401(k) Plans

19,319 topics in this forum

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

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

2. Seeking a clarification for employee contribution

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

3. 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

4. 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

5. Segregated 401(k) Accounts

   By Saiai, September 11, 2013   

   • segregated account
   • 1 reply
   • 3.5k views
   • 
   • ETA Consulting LLC
   • September 11, 2013

6. Segregated Accounts

   By Guest MNR, November 8, 2001
   • 3 replies
   • 2.6k views
   • 
   • Lynn Campbell
   • November 8, 2001

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

   By Santo Gold, April 26, 2006
   • 40 replies
   • 9k views
   • 
   • RTK
   • June 15, 2006

8. 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

9. Selective use of last day requirement

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

10. Self correction and Form 5330

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

11. self direcected 401k plan

    By Gary, March 26, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 27, 2010

12. Self Directed 401K Plans

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

13. self directed 401k profit sharing plan

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

14. Self Directed Account

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

15. Self Directed Brokerage

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

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

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

17. Self Directed Brokerage Account Disclosures

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

18. Self Directed Brokerage Accounts

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

19. Self Directed Brokerage Usage

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

20. Self directed plan

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

21. Self Directed Plan

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

22. Self directed plan

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

23. Self Directed plan investments

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

24. Self Employed

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

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

    By jgb44, September 12, 2013
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • September 13, 2013

26. Self employed 401K - IMPLICATIONS

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

27. Self Employed 401k -Multiple Plans Issue

    By SJones, November 15, 2017
    • 28 replies
    • 4.7k views
    • 
    • Mike Preston
    • September 25, 2018

28. self employed and deferrals

    By thepensionmaven, March 18, 2024
    • 7 replies
    • 1.1k views
    • 
    • thepensionmaven
    • March 21, 2024

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

    By Guest ctrapatsos, December 1, 2006
    • 12 replies
    • 4.1k views
    • 
    • Bird
    • January 24, 2007

30. self employed catch up

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

31. Self Employed Deduction of Contributions

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

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

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

33. Self employed health insurance deduction

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

34. 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

35. Self Employed made deferrals /w no earnings

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

36. Self Employed maximum contribution/SE tax

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

37. Self Employed net income for 401k Plan

    By Pammie57, June 21, 2018
    • 4 replies
    • 1.9k views
    • 
    • Larry Starr
    • June 26, 2018

38. Self Employed Owner Schedule C from two businesses

    By Guest jsample, August 14, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

39. Self Employed Safe Harbor 401(k) - NEC Allocation

    By Guest Robin S. Vatalaro, January 3, 2005
    • 4 replies
    • 2.3k views
    • 
    • austin3515
    • January 4, 2005

40. Self Employed to Corporation in mid-year

    By Guest John Sample, March 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2001

41. Self Employed With W2 Earnings and K1

    By Guest Midas, March 10, 2005
    • 18 replies
    • 11.4k views
    • 
    • Guest
    • March 11, 2005

42. Self employed's Maximum Deduction

    By Guest chris4013, May 20, 2003
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • May 29, 2003

43. Self Employeed

    By Jilliandiz, March 15, 2006
    • 2 replies
    • 1.2k views
    • 
    • saabraa
    • March 15, 2006

44. Self employeed net income

    By Guest Ed Walker, January 20, 2004
    • 1 reply
    • 973 views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

45. Self Employment Calculation for 2011

    By TPApril, January 14, 2012
    • 14 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 17, 2012

46. self employment earnings in a partnership and ADP testing

    By Chippy, February 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • Chippy
    • February 6, 2015

47. self employment income & 401(k)

    By eilano, September 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • September 14, 2006

48. Self Employment Income determination

    By Rose, June 13, 2023
    • 4 replies
    • 1.4k views
    • 
    • Paul I
    • June 13, 2023

49. Self Employment Income determination

    By Rose, September 11, 2023
    • 8 replies
    • 2.4k views
    • 
    • Zinco
    • August 5, 2025

50. Self employment income; do you begin with Net C - 1/2 SE tax or (Net C

    By R. Butler, April 9, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 27, 2001