401(k) Plans

19,275 topics in this forum

1. SECURE Act and Long Term Part-Time Employees

   By ErnieG, January 30, 2020
   • 4 replies
   • 884 views
   • 
   • ErnieG
   • January 31, 2020

2. SECURE Act annuity portability

   By Ian, April 21, 2020
   • 1 reply
   • 642 views
   • 
   • Peter Gulia
   • April 21, 2020

3. SECURE Act Er Contribution Tax Credits

   By austin3515, November 16, 2023
   • 16 replies
   • 1.3k views
   • 
   • Paul I
   • November 20, 2023

4. SECURE ACT no safe harbor notices after 12/31/2019

   By thepensionmaven, March 26, 2020
   • 3 replies
   • 692 views
   • 
   • thepensionmaven
   • March 26, 2020

5. SECURE ACT Non-elective contribution notice

   By imchipbrown, December 24, 2019
   • 4 replies
   • 1.4k views
   • 
   • Larry Starr
   • December 26, 2019

6. SECURE ACT Safe Harbor Notice

   By Pensions2020, February 4, 2020   

   • secure act
   • safe harbor
   • 2 replies
   • 716 views
   • 
   • sb0828
   • February 11, 2020

7. Secure Act SH Nonelective - SECURE Act

   By austin3515, September 26, 2020
   • 7 replies
   • 838 views
   • 
   • austin3515
   • September 30, 2020

8. SECURE Act, RMDs to designed beneficary, and annuity under DC Plan

   By DKE, June 29, 2020
   • 0 replies
   • 455 views
   • 
   • DKE
   • June 29, 2020

9. SECURE Birth or Adoption Distribution

   By Gruegen, March 10, 2020
   • 4 replies
   • 1.3k views
   • 
   • BTG
   • March 13, 2020

10. Secure File Transfer

    By 12AX7, October 26, 2010
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • October 29, 2010

11. Secure File Transfer

    By austin3515, December 5, 2013
    • 10 replies
    • 1.6k views
    • 
    • austin3515
    • December 5, 2013

12. SECURE Retro SE 401k for 2020

    By Flyboyjohn, December 24, 2019
    • 5 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 2, 2020

13. SECURE2.0 TH change - optional?

    By AlbanyConsultant, February 25
    • 2 replies
    • 626 views
    • 
    • Leopurrd-401k
    • February 26

14. Securities Broker Giving Plan Sponsor Advice; Prohibited Transaction?

    By Guest RIA, September 11, 2007
    • 7 replies
    • 2.1k views
    • 
    • Bird
    • September 14, 2007

15. Seeking a clarification for employee contribution

    By basumukherji, December 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • Don Levit
    • December 16, 2008

16. Seeking Clarity on Year-End Deadline for Using Forfeitures

    By 401 Chaos, November 8, 2018
    • 2 replies
    • 1.1k views
    • 
    • 401 Chaos
    • November 9, 2018

17. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz, November 19, 2021   

    • distributions
    • anti-cutback
    • (and 1 more)

      Tagged with:

      • distributions
      • anti-cutback
      • mergers
    • 3 replies
    • 1.4k views
    • 
    • gholtz
    • December 9, 2021

18. Segregated 401(k) Accounts

    By Saiai, September 11, 2013   

    • segregated account
    • 1 reply
    • 3.4k views
    • 
    • ETA Consulting LLC
    • September 11, 2013

19. Segregated Accounts

    By Guest MNR, November 8, 2001
    • 3 replies
    • 2.5k views
    • 
    • Lynn Campbell
    • November 8, 2001

20. segregating 401(k) contributions but not investing them

    By Santo Gold, April 26, 2006
    • 40 replies
    • 8.9k views
    • 
    • RTK
    • June 15, 2006

21. Selecting participants when auditing participant data and employee con

    By Guest Scott E. Hall, August 31, 2000
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • August 31, 2000

22. Selective use of last day requirement

    By Guest Dave Peckham, October 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 28, 2006

