401(k) Plans

19,319 topics in this forum

1. simple ADP test question

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

2. SIMPLE and 401(k)

   By Randy Watson, June 10, 2005
   • 1 reply
   • 1.2k views
   • 
   • actuarysmith
   • June 11, 2005

3. SIMPLE and Traditional 401(k) contributions

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

4. SIMPLE as a successor plan

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

5. Simple Controlled Group Question

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

6. SIMPLE IRA

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

7. Simple IRA

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

8. Simple IRA / 401(k)

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

9. SIMPLE IRA & 401(k)

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

10. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps, December 2, 2025
    • 4 replies
    • 567 views
    • 
    • OrderOfOps
    • December 8, 2025

11. SIMPLE IRA and 401(k)

    By Guest szaidman, September 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • September 5, 2001

12. Simple IRA and 401(k)

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

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

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

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

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

15. Simple IRA and 401k

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

16. SIMPLE IRA and 401k

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

17. SIMPLE IRA and controlled Group

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

18. simple IRA and Safe Harbor 401(k)

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

19. SIMPLE IRA contribution and New 401k plan

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

20. SIMPLE IRA excess

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

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

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

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

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

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

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

24. Simple IRA Plans

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

25. Simple IRA rollover to a Qualifed Plan

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

26. SIMPLE IRA Shenanagins (sp?)

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

27. SIMPLE IRA termination and change in eligibilty

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

28. simple IRA to safe harbor

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

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

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

30. Simple IRA v/s Simple 401k

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

31. simple IRAs and 401(K) Plans

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

32. Simple K Plan - to reg K Plan

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

33. simple participant loan question

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

34. SImple plan - missed deposits

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

35. Simple Plan contribution

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

36. SIMPLE Plan Match True UP

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

37. Simple Plans

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

38. Simple question on 'S' corp

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

39. Simple RMD Question

    By newplananalyst, February 6, 2015
    • 2 replies
    • 883 views
    • 
    • My 2 cents
    • February 11, 2015

40. Simple Rollovers??

    By Guest alc, June 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 8, 2001

41. SIMPLE Roth Rollover

    By MGOAdmin, September 8, 2025
    • 1 reply
    • 795 views
    • 
    • G8Rs
    • September 10, 2025

42. SIMPLE to 401K Mid-Year Question

    By Guest 401kguy, August 31, 2007
    • 7 replies
    • 1.7k views
    • 
    • CTipper
    • September 16, 2007

43. Simultaneous Loan & Hardship

    By Guest Hunter401k, January 15, 2013
    • 7 replies
    • 2.1k views
    • 
    • K2retire
    • January 16, 2013

44. Single brokerage account for MPPP and 401(k) plan?

    By Jon Chambers, February 2, 2000
    • 2 replies
    • 2k views
    • 
    • Spencer
    • February 2, 2000

45. Single employer plan merging under Multiple Employer plan

    By JoseS, January 15, 2018   

    • termination
    • mergers
    • (and 2 more)

      Tagged with:

      • termination
      • mergers
      • mep
      • 401(k)
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 15, 2018

46. Single Employer Plan to Multiple Employer Plan

    By buckaroo, April 26, 2017
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • April 27, 2017

47. Single Employer to Multiple Employer

    By kevind2010, December 16, 2010
    • 1 reply
    • 995 views
    • 
    • Ron Snyder
    • December 17, 2010

48. Single Employer to Multiple Employer - Testing Implications

    By kevind2010, March 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • QNPG
    • March 4, 2011

49. single employer vs multi-employer plan????

    By Guest todd, October 6, 2000
    • 5 replies
    • 5.7k views
    • 
    • david shipp
    • October 16, 2000

50. Single Employers with Multiple Small Plans - Audit Required??

    By Guest CMDunn, October 13, 2013   

    • audit
    • multiple plans
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 14, 2013