401(k) Plans

19,319 topics in this forum

1. Solo k recordkeeping

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

2. SOLO K Requirement Question

   By Pammie57, April 12, 2022
   • 10 replies
   • 1.6k views
   • 
   • Jakyasar
   • April 14, 2022

3. Solo k Tax ID

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

4. solo k with spouse

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

5. Solo K with statutory Eees

   By pjb1835, November 4, 2019
   • 13 replies
   • 1.2k views
   • 
   • Luke Bailey
   • November 6, 2019

6. solo LLC wants 2 401k plans

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

7. Solo plan to invest rollover in Real Estate

   By Jim Chad, December 18, 2015
   • 8 replies
   • 1k views
   • 
   • Belgarath
   • January 21, 2016

8. Solo to General 401(k) Plan?

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

9. Solo-401(k) questions

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

10. Solo-K for SE Income

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

11. Solo-K gone wild

    By 401k Conundrums, September 16, 2025
    • 12 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2025

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

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

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

    By ColeC, April 22, 2022
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 1, 2022

14. Solo(k) Notices

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

15. Solo(k) Question RE: Spouse Eligibility

    By erisa parrot, July 10, 2015
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • July 10, 2015

16. Solo401k and Statuatory w2 income

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

17. 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
    • 969 views
    • 
    • thepensionmaven
    • May 14, 2018

18. SoloK plan and Participating Employers

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

19. Son as Financial Advisor

    By Zoey, June 19, 2017
    • 8 replies
    • 2k views
    • 
    • Zoey
    • June 20, 2017

20. 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
    • 431 views
    • 
    • BG5150
    • October 29, 2021

21. Source Excluded From Loan

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

22. Source Specific Beneficiary Designation

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

23. Spanish Distribution Forms?

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

24. SPD Amendment For Window?

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

25. SPD and rehires

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

26. SPD and Safe Harbor Notice to Terminated Employee

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

27. spd disclosure

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

28. SPD Distribution

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

29. SPD distribution methods

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

30. 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

31. SPD Mailing

    By 401klubkid, July 19, 2017
    • 4 replies
    • 1.2k views
    • 
    • thepensionmaven
    • July 21, 2017

32. SPD Requirement

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

33. SPD Timing - New Plan

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

34. SPD's

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

35. SPD's

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

36. SPDs

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

37. special coverage rules

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

38. Special Deferral effective and plan entry

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

39. Special Effective Dates and REstatements

    By austin3515, April 14, 2010
    • 4 replies
    • 1.2k views
    • 
    • cpc0506
    • April 15, 2010

40. Special HCE Elective Deferral Eligibility Requirement for Safe Harbor 401(k) Plan

    By KMMB, April 19, 2021
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • April 21, 2021

41. Special Participation Date

    By RCK13, September 25, 2020   

    • participation
    • eligiblity
    • (and 3 more)

      Tagged with:

      • participation
      • eligiblity
      • special rules
      • 401k
      • cross-tested
    • 4 replies
    • 1.2k views
    • 
    • RCK13
    • September 25, 2020

42. Special Participation Date- PS Eligibility

    By Coleboy1, December 21, 2022
    • 7 replies
    • 719 views
    • 
    • Bill Presson
    • December 21, 2022

43. Special Pay Plan

    By 30Rock, November 7, 2013
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 8, 2013

44. Special Tax Notice

    By austin3515, January 17, 2024
    • 12 replies
    • 2.7k views
    • 
    • Peter Gulia
    • January 17, 2024

45. Special Tax Notice

    By austin3515, December 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • 401king
    • December 29, 2009

46. Special Tax Notice - 402(f)

    By Nassau, March 1, 2011
    • 4 replies
    • 3k views
    • 
    • austin3515
    • March 3, 2011

47. Special Tax Notice and Roth contributions

    By Guest breakwater, March 31, 2006
    • 1 reply
    • 1.4k views
    • 
    • namealreadyinuse
    • March 31, 2006

48. special valuation of a pooled profit sharing account

    By Pixie, October 26, 2018   

    • special valuation
    • 4 replies
    • 2.2k views
    • 
    • Luke Bailey
    • October 29, 2018

49. spin off

    By k man, September 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • k man
    • September 11, 2002

50. Spin off

    By fiona1, March 1, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 2, 2012