401(k) Plans

19,468 topics in this forum

1. Discretionary Match

   By justatester, April 9, 2010
   • 3 replies
   • 1.7k views
   • 
   • austin3515
   • April 13, 2010

2. Prototype Document

   By austin3515, April 12, 2010
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • April 12, 2010

3. QACA Rules

   By Brenda Wren, April 12, 2010
   • 1 reply
   • 2.9k views
   • 
   • Brenda Wren
   • April 12, 2010

4. Spouse of owner always HCE

   By ombskid, April 10, 2010
   • 2 replies
   • 1.8k views
   • 
   • austin3515
   • April 11, 2010

5. new plan determination letter filing

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

6. Targeted QNEC

   By ombskid, April 9, 2010
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • April 9, 2010

7. Off-calendar plan year

   By Guest Sieve, April 7, 2010
   • 6 replies
   • 1.3k views
   • 
   • TLGeer
   • April 9, 2010

8. Sole Prop

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

9. PS Contribution for Eligible Participant

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

10. 401(k) Contributions made with Stock (Not Employer's)

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

11. W-2 compensation and NQSOs

    By Guest Quacka, March 31, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 7, 2010

12. Match based on compensation?

    By Guest sueczer, April 6, 2010
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 6, 2010

13. W-2 comp and k-1 comp

    By Lori H, April 1, 2010
    • 4 replies
    • 2.5k views
    • 
    • austin3515
    • April 5, 2010

14. Life Insurance at Termination of Plan

    By 12AX7, April 5, 2010
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • April 5, 2010

15. Irrevocably Elect Not to Participate in the Plan

    By Madison71, April 1, 2010
    • 6 replies
    • 4.3k views
    • 
    • Tom Poje
    • April 5, 2010

16. allocation of deductions in partnership (LLC)

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

17. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 1, 2010

18. safe harbor plans

    By Guest Jennyb473, December 15, 2009
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • April 1, 2010

19. Safe Harbor Match change

    By R. Butler, March 31, 2010
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • March 31, 2010

20. Vesting for an -11(g) Amemdnent

    By austin3515, March 31, 2010
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • March 31, 2010

21. Coverage and BRF

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

22. Compensation insufficient to make deferral

    By Guest griffith, March 30, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 31, 2010

23. Failed ADP with late Refund

    By pixmax, March 31, 2010
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 31, 2010

24. PS Contribution on only Bonus Pay

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

25. 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
    • 1.4k views
    • 
    • Jim Chad
    • March 30, 2010

26. Insurance in Plan

    By jkdoll2, March 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • jkdoll2
    • March 29, 2010

27. Plan provisions

    By Gary, March 26, 2010
    • 4 replies
    • 1.1k views
    • 
    • TLGeer
    • March 29, 2010

28. Multiple K-1's

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

29. self direcected 401k plan

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

30. HSA Contributions - Considered Comp or Excluded

    By Guest glhotdog, March 26, 2010
    • 2 replies
    • 2.9k views
    • 
    • austin3515
    • March 27, 2010

31. Timing of Plan Amendments

    By austin3515, March 26, 2010
    • 0 replies
    • 1k views
    • 
    • austin3515
    • March 26, 2010

32. Need a TPA Referral

    By Guest Pension250, March 22, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 26, 2010

33. fiscal year, 415 and catch-up

    By Golgi, March 24, 2010
    • 8 replies
    • 3k views
    • 
    • Kevin C
    • March 26, 2010

34. Does a 401(k) that terminated as 0f 12/31/09 need to restate?

    By RayJJohnsonJr, March 25, 2010
    • 4 replies
    • 1.3k views
    • 
    • britoski
    • March 26, 2010

35. Prohibited Transaction

    By Guest s1sacm, March 25, 2010
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • March 26, 2010

36. 401(k) after tax contributions

    By Guest BruceC, March 23, 2010
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • March 25, 2010

37. Rescinding Safe Harbor 401(k)

    By Lori H, March 24, 2010
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • March 25, 2010

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

    By Bruddah Kimo, March 24, 2010
    • 5 replies
    • 2.1k views
    • 
    • Bruddah Kimo
    • March 25, 2010

39. safe harbor and top heavy pass

    By Guest nipa, March 23, 2010
    • 4 replies
    • 1.4k views
    • 
    • D Lewis
    • March 24, 2010

40. Average Benefits Testing

    By justatester, March 23, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 23, 2010

41. EPCRS

    By Guest nmyers, March 23, 2010
    • 8 replies
    • 1.5k views
    • 
    • jpod
    • March 23, 2010

42. Catch-up possible if no comp?

    By Guest Pennysaver, March 18, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2010

43. Mid-year amendment to SH 401k

    By dmb, March 22, 2010
    • 0 replies
    • 1k views
    • 
    • dmb
    • March 22, 2010

44. Trailing earnings and ADP/ACP tests

    By Guest Quacka, March 20, 2010
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 22, 2010

45. LLC income

    By pixmax, March 19, 2010
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • March 20, 2010

46. Def of HCE and elections

    By Guest Pension Girl, March 12, 2010
    • 9 replies
    • 2.8k views
    • 
    • cpc0506
    • March 20, 2010

47. Changing Plan's Eligibility Provisions

    By msmith, March 17, 2010
    • 11 replies
    • 6.7k views
    • 
    • msmith
    • March 19, 2010

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

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

49. How do you obtain compensation info?

    By Lori H, March 16, 2010
    • 8 replies
    • 1.9k views
    • 
    • Jim Chad
    • March 19, 2010

50. Refinancings

    By austin3515, March 18, 2010
    • 4 replies
    • 1.3k views
    • 
    • Jim Chad
    • March 19, 2010