401(k) Plans

19,319 topics in this forum

1. SARSEP to 401k

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

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

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

3. SAS 70 Audits and the Healthcare/Benefits Industry

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

4. SAS70 Question

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

5. 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

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

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

7. 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

8. Savers Credit

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

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

   By austin3515, November 9, 2015
   • 14 replies
   • 2.4k views
   • 
   • austin3515
   • December 2, 2015

10. 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

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

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

12. Sch C.

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

13. Sch. A - Fair value or Contract Value

    By austin3515, August 15, 2007
    • 9 replies
    • 5.3k views
    • 
    • JanetM
    • August 17, 2007

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

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

15. Sched C with negative comp

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

16. Sched. C Reflects a Loss

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

17. Schedule A needed here?

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

18. Schedule A Regs

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

19. 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

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

    By AdKu, August 11, 2017   

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

21. Schedule C Calc - Self Employed

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

22. Schedule C Compensation

    By Guest DBNewbie, April 13, 2004
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

23. Schedule C compensation

    By pensionLifer, April 10, 2018
    • 5 replies
    • 2.3k views
    • 
    • Larry Starr
    • April 10, 2018

24. Schedule C Employer Contribution Limit

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

25. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • March 10, 2017

26. 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

27. 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

28. Schedule C vs W-2/Corp

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

29. Schedule C, last year's ee cost

    By Bri, March 28, 2016   

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

30. Schedule D

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

31. Schedule D Requirements

    By Guest MCarey1, May 1, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2002

32. Schedule D-Form 5500

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

33. Schedule I Line 4a

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

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

    By SycamoreFan, March 4, 2015
    • 15 replies
    • 11.8k views
    • 
    • Peter Gulia
    • April 16, 2015

35. Schedule MEP, and Working Owner

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

36. Schedule P - and the point is?

    By Brenda Wren, October 13, 2005
    • 8 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 14, 2005

37. Schedule P Revision necessry?

    By Guest beachday, September 26, 2002
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • September 28, 2002

38. Schedule Ps

    By Guest GordyK, January 26, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 26, 2007

39. Schedule Q

    By Scott, September 5, 2001
    • 4 replies
    • 1.7k views
    • 
    • k man
    • November 19, 2003

40. Schedule Q to Form 5300

    By Guest hank, October 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2001

41. Schedule R - Form 5500 Part I Line 3

    By AdKu, October 3, 2017
    • 6 replies
    • 2k views
    • 
    • AdKu
    • October 4, 2017

42. Schedule SSA

    By austin3515, June 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • June 13, 2005

43. Schedule T of Form 5500

    By Guest BCoffey, April 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • April 21, 2003

44. Schwab "Solo 401(k)"

    By PamR, July 21, 2022
    • 12 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • July 24, 2022

45. Schwab Small Biz 401k

    By pb401k, October 18, 2019
    • 1 reply
    • 655 views
    • 
    • david rigby
    • October 20, 2019

46. SCORP - Employee deferral/Employer contributions for 2007

    By Guest 401K_Help, January 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • January 14, 2008

47. SCP - Past 2 year period. What now?

    By fiona1, November 9, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • November 9, 2004

48. SCP no existing NHCEs

    By Draper55, March 27, 2019
    • 10 replies
    • 1.7k views
    • 
    • Kevin C
    • March 28, 2019

49. SCP while under audit

    By jpod, January 12, 2007
    • 3 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 12, 2007

50. SCP-exclusion form deferral opportunity for HCE under safe harbor nonelective 401(k)

    By Draper55, October 3, 2024
    • 0 replies
    • 260 views
    • 
    • Draper55
    • October 3, 2024