401(k) Plans

19,275 topics in this forum

1. Establishment of a successor plan

   By Guest JBeck, April 12, 2005
   • 7 replies
   • 2.5k views
   • 
   • austin3515
   • April 14, 2005

2. Estimated Indexed Limits for 2000?

   By Guest, September 30, 1999
   • 5 replies
   • 1.4k views
   • 
   • Guest
   • October 29, 1999

3. Estimated inflation adjustments for 2025 limits?

   By Peter Gulia, September 11, 2024
   • 4 replies
   • 709 views
   • 
   • Lois Baker
   • September 13, 2024

4. Estimating hours for part time pilots

   By Pixie, April 23, 2014
   • 4 replies
   • 1k views
   • 
   • QDROphile
   • April 23, 2014

5. ETF's

   By Guest JCarroll, March 28, 2008
   • 2 replies
   • 1.6k views
   • 
   • masteff
   • March 28, 2008

6. Ethics

   By Dan, May 11, 2012
   • 1 reply
   • 1.1k views
   • 
   • Bill Presson
   • May 11, 2012

7. Ethics CPE

   By austin3515, November 16, 2015
   • 12 replies
   • 1.5k views
   • 
   • Bird
   • November 19, 2015

8. European 401k Plan and U.S. 401k Plan

   By Zoey, April 7, 2010
   • 2 replies
   • 1.4k views
   • 
   • Zoey
   • April 13, 2010

9. Evaluating a Plan for Tax Efficiency

   By austin3515, December 7, 2014
   • 12 replies
   • 1.7k views
   • 
   • austin3515
   • December 9, 2014

10. Ever filed amended 5330 to try to get money back?

    By Guest boberlander, October 13, 2000
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • October 18, 2000

11. Ever heard of "life-time catch-ups" or "Special Election A"

    By doombuggy, November 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • doombuggy
    • November 11, 2003

12. Evergreen Deferral Election for Sched C / K-1

    By austin3515, December 21, 2012
    • 6 replies
    • 1.4k views
    • 
    • 12AX7
    • December 21, 2012

13. Ex Wives and beneficiary

    By Guest dulan, January 19, 2007
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • January 23, 2007

14. Ex-employee owes employer $, can the employer take the money when the

    By Guest Kevin Plymyer, December 29, 2000
    • 3 replies
    • 3.3k views
    • 
    • david rigby
    • January 2, 2001

15. ex-pat after tax contribution

    By Guest padmin, September 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • September 10, 2005

16. Ex-spouse named as beneficiary

    By 2muchstress, August 27, 2002
    • 17 replies
    • 4.7k views
    • 
    • mbozek
    • August 28, 2002

17. Exceed 415 and 404 Limits

    By Below Ground, March 20, 2009
    • 3 replies
    • 3.6k views
    • 
    • Below Ground
    • March 23, 2009

18. Exceeded 402g limit - timing of return

    By cpc0506, December 20, 2018
    • 1 reply
    • 701 views
    • 
    • ETA Consulting LLC
    • December 20, 2018

19. Exceeding Plan Deferral Limit

    By Guest philc, January 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2004

20. Excel formula to allocate basic Safe Harbor Match contribution

    By Guest Amy Harle, August 26, 2004
    • 4 replies
    • 12.7k views
    • 
    • R. Butler
    • August 27, 2004

21. Excel formula to determine basic safe harbor match

    By Guest Bear, April 28, 2006
    • 2 replies
    • 23.1k views
    • 
    • Guest
    • April 28, 2006

22. Exception to Catch-Up Contribution Regulations

    By Guest pcjackson, April 25, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2002

23. Exception to the "same desk" rule?

    By Guest, February 13, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 16, 2000

24. Excess (over plan limit) deferrals

    By Guest A. Rostosky, January 5, 2001
    • 18 replies
    • 6.9k views
    • 
    • Guest
    • January 19, 2001

25. Excess 401(k) Contributions Calculations on 5330

    By Guest TracyAndrews, August 13, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 13, 2004

26. Excess 401K match

    By Cpadave, May 27, 2017
    • 2 replies
    • 575 views
    • 
    • Bird
    • May 30, 2017

27. excess 402(g) limit - 10% penalty tax

    By 52626, August 3, 2016
    • 4 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • August 3, 2016

28. Excess 404(a) - IRC 4972

    By pensionLifer, June 18, 2018
    • 2 replies
    • 604 views
    • 
    • Larry Starr
    • June 19, 2018

29. excess 415 for terminated employee

    By Nancy D, January 29, 2019   

    • 415 excess
    • 5 replies
    • 1.1k views
    • 
    • Nancy D
    • January 30, 2019

30. Excess Aggregate Contribution

    By Guest sviola, December 2, 2011
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • December 5, 2011

31. Excess aggregate refund...

    By jaemmons, June 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 28, 2002

32. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 1.6k views
    • 
    • bzorc
    • February 11, 2019

33. Excess Annual Addition

    By nancy, January 23, 2020
    • 4 replies
    • 808 views
    • 
    • Luke Bailey
    • January 24, 2020

34. Excess Annual Additions

    By fiona1, September 29, 2004
    • 0 replies
    • 961 views
    • 
    • fiona1
    • September 29, 2004

35. Excess Annual Additions

    By nancy, June 1, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 2, 2000

36. Excess Annual Additions - 401(k) Refund?

    By Medusa, April 9, 2003
    • 2 replies
    • 3.6k views
    • 
    • Medusa
    • April 10, 2003

37. Excess Annual Additions and ADP/ACP Test

    By Guest ArrowMatt, January 24, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 29, 2004

38. Excess Annual Additions in Safe Harbor 401(k) Plan

    By MarZDoates, October 6, 2016
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • October 6, 2016

39. Excess assets from DB

    By cdavis25, November 19, 2015
    • 3 replies
    • 961 views
    • 
    • Tom Poje
    • November 20, 2015

40. excess contribution

    By Guest ehayes, June 6, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 10, 2003

41. Excess Contribution

    By Guest Rutager, September 19, 2008
    • 4 replies
    • 1.5k views
    • 
    • fiona1
    • September 19, 2008

42. Excess Contribution

    By Guest elang, April 9, 2012
    • 0 replies
    • 823 views
    • 
    • Guest
    • April 9, 2012

43. Excess Contribution

    By TH 401k, September 30
    • 10 replies
    • 760 views
    • 
    • TH 401k
    • October 3

44. Excess Contribution and ADP Testing

    By Guest AJM 34, August 3, 2007
    • 7 replies
    • 2.8k views
    • 
    • Tom Poje
    • August 13, 2007

45. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2004

46. excess contribution definition

    By K2retire, September 6, 2013
    • 15 replies
    • 2.1k views
    • 
    • david rigby
    • September 9, 2013

47. Excess contribution has been rolled over - now what?

    By Guest WashThisCar, February 2, 2009
    • 1 reply
    • 1k views
    • 
    • rocknrolls2
    • February 2, 2009

48. Excess Contribution question

    By fiona1, October 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • October 4, 2006

49. Excess Contribution Refund Deadline 2009

    By Guest Lee68, February 11, 2009
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • February 11, 2009

50. Excess Contribution Reporting

    By Guest hruser, February 25, 2004
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • February 25, 2004