401(k) Plans

19,321 topics in this forum

1. ESOP - liability of Trustee

   By fidu, February 25, 2002
   • 0 replies
   • 1.4k views
   • 
   • fidu
   • February 25, 2002

2. ESOP contribs satisfy safe-harbor 401(k)?

   By Guest dlm, October 15, 1998
   • 0 replies
   • 3.2k views
   • 
   • Guest
   • October 15, 1998

3. ESOP FEE

   By DABU, November 12, 2021
   • 1 reply
   • 471 views
   • 
   • Cardscrazy
   • November 20, 2021

4. ESOP match is based on deferrals to a separate 401(k) - is this OK an

   By Guest LMalone, August 14, 2000
   • 3 replies
   • 2.5k views
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   • Guest
   • August 17, 2000

5. ESOP Questions

   By Guest DougT, December 30, 2010
   • 0 replies
   • 881 views
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   • Guest
   • December 30, 2010

6. ESOP top-off calculations / spreadsheets

   By Guest Amit, June 21, 2002
   • 0 replies
   • 1.7k views
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   • Guest
   • June 21, 2002

7. ESOP401(K)Annual Addition limits.

   By Guest Babs, August 7, 1999
   • 3 replies
   • 1.6k views
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   • Guest
   • August 25, 1999

8. ESOPs

   By Guest Edward McElroy, August 24, 1998
   • 2 replies
   • 6.6k views
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   • Guest
   • August 24, 1998

9. Esops And Lesops. - What Risk Do Fiduciaries Have??

   By fidu, February 5, 2002
   • 15 replies
   • 2.8k views
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   • mbozek
   • February 27, 2002

10. Establish End of the Year 401(k) Plan

    By rblum50, December 19, 2022
    • 2 replies
    • 390 views
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    • rblum50
    • December 19, 2022

11. Establish plan with a rollover only?

    By Guest tracys, September 8, 2003
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • September 9, 2003

12. Establishing a PS only plan after plan year ends

    By cpc0506, August 3, 2022
    • 1 reply
    • 453 views
    • 
    • Lou S.
    • August 3, 2022

13. Establishing Safe Harbor 401(k) Plan - Less than 3 months from Adoption Date

    By Vlad401k, November 13, 2020
    • 3 replies
    • 1.3k views
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    • JackS
    • November 13, 2020

14. Establishment of a successor plan

    By Guest JBeck, April 12, 2005
    • 7 replies
    • 2.6k views
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    • austin3515
    • April 14, 2005

15. Estimated Indexed Limits for 2000?

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

16. Estimated inflation adjustments for 2025 limits?

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

17. Estimating hours for part time pilots

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

18. ETF's

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

19. Ethics

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

20. Ethics CPE

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

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

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

22. Evaluating a Plan for Tax Efficiency

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

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

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

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

    By doombuggy, November 7, 2003
    • 4 replies
    • 1.4k views
    • 
    • doombuggy
    • November 11, 2003

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

    By austin3515, December 21, 2012
    • 6 replies
    • 1.5k views
    • 
    • 12AX7
    • December 21, 2012

26. Ex Wives and beneficiary

    By Guest dulan, January 19, 2007
    • 7 replies
    • 3.6k views
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    • Guest
    • January 23, 2007

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

    By Guest Kevin Plymyer, December 29, 2000
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • January 2, 2001

28. ex-pat after tax contribution

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

29. Ex-spouse named as beneficiary

    By 2muchstress, August 27, 2002
    • 17 replies
    • 4.8k views
    • 
    • mbozek
    • August 28, 2002

30. Exceed 415 and 404 Limits

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

31. Exceeded 402g limit - timing of return

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

32. Exceeding Plan Deferral Limit

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

33. 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

34. Excel formula to determine basic safe harbor match

    By Guest Bear, April 28, 2006
    • 2 replies
    • 23.3k views
    • 
    • Guest
    • April 28, 2006

35. Exception to Catch-Up Contribution Regulations

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

36. Exception to the "same desk" rule?

    By Guest, February 13, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 16, 2000

37. Excess (over plan limit) deferrals

    By Guest A. Rostosky, January 5, 2001
    • 18 replies
    • 7k views
    • 
    • Guest
    • January 19, 2001

38. Excess 401(k) Contributions Calculations on 5330

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

39. Excess 401K match

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

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

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

41. Excess 404(a) - IRC 4972

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

42. excess 415 for terminated employee

    By Nancy D, January 29, 2019   

    • 415 excess
    • 5 replies
    • 1.2k views
    • 
    • Nancy D
    • January 30, 2019

43. Excess Aggregate Contribution

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

44. Excess aggregate refund...

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

45. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 1.8k views
    • 
    • bzorc
    • February 11, 2019

46. Excess Annual Addition

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

47. Excess Annual Additions

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

48. Excess Annual Additions

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

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

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

50. Excess Annual Additions and ADP/ACP Test

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