401(k) Plans

19,275 topics in this forum

1. Two 401(k) Plans, same employer

   By imchipbrown, July 27, 2018
   • 0 replies
   • 481 views
   • 
   • imchipbrown
   • July 27, 2018

2. Two 415 limits and Stock Attribution

   By John Feldt ERPA CPC QPA, February 20, 2006
   • 2 replies
   • 1.5k views
   • 
   • ak2ary
   • February 21, 2006

3. Two 415 limits?

   By K-t-F, September 7, 2006
   • 2 replies
   • 1.3k views
   • 
   • K-t-F
   • September 7, 2006

4. two beneficiary forms for one participant

   By Pixie, November 4, 2015
   • 6 replies
   • 918 views
   • 
   • Bird
   • November 5, 2015

5. Two commingled plans in one trust fund?

   By ldr, March 8, 2021
   • 8 replies
   • 1k views
   • 
   • ldr
   • March 10, 2021

6. Two Companies, Two PS Plans, Common Ownership

   By Guest ChopperPilot, March 16, 2004
   • 6 replies
   • 1.6k views
   • 
   • AndyH
   • March 18, 2004

7. Two Companies/Plans - Shared Employee as Plan Administrator on Both

   By Christina, August 7, 2020
   • 2 replies
   • 1k views
   • 
   • Larry Starr
   • August 8, 2020

8. Two Company 401(k)s?

   By Guest JetService, January 24, 2006
   • 2 replies
   • 1.3k views
   • 
   • Lame Duck
   • January 24, 2006

9. Two consecutive short plan years

   By Guest PRafferty, June 17, 2002
   • 2 replies
   • 1.9k views
   • 
   • david rigby
   • June 17, 2002

10. Two dc plans to get 25% deduction for employer?

    By Guest cascigm, August 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Larry M
    • August 2, 2000

11. Two Deductions From Gross Pay For Matching Contribution?

    By Guest jbergstrom, April 23, 2008
    • 5 replies
    • 4.6k views
    • 
    • JanetM
    • April 24, 2008

12. Two different matching Formulas

    By heygents, June 23, 2015
    • 0 replies
    • 936 views
    • 
    • heygents
    • June 23, 2015

13. Two different vesting schedules

    By doombuggy, September 12, 2005
    • 8 replies
    • 4.3k views
    • 
    • 401 Chaos
    • October 4, 2005

14. Two divisions and ADP/ACP testing

    By buckaroo, August 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • August 24, 2007

15. two divisions, only one PPT eligible in one division

    By JHalligan, November 23, 2022
    • 2 replies
    • 620 views
    • 
    • CuseFan
    • November 29, 2022

16. Two Employees with Indential Names - Missed Deferrals

    By Guest SLBRB, June 6, 2013
    • 0 replies
    • 926 views
    • 
    • Guest
    • June 6, 2013

17. Two Entities - same Key Employee for TH Test?

    By Guest YvetteW, September 26, 2013
    • 0 replies
    • 782 views
    • 
    • Guest
    • September 26, 2013

18. Two entities - SECURE 2.0 automatic enrollment rules

    By justanotheradmin, August 26, 2024
    • 2 replies
    • 562 views
    • 
    • Peter Gulia
    • August 26, 2024

19. Two entities, Same ownership, Two different plan designs

    By TMcfall, July 14, 2021
    • 4 replies
    • 730 views
    • 
    • ESOP Guy
    • July 14, 2021

20. Two Hardships for Same Event

    By CYK0913, March 26, 2019
    • 2 replies
    • 419 views
    • 
    • rr_sphr
    • March 28, 2019

21. two jobs-- one with 401K, one with 457-- two maximums?

