401(k) Plans

19,275 topics in this forum

1. 401k Plan under same Insurance Contract as 403b

   By austin3515, April 23, 2013
   • 6 replies
   • 1.5k views
   • 
   • austin3515
   • April 25, 2013

2. 401k plan used as collaterial

   By Guest Blaser, March 2, 2004
   • 6 replies
   • 1.7k views
   • 
   • mbozek
   • March 3, 2004

3. 401k plan uses a standardized prototype sponsored by small TPA - requi

   By Guest billy bong, November 5, 1999
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • November 7, 1999

4. 401k Plan vs. 403(b) for a non-profit organization

   By Pammie57, January 20, 2022
   • 9 replies
   • 2k views
   • 
   • jsample
   • February 2, 2022

5. 401k plan with employer stock

   By Guest bostonborn, February 20, 2006
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • February 22, 2006

6. 401k plan with multiple discretionary match formulas

   By Zach Del, March 30, 2023
   • 4 replies
   • 1.9k views
   • 
   • Zach Del
   • April 1, 2023

7. 401k plan year and employer contribution

   By tertue, November 1, 2010
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • November 1, 2010

8. 401k Plan- Union Workers

   By coleboy, May 15, 2018
   • 2 replies
   • 932 views
   • 
   • coleboy
   • May 15, 2018

9. 401k Plans

   By Guest dstran, September 4, 2003
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • September 4, 2003

10. 401k Plans

    By Guest BillFlann, June 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • June 12, 2001

11. 401k plans

    By Guest mattsmalls, July 7, 2010
    • 8 replies
    • 1.6k views
    • 
    • masteff
    • July 15, 2010

12. 401K Plans

    By pskadot, February 14, 2020
    • 15 replies
    • 1.3k views
    • 
    • pskadot
    • February 18, 2020

13. 401K Plans -- Prohibited Transactions

    By Guest John P., April 2, 2012
    • 0 replies
    • 838 views
    • 
    • Guest
    • April 2, 2012

14. 401k Plans 50% Growth

    By Guest scarletrose, September 20, 2006
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • September 21, 2006

15. 401k Plans and The Patriot Act

    By ratherbereading, January 29, 2016
    • 16 replies
    • 3.9k views
    • 
    • Mike Preston
    • February 4, 2016

16. 401k pre-tax vs. post-tax

    By Guest stevemurdock, July 16, 2001
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • July 18, 2001

17. 401K Profit Sharing & Eligible Participant Regulations

    By Guest klsconsulting, June 1, 2007
    • 9 replies
    • 5.2k views
    • 
    • Mike Preston
    • June 4, 2007

18. 401k Profit sharing deposit rejected by bank missing deadline

    By Bill Reskin, October 8, 2020
    • 2 replies
    • 502 views
    • 
    • Mike Preston
    • October 10, 2020

19. 401k profit sharing plan term

    By Gary, October 9, 2010
    • 2 replies
    • 991 views
    • 
    • K2retire
    • October 9, 2010

20. 401k profitshare allocation in an unequal partnership

    By N. Wood, February 23, 2016   

    • 401k
    • solo401k
    • (and 2 more)

      Tagged with:

      • 401k
      • solo401k
      • partnership
      • profit sharing
    • 22 replies
    • 3.7k views
    • 
    • Bird
    • February 24, 2016

21. 401k provisions effective in middle of plan year

    By dmb, March 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • March 16, 2005

22. 401k Qualification/Passive Income Only

    By Guest John Comelately, November 30, 2006
    • 6 replies
    • 3.5k views
    • 
    • namealreadyinuse
    • December 1, 2006

23. 401k question: did not include Bonus in deferral

    By Victor, September 12, 2017
    • 7 replies
    • 2.1k views
    • 
    • Flyboyjohn
    • September 13, 2017

24. 401k recordkeepers

    By LAHurricane, May 7
    • 2 replies
    • 3.7k views
    • 
    • jsample
    • May 8

25. 401k refund due but total account rolled to IRA

    By alexa, March 21, 2006
    • 4 replies
    • 1.6k views
    • 
    • alexa
    • March 22, 2006

