401(k) Plans

19,321 topics in this forum

1. 414s Comp and ADP/ACP Tests

   By zimbo, March 9, 2009
   • 1 reply
   • 2.1k views
   • 
   • MWeddell
   • March 12, 2009

2. 401(k) PS & ESOP Plan - whose contribution?

   By Guest SuzieQNEC, March 9, 2009
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • April 9, 2009

3. W-2 and S Corp Income

   By Alex Daisy, March 9, 2009
   • 2 replies
   • 1.2k views
   • 
   • austin3515
   • March 10, 2009

4. W-2 and S Corp Income

   By Alex Daisy, March 9, 2009
   • 2 replies
   • 1.1k views
   • 
   • Belgarath
   • March 9, 2009

5. Removal of One Fund/Xfer Balance to Another Fund

   By Bruddah Kimo, March 9, 2009
   • 2 replies
   • 1.1k views
   • 
   • Bruddah Kimo
   • March 10, 2009

6. Multiple ER now a Controlled Group

   By fiona1, March 9, 2009
   • 1 reply
   • 897 views
   • 
   • Jim Chad
   • March 9, 2009

7. 3% Safe Harbor

   By mariemonroe, March 9, 2009
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • March 12, 2009

8. Administrative Error - Excess Withholdings

   By 401king, March 9, 2009
   • 7 replies
   • 1.6k views
   • 
   • 401king
   • March 9, 2009

9. Employer sent in $15,500 and CPA did not run it through payroll

   By Jim Chad, March 6, 2009
   • 7 replies
   • 1.3k views
   • 
   • K2retire
   • March 8, 2009

10. Compensation and 1099 Dividends

    By Lori H, March 6, 2009
    • 4 replies
    • 1.5k views
    • 
    • TPA Bob
    • March 7, 2009

11. HCE Determination after a Stock Sale

    By Scott, March 6, 2009
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • March 8, 2009

12. Who should create the 1099?

    By fiona1, March 6, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • March 6, 2009

13. How to treat acquired employees?

    By justatester, March 5, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • March 5, 2009

14. Eligibility for 1/2 yaer and employer PS contribution.

    By Guest IPS, March 5, 2009
    • 15 replies
    • 1.6k views
    • 
    • BG5150
    • March 6, 2009

15. Earnings on ADP refund

    By BG5150, March 5, 2009
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 6, 2009

16. EAch person in won group Is permitted disparity possible?

    By Jim Chad, March 5, 2009
    • 10 replies
    • 1.4k views
    • 
    • austin3515
    • March 9, 2009

17. Voting employer stock

    By Guest krijowri, March 5, 2009
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • March 11, 2009

18. Safe Harbor Plan

    By Guest Sieve, March 5, 2009
    • 22 replies
    • 2.8k views
    • 
    • Guest
    • March 9, 2009

19. Plan to Plan transfers

    By Guest soccermom, March 5, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 5, 2009

20. ADP Refunds w/o Trust Accounting

    By Guest Golden401k, March 5, 2009
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • March 6, 2009

21. Overpayment from 401(k) plan

    By Guest sheTexasHammer, March 4, 2009
    • 5 replies
    • 4.7k views
    • 
    • QDROphile
    • March 5, 2009

22. 401(k) Brokers

    By Guest samc6782, March 4, 2009
    • 5 replies
    • 4.3k views
    • 
    • Bird
    • March 5, 2009

23. restructuring for ADP Testing.

    By Lori H, March 4, 2009
    • 9 replies
    • 2.1k views
    • 
    • austin3515
    • March 5, 2009

24. Failure to allow eligibles to enroll

    By Guest rush2112, March 3, 2009
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2009

25. Failure to Contribute in Multiple Employer Plan

    By Guest Thomas2006, March 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2009

26. SIPC coverage

    By Guest Benmark, March 2, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 2, 2009

27. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.8k views
    • 
    • Chippy
    • March 4, 2009

28. Overlapping Controlled Groups

    By justatester, March 2, 2009
    • 6 replies
    • 3.4k views
    • 
    • justatester
    • March 3, 2009

29. Inclusion of ineligible employee

    By Guest Peggy806, March 2, 2009
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • March 31, 2009

30. Form 5500EZ line 10b

    By Guest naveen, February 28, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • February 28, 2009

31. matching contribution last day of plan year retroactive decision

    By Guest sheTexasHammer, February 27, 2009
    • 3 replies
    • 1.1k views
    • 
    • Below Ground
    • February 28, 2009

32. Preventing 415 Failure w/ 401K Plan

    By Guest Golden401k, February 27, 2009
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2009

33. QNECs, 401a4 & TH

    By zimbo, February 27, 2009
    • 6 replies
    • 2.7k views
    • 
    • K2retire
    • March 3, 2009

34. ADP, Catch-Up and Refund

    By imchipbrown, February 27, 2009
    • 14 replies
    • 2.5k views
    • 
    • imchipbrown
    • March 3, 2009

35. changing payroll provider

    By k man, February 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Pam S.
    • August 4, 2010

36. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 4.9k views
    • 
    • Tom Poje
    • May 6, 2009

37. Roth 401(k) and Brokerage Accounts

    By KateSmithPA, February 26, 2009
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • June 11, 2009

38. Fiduciary

    By Guest meeh3704, February 26, 2009
    • 1 reply
    • 971 views
    • 
    • J Simmons
    • February 26, 2009

39. Stimulus Bill Write-Up?

    By austin3515, February 26, 2009
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • October 13, 2009

40. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 27, 2009

41. controlled group question

    By K2retire, February 26, 2009
    • 2 replies
    • 921 views
    • 
    • K2retire
    • February 26, 2009

42. Want to double check sole proprietor calc

    By Jim Chad, February 26, 2009
    • 2 replies
    • 1.3k views
    • 
    • imchipbrown
    • February 27, 2009

43. PS to 401(k) Safe Harbor-Mid Year Question

    By BTH, February 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 26, 2009

44. unallocated employer contribution

    By k man, February 25, 2009
    • 14 replies
    • 6.6k views
    • 
    • Guest
    • March 2, 2009

45. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 25, 2009

46. Union and Non-Union

    By fiona1, February 24, 2009
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • March 5, 2009

47. Plan Having Trouble with 414(s) Compensation Test

    By rocknrolls2, February 24, 2009
    • 5 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

48. Certain Terminated Employee

    By fiona1, February 24, 2009
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • February 28, 2009

49. first Roth Distribution

    By Jim Chad, February 23, 2009
    • 1 reply
    • 850 views
    • 
    • J Simmons
    • February 28, 2009

50. Deferrals Not Calculated Correctly

    By Guest DCquestioner, February 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2009