401(k) Plans

19,275 topics in this forum

1. SIMPLE 401(k) plan - two HCEs have exceeded the 415 limits - deferrals

   By Guest Sara H, May 30, 2000
   • 2 replies
   • 1.5k views
   • 
   • Bill Berke
   • June 2, 2000

2. Simple 401(k) plan ND Testing

   By Guest Sara H, April 30, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • May 3, 1999

3. Simple 401(k) Plans

   By Guest JHamilton, November 14, 1998
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • November 16, 1998

4. Simple 401(k) plans and employer stock

   By Guest KMcQ, October 28, 1999
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • October 29, 1999

5. Simple 401(k) To A Simple 401(k) Or Other Qp

   By Guest AFRICA6796, October 29, 2001
   • 6 replies
   • 1.6k views
   • 
   • Appleby
   • October 29, 2001

6. SIMPLE 401(k) TO SAFEHARBOR CONVERSION

   By Guest FredR, April 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • April 23, 2002

7. Simple 401(k) to Standard 401(k)

   By metsfan026, March 22, 2024
   • 0 replies
   • 308 views
   • 
   • metsfan026
   • March 22, 2024

8. SIMPLE 401(k) to Traditional 401(k)

   By Christopher, July 5, 2018
   • 3 replies
   • 1.1k views
   • 
   • JackS
   • July 9, 2018

9. Simple 401(k) Top Heavy Test

   By Guest chant44, March 12, 2001
   • 4 replies
   • 2.2k views
   • 
   • MWeddell
   • March 13, 2001

10. Simple 401(k)-exclusive plan requirement

    By AndyH, April 5, 2001
    • 9 replies
    • 2.7k views
    • 
    • Appleby
    • April 9, 2001

11. SIMPLE 401k

    By Guest bubs, August 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

12. Simple 401K rollover to 401k

    By Guest cbcadmin, January 17, 2002
    • 5 replies
    • 2.1k views
    • 
    • MJ Hartman
    • January 21, 2002

13. Simple 401k Rollover to 401k

    By MGOAdmin, January 28, 2014   

    • simple
    • 401k
    • (and 1 more)

      Tagged with:

      • simple
      • 401k
      • rollover
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • February 3, 2014

14. simple ADP test question

    By Santo Gold, December 7, 2007
    • 2 replies
    • 1.1k views
    • 
    • Santo Gold
    • December 7, 2007

15. SIMPLE and 401(k)

    By Randy Watson, June 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • actuarysmith
    • June 11, 2005

16. SIMPLE and Traditional 401(k) contributions

    By Guest Keith371, February 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 3, 2003

17. SIMPLE as a successor plan

    By Guest RAA, November 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • November 21, 2002

18. Simple Controlled Group Question

    By ac, October 1, 2013
    • 2 replies
    • 899 views
    • 
    • 12AX7
    • October 1, 2013

19. SIMPLE IRA

    By Guest koolkid, April 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2003

20. Simple IRA

    By Guest Joanne Davey, March 31, 2003
    • 1 reply
    • 986 views
    • 
    • Guest
    • March 31, 2003

21. Simple IRA / 401(k)

    By Guest moltengater, April 21, 2006
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • April 26, 2006

22. SIMPLE IRA & 401(k)

    By Guest mk2308, May 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 9, 2005

23. SIMPLE IRA and 401(k)

    By Guest szaidman, September 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • MJ Hartman
    • September 5, 2001

24. Simple IRA and 401(k)

    By Guest Tbrown, December 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 18, 2008

25. SIMPLE IRA and 401(k) in a Controlled Group

    By CTipper, August 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • CTipper
    • August 22, 2006

26. SIMPLE IRA and 401(k) P/S Plans

    By Guest, March 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 9, 2000

27. Simple IRA and 401k

    By cpc0506, March 31, 2011
    • 2 replies
    • 926 views
    • 
    • Guest
    • March 31, 2011

28. SIMPLE IRA and 401k

    By Guest John P., August 19, 2015
    • 2 replies
    • 938 views
    • 
    • austin3515
    • August 20, 2015

29. SIMPLE IRA and controlled Group

    By 52626, February 12, 2014
    • 0 replies
    • 866 views
    • 
    • 52626
    • February 12, 2014

30. simple IRA and Safe Harbor 401(k)

    By Lori H, April 28, 2008
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 29, 2008

31. SIMPLE IRA contribution and New 401k plan

    By Guest BarryK, April 22, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 22, 2004

32. SIMPLE IRA excess

    By thepensionmaven, September 24, 2020
    • 2 replies
    • 497 views
    • 
    • Bird
    • September 28, 2020

33. SIMPLE IRA for an LLC and 401k Plan for a C-Corp - same owner

    By Jen Preston, February 16, 2023
    • 2 replies
    • 521 views
    • 
    • CuseFan
    • February 17, 2023

34. Simple IRA or 401-k to Regular 401-k

    By KevinMc, July 19, 2014
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • July 21, 2014

35. SIMPLE IRA Plan to a 401(k) Plan

    By Guest dhoefer, January 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2002

36. Simple IRA Plans

    By Guest cconnell, March 5, 2007
    • 0 replies
    • 948 views
    • 
    • Guest
    • March 5, 2007

37. Simple IRA rollover to a Qualifed Plan

    By 52626, March 21, 2014
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 21, 2014

38. SIMPLE IRA Shenanagins (sp?)

    By austin3515, October 13, 2011
    • 1 reply
    • 887 views
    • 
    • ETA Consulting LLC
    • October 13, 2011

39. SIMPLE IRA termination and change in eligibilty

    By Guest lskin, September 2, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 7, 2005

40. simple IRA to safe harbor

    By Guest Terryjohn316, January 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 9, 2003

41. SIMPLE IRA transferred into safe harbor 401(k)

    By Guest PES, February 25, 2003
    • 1 reply
    • 896 views
    • 
    • Appleby
    • February 25, 2003

42. Simple IRA v/s Simple 401k

    By Guest scarletrose, October 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Bill Presson
    • October 20, 2006

43. simple IRAs and 401(K) Plans

    By Guest mad, July 9, 2004
    • 3 replies
    • 1k views
    • 
    • Appleby
    • July 9, 2004

44. Simple K Plan - to reg K Plan

    By HarleyBabe, August 29, 2013
    • 4 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • August 29, 2013

45. simple participant loan question

    By Brenda Wren, January 23, 2003
    • 7 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • January 24, 2003

46. SImple plan - missed deposits

    By Chippy, July 18, 2019
    • 2 replies
    • 424 views
    • 
    • Luke Bailey
    • July 19, 2019

47. Simple Plan contribution

    By Guest smscottish, January 5, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2006

48. SIMPLE Plan Match True UP

    By Guest JEP, October 25, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 25, 2001

49. Simple Plans

    By Jilliandiz, May 24, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2005

50. Simple question on 'S' corp

    By Brian Gallagher, September 12, 2002
    • 3 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • September 12, 2002