401(k) Plans

19,321 topics in this forum

1. Limiting EACAs to New Participants

   By dcoderre, January 24, 2008
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • February 22, 2008

2. Limiting HCE Deferrals through Corporate Resolution

   By Guest psgross, July 11, 2005
   • 5 replies
   • 1.8k views
   • 
   • E as in ERISA
   • April 25, 2006

3. Limiting HCE's to $1 of 401kj

   By austin3515, July 15, 2011
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • July 15, 2011

4. Limiting investment in Employer Stock

   By Guest justbetmd, December 7, 2006
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • December 8, 2006

5. Limiting loan amount and repayment period

   By cpc0506, August 22, 2022
   • 5 replies
   • 827 views
   • 
   • CuseFan
   • August 24, 2022

6. Limiting Only Catch-up Eligible HCE's

   By austin3515, March 2, 2016
   • 3 replies
   • 696 views
   • 
   • austin3515
   • March 2, 2016

7. Limiting participation in Individually Directed Accounts within a 401(k)

   By Guest GoldenBear03, February 27, 2007
   • 1 reply
   • 1.1k views
   • 
   • WDIK
   • February 27, 2007

8. Limiting the Number of 60-Day Rollovers?

   By metsfan026, November 6, 2025
   • 3 replies
   • 657 views
   • 
   • austin3515
   • November 10, 2025

9. Limits for Individual covered by multiple plans

   By rfahey, December 9, 2011
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • April 12, 2012

10. LIMITS FOR NON-CALENDAR PLAN YEARS

    By Guest CHRISTA, August 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2000

11. Limits for off-calendar plan years

    By CJS07, August 30, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 30, 2007

12. Limits in Plan Termination

    By Gilmore, April 11, 2019
    • 3 replies
    • 624 views
    • 
    • Gilmore
    • April 12, 2019

13. Limits on a 501(c)(14) corp

    By Guest Booker, March 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 1999

14. Limits on Plans with Plan Year other than 12/31

    By Guest GordonJ, February 14, 2009
    • 10 replies
    • 8.6k views
    • 
    • J Simmons
    • June 26, 2009

15. Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath, July 8, 2024
    • 2 replies
    • 784 views
    • 
    • Belgarath
    • July 9, 2024

16. Lincoln LOD

    By PainPA, March 13, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 13, 2008

17. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 886 views
    • 
    • blue
    • May 12, 2009

18. Line 27d Form 5500 transaction in excess of 5% - for 401(k) plans, sho

    By Guest Frank Jackson, October 8, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 15, 1999

19. Line 4d of 5300 - plan's original effective date

    By fiona1, October 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • DMcGovern
    • October 29, 2010

20. Liquidating employer after plan termination but prior to distribution

    By KJohnson, July 22, 1999
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • July 22, 1999

21. List of Advantages, Disadvantages of Daily

    By Guest FREE401k, December 31, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 31, 2001

22. List of Modifications for Interim Doc?

    By Randy Watson, April 19, 2010
    • 0 replies
    • 891 views
    • 
    • Randy Watson
    • April 19, 2010

23. List of plans requiring audits

    By Guest Stevejp, August 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 3, 1999

24. List of Required Notices

    By metsfan026, November 5, 2021
    • 1 reply
    • 525 views
    • 
    • Pam Shoup
    • November 8, 2021

25. Litigation

    By CuseFan, October 27, 2022
    • 4 replies
    • 599 views
    • 
    • Bob the Swimmer
    • October 28, 2022

26. Litigation proceeds

    By Guest agsmith, July 23, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 23, 2003

27. LLC - 401k contributions

    By Guest chris4013, April 18, 2005
    • 23 replies
    • 4.3k views
    • 
    • Bird
    • June 29, 2005

28. LLC (taxed as Partnership) and 401(k) Deferral

    By retbenser, May 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • May 30, 2013

29. LLC / S Corp and the new PTET tax payment

    By DDB BN, January 11, 2022
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • January 14, 2022

30. LLC / S-Corp Owner with Employees looking for 401k options

    By KGLO44, October 23, 2015
    • 6 replies
    • 4.8k views
    • 
    • austin3515
    • October 25, 2015

31. LLC & 401(k) if LLC opts to pay taxes as partnership

    By Guest jusducki, March 16, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2005

32. LLC 401K Contribution(s)

    By Nic Pospiech, April 14, 2025
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 14, 2025

33. LLC adopts a 401k plan

    By Santo Gold, November 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • November 13, 2008

34. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

35. LLC and PEO - will it work?

    By Guest mickiemurphy, July 24, 2006
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 27, 2006

36. LLC as an investment

    By Scuba 401, June 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • MoJo
    • June 2, 2017

37. LLC Compensation and ADP ACP Tests

    By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 6, 2007

38. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

    • deposits by members
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • January 23, 2013

39. LLC Deferrals treated as ER Match

    By Guest Rachelw, March 19, 2008
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • March 19, 2008

40. LLC Earned Income

    By Guest Pat Metallic, March 13, 2002
    • 1 reply
    • 2.1k views
    • 
    • Medusa
    • March 13, 2002

41. LLC Electing to be Taxed as a Corporation

    By jpod, September 6, 2011
    • 1 reply
    • 913 views
    • 
    • jpod
    • September 8, 2011

42. LLC guaranteed payments - 401k deferrals from

    By Guest RS Vatalaro, January 20, 2000
    • 0 replies
    • 4.9k views
    • 
    • Guest
    • January 20, 2000

43. LLC income

    By pixmax, March 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • March 20, 2010

44. LLC interest treated as stock for Plan purposes.

    By Guest Gary Rouse, January 1, 2001
    • 10 replies
    • 3.2k views
    • 
    • BeckyMiller
    • July 15, 2002

45. LLC Loss - Catch up eligible?

    By Sully, October 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • October 8, 2008

46. LLC matching contributions and 402g limit

    By legort69, December 20, 2018   

    • llc 402(g)
    • 3 replies
    • 694 views
    • 
    • Larry Starr
    • December 21, 2018

47. LLC member and maximum percentage funding

    By Guest mulrenan, December 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Earl
    • December 31, 1999

48. LLC members & loans

    By Guest pinsall, June 4, 2000
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 2000

49. LLC Members in a 401k PLan

    By Alex Daisy, November 20, 2009
    • 0 replies
    • 2.2k views
    • 
    • Alex Daisy
    • November 20, 2009

50. LLC no pay in 2020 but wants to do PS

    By TPApril, January 22, 2021
    • 1 reply
    • 430 views
    • 
    • Bill Presson
    • January 22, 2021