401(k) Plans

19,319 topics in this forum

1. Standardized to Individualized Plan

   By Guest tintree73, December 5, 2003
   • 1 reply
   • 2.2k views
   • 
   • Alf
   • December 5, 2003

2. Standardized to Non-Standardized

   By Guest shaul, November 27, 2009
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 27, 2009

3. Standardized transmittal letter for ADP/ACP distributions?

   By Guest RONNIE WASEL, November 13, 2003
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • November 14, 2003

4. Standardized?

   By Guest thisissocomplicated, January 21, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • January 21, 2004

5. Standards of Hardship Proof?

   By Guest MaryMac, August 2, 2002
   • 5 replies
   • 3.9k views
   • 
   • card
   • August 13, 2002

6. Start a 401k on 12/31/20 for 2020 Year

   By Gadgetfreak, January 5, 2021
   • 7 replies
   • 1.1k views
   • 
   • FORMER ESQ.
   • January 6, 2021

7. Start a 401k plan

   By ombskid, November 5, 2013
   • 10 replies
   • 1.7k views
   • 
   • SwimmingInBowelsOfERISA
   • January 8, 2016

8. Start Date/Term Date

   By 401Kerfuffle, January 26, 2018
   • 10 replies
   • 3.9k views
   • 
   • XTitan
   • January 31, 2018

9. Start new 401(k) within 12 months of terminating PSP?

   By 401king, May 8, 2019
   • 7 replies
   • 3.7k views
   • 
   • Carol V. Calhoun
   • May 13, 2019

10. Start new safe harbor plan now

    By Richard Anderson, July 26, 2012
    • 5 replies
    • 1.4k views
    • 
    • PensionPro
    • July 26, 2012

11. Start Up - C Corp.

    By Guest RJM26, May 21, 2013
    • 2 replies
    • 903 views
    • 
    • Guest
    • May 22, 2013

12. Start Up 3% Nonelective Safe Harbor

    By Gilmore, August 12, 2020
    • 11 replies
    • 2k views
    • 
    • Bill Presson
    • September 17, 2020

13. start up company & start up plan

    By Earl, September 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • September 26, 2008

14. Start up Plan Credit: plan started in 2019

    By K2, January 23, 2020
    • 5 replies
    • 736 views
    • 
    • AKconsult
    • January 29, 2020

15. Start Up Safe Harbor 3% QNEC

    By TPA Bob, September 23, 2020   

    • start up safe harbor
    • 2 replies
    • 849 views
    • 
    • TPA Bob
    • September 23, 2020

16. Start-up (sort of?) 401(k) Plan

    By truphao, December 1, 2022
    • 4 replies
    • 522 views
    • 
    • Bird
    • December 1, 2022

17. Start-up 401(k)

    By rlb64, July 23, 2009
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • July 24, 2009

18. Start-up Credit SECURE

    By austin3515, September 3, 2020
    • 5 replies
    • 680 views
    • 
    • RatherBeGolfing
    • September 3, 2020

19. Start-up Plan

    By Guest RJF, July 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • July 20, 2006

20. Starting 401(k) mid year, with BOY effective date

    By Santo Gold, June 5, 2006
    • 12 replies
    • 5.3k views
    • 
    • WDIK
    • June 14, 2006

21. Starting 401(k), SIMPLE notice not given

    By ntv, December 14, 2020
    • 0 replies
    • 266 views
    • 
    • ntv
    • December 14, 2020

22. starting a 2017 safe harbor - missed deadline

    By Santo Gold, November 10, 2017
    • 0 replies
    • 534 views
    • 
    • Santo Gold
    • November 10, 2017

23. Starting a 401(k) for a doctor with 2 different corporate entities

    By Guest pmetallic, November 7, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • November 7, 2003

24. Starting a 401k this late in the year

    By DP, December 28, 1999
    • 2 replies
    • 1.9k views
    • 
    • Dave Baker
    • December 29, 1999

25. Starting a 401k with 1 month left in the year

    By Santo Gold, October 28, 2005
    • 4 replies
    • 1.7k views
    • 
    • No Name
    • October 29, 2005

26. starting an owner only 401(k) plan after reclassifying the only employee

    By ldr, April 29, 2021   

    • independent contractor
    • solo 401k
    • 17 replies
    • 2k views
    • 
    • Belgarath
    • April 30, 2021

27. Starting and stopping deferrals in a 401k Plan

    By Pammie57, July 29, 2020
    • 15 replies
    • 1.9k views
    • 
    • Belgarath
    • August 5, 2020

28. Starting new safe harbor plan

    By Jakyasar, August 21, 2022
    • 9 replies
    • 836 views
    • 
    • Jakyasar
    • August 23, 2022

29. Startup 401(k) Plan

    By Guest Theresa Irvin, June 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2011

30. startup 401k plan

    By Dawn, May 11, 2018
    • 4 replies
    • 857 views
    • 
    • RatherBeGolfing
    • May 12, 2018

31. Startup Safe Harbor Non-elective 401(k)

    By Gilmore, September 1, 2020
    • 1 reply
    • 483 views
    • 
    • Gilmore
    • September 1, 2020

32. Startup SH 401K Plan

    By ERISA13, November 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • ERISA13
    • November 19, 2009

33. Startup Tax Savers Credit for small plans - which year?

    By TPApril, September 22, 2023
    • 1 reply
    • 549 views
    • 
    • Peter Gulia
    • September 25, 2023

34. Stat EE and gateway min

    By buckaroo, December 23, 2019
    • 0 replies
    • 561 views
    • 
    • buckaroo
    • December 23, 2019

35. State and local government 401(k)s

    By Guest Donaldson, March 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

36. State Disability Insurance Programs (e.g., California)

    By Nassau, February 14, 2011
    • 1 reply
    • 1k views
    • 
    • K2retire
    • February 14, 2011

37. State elective withholding

    By Guest andmik, July 26, 2001
    • 4 replies
    • 2k views
    • 
    • pmacduff
    • July 27, 2001

38. State FMLA and Break In Service

    By goldtpa, March 22, 2017
    • 1 reply
    • 622 views
    • 
    • Peter Gulia
    • March 24, 2017

39. state law

    By stevena, October 12, 2005
    • 7 replies
    • 1.9k views
    • 
    • Locust
    • October 13, 2005

40. State Law and Catch Up Contributions

    By Guest KFLETT, December 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 17, 2002

41. State Levy on 401(k) Account?

    By CJS07, January 21, 2013   

    • State of Massachusetts
    • 4 replies
    • 3.5k views
    • 
    • Mike Preston
    • January 21, 2013

42. State of Denial

    By Guest GW, December 29, 1998
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 1998

43. State of Michigan withholding

    By Jim Chad, January 6, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 10, 2012

44. State Of The 401k Union

    By Guest saisson, August 15, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 15, 2001

45. State paid leave laws

    By R. Butler, March 25, 2023
    • 0 replies
    • 397 views
    • 
    • R. Butler
    • March 25, 2023

46. State payroll deduction laws impact 401(k) automatic enrollment?

    By Guest Eullla, December 3, 2003
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • December 4, 2003

47. State Retirement Systems/5500

    By MjInvestments, June 1, 2017   

    • 5500
    • 2 replies
    • 573 views
    • 
    • CuseFan
    • June 1, 2017

48. State tax on pension distributions

    By Guest hyper, September 2, 2005
    • 17 replies
    • 6.8k views
    • 
    • mbozek
    • November 2, 2005

49. state tax withholding

    By Guest bgrazetti, March 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • March 5, 2002

50. state tax withholding

    By JKW, May 18, 2010
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • May 18, 2010