26. 401K Report Information

    By Guest pctesa, October 15, 2002
    • 8 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • October 16, 2002

27. 401K residential loan

    By Cookflhx, October 16, 2017   

    • 401k
    • residential
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 16, 2017

28. 401k retirement plan administrator job

    By Indu, July 12, 2022
    • 2 replies
    • 509 views
    • 
    • Indu
    • July 14, 2022

29. 401k RMD for surviving spouse, sole beneficiary

    By Janie, November 28, 2017   

    • 401k
    • surviving spouse rmd
    • 4 replies
    • 1.8k views
    • 
    • card
    • November 28, 2017

30. 401K Roll over without spousal consent

    By Guest J.D., April 4, 2012
    • 12 replies
    • 37.1k views
    • 
    • Guest
    • April 7, 2012

31. 401k Rollover

    By MDEPH289, March 6, 2016   

    • 401k Rollover
    • 1 reply
    • 613 views
    • 
    • ETA Consulting LLC
    • March 6, 2016

32. 401K Rollover leave company and rehired in same year

    By Guest Crashdavis, November 27, 2012
    • 6 replies
    • 5.4k views
    • 
    • masteff
    • November 28, 2012

33. 401k rollover of retiree

    By Guest FGordon, December 8, 1998
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • December 9, 1998

34. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.4k views
    • 
    • Jason1975
    • February 13, 2020

35. 401k Rollover to IRA(s)

    By Guest PeteC, November 25, 2008
    • 0 replies
    • 934 views
    • 
    • Guest
    • November 25, 2008

36. 401k rollover to spousal IRA

    By t.haley, August 27, 2015
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 28, 2015

37. 401k Roth - How to calculate the Roth on paychecks?

    By remozseo, December 25, 2017   

    • roth
    • 2 replies
    • 49.9k views
    • 
    • hr for me
    • December 26, 2017

38. 401k ROTH deferral, W2, FICA/Medicare tax

    By tertue, November 22, 2010
    • 4 replies
    • 6.3k views
    • 
    • masteff
    • November 23, 2010

39. 401k Roth refund - taxable portion < $100

    By legort69, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • dcoderre
    • March 11, 2008

40. 401k rpoduct/model

    By Guest DU student, June 9, 2008
    • 0 replies
    • 904 views
    • 
    • Guest
    • June 9, 2008

41. 401k rules for Temp Agencys

    By Guest BillU, January 20, 2004
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • January 20, 2004

42. 401k safe harbor

    By Gary, September 20, 2010
    • 9 replies
    • 2.1k views
    • 
    • K2retire
    • September 21, 2010

43. 401k safe harbor

    By Guest kbett, March 15, 2007
    • 4 replies
    • 1.2k views
    • 
    • stephen
    • March 15, 2007

44. 401k safe harbor

    By Guest jim williams, August 11, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 11, 2006

45. 401k safe harbor -- owner is the only participant

    By Guest Factster, August 3, 2001
    • 3 replies
    • 1.4k views
    • 
    • wmyer
    • August 3, 2001

46. 401k Safe Harbor & ADP Test

    By Dazednconfused, April 30, 2018
    • 1 reply
    • 594 views
    • 
    • ETA Consulting LLC
    • May 1, 2018

47. 401k safe harbor and mid year changes

    By Tom Poje, December 23, 2013
    • 6 replies
    • 3.6k views
    • 
    • TPApril
    • September 1, 2017

48. 401k Safe Harbor Compensation Definition

    By Guest Betsy Oakey, February 13, 2008
    • 2 replies
    • 1.3k views
    • 
    • Kimberly S
    • February 13, 2008

49. 401k Safe Harbor Contribution & Compensation

    By Guest chell4568, March 7, 2014   

    • Safe Harbor
    • 401k
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 9, 2014

50. 401K Safe Harbor Match with Discretionary PS

    By thepensionmaven, December 7, 2021
    • 9 replies
    • 1.5k views
    • 
    • thepensionmaven
    • December 7, 2021