401(k) Plans

19,275 topics in this forum

1. SAR

   By PS, February 5, 2021
   • 8 replies
   • 957 views
   • 
   • PS
   • March 4, 2021

2. SAR and Disclosure notices

   By mehmgo, December 13, 2021
   • 3 replies
   • 1.1k views
   • 
   • ratherbereading
   • December 14, 2021

3. SAR and Final 5500

   By 30Rock, July 18, 2018
   • 7 replies
   • 3.1k views
   • 
   • Draper55
   • July 20, 2018

4. SAR for eligible participants

   By Belgarath, October 9, 2017
   • 14 replies
   • 5.1k views
   • 
   • Bird
   • October 18, 2017

5. SAR for welfare plan mostly self-insured

   By Guest Dolores, September 23, 2007
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 23, 2007

6. SAR Requirements

   By nancy, April 30, 2003
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • May 1, 2003

7. Sar Sep

   By Guest Susan M., April 15, 2013
   • 3 replies
   • 1.1k views
   • 
   • Flyboyjohn
   • April 15, 2013

8. SAR-SEP & 401(k)?

   By Guest hpaine, October 21, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 21, 2003

9. Sarbanes OxleySection 906 Certification

   By Guest hank, May 14, 2003
   • 4 replies
   • 3.3k views
   • 
   • Guest
   • June 3, 2003

10. Sarbanes-Oxley Blackout Notice Issues

    By Guest Jose Rosario, February 6, 2003
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 21, 2003

11. SARSEP & 401(K)

    By Guest hpaine, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

12. SARSEP divorce withdraw

    By Guest debtman, December 16, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 16, 2010

13. SARSEP has failed ADP for 2010

    By Guest sugar daddy, February 28, 2011
    • 0 replies
    • 879 views
    • 
    • Guest
    • February 28, 2011

14. SARSEP is dead , we need to move on!

    By Guest Brad Cozzi, March 1, 2001
    • 6 replies
    • 1.7k views
    • 
    • rcline46
    • March 5, 2001

15. SARSEP rollovers

    By Guest buyertoday, June 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 3, 2003

16. SARSEP to 401k

    By cpc0506, February 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 24, 2012

17. SARSEP TO 401K SH FOUL UP...HELP!

    By Guest tomhard, May 5, 2011
    • 0 replies
    • 982 views
    • 
    • Guest
    • May 5, 2011

18. SAS 70 Audits and the Healthcare/Benefits Industry

    By Guest SAS70Auditor, March 25, 2007
    • 0 replies
    • 985 views
    • 
    • Guest
    • March 25, 2007

19. SAS70 Question

    By bzorc, November 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • November 10, 2003

20. Satisfying ABT on Allocations and Rate Group Testing on Benefits

    By CLE401kGuy, February 25, 2021
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 26, 2021

21. Save your 401 plan after losing your job and getting divorced

    By AdrianeMiller, September 8, 2021
    • 2 replies
    • 532 views
    • 
    • BG5150
    • September 8, 2021

22. Saver's Credit/Sample Employee Notice - what does the first example me

    By Guest gaham, January 8, 2002
    • 15 replies
    • 3.9k views
    • 
    • Guest
    • January 8, 2003

23. Savers Credit

    By austin3515, March 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • March 13, 2013

24. Say Goodbye to ERPA (eventually, I guess)

    By austin3515, November 9, 2015
    • 14 replies
    • 2.3k views
    • 
    • austin3515
    • December 2, 2015

25. SCAM - Loaning deferral monies to participants? Have you seen this!

    By Erik Read, February 7, 2002
    • 9 replies
    • 2.5k views
    • 
    • mbozek
    • April 11, 2002

26. Scam "DOL" call regarding 408(b)(2) compliance?

    By AndrewZ, January 30, 2019
    • 2 replies
    • 754 views
    • 
    • Peter Gulia
    • January 30, 2019