    By Guest indie doc, November 17, 2007
    • 6 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2010

22. Two matches

    By MGOAdmin, November 28, 2018   

    • match
    • last day
    • 8 replies
    • 977 views
    • 
    • chc93
    • November 30, 2018

23. Two participants with the same SSN

    By Guest TPA Guy, February 20, 2013
    • 6 replies
    • 2.2k views
    • 
    • Peter Gulia
    • February 22, 2013

24. Two Plan Documents

    By goldtpa, September 13, 2004
    • 8 replies
    • 1.9k views
    • 
    • QDROphile
    • September 14, 2004

25. Two plan Top Heavy Testing and Safe Harbor Exemption

    By Guest luv, November 27, 2001
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • November 27, 2001

26. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 2.7k views
    • 
    • Guest
    • January 17, 2013

27. two plans - violate 402g

    By Earl, July 25, 2008
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • July 25, 2008

28. Two plans 401 k and SEP

    By caryn22359, December 6, 2013
    • 3 replies
    • 1k views
    • 
    • masteff
    • December 10, 2013

29. Two plans better than one?

    By Guest Lawrenceg, March 6, 2007
    • 0 replies
    • 892 views
    • 
    • Guest
    • March 6, 2007

30. Two plans merge...plan1 ER pays fees & plan2 plan pays fees..,

    By Guest DVW, November 23, 2011
    • 0 replies
    • 865 views
    • 
    • Guest
    • November 23, 2011

31. Two Plans under same Employer

    By cpc0506, October 25, 2012
    • 4 replies
    • 2.1k views
    • 
    • PensionPro
    • October 25, 2012

32. Two Plans, both provide Top Heavy

    By Kac1214, May 2, 2019
    • 5 replies
    • 1.7k views
    • 
    • Kac1214
    • May 3, 2019

33. Two plans, now union breaks up

    By John Feldt ERPA CPC QPA, August 26, 2010
    • 2 replies
    • 977 views
    • 
    • John Feldt ERPA CPC QPA
    • August 27, 2010

34. Two Plans, one brokerage account

    By austin3515, December 19, 2003
    • 0 replies
    • 911 views
    • 
    • austin3515
    • December 19, 2003

35. Two Safe Harbor 401(k) Plans

    By Dougsbpc, January 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 20, 2011

36. Two Safe Harbor Contributions OK....?

    By chris, October 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 18, 2005

37. Two Safe Harbor plans and 410(b)

    By shERPA, December 6, 2017
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 7, 2017

38. Two Section 415 limits in unrelated companies.

    By Guest, May 3, 2001
    • 16 replies
    • 3.8k views
    • 
    • Guest
    • June 3, 2001

39. Two tiered matching formula

    By dmb, October 2, 2008
    • 4 replies
    • 3.6k views
    • 
    • J Simmons
    • October 3, 2008

40. Two trips up the 415 limit OK, if employed by more than one unrelated

    By Guest sue c, January 31, 2003
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • January 31, 2003

41. Two years no claim for 401K

    By Guest dulan, June 27, 2008
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 27, 2008

42. typical matches for software companies

    By Guest Smokin, July 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 3, 2001

43. Typo (of Year) in the Safe Harbor Notice

    By With Appreciation...., July 20, 2018
    • 10 replies
    • 1.2k views
    • 
    • Kevin C
    • July 24, 2018

44. U.S. Citizen with Foreign Source Income Wants to Participate in 401(k)

    By Guest 91smithie, December 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 28, 2001

45. U.S. Virgin Islands

    By Guest IRISH79, April 10, 2007
    • 1 reply
    • 5.5k views
    • 
    • masteff
    • April 13, 2007

46. UBTI - Paid by Earmarked Account?

    By Guest notapensiongeek, June 15, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 2006

47. UBTI and a 990T

    By KTB, May 18, 2016
    • 1 reply
    • 760 views
    • 
    • My 2 cents
    • May 23, 2016

48. UBTI in a 401k plan

    By alcat649, November 6, 2015   

    • UBTI 401k 990-T
    • 0 replies
    • 1.3k views
    • 
    • alcat649
    • November 6, 2015

49. UBTI on qualified plan asset

    By KevinMc, January 24, 2020
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 30, 2021

50. UK Income

    By MGOAdmin, November 25, 2019   

    • uk
    • forgein
    • (and 2 more)

      Tagged with:

      • uk
      • forgein
      • 401k
      • sep
    • 1 reply
    • 603 views
    • 
    • Luke Bailey
    • November 25, 2019