401(k) Plans

19,275 topics in this forum

1. Need reality check - mulitple matching schedules allowed if testing passed?

   By ERISAatty, April 20, 2009
   • 1 reply
   • 1.2k views
   • 
   • ERISAatty
   • April 20, 2009

2. Need Solo 401k assistance

   By B Gene Stair, July 19, 2018   

   • need professional solo 401k assistance
   • 4 replies
   • 526 views
   • 
   • Florence
   • July 21, 2018

3. Need Straight Answers on HCE & Annual Addition Issues

   By Guest JBarn, November 29, 2000
   • 8 replies
   • 1.9k views
   • 
   • Guest
   • December 12, 2000

4. Need suggestion for speaker for Milwaukee-based retirement professionals' group

   By ERISAatty, October 28, 2008
   • 2 replies
   • 1.1k views
   • 
   • ERISAatty
   • October 31, 2008

5. Need to Change Plan Sponsor

   By waid10, January 12, 2010
   • 1 reply
   • 1.6k views
   • 
   • Kevin C
   • January 13, 2010

6. Negative (passive) enrollment feedback

   By Brian Gallagher, February 21, 2003
   • 2 replies
   • 1.6k views
   • 
   • RCK
   • February 22, 2003

7. Negative 401(k) Elections - California

   By lkpittman, March 25, 2003
   • 15 replies
   • 3.8k views
   • 
   • E as in ERISA
   • July 12, 2006

8. Negative 401(k) payroll contribution

   By justasking, November 7, 2014
   • 1 reply
   • 2.9k views
   • 
   • Lou S.
   • November 7, 2014

9. Negative Assets?

   By 415 Limit, April 14, 2010
   • 7 replies
   • 1.5k views
   • 
   • Ron Snyder
   • April 16, 2010

10. Negative compensation

    By jkharvey, June 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • June 1, 2011

11. Negative Contributions

    By Safeharbor29, July 21, 2015
    • 4 replies
    • 4.2k views
    • 
    • QDROphile
    • July 21, 2015

12. Negative Earnings

    By Guest psu83, May 11, 2011
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • May 13, 2011

13. Negative Election

    By Guest worr, May 26, 1999
    • 11 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • January 24, 2002

14. Negative Election - Automatic Enrollment

    By Guest Ted Kowalchuk, CFP, CFS,, February 22, 2006
    • 9 replies
    • 3.6k views
    • 
    • RCK
    • March 4, 2006

15. Negative election enrollment.

    By Guest 401kguy, February 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2000

16. Negative election of direct rollover

    By Guest allisonperry, February 3, 2006
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 10, 2006

17. Negative election/auto enrollment amendment

    By Lori H, September 15, 2016
    • 2 replies
    • 497 views
    • 
    • Lori H
    • September 16, 2016

18. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc, April 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2005

19. Negative Elections

    By Guest LaneWest, June 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 9, 2001

20. Negative Elections

    By Guest Rena Breeding, November 5, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

21. Negative Elections ~ specified amount automatically contributed!

    By Guest Philip Simpkins, August 7, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • April 4, 2003

22. Negative elections for current employees?

    By Wessex, November 23, 1998
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • January 5, 1999

23. negative elections for some but not all participants

    By ERISA-Bubs, February 20, 2014
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • February 21, 2014

24. Negative Enrollment for "some" employees?

    By KateSmithPA, December 21, 2005
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • December 21, 2005

25. Negative Enrollments

    By Guest JB2, September 9, 1998
    • 1 reply
    • 5k views
    • 
    • LCARUSI
    • September 9, 1998

26. Negative K-1 Income

    By austin3515, July 31, 2015
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • July 31, 2015

27. negative true-ups?

    By wvbeachgirl, July 7, 2008
    • 4 replies
    • 6.5k views
    • 
    • Bird
    • August 6, 2008

28. Negative/Passive Enrollment in 401(k)

    By Guest Linnea118, September 2, 1999
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 3, 1999

29. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.6k views
    • 
    • cybertruck
    • January 31, 2020

30. NESE for partners

    By Guest notapensiongeek, August 21, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2008

31. Net Earned Income Calcl. with 2 employer sources

    By Guest bernie lomax, February 18, 2004
    • 14 replies
    • 2.5k views
    • 
    • Gary Lesser
    • March 9, 2007

32. Net earned income computation for partnership

    By Guest tmills, October 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

33. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 4.6k views
    • 
    • Bill Presson
    • February 25, 2014

34. Net Operating Loss on Earned Income Calc

    By austin3515, July 8, 2021
    • 0 replies
    • 441 views
    • 
    • austin3515
    • July 8, 2021

35. net pay vs gross pay

    By gregburst, August 28, 2015   

    • for ADP testing
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 28, 2015

36. Net Unrealized Appreciation (NUA)

    By Dobber, January 28, 2022
    • 2 replies
    • 601 views
    • 
    • EBECatty
    • January 28, 2022

37. Net Unrealized Appreciation (NUA) used in determing the cost basis of

    By Guest Donald H. Miller, April 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • May 1, 2000

38. Net Unrealized Appreciation (partial rollover)

    By Dobber, September 15, 2022
    • 2 replies
    • 853 views
    • 
    • Cardscrazy
    • September 19, 2022

39. Net Unrealized Appreciation and Terminating Plan

    By Guest AEA, July 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • July 14, 2005

40. Net Unrealized Appreciation following Acquisition

    By Jon Chambers, August 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • August 8, 2001

41. Net Unrealized Appreciation in a NON LUMPSUM distribution

    By Guest jrseattle, January 16, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 19, 1999

42. Net Unrealized Appreciation of Employer Stock

    By Guest Luis G, June 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 11, 1999

43. Nevada Employee Savings Trust Program

    By gregburst, April 18
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 18

44. Never contributed the Match

    By Guest Giovanni, March 7, 2005
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • March 7, 2005

45. Never Offered to Participate in Safe Harbor 401K Plan by Employer

    By Lenny van den Hof, October 28, 2019   

    • 401 k
    • 14 replies
    • 2.3k views
    • 
    • Bird
    • November 11, 2019

46. Never ran 2008 adp testing

    By Guest Bosco108, August 31, 2011
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • August 31, 2011

47. New "Flexible Benefits Plan"

    By Guest Billy D., August 1, 2002
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • August 1, 2002

48. New 2002 Vesting schedule

    By Guest Michael Anderson, January 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 10, 2002

49. New 2010 EZ is Oiut

    By austin3515, June 14, 2011
    • 3 replies
    • 1k views
    • 
    • Bird
    • June 15, 2011

50. New 401(k) plan after terminated 401(k) plan

    By Guest Becky Egan, January 10, 2001
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • January 12, 2001