401(k) Plans

19,275 topics in this forum

1. SMM for Amendment to Change Corp Trustee

   By austin3515, January 5, 2022
   • 11 replies
   • 1.6k views
   • 
   • austin3515
   • January 5, 2022

2. SMM For New Hardship Rules

   By austin3515, November 20, 2018
   • 40 replies
   • 5.1k views
   • 
   • Peter Gulia
   • September 20, 2019

3. SMM needed for change in Trustees?

   By Diane Thompson, December 22, 2022
   • 4 replies
   • 1.2k views
   • 
   • Diane Thompson
   • December 22, 2022

4. SMM Required for change from Integrated to Cross-tested

   By Brandon1997, December 11, 2019
   • 2 replies
   • 669 views
   • 
   • Larry Starr
   • December 11, 2019

5. SMM required?

   By Guest Peggy806, December 2, 2009
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • December 3, 2009

6. Smoke & Mirrors; Accounting standards, SSAE/SOC

   By Puffinator, June 1, 2017
   • 6 replies
   • 1.3k views
   • 
   • My 2 cents
   • June 1, 2017

7. SNHEC with Match and PS?

   By Janie Kaminski, May 7, 2019
   • 2 replies
   • 665 views
   • 
   • Below Ground
   • May 7, 2019

8. SO confused ~ SH 3% + Disc Match

   By Guest North Meets South, April 17, 2012
   • 2 replies
   • 1k views
   • 
   • Guest
   • April 17, 2012

9. So confused, should I do 401k or Roth ?

   By Guest spinspin31, February 1, 2007
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • February 1, 2007

10. So much for business friendly...

    By austin3515, January 4, 2018
    • 25 replies
    • 3.1k views
    • 
    • MoJo
    • March 15, 2018

11. so much for safe harbor, but...

    By Bri, February 19, 2018
    • 3 replies
    • 635 views
    • 
    • Bri
    • February 20, 2018

12. Social Security Disability & 401(k)'s

    By Guest JEP, April 2, 2002
    • 3 replies
    • 2k views
    • 
    • MGB
    • April 2, 2002

13. Social Security Integration Rate

    By davef, January 27, 1999
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 30, 1999

14. Social Security Wage Base Skyrockets

    By austin3515, October 19, 2016
    • 7 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 19, 2016

15. Software

    By TinaW, August 3, 2023
    • 5 replies
    • 1.5k views
    • 
    • R. Scott
    • August 8, 2023

16. Software / Website for Control Group 401K Testing

    By Guest P1P, January 12, 2011
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 12, 2011

17. Software Company seeks Beta Testers!

    By Guest SJPrince, November 2, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 2, 1998

18. Software for 401K analysis

    By Guest wealthmgmt, December 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2008

19. Software for DC Plans

    By Bruce1, September 16, 2024
    • 5 replies
    • 742 views
    • 
    • doombuggy
    • September 20, 2024

20. Software needed to manage participant loans in 401(k) plans.

    By Guest jrhodes, November 11, 2000
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 23, 2000

21. Software Opinions

    By Guest Partly Cloudy, July 22, 2004
    • 6 replies
    • 1.2k views
    • 
    • stephen
    • July 22, 2004

22. Sole Owner W/ No EE's 401k Plan - No Document - No 5500 - Help

    By Guest RS Vatalaro, May 29, 2002
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • June 4, 2002

23. Sole Prop

    By nancy, April 8, 2010
    • 1 reply
    • 976 views
    • 
    • J Simmons
    • April 8, 2010

24. Sole Prop - 25% PS and max deferral

    By tjw572, August 14, 2017   

    • sole prop
    • catchup
    • 7 replies
    • 1.2k views
    • 
    • Earl
    • August 15, 2017

25. Sole Prop - retro 401k set up

    By Jakyasar, January 18, 2024
    • 6 replies
    • 2.9k views
    • 
    • Paul I
    • January 19, 2024

26. Sole Prop 401(k) - when does 401(k) ctrb need to be made?

    By Guest Emiman, November 4, 2002
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • November 5, 2002

27. Sole Prop 401(k) Deferral & Pension Comp

    By flosfur, July 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • Lori Friedman
    • July 19, 2007

28. Sole Prop 401k Form 5500

    By nkaufman, September 5, 2017
    • 10 replies
    • 1.3k views
    • 
    • jsmith1985
    • September 7, 2017

29. Sole Prop 401k w/ employees - timing of S. Prod elective def

    By Guest johnpetrancosta, March 17, 2005
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 19, 2005

30. Sole Prop and Corp Solo 401k question

    By mkaufman, November 13, 2017
    • 16 replies
    • 1.6k views
    • 
    • mkaufman
    • November 24, 2017

31. Sole Prop and Deduction Limit

    By Dazednconfused, July 23, 2018
    • 4 replies
    • 810 views
    • 
    • Larry Starr
    • July 24, 2018

32. Sole Prop Calculation Software

    By Guest tmv12345, March 7, 2007
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 9, 2007

33. Sole prop DB cost exceeds income - deferrals allowed?

    By Belgarath, March 25, 2008
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2008

34. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath, April 5, 2021
    • 3 replies
    • 590 views
    • 
    • Belgarath
    • April 6, 2021

35. Sole Prop defers on draw, then has zero Sch. C income

    By Belgarath, August 31, 2020
    • 12 replies
    • 1.4k views
    • 
    • Bird
    • September 1, 2020

36. Sole prop profit sharing plan

    By jkdoll2, November 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • November 26, 2008

37. Sole prop terminating safe harbor 401(k) plan

    By Belgarath, April 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • April 13, 2007

38. Sole prop wants to modify deferral election

    By Belgarath, October 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Belgarath
    • October 14, 2005

39. Sole Prop with No Income

    By Earl, April 1, 2018
    • 5 replies
    • 672 views
    • 
    • BG5150
    • April 3, 2018

40. Sole Prop. sponsoring a 401(k) plan in 2002.

    By Guest Joe Vasko, December 9, 2001
    • 5 replies
    • 1.7k views
    • 
    • rocknrolls2
    • December 13, 2001

41. Sole Prop. with one employee

    By FJR, March 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • FJR
    • March 8, 2002

42. Sole Proprietor

    By Guest robertcusick, December 15, 2009
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 3, 2011

43. sole proprietor - 1099 income

    By Alex Daisy, March 24, 2016
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • March 24, 2016

44. Sole Proprietor - Late Deferral Contributions

    By Guest revier, November 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • November 18, 2004

45. Sole Proprietor 401(k) Contributions

    By MjInvestments, October 17, 2017
    • 5 replies
    • 608 views
    • 
    • Mike Preston
    • October 18, 2017

46. Sole Proprietor 401K

    By Guest J Samuelson, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 1999

47. Sole Proprietor 401K questions

    By Guest J Samuelson, July 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • July 30, 1999

48. sole proprietor and partnership with frozen DB plan and a DC plan

    By R. Butler, August 29, 2018
    • 0 replies
    • 365 views
    • 
    • R. Butler
    • August 29, 2018

49. Sole proprietor deferral election

    By Belgarath, May 29, 2024
    • 10 replies
    • 4.1k views
    • 
    • Peter Gulia
    • June 3, 2024

50. Sole Proprietor has a loss

    By Egold, March 28, 2022
    • 4 replies
    • 847 views
    • 
    • Egold
    • March 29, 2022