401(k) Plans

19,275 topics in this forum

1. One of a Kind Situation and Need Advice!

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

2. one or two ADP tests

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

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

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

4. 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

5. One Page Summary

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

6. 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
   • 465 views
   • 
   • Larry Starr
   • August 9, 2018

7. One Participant Plan - Family Attribution

   By Will.I.Am, July 31, 2020
   • 3 replies
   • 1.1k views
   • 
   • austin3515
   • August 10, 2020

8. One person 401(k) Plan

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

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

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

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

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

11. 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

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

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

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

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

14. One Person Plan

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

15. One person plan - unvested ER @bop

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

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

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

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

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

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

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

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

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

20. One Plan to Two Plans, SOX Notice?

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

21. One Time Irrevocable Election

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

22. one time irrevocable election to not participate

    By Pixie, March 25, 2024
    • 6 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • March 28, 2024

23. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.2k views
    • 
    • fiona1
    • August 6, 2012

24. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

    By PensionPro, February 25, 2020
    • 0 replies
    • 430 views
    • 
    • PensionPro
    • February 25, 2020

25. One to one correction method

    By Guest TM3069, November 13, 2008
    • 1 reply
    • 1.5k views
    • 
    • fiona1
    • November 13, 2008

26. One to One correction method / Catch up contributions

    By fiona1, April 6, 2004
    • 3 replies
    • 2k views
    • 
    • jquazza
    • April 30, 2004

27. ONE TO ONE QNEC

    By Guest moltengater, January 19, 2006
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • January 19, 2006

28. One to One QNEC question relating to bargaining/nonbargaining

    By fiona1, October 30, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • October 30, 2003

29. One total account per each participant

    By SSRRS, October 21, 2020
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • October 23, 2020

30. One Year Holdout

    By EBECatty, May 23, 2022
    • 6 replies
    • 1.3k views
    • 
    • Doc Ument
    • May 25, 2022

31. One year only window for in-service distributions

    By J Simmons, January 17, 2010
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 16, 2010

32. One-person "Solo-K" Plan - part time employee

    By Tinman, December 16, 2016
    • 9 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • December 16, 2016

33. One-time irrevocable election

    By Richard Anderson, July 6, 2001
    • 9 replies
    • 6.7k views
    • 
    • Guest
    • July 9, 2001

34. One-Time Irrevocable Election

    By Guest JDL, January 24, 2003
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • January 27, 2003

35. One-time irrevocable election not to participate

    By Rg, January 12, 2023
    • 3 replies
    • 795 views
    • 
    • Lou S.
    • January 19, 2023

36. One-time nonelective contribution for acquired employees

    By 7806akp, February 21, 2011
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • February 22, 2011

37. One-Time Opt Out by HCE Applies to Match/PS Contribution Only??

    By Christine Roberts, March 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • March 14, 2002

38. One-to-one ADP correction & top heavy

    By R. Butler, November 7, 2012
    • 0 replies
    • 905 views
    • 
    • R. Butler
    • November 7, 2012

39. One-to-One Correction

    By 12AX7, May 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 28, 2009

40. one-to-one correction for failed ADP test

    By AKconsult, July 7, 2014   

    • EPCRS
    • QNEC
    • (and 2 more)

      Tagged with:

      • EPCRS
      • QNEC
      • one-to-one
      • restructure
    • 2 replies
    • 2.3k views
    • 
    • Kevin C
    • July 8, 2014

41. One-to-One Correction with QNEC allocation of more than 5%

    By NW529, May 4, 2021   

    • adp test
    • correction
    • 5 replies
    • 1.3k views
    • 
    • Bri
    • May 5, 2021

42. One-to-One QNEC question.

    By fiona1, December 29, 2006
    • 2 replies
    • 2k views
    • 
    • fiona1
    • December 29, 2006

43. Ongoing 408(b)(2) Requirements?

    By khn, August 28, 2013
    • 5 replies
    • 2k views
    • 
    • MoJo
    • August 28, 2013

44. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • May 23, 2012

45. Only allow Roth catch ups for everyone (not SECURE related, but kind of)

    By WCC, February 14, 2023
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 22, 2023

46. Only employee with a balance, 0% vested

    By Logan401, January 25, 2021
    • 9 replies
    • 592 views
    • 
    • Logan401
    • January 27, 2021

47. Only Owners in the Union

    By austin3515, March 4, 2018
    • 7 replies
    • 3.5k views
    • 
    • austin3515
    • March 8, 2018

48. Only Plan Sponsor signed 8955-ssa

    By jkharvey, December 7, 2011
    • 0 replies
    • 949 views
    • 
    • jkharvey
    • December 7, 2011

49. Onwers wanting 2 different plans

    By coleboy, August 25, 2015
    • 4 replies
    • 921 views
    • 
    • Belgarath
    • August 25, 2015

50. OOOPS! Missed the March 15th deadline for return of excess deferral.

    By Guest mam, March 16, 2000
    • 4 replies
    • 4.8k views
    • 
    • Guest
    • March 17, 2000