401(k) Plans

19,321 topics in this forum

1. negative elections for some but not all participants

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

2. Negative Enrollment for "some" employees?

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

3. Negative Enrollments

   By Guest JB2, September 9, 1998
   • 1 reply
   • 5.1k views
   • 
   • LCARUSI
   • September 9, 1998

4. Negative K-1 Income

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

5. negative true-ups?

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

6. Negative/Passive Enrollment in 401(k)

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

7. Neglected Solo 401k

   By cybertruck, January 30, 2020
   • 6 replies
   • 2.7k views
   • 
   • cybertruck
   • January 31, 2020

8. NESE for partners

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

9. 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

10. Net earned income computation for partnership

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

11. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 5.2k views
    • 
    • Bill Presson
    • February 25, 2014

12. Net Operating Loss on Earned Income Calc

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

13. net pay vs gross pay

    By gregburst, August 28, 2015   

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

14. Net Unrealized Appreciation (NUA)

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

15. 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

16. Net Unrealized Appreciation (partial rollover)

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

17. Net Unrealized Appreciation and Terminating Plan

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

18. Net Unrealized Appreciation following Acquisition

    By Jon Chambers, August 8, 2001
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • August 8, 2001

19. Net Unrealized Appreciation in a NON LUMPSUM distribution

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

20. Net Unrealized Appreciation of Employer Stock

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

21. Nevada Employee Savings Trust Program

    By gregburst, April 18, 2025
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • April 18, 2025

22. Never contributed the Match

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

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

    By Lenny van den Hof, October 28, 2019   

    • 401 k
    • 14 replies
    • 2.4k views
    • 
    • Bird
    • November 11, 2019

24. Never ran 2008 adp testing

    By Guest Bosco108, August 31, 2011
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • August 31, 2011

25. New "Flexible Benefits Plan"

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

26. New 2002 Vesting schedule

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

27. New 2010 EZ is Oiut

    By austin3515, June 14, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • June 15, 2011

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

    By Guest Becky Egan, January 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • January 12, 2001

29. New 401(k) plan and eligibility

    By cfull, February 7, 2014
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • February 7, 2014

30. New 401(k) Plan effective 1/1/2023

    By hsctpa, November 30, 2022
    • 1 reply
    • 332 views
    • 
    • Lou S.
    • November 30, 2022

31. New 401(k) Plan for Old Plan after asset transfer

    By cohendrake, July 12, 2017   

    • termination
    • 8 replies
    • 1.2k views
    • 
    • ESOP Guy
    • July 17, 2017

32. New 401(k) Safe Harbor Plan...too late for 2005?

    By Jilliandiz, September 30, 2005
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 4, 2005

33. New 401k for employees coming off Administaff

    By Guest Mark Porter, August 4, 1999
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 5, 1999

34. New 401k for Er w/ SARSEP

    By austin3515, September 8, 2014
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • September 15, 2014

35. New 401k Plan

    By Guest dannyoc, October 1, 2010
    • 1 reply
    • 964 views
    • 
    • Tom Poje
    • October 1, 2010

36. New 401k plan - Am I missing something in the regs for eligibility?

    By Jakyasar, April 21, 2023
    • 3 replies
    • 660 views
    • 
    • Paul I
    • April 24, 2023

37. New 401k plan, funds not being deposited into account

    By Guest ironhead1230, August 25, 2006
    • 1 reply
    • 2.8k views
    • 
    • wsp
    • August 25, 2006

38. New 401k Plan?

    By B. Geiger, April 11, 2024
    • 3 replies
    • 672 views
    • 
    • Peter Gulia
    • April 12, 2024

39. New 401k Regs

    By Brian Gallagher, July 24, 2003
    • 7 replies
    • 1.4k views
    • 
    • mbozek
    • July 25, 2003

40. New 401k with existing SEP

    By Guest TrustMe401k, May 5, 2006
    • 1 reply
    • 1k views
    • 
    • Bird
    • May 5, 2006

41. New 401k- Client Changes Mind

    By coleboy, August 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • August 5, 2021

42. NEW 401K, TERMINATED DB PLAN

    By cpc0506, March 30, 2012
    • 1 reply
    • 974 views
    • 
    • rcline46
    • March 30, 2012

43. new 401k/safe harbor plan or 2021

    By Jakyasar, November 19, 2020
    • 3 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 19, 2020

44. New 402(g) Limits for Non-CY Plans

    By davef, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 22, 2001

45. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

46. New 5307 Form

    By Guest igglesfan, July 30, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • July 30, 2008

47. New 5310-A required?

    By bblaw, September 10, 2019
    • 2 replies
    • 1.9k views
    • 
    • ERISA guy
    • September 28, 2022

48. New 5500 Filing instructions?

    By Guest AdminFL, August 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2001

49. new accounts/enrollments

    By Guest SPOT, August 3, 2004
    • 9 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2004

50. New Audit requirements for small plans?

    By Guest fender5150, September 6, 2008
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • September 11, 2008