401(k) Plans

19,321 topics in this forum

1. Old Keogh -> 401(k).... same EIN?

   By K-t-F, June 28, 2022
   • 9 replies
   • 1.3k views
   • 
   • CuseFan
   • June 29, 2022

2. Old plan/New plan- are you limited to $30,000?

   By Guest Laura Millwood, September 14, 1999
   • 5 replies
   • 1.4k views
   • 
   • Guest
   • September 15, 1999

3. Old SEP/Profit sharing Plan

   By Pammie57, December 18, 2017
   • 1 reply
   • 540 views
   • 
   • Belgarath
   • December 18, 2017

4. Old-school after tax vs. ACP Test

   By AlbanyConsultant, August 29, 2008
   • 2 replies
   • 1.5k views
   • 
   • ERISAnut
   • August 29, 2008

5. Older partner wants to max out PS contribution, younger partner wants cash

   By Guest Bearlee, June 29, 2012
   • 13 replies
   • 2k views
   • 
   • Guest
   • July 10, 2012

6. Omission of Eligible Employee

   By MarZDoates, January 26, 2006
   • 4 replies
   • 1.6k views
   • 
   • J. Bringhurst
   • February 1, 2006

7. OMIT

   By BeanCounterBlues, November 24, 2008
   • 0 replies
   • 943 views
   • 
   • BeanCounterBlues
   • November 24, 2008

8. Omitted employee's contribution for last year and 8 months. How do we handle this?

   By Guest Dave Flora, September 2, 2004
   • 8 replies
   • 2k views
   • 
   • RCK
   • September 3, 2004

9. On call hours/hours of service

   By Guest Peggy806, January 21, 2009
   • 13 replies
   • 5.4k views
   • 
   • Jim Chad
   • February 18, 2012

10. On Demand Pay Arrangements & Plan Compensation

    By MSN, January 31, 2023
    • 6 replies
    • 2.4k views
    • 
    • MSN
    • February 17, 2023

11. Once 401(k) deferrals are in plan's trust account, when does employer

    By Guest deagea, October 20, 2000
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • November 15, 2000

12. Once eligible always eligible "rule"

    By Guest JMH1962, February 13, 2012
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • February 16, 2012

13. Once eligible always eligible for deferrals?

    By Bruce1, July 7, 2024
    • 2 replies
    • 713 views
    • 
    • Bruce1
    • July 8, 2024

14. one bad apple in a mep

    By TPApril, July 15, 2014
    • 1 reply
    • 1.7k views
    • 
    • MoJo
    • July 16, 2014

15. One big plan with many divisions now has to have one of the divisions separated into its own plan. Need help.

    By Guest DIGMYDOG, October 22, 2003
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • October 28, 2003

16. One company - two plans...safe harbor?

    By Chippy, November 6, 2017
    • 13 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 16, 2017

17. One company, two plans

    By Guest Iwonder, April 10, 2008
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 10, 2008

18. One day plan year....

    By fiona1, December 28, 2005
    • 7 replies
    • 2.9k views
    • 
    • Just Me
    • January 9, 2006

19. One Day Short Plan Year ADP Test - 401(a) 17 Limit

    By Guest wwc870, July 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • jquazza
    • July 14, 2004

20. one employee in two unrelated employers plans.

    By Moe Howard, February 9, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • February 12, 2004

21. One employee who is Key Employee

    By Guest hpaine, October 21, 2003
    • 15 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 23, 2003

22. One Employer - 2 Plans?

    By 401kSteve, September 30, 2020
    • 5 replies
    • 742 views
    • 
    • Bob the Swimmer
    • October 2, 2020

23. One employer with both 401k and 403b plans

    By dmb, February 24, 2014
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • February 27, 2014

24. One employer: Two separate Safe Harbors

    By ERISA25, October 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 28, 2010

25. One ER separate 401(k) & PS Plans

    By Guest CCarter, February 22, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 22, 2002

26. One limit, 2 employers?

    By Guest Drumsnwhistles, August 9, 2006
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • August 9, 2006

