?

    By SFSD, May 26, 2010
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 26, 2010

49. Top Paid Group

    By Guest elang, May 25, 2010
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • May 26, 2010

50. Valuation & Distribution Timing

    By Dazednconfused, May 25, 2010
    • 2 replies
    • 1.2k views
    • 
    • cpc0506
    • May 26, 2010