401(k) Plans

19,275 topics in this forum

1. SEP and 401(k)

   By Kimberly S, October 14, 2008
   • 7 replies
   • 1.5k views
   • 
   • Kimberly S
   • October 15, 2008

2. SEP and 401(k)

   By Earl, August 15, 2003
   • 1 reply
   • 1.1k views
   • 
   • jaemmons
   • August 18, 2003

3. SEP and 401(k) Combo

   By ERISA1, September 22, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 28, 2009

4. SEP AND 401k - in same year

   By Zoey, August 27, 2009
   • 11 replies
   • 13k views
   • 
   • jevd
   • July 30, 2010

5. Sep and QP in same year

   By K-t-F, December 16, 2004
   • 20 replies
   • 13.4k views
   • 
   • Earl
   • January 5, 2005

6. SEP existing with 401(k)

   By Guest PLHart, January 13, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • January 13, 2000

7. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

   By 401king, April 27, 2023
   • 1 reply
   • 458 views
   • 
   • truphao
   • April 27, 2023

8. SEP IRA In SAme Year as 401k

   By austin3515, March 28, 2017
   • 7 replies
   • 1k views
   • 
   • austin3515
   • March 28, 2017

9. SEP IRA, Simple IRA, and a potential 401(k) plan…?

   By Puffinator, April 1, 2019   

   • sep ira simple ira potential 401(k) plan
   • planning pitfalls
   • 4 replies
   • 559 views
   • 
   • Kevin C
   • April 3, 2019

10. SEP participant excluded from 401k

    By ombskid, May 5, 2008
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 5, 2008

11. SEP to 401(k)

    By Guest bac, February 8, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2005

12. SEP-IRA and non-integrated 401(K) together

    By Guest firstq, January 8, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 8, 2003

13. SEP, Keogh and 401(k)...I need help quick!

    By Guest THess, January 28, 2005
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • January 28, 2005

14. SEP's and ERISA?

    By austin3515, December 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 2010

15. Sep's SAr-SEP's and EGRTAA

    By Guest Patrick M, September 18, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2002

16. SEP/401(k) combined limits

    By steve-o, August 6, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • August 6, 2003

17. SEP/IRA

    By Nassau, April 21, 2011
    • 0 replies
    • 780 views
    • 
    • Nassau
    • April 21, 2011

18. Separate account called a stable value "Fund"

    By Guest Ella, January 28, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 29, 2002

19. Separate Accounting by source

    By Jim Chad, June 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 30, 2006

20. Separate Accounting For Roth 401(k) Funds in Brokerage

    By EPCRSGuru, June 2, 2016
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • June 2, 2016

21. Separate ADP/ACP Testing of Otherwise Excludable Employees

    By MWeddell, February 26, 1999
    • 1 reply
    • 2.6k views
    • 
    • Disco Stu
    • February 26, 1999

22. Separate Bonus Selection Not Subject To Auto-Escalation

    By Howard_Mark, December 3, 2015
    • 0 replies
    • 818 views
    • 
    • Howard_Mark
    • December 3, 2015

23. Separate Catch up election required?

    By Guest jefe96, November 29, 2006
    • 3 replies
    • 2.7k views
    • 
    • Bird
    • November 30, 2006

24. Separate Deferral Election on Bonus

    By Guest km6719, October 2, 2008
    • 4 replies
    • 5.7k views
    • 
    • J Simmons
    • October 3, 2008

25. Separate deferral election on bonuses...

    By kwalified, December 28, 2012
    • 6 replies
    • 5.3k views
    • 
    • masteff
    • December 28, 2012

26. Separate Elgibility for Part-Timers

    By Guest cxs, March 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • March 7, 2006

27. Separate forfeiture account

    By ratherbereading, February 19, 2015   

    • Balance forward
    • forfeiture
    • (and 1 more)

      Tagged with:

      • Balance forward
      • forfeiture
      • 401k
    • 3 replies
    • 2k views
    • 
    • Bird
    • February 20, 2015

28. Separate Lines of Business

    By PFranckowiak, October 24, 2017
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2017

29. Separate Loan Policy

    By Guest Iwonder, March 12, 2010
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • March 15, 2010

30. Separate Plan Checking Account?

    By Guest jmarini, April 16, 2003
    • 10 replies
    • 3.6k views
    • 
    • Guest
    • April 25, 2003

31. Separate plan for Davis Bacon

    By austin3515, February 24, 2011
    • 1 reply
    • 845 views
    • 
    • 12AX7
    • February 25, 2011

32. Separate plans for each of the owners?

    By austin3515, April 20, 2011
    • 11 replies
    • 1.2k views
    • 
    • QNPG
    • April 21, 2011

33. Separate Plans for Geographically Diverse Divisions

    By Guest Iwonder, January 8, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • January 8, 2010

34. Separate plans for HCE and NHCE

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 10, 2013

35. Separate Plans for HCEs & NHCEs

    By Guest benefitsguy12, September 11, 2013
    • 5 replies
    • 1k views
    • 
    • david rigby
    • September 12, 2013

36. Separate Plans Maintained by Members of a Controlled Group

    By Christopher Wilson, December 2, 2019
    • 2 replies
    • 857 views
    • 
    • C. B. Zeller
    • December 3, 2019

37. Separate plans of the same employer passing 410(b)

    By Guest Gompers, September 5, 2006
    • 0 replies
    • 987 views
    • 
    • Guest
    • September 5, 2006

38. Separate Record Keeping

    By Dougsbpc, March 6, 2013
    • 1 reply
    • 943 views
    • 
    • Bird
    • March 7, 2013

39. separate testing of excludable employees

    By Guest mackenzie, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2003

40. Separate Trust Agreements

    By Stevo-PDX, July 27, 2012
    • 0 replies
    • 793 views
    • 
    • Stevo-PDX
    • July 27, 2012

41. Separating a Multiple-Employer Plan...With a Twist

    By Gadgetfreak, March 11, 2014   

    • Multiple-Employer
    • 0 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • March 11, 2014

42. Separation from service?

    By EGB, April 24, 2000
    • 3 replies
    • 2.1k views
    • 
    • EGB
    • April 25, 2000

43. Separation of Service & Rehire

    By Guest benefitsanalyst, April 27, 2004
    • 20 replies
    • 5.1k views
    • 
    • JanetM
    • April 30, 2004

44. Seperate Line of Business Clarification

    By Guest jml24star, August 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 19, 2004

45. Seperate Plans / Commingled Accounts

    By austin3515, December 21, 2023
    • 2 replies
    • 493 views
    • 
    • austin3515
    • December 28, 2023

46. SEPs

    By Earl, September 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • September 11, 2001

47. SERP Providers

    By Guest vqualplan, June 30, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 30, 2005

48. SERP question

    By fidu, October 17, 2002
    • 9 replies
    • 2.2k views
    • 
    • fidu
    • October 22, 2002

49. SERP/HI Tax

    By Guest arasalin, May 11, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 18, 2007

50. Service

    By fiona1, February 18, 2010
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • February 19, 2010