401(k) Plans

19,275 topics in this forum

1. Solo 401k Investments in Startups with Plan Funds

   By dragondon, June 5, 2023
   • 7 replies
   • 715 views
   • 
   • Peter Gulia
   • June 7, 2023

2. Solo 401k Match Question

   By Guest BuffaloT, March 12, 2008
   • 5 replies
   • 1.9k views
   • 
   • Appleby
   • March 13, 2008

3. SOLO 401K MISFILED - HOW TO HANDLE?

   By jbsoffen, November 20, 2023
   • 12 replies
   • 1.8k views
   • 
   • Appleby
   • November 24, 2023

4. Solo 401k plan with cash balance plan

   By jkdoll2, November 21, 2016
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • November 21, 2016

5. solo 401k plans for highly compensated s-corp owners

   By tomf, December 28, 2015   

   • solo 401k
   • s-corp retirement plan
   • 9 replies
   • 1.9k views
   • 
   • Mike Preston
   • December 30, 2015

6. Solo 401k RMD

   By rtheis, December 4, 2024   

   • solo 401k
   • 9 replies
   • 1k views
   • 
   • FPGuy
   • December 6, 2024

7. Solo 401k to max out pretax savings.

   By Ponzu, December 10, 2015
   • 2 replies
   • 833 views
   • 
   • Mike Preston
   • December 11, 2015

8. Solo 401k TPA working with an advisor

   By Jim White, CFP, EA, September 9, 2019
   • 4 replies
   • 1.6k views
   • 
   • Amyrmaid
   • September 10, 2019

9. Solo 401k w/ Missing 5500's for Many Years

   By austin3515, July 28, 2010
   • 8 replies
   • 2.7k views
   • 
   • Bird
   • July 29, 2010

10. Solo K - bonding requirements?

    By Tinman, August 5, 2008
    • 7 replies
    • 3.1k views
    • 
    • jpod
    • December 8, 2011

11. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2, September 22, 2021
    • 13 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 25, 2021

12. Solo K plan termination

    By rfahey, November 10, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • November 10, 2010

13. Solo k recordkeeping

    By Craig Garner, December 7, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 7, 2012

14. SOLO K Requirement Question

    By Pammie57, April 12, 2022
    • 10 replies
    • 1.4k views
    • 
    • Jakyasar
    • April 14, 2022

15. Solo k Tax ID

    By Guest bouncingsoul, November 17, 2006
    • 3 replies
    • 1.3k views
    • 
    • SMB
    • November 18, 2006

16. solo k with spouse

    By Guest RRoberts, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2010

17. Solo K with statutory Eees

    By pjb1835, November 4, 2019
    • 13 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 6, 2019

18. solo LLC wants 2 401k plans

    By doombuggy, June 12, 2023
    • 13 replies
    • 1.5k views
    • 
    • ESOP Guy
    • June 14, 2023

19. Solo plan to invest rollover in Real Estate

    By Jim Chad, December 18, 2015
    • 8 replies
    • 999 views
    • 
    • Belgarath
    • January 21, 2016

20. Solo to General 401(k) Plan?

    By TPApril, January 13, 2023
    • 12 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 22, 2023

21. Solo-401(k) questions

    By Guest BruceC, July 20, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 20, 2009

22. Solo-K for SE Income

    By SMB, December 3, 2008
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • December 9, 2008

23. Solo-K gone wild

    By 401k Conundrums, September 16
    • 12 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18

24. Solo(k) - And whether/when 5500's are required

    By Chipwood 24, December 9, 2020
    • 6 replies
    • 846 views
    • 
    • Jeff V
    • December 10, 2020

25. Solo(k) Document / Registration Failures? Need guidance please....

    By ColeC, April 22, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 1, 2022

26. Solo(k) Notices

    By Purplemandinga, November 21, 2017
    • 2 replies
    • 476 views
    • 
    • Purplemandinga
    • November 21, 2017

27. Solo(k) Question RE: Spouse Eligibility

    By erisa parrot, July 10, 2015
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • July 10, 2015

28. Solo401k and Statuatory w2 income

    By cwparsons, February 29, 2020
    • 3 replies
    • 628 views
    • 
    • Larry Starr
    • March 9, 2020

29. Solo401k Do I need to send a form 5500ez?

    By Breakdown65, May 11, 2018   

    • corp
    • new corp
    • (and 4 more)

      Tagged with:

      • corp
      • new corp
      • final return
      • 5500ez
      • terminate plan
      • assetts
    • 9 replies
    • 925 views
    • 
    • thepensionmaven
    • May 14, 2018

30. SoloK plan and Participating Employers

    By cpc0506, March 13, 2022
    • 3 replies
    • 747 views
    • 
    • Nate S
    • March 22, 2022

31. Son as Financial Advisor

    By Zoey, June 19, 2017
    • 8 replies
    • 1.9k views
    • 
    • Zoey
    • June 20, 2017

32. Sorry not 401(k) But figured this has the most traffic. Anyone trying to use Relius ASP today?

    By HarleyBabe, September 25, 2021
    • 3 replies
    • 419 views
    • 
    • BG5150
    • October 29, 2021

33. Source Excluded From Loan

    By Stash026, October 29, 2015
    • 2 replies
    • 634 views
    • 
    • Bird
    • October 29, 2015

34. Source Specific Beneficiary Designation

    By Nassau, March 3, 2011
    • 1 reply
    • 853 views
    • 
    • QDROphile
    • March 3, 2011

35. Spanish Distribution Forms?

    By austin3515, January 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • January 25, 2011

36. SPD Amendment For Window?

    By ERISA-Bubs, October 9, 2012
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

37. SPD and rehires

    By Guest Serena, July 29, 2010
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • July 29, 2010

38. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k, June 14, 2021
    • 1 reply
    • 994 views
    • 
    • C. B. Zeller
    • June 14, 2021

39. spd disclosure

    By k man, May 11, 2004
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • May 18, 2004

40. SPD Distribution

    By Guest benefitsanalyst, August 24, 2004
    • 3 replies
    • 1.8k views
    • 
    • alanm
    • August 30, 2004

41. SPD distribution methods

    By Brian Gallagher, May 28, 2004
    • 1 reply
    • 1.7k views
    • 
    • k man
    • June 1, 2004

42. SPD Language for Participants' OptionTo Avail of Fiduciaries' Management of Their Accounts Using Professional Managers

    By Guest Roman, December 7, 2004
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • December 8, 2004

43. SPD Mailing

    By 401klubkid, July 19, 2017
    • 4 replies
    • 1.1k views
    • 
    • thepensionmaven
    • July 21, 2017

44. SPD Requirement

    By Bruce1, December 6, 2024
    • 7 replies
    • 864 views
    • 
    • Bruce1
    • December 11, 2024

45. SPD Timing - New Plan

    By Guest jhilliard, June 17, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 17, 2003

46. SPD's

    By Guest Keith371, April 5, 2002
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • April 8, 2002

47. SPD's

    By Guest HRD, December 8, 2008
    • 6 replies
    • 1.3k views
    • 
    • Lori Friedman
    • December 9, 2008

48. SPDs

    By Guest pjb, August 14, 2002
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • August 14, 2002

49. special coverage rules

    By Guest JBeck, June 15, 2004
    • 0 replies
    • 934 views
    • 
    • Guest
    • June 15, 2004

50. Special Deferral effective and plan entry

    By BG5150, February 14, 2017
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • February 15, 2017