401(k) Plans

19,321 topics in this forum

1. Operational Failures

   By Nassau, July 20, 2007
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • July 20, 2007

2. EPCRS

   By Nassau, July 20, 2007
   • 0 replies
   • 1.2k views
   • 
   • Nassau
   • July 20, 2007

3. Distributable Event

   By Guest Thornton, July 19, 2007
   • 5 replies
   • 2.7k views
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   • jpod
   • July 20, 2007

4. Removal of Spousal Consent

   By Guest Julie, July 19, 2007
   • 3 replies
   • 2.1k views
   • 
   • austin3515
   • July 20, 2007

5. Deduction of Late Safe Harbor Contribution

   By JButtrick, July 19, 2007
   • 5 replies
   • 2.4k views
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   • Tom Poje
   • July 19, 2007

6. Proving Guardian IS Guardian

   By austin3515, July 18, 2007
   • 0 replies
   • 1k views
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   • austin3515
   • July 18, 2007

7. Plan spin-off - full vesting possible?

   By Guest Troy S., July 18, 2007
   • 3 replies
   • 1.7k views
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   • JanetM
   • July 18, 2007

8. Sole Prop 401(k) Deferral & Pension Comp

   By flosfur, July 17, 2007
   • 2 replies
   • 1.2k views
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   • Lori Friedman
   • July 19, 2007

9. Should I cash out a small 401K?

   By Guest mcdonam, July 17, 2007
   • 4 replies
   • 1.7k views
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   • Guest
   • July 20, 2007

10. Fully Benefit Responsive

    By dmb, July 17, 2007
    • 1 reply
    • 21.7k views
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    • JanetM
    • July 17, 2007

11. VCP

    By Guest cconnell, July 16, 2007
    • 1 reply
    • 1.5k views
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    • John Feldt ERPA CPC QPA
    • July 17, 2007

12. Withholding on nonqualified Roth distributions

    By Guest mickiemurphy, July 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2007

13. 401(k) Plan Annual Audit

    By oriecat, July 16, 2007
    • 10 replies
    • 6k views
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    • Guest
    • July 18, 2007

14. Excluding Commissioned Employee

    By Guest BuffaloT, July 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • Leopurrd
    • July 16, 2007

15. Mandatory W/Holding States

    By austin3515, July 16, 2007
    • 1 reply
    • 1.2k views
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    • John Feldt ERPA CPC QPA
    • July 16, 2007

16. Top Heavy Key is NRA

    By Guest Lawrenceg, July 16, 2007
    • 0 replies
    • 927 views
    • 
    • Guest
    • July 16, 2007

17. Discrimination testing

    By Guest fender5150, July 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 18, 2007

18. 415 Limits & Catchup Contributions

    By MBCarey, July 13, 2007
    • 2 replies
    • 6.4k views
    • 
    • TLGeer
    • July 15, 2007

19. Deferrals from LLC Members

    By Guest saotampa, July 13, 2007
    • 7 replies
    • 2k views
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    • John Feldt ERPA CPC QPA
    • July 13, 2007

20. QACA plans and Roth

    By Kimberly S, July 12, 2007
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • July 14, 2007

21. Definition of Compensation

    By Jilliandiz, July 12, 2007
    • 2 replies
    • 1.3k views
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    • rcline46
    • July 12, 2007

22. Roth 401k Contributions

    By Guest LSULLIVAN, July 10, 2007
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • July 10, 2007

23. ADP Refunds / Total vs PD

    By fiona1, July 9, 2007
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • July 12, 2007

24. deferral election in writing...

    By AKconsult, July 9, 2007
    • 7 replies
    • 2k views
    • 
    • AKconsult
    • July 12, 2007

25. 401k plan recordkeeping, etc.

    By Gary, July 6, 2007
    • 2 replies
    • 2.3k views
    • 
    • austin3515
    • July 8, 2007

26. safe harbor plan compensation definition

    By AKconsult, July 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • July 5, 2007

27. SS Integration - Q'ly Statements

    By austin3515, July 5, 2007
    • 29 replies
    • 3.8k views
    • 
    • austin3515
    • July 16, 2007

28. Permissive Aggregation

    By KJohnson, July 3, 2007
    • 1 reply
    • 2.1k views
    • 
    • ak2ary
    • July 3, 2007

29. Hardship Distribution vs. Known Divorce

    By Guest Taxaholic, July 3, 2007
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • July 3, 2007

30. Hardship Withdrawal Documentation

    By Guest Madison, July 2, 2007
    • 4 replies
    • 9k views
    • 
    • Peter Gulia
    • July 3, 2007

31. Opinion about a document providor

    By Guest fender5150, July 2, 2007
    • 34 replies
    • 6.1k views
    • 
    • Guest
    • July 26, 2007

32. 415 refund error

    By fiona1, June 28, 2007
    • 0 replies
    • 1.2k views
    • 
    • fiona1
    • June 28, 2007

33. ER contribution to pension or medical?

    By CO Bank, June 28, 2007
    • 20 replies
    • 4.9k views
    • 
    • Don Levit
    • July 3, 2007

34. Prevailing Wage off-set

    By Guest Ken C, June 28, 2007
    • 4 replies
    • 3.1k views
    • 
    • R. Butler
    • February 8, 2010

35. failure to follow withholding election

    By Kimberly S, June 28, 2007
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 2007

36. Safe Harbor for HCE's

    By ombskid, June 27, 2007
    • 4 replies
    • 1.6k views
    • 
    • Kimberly S
    • July 2, 2007

37. 401k elective deferral

    By Gary, June 27, 2007
    • 6 replies
    • 1.5k views
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    • austin3515
    • June 27, 2007

38. Safe Harbor Match

    By Guest jim williams, June 25, 2007
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

39. Hardship Distribution

    By Guest John Makarevich, June 23, 2007
    • 9 replies
    • 2.6k views
    • 
    • masteff
    • June 26, 2007

40. Safe Harbor 3% non elevtive with additional match

    By Richard Anderson, June 22, 2007
    • 2 replies
    • 1.5k views
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    • Tom Poje
    • June 25, 2007

41. 401(k) changes: A sound move for our company?

    By Guest afcjags, June 22, 2007
    • 5 replies
    • 1.5k views
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    • jpod
    • June 27, 2007

42. Judgment a reported tax event

    By Guest RD73, June 22, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 22, 2007

43. 5500 Plan Feature Codes

    By austin3515, June 21, 2007
    • 2 replies
    • 1.9k views
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    • austin3515
    • June 22, 2007

44. Change in election amount

    By Guest Nini, June 21, 2007
    • 7 replies
    • 2.2k views
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    • John Feldt ERPA CPC QPA
    • June 26, 2007

45. Carve Out Method

    By CJS07, June 21, 2007
    • 5 replies
    • 3.2k views
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    • Mike Preston
    • January 24, 2008

46. deductibility question

    By wsp, June 20, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2007

47. Exclusion of Eligible EE to Defer

    By Guest saotampa, June 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • June 21, 2007

48. Nondeductible contributions multiple years

    By Guest IRISH79, June 20, 2007
    • 0 replies
    • 988 views
    • 
    • Guest
    • June 20, 2007

49. Discrimination

    By Randy Watson, June 20, 2007
    • 5 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 20, 2007

50. after tax employee contributions

    By k man, June 19, 2007
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 19, 2007