23. Self correction and Form 5330

    By Chippy, October 12, 2018
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • October 12, 2018

24. self direcected 401k plan

    By Gary, March 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 27, 2010

25. Self Directed 401K Plans

    By Guest will, June 7, 2013
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • June 21, 2013

26. self directed 401k profit sharing plan

    By Gary, September 3, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 3, 2010

27. Self Directed Account

    By PFranckowiak, May 7, 2013
    • 5 replies
    • 1.3k views
    • 
    • PFranckowiak
    • May 7, 2013

28. Self Directed Brokerage

    By Scuba 401, December 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Scuba 401
    • December 17, 1999

29. Self Directed Brokerage / FBO Accounts / Lifetime Income Disclosures

    By austin3515, March 22, 2022
    • 2 replies
    • 643 views
    • 
    • austin3515
    • March 22, 2022

30. Self Directed Brokerage Account Disclosures

    By jeff77, June 15, 2012
    • 1 reply
    • 841 views
    • 
    • Bird
    • June 15, 2012

31. Self Directed Brokerage Accounts

    By khn, August 1, 2014
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 5, 2014

32. Self Directed Brokerage Usage

    By Guest Ken_Systems, July 30, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 5, 1999

33. Self directed plan

    By Guest Tony Ramsey, May 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • 401king
    • May 25, 2010

34. Self Directed Plan

    By Gary, September 12, 2008
    • 16 replies
    • 2.1k views
    • 
    • J Simmons
    • September 15, 2008

35. Self directed plan

    By Gary, December 11, 2009
    • 0 replies
    • 838 views
    • 
    • Gary
    • December 11, 2009

36. Self Directed plan investments

    By Gary, December 19, 2009
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • January 14, 2010

37. Self Employed

    By Randy Watson, May 26, 2006
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • June 7, 2006

38. Self Employed (SEI) - Timing of election to defer?

    By jgb44, September 12, 2013
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 13, 2013

39. Self employed 401K - IMPLICATIONS

    By Guest crr1210, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 23, 2007

40. Self Employed 401k -Multiple Plans Issue

    By SJones, November 15, 2017
    • 28 replies
    • 4.6k views
    • 
    • Mike Preston
    • September 25, 2018

41. self employed and deferrals

    By thepensionmaven, March 18, 2024
    • 7 replies
    • 996 views
    • 
    • thepensionmaven
    • March 21, 2024

42. self employed and max 401(k)/ps deduction

    By Guest ctrapatsos, December 1, 2006
    • 12 replies
    • 4k views
    • 
    • Bird
    • January 24, 2007

43. self employed catch up

    By DDB BN, October 8, 2019
    • 4 replies
    • 948 views
    • 
    • DDB BN
    • October 8, 2019

44. Self Employed Deduction of Contributions

    By austin3515, April 23, 2012
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • April 24, 2012

45. Self employed deposits too much into 401k...Any suggestions for the excess

    By jkharvey, August 3, 2017
    • 4 replies
    • 804 views
    • 
    • ETA Consulting LLC
    • August 8, 2017

46. Self employed health insurance deduction

    By rfahey, February 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • 12AX7
    • February 17, 2011

47. Self Employed Income Multiple Partnerships

    By Stevo-PDX, March 31, 2014   

    • k-1
    • SEI
    • (and 2 more)

      Tagged with:

      • k-1
      • SEI
      • partnership
      • ownership
    • 2 replies
    • 1.9k views
    • 
    • Stevo-PDX
    • April 1, 2014

48. Self Employed made deferrals /w no earnings

    By RobN, January 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 26, 2007

49. Self Employed maximum contribution/SE tax

    By shERPA, March 10, 2020
    • 2 replies
    • 678 views
    • 
    • shERPA
    • March 10, 2020

50. Self Employed net income for 401k Plan

    By Pammie57, June 21, 2018
    • 4 replies
    • 1.8k views
    • 
    • Larry Starr
    • June 26, 2018