27. Sch C.

    By MR, July 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • MR
    • July 23, 2001

28. Sch. A - Fair value or Contract Value

    By austin3515, August 15, 2007
    • 9 replies
    • 5.2k views
    • 
    • JanetM
    • August 17, 2007

29. Sch. K-1 amounts paid for medical insurance

    By R. Butler, February 22, 2010
    • 0 replies
    • 831 views
    • 
    • R. Butler
    • February 22, 2010

30. Sched C with negative comp

    By austin3515, February 10, 2014
    • 12 replies
    • 1.6k views
    • 
    • Belgarath
    • February 12, 2014

31. Sched. C Reflects a Loss

    By coleboy, June 2, 2021
    • 2 replies
    • 734 views
    • 
    • Kevin C
    • June 4, 2021

32. Schedule A needed here?

    By AdKu, October 6, 2017
    • 5 replies
    • 652 views
    • 
    • Bill Presson
    • October 6, 2017

33. Schedule A Regs

    By Guest TORTORA, November 13, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 13, 1998

34. Schedule A vs. Schedule C: TPA Compensation

    By ldr, November 12, 2018   

    • 5500
    • revenue sharing
    • (and 1 more)

      Tagged with:

      • 5500
      • revenue sharing
      • tpa fees
    • 4 replies
    • 1.6k views
    • 
    • ldr
    • November 13, 2018

35. Schedule C (Form 5500) - Record Keeping fee

    By AdKu, August 11, 2017   

    • schedule c (form 5500) - record keeping fee
    • 1 reply
    • 615 views
    • 
    • AdKu
    • August 30, 2017

36. Schedule C Calc - Self Employed

    By austin3515, March 25, 2015
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • March 25, 2015

37. Schedule C Compensation

    By Guest DBNewbie, April 13, 2004
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

38. Schedule C compensation

    By pensionLifer, April 10, 2018
    • 5 replies
    • 2.2k views
    • 
    • Larry Starr
    • April 10, 2018

39. Schedule C Employer Contribution Limit

    By Bruce1, July 31, 2024
    • 3 replies
    • 578 views
    • 
    • Bill Presson
    • August 9, 2024

40. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.3k views
    • 
    • Kevin C
    • March 10, 2017

41. Schedule C SEP and 100% owner of sponsor of 401k plan

    By Guest johnpetrancosta, June 14, 2005
    • 9 replies
    • 2.2k views
    • 
    • Lame Duck
    • June 14, 2005

42. Schedule C to LLC - SEP *AND* Solo(k)?

    By Leopurrd, August 19, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2005

43. Schedule C vs W-2/Corp

    By austin3515, February 12, 2017
    • 5 replies
    • 1.2k views
    • 
    • spiritrider
    • February 14, 2017

44. Schedule C, last year's ee cost

    By Bri, March 28, 2016   

    • self-employed
    • scehdule c.
    • 2 replies
    • 793 views
    • 
    • Bird
    • March 29, 2016

45. Schedule D

    By Christopher Wilson, July 12, 2019
    • 1 reply
    • 725 views
    • 
    • chc93
    • July 13, 2019

46. Schedule D Requirements

    By Guest MCarey1, May 1, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 1, 2002

47. Schedule D-Form 5500

    By ratherbereading, June 3, 2019
    • 2 replies
    • 774 views
    • 
    • ratherbereading
    • June 4, 2019

48. Schedule I Line 4a

    By austin3515, July 13, 2006
    • 4 replies
    • 1.4k views
    • 
    • Leopurrd
    • July 14, 2006

49. Schedule K-1 for 401(k) Plan Participant

    By SycamoreFan, March 4, 2015
    • 15 replies
    • 11.6k views
    • 
    • Peter Gulia
    • April 16, 2015

50. Schedule MEP, and Working Owner

    By justanotheradmin, November 28, 2024
    • 3 replies
    • 645 views
    • 
    • Bob the Swimmer
    • December 7, 2024