27. One man plan investing in collectibles

    By jkharvey, September 26, 2014
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • September 29, 2014

28. One man show businesses and ERISA

    By K-t-F, September 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2004

29. One negative Schedule C... possibly outweighed by the owner's other compensation?

    By AlbanyConsultant, August 31, 2021
    • 3 replies
    • 886 views
    • 
    • CuseFan
    • August 31, 2021

30. One of a Kind Situation and Need Advice!

    By Sanctioned Man, August 5, 2024
    • 4 replies
    • 865 views
    • 
    • Lou S.
    • August 6, 2024

31. one or two ADP tests

    By Tom Poje, December 4, 2014
    • 3 replies
    • 1.1k views
    • 
    • BW
    • December 4, 2014

32. One owner - SEP for LLC, PS for Inc.?

    By TPApril, June 16, 2021
    • 2 replies
    • 516 views
    • 
    • Lou S.
    • June 16, 2021

33. One owner, 2 companies - prorate the $170,000 comp limit?

    By MR, March 23, 2001
    • 10 replies
    • 2.3k views
    • 
    • Everett Moreland
    • March 24, 2001

34. One Page Summary

    By K-t-F, June 23, 2004
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 24, 2004

35. One participant 401k real estate lawsuit

    By Lawrence, August 9, 2018   

    • 401k
    • law suit
    • (and 1 more)

      Tagged with:

      • 401k
      • law suit
      • real estate
    • 1 reply
    • 483 views
    • 
    • Larry Starr
    • August 9, 2018

36. One Participant Plan - Family Attribution

    By Will.I.Am, July 31, 2020
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • August 10, 2020

37. One person 401(k) Plan

    By FJR, December 16, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 23, 2002

38. One Person 401(k) Plan...Not a Simple Plan?

    By Jilliandiz, August 30, 2004
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 31, 2004

39. One Person 401(k) when there is no salary?

    By Guest Ashlea, January 7, 2005
    • 19 replies
    • 2.2k views
    • 
    • GBurns
    • January 10, 2005

40. One Person 401k - permissible investments - LLC's, LLP's, etc...

    By Guest Ducks, December 16, 2004
    • 3 replies
    • 1.8k views
    • 
    • alanm
    • December 17, 2004

41. One person LLC w/1 Employee - Solo 401k?

    By jsmith1985, November 23, 2014
    • 24 replies
    • 4.7k views
    • 
    • jsmith1985
    • December 17, 2014

42. One person LLC, Solo 401k, 1 Employee - Question

    By jsmith1985, November 23, 2014
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • November 24, 2014

43. One Person Plan

    By khn, October 24, 2023
    • 5 replies
    • 710 views
    • 
    • Bird
    • October 26, 2023

44. One person plan - unvested ER @bop

    By TPApril, September 4, 2019
    • 6 replies
    • 747 views
    • 
    • david rigby
    • September 4, 2019

45. One Person Plan and 401(k) Deferral Deposit Deadline

    By PensionPro, February 10, 2015
    • 7 replies
    • 2k views
    • 
    • Bill Presson
    • February 11, 2015

46. One Person Plan: 401(k) or Profit Sharing

    By Guest elem, February 14, 2005
    • 7 replies
    • 2k views
    • 
    • david rigby
    • February 15, 2005

47. one person plans subject to DOL's 7-day deferral deposit rule?

    By Pinefresh, May 24, 2016
    • 2 replies
    • 764 views
    • 
    • rcline46
    • May 25, 2016

48. One Plan Term, New Plan Start, Waiting period?

    By Guest James Osterhaus, June 28, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • July 18, 2001

49. One Plan to Two Plans, SOX Notice?

    By 401kPig, February 7, 2017
    • 1 reply
    • 431 views
    • 
    • K2retire
    • February 8, 2017

50. One Time Irrevocable Election

    By Guest ptpnthr, April 9, 2004
    • 13 replies
    • 3.7k views
    • 
    • Lori Foresz
    • April 19, 2004