401(k) Plans

19,319 topics in this forum

1. 401(k) plan for controlled group

   By cathyw, September 23, 2016
   • 0 replies
   • 475 views
   • 
   • cathyw
   • September 23, 2016

2. 401(k) plan for LLC

   By bzorc, November 13, 2003
   • 4 replies
   • 1.4k views
   • 
   • chris
   • November 16, 2003

3. 401(k) Plan for parternships with PCs

   By nancy, June 4, 1999
   • 0 replies
   • 1.5k views
   • 
   • nancy
   • June 4, 1999

4. 401(k) plan from a company which was recently acquired

   By Guest DougE, April 30, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 30, 1999

5. 401(k) plan has separate annuity contracts, employer wants to transfer plan

   By katieinny, January 31, 2011
   • 24 replies
   • 2.8k views
   • 
   • K2retire
   • February 3, 2011

6. 401(k) Plan investment review

   By Guest ojs000, March 2, 2010
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • March 10, 2010

7. 401(k) Plan is irreparable

   By TPApril, September 24, 2021
   • 12 replies
   • 2k views
   • 
   • Peter Gulia
   • September 29, 2021

8. 401(k) Plan Loan Documentary Stamp Tax

   By Guest, October 31, 2000
   • 1 reply
   • 2.2k views
   • 
   • david rigby
   • October 31, 2000

9. 401(k) Plan Loans -- Exclude ER securities

   By Guest justbe, November 1, 2004
   • 1 reply
   • 1.2k views
   • 
   • Brian Gallagher
   • November 1, 2004

10. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC, December 17, 2025
    • 19 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • December 23, 2025

11. b 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO, September 14, 2023   

    • i
    • 3 replies
    • 2.6k views
    • 
    • Terry Power
    • September 20, 2023

12. 401(k) Plan Not Offered To Eligible Employee

    By Guest Allysenf, June 22, 2002
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • June 22, 2002

13. 401(k) plan providers

    By mbozek, April 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 3, 2002

14. 401(k) Plan Questionnaire - Response Extension

    By Guest billyj, June 18, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 5, 2010

15. 401(k) plan requires at least 1,000 hours for share of nonelective con

    By Scott, December 6, 2000
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • December 13, 2000

16. 401(k) Plan Sponsor Entity and EIN Change

    By hsctpa, November 24, 2020
    • 6 replies
    • 1.4k views
    • 
    • Gilmore
    • November 26, 2020

17. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom, October 6, 2025
    • 1 reply
    • 344 views
    • 
    • ESOP Guy
    • December 5, 2025

18. 401(k) Plan Successor rule

    By Guest RACHELP, September 17, 2013
    • 3 replies
    • 3k views
    • 
    • QDROphile
    • September 17, 2013

19. 401(k) Plan Termination

    By Guest Cookiemonster, March 29, 2004
    • 5 replies
    • 2.4k views
    • 
    • Just Me
    • April 2, 2004

20. 401(k) Plan Termination

    By Guest jetfaninmn, June 26, 2006
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • June 26, 2006

21. 401(k) Plan Termination

    By Guest ABABAK, March 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

22. 401(k) Plan Termination and Forfeitures

    By Guest Leeney, May 2, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 2, 2002

23. 401(k) Plan Termination and Startup

    By mlp0816, February 17, 2015
    • 20 replies
    • 6.5k views
    • 
    • Belgarath
    • August 23, 2018

24. 401(k) Plan Termination Effective 2001.

    By Guest ROB VIDOVICH, September 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • September 10, 2002

25. 401(k) Plan Transferred to PEP

    By WBTPA, January 5, 2024
    • 1 reply
    • 674 views
    • 
    • Paul I
    • January 5, 2024

26. 401(k) Plan w/ LLC with negative K1

    By mschwechter, April 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • mschwechter
    • April 27, 2005

27. 401(k) Plan w/o NHCE

    By Hoard1, May 26, 2000
    • 6 replies
    • 1.7k views
    • 
    • MWeddell
    • May 30, 2000

28. 401(k) plan with annuities and loans

    By Guest Theresa Irvin, May 30, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 30, 2001

29. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

    By Guest geschaft, March 21, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 21, 2007

30. 401(k) Plan with Employer Securities: diversification notice required?

    By Guest Troy S., September 11, 2007
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 13, 2007

31. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras, September 13, 2007
    • 1 reply
    • 981 views
    • 
    • masteff
    • September 13, 2007

32. 401(k) Plan with Non-Citizen Trustee

    By Lame Duck, April 30, 2014   

    • Non-Citizen Trustee
    • 3 replies
    • 3k views
    • 
    • Peter Gulia
    • May 2, 2014

33. 401(k) Plan with Safe Harbor and last day requirement

    By pensionnube, February 2, 2015   

    • 401(k)
    • Safe Harbor
    • (and 3 more)

      Tagged with:

      • 401(k)
      • Safe Harbor
      • Last Day
      • gateway
      • correcive amendment
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2015

34. 401(k) Plan, with fully vested PS provision and no match provision

    By msmith, May 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2004

35. 401(k) Plan/SARSEP Testing

    By Guest Jean Blackwood, February 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 22, 2000

36. 401(k) Plans

    By Guest DUKE C, January 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 18, 2002

37. 401(k) Plans

    By Guest hitt24, March 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2002

38. 401(k) Plans

    By Guest Tennis, June 14, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • June 22, 2002

39. 401(k) Plans

    By Guest Karenm, August 29, 2007
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 30, 2007

40. 401(k) Plans

    By Guest Roxanne Walters, February 26, 2002
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 27, 2002

41. 401(k) Plans

    By MPLSLAW, January 29, 2012
    • 1 reply
    • 916 views
    • 
    • ETA Consulting LLC
    • January 29, 2012

42. 401(k) Plans

    By Guest Joanne Davey, December 2, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 2, 2010

43. 401(k) Plans - Compensation and Limits

    By Guest T Cahoon, February 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 24, 2000

44. 401(k) plans - set up question

    By Teatree, February 3, 2020   

    • 401k
    • discrimination testing
    • 5 replies
    • 679 views
    • 
    • Larry Starr
    • February 5, 2020

45. 401(k) plans and long term care

    By davef, August 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • davef
    • August 20, 2007

46. 401(k) Plans and Reemployed Participants

    By Guest Edward McElroy, November 23, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 1999

47. 401(k) plans for Household Employees

    By B21, July 13, 2017
    • 3 replies
    • 927 views
    • 
    • Mike Preston
    • July 13, 2017

48. 401(k) Plans for Loans Only?

    By coleboy, March 12, 2018
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 12, 2018

49. 401(k) plans with different plan years? Why? How would ADP test be do

    By John A, September 7, 2001
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • September 7, 2001

50. 401(k) Plans with over 100 participants?

    By Guest Michael Anderson, February 10, 2005
    • 6 replies
    • 1.7k views
    • 
    • BeckyMiller
    • March 8, 2005