401(k) Plans

19,334 topics in this forum

1. Schedule Q

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

2. Schedule Q to Form 5300

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

3. Schedule R - Form 5500 Part I Line 3

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

4. Schedule SSA

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

5. Schedule T of Form 5500

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

6. Schwab "Solo 401(k)"

   By PamR, July 21, 2022
   • 12 replies
   • 2.4k views
   • 
   • RatherBeGolfing
   • July 24, 2022

7. Schwab Small Biz 401k

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

8. SCORP - Employee deferral/Employer contributions for 2007

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

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

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

10. SCP no existing NHCEs

    By Draper55, March 27, 2019
    • 10 replies
    • 1.8k views
    • 
    • Kevin C
    • March 28, 2019

11. SCP while under audit

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

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

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

13. Scrivener's error

    By rlb64, January 3, 2005
    • 20 replies
    • 7.5k views
    • 
    • 401 Chaos
    • January 6, 2005

14. Scrivener's error in safe harbor notice?

    By Guest Kelly Igel, April 4, 2001
    • 2 replies
    • 2.2k views
    • 
    • rcline46
    • April 5, 2001

15. SDBAs for owners (can it be done?)

    By AlbanyConsultant, May 1, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 1, 2024

16. SE "owner only" deposits 41K but has no income

    By Guest tracys, April 28, 2003
    • 0 replies
    • 993 views
    • 
    • Guest
    • April 28, 2003

17. SE and Employed... what are 415 Limits?

    By K-t-F, December 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • K-t-F
    • December 12, 2003

18. SE Contribution Calculation

    By Basically, January 31, 2022
    • 3 replies
    • 965 views
    • 
    • Basically
    • January 31, 2022

19. SE first half ... now incorporated... contribute $54K?

    By K-t-F, June 1, 2004
    • 14 replies
    • 2.1k views
    • 
    • Earl
    • June 4, 2004

20. SE Income

    By Guest donl, April 13, 2012
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • May 10, 2012

21. SE with SH Match and Discretionary PS

    By Susan S., August 17, 2018
    • 3 replies
    • 763 views
    • 
    • RatherBeGolfing
    • August 20, 2018

22. SE-Tax for Canadian owner/participant

    By justanotheradmin, March 31, 2014
    • 0 replies
    • 805 views
    • 
    • justanotheradmin
    • March 31, 2014

23. Search Firms-Missing Participants

    By Guest MEWilson, October 31, 2005
    • 9 replies
    • 2.4k views
    • 
    • RCK
    • November 2, 2005

24. Search For New 401(k) Provider

    By Guest DBS1, October 29, 2008
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • October 29, 2008

25. Searching for "Lost" Participants

    By metsfan026, April 15, 2025
    • 6 replies
    • 1.5k views
    • 
    • Pam Shoup
    • April 16, 2025

26. Seasonal Employees

    By DTH, August 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • August 12, 2002

27. Seasonal Employees

    By Guest FoolsGold, November 16, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 19, 1999

28. Seasonal Employees exclusion form Plan question ..... again.

    By Hoard1, December 8, 1999
    • 1 reply
    • 1.7k views
    • 
    • Hoard1
    • December 10, 1999

29. Seasonal employees in a 401k plan

    By Guest scott34, August 13, 2008
    • 7 replies
    • 3.4k views
    • 
    • BG5150
    • August 14, 2008

30. SEC Audit

    By Guest Kim S., January 8, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • January 9, 2003

31. Sec 409A comp eligible for 401k deferrals?

    By Amanda Newell, February 7, 2018   

    • 409a
    • 401k
    • 3 replies
    • 1.5k views
    • 
    • Amanda Newell
    • February 8, 2018

32. Sec 4979 excise tax

    By Guest jim williams, March 20, 2003
    • 6 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 20, 2003

33. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 15, 2016

34. SEC settlement with a mutual fund company

    By John Feldt ERPA CPC QPA, June 17, 2009
    • 4 replies
    • 3.2k views
    • 
    • Peter Gulia
    • June 17, 2009

35. Second PSP

    By K2, August 31, 2018
    • 2 replies
    • 611 views
    • 
    • david rigby
    • August 31, 2018

36. Second 401K Covid Hardship Withdraw?? Can it be done?

    By MikeOD, September 25, 2020
    • 5 replies
    • 3.6k views
    • 
    • Puffinator
    • November 9, 2020

37. Second 401k Loan and Vested Balance

    By Greygoose, April 13, 2024
    • 4 replies
    • 2.7k views
    • 
    • ESOP Guy
    • April 15, 2024

38. Second 401K Loan Question

    By Guest stancel, June 25, 2012
    • 18 replies
    • 36.1k views
    • 
    • hr for me
    • August 17, 2017

39. SECOND REQUEST - are there any comparable provisions under ERISA AND T

    By fidu, January 17, 2002
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2002

40. Section 125 Cafeteria benefits and deferral into 401k plan

    By 30Rock, December 6, 2014
    • 4 replies
    • 2.6k views
    • 
    • GBurns
    • December 9, 2014

41. Section 318 attribution for Key EE under EGTRRA

    By Guest GMedley, November 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • November 2, 2001

42. Section 3401(a) Compensation of S Corporation Shareholder/Employee

    By Oh so SIMPLE, July 28, 2010
    • 3 replies
    • 2.5k views
    • 
    • Oh so SIMPLE
    • July 31, 2010

43. Section 401(a) 17 Limits

    By MARYMM, August 21, 2006
    • 16 replies
    • 11.3k views
    • 
    • austin3515
    • October 18, 2018

44. Section 404 and Non-Profit

    By Guest_Question, March 17, 2025
    • 1 reply
    • 574 views
    • 
    • CuseFan
    • March 17, 2025

45. Section 404 limits.

    By Guest Thornton, July 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 1999

46. Section 414 compensation

    By Guest jkrad, January 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 27, 2004

47. Section 415 Limits - Which came first?

    By austin3515, March 7, 2011
    • 14 replies
    • 4.5k views
    • 
    • fiona1
    • April 14, 2011

48. Section 415 Limits Across Multiple DC Plans

    By Guest browntrout, January 7, 2010
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • January 7, 2010

49. Section 415 Limits and refunds on earnings

    By Dominic, March 3, 2025
    • 8 replies
    • 1.8k views
    • 
    • Dominic
    • March 13, 2025

50. Section 457 plan as successor plan.

    By Guest Thornton, May 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 29, 2001