401(k) Plans

19,275 topics in this forum

1. Brokerage commission discrimination issues

   By MoJo, January 8, 2001
   • 4 replies
   • 1.6k views
   • 
   • Erik Read
   • January 9, 2001

2. Brokerage link

   By alexa, October 12, 2008
   • 5 replies
   • 1.8k views
   • 
   • J Simmons
   • October 13, 2008

3. brokerage windows

   By Scuba 401, June 5, 2017
   • 13 replies
   • 1.7k views
   • 
   • My 2 cents
   • June 5, 2017

4. Brokerage Windows and 404(c)

   By Guest CRC02, September 30, 2002
   • 1 reply
   • 1.9k views
   • 
   • mbozek
   • October 1, 2002

5. Brother Sister Controlled Group

   By Guest MEGK, September 23, 2011
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • September 23, 2011

6. Brother-sister control group

   By Guest tonjer, November 13, 2002
   • 6 replies
   • 1.9k views
   • 
   • Belgarath
   • November 20, 2002

7. Brother-Sister Controlled Group

   By cpc0506, November 25, 2009
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • November 28, 2009

8. Bundled Service Provider & a TPA

   By Guest UKH, July 25, 2000
   • 1 reply
   • 2.1k views
   • 
   • Jon Chambers
   • July 28, 2000

9. Bundled vs. Unbundled 401(k) Plans for small businesses

   By Guest mnovak13, December 12, 2002
   • 1 reply
   • 2.9k views
   • 
   • 2muchstress
   • December 12, 2002

10. Buried by custodian statements....

    By heygents, June 6, 2013
    • 3 replies
    • 1k views
    • 
    • heygents
    • June 6, 2013

11. Bush's new plan. Repeal of Top-Heavy?

    By KJohnson, January 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 30, 2003

12. Business acquisition - merge or terminate plan

    By Tom, September 11
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • September 11

13. Business acquisition - separate safe harbor 401k plans

    By Belgarath, May 28, 2015
    • 4 replies
    • 967 views
    • 
    • Belgarath
    • May 28, 2015

14. Business Acquisition and SH 401(k) Plan

    By Dougsbpc, June 4, 2014
    • 1 reply
    • 983 views
    • 
    • lalaland
    • June 4, 2014

15. business day

    By austin3515, December 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • maverick
    • December 2, 2002

16. Business Moves to Puerto Rico

    By justanotheradmin, February 12, 2020
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • February 24, 2020

17. Business name change

    By ratherbereading, December 29, 2015   

    • 401k; business name change
    • 7 replies
    • 1.9k views
    • 
    • Doghouse
    • December 30, 2015

18. Business owner is also agent on own 401(k) Plan

    By Guest ubpMR, April 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 5, 2002

19. Business owners reversing prior paychecks due to cashflow. Need deferrals refunded.

    By 401king, December 17, 2015
    • 7 replies
    • 1.1k views
    • 
    • EBECatty
    • December 19, 2015

20. Business pays Medicare / Supplement premium for Sub S Owner

    By DDB BN, February 20, 2020
    • 1 reply
    • 614 views
    • 
    • spiritrider
    • February 21, 2020

21. Bussiness Hardship & safe harbor contribution

    By blue, July 2, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2009

22. But I forgot...

    By SoCalActuary, February 4, 2010
    • 2 replies
    • 919 views
    • 
    • Tom Poje
    • February 4, 2010

23. Buy back - restoration

    By PMC, December 4, 2008
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • December 8, 2008

24. Buy Back to Restored forfeiture after rehired- ROTH 401K

    By Panda, March 13
    • 0 replies
    • 533 views
    • 
    • Panda
    • March 13

25. Buy-back of forfeited amount

    By Brian Gallagher, April 17, 2003
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2004

26. Buy-back of forfeitures question

    By Brian Gallagher, June 18, 2004
    • 3 replies
    • 2.5k views
    • 
    • masteff
    • April 3, 2009

27. Buyer with 401(k) Acquiring Company with SIMPLE

    By Guest jhall, January 25, 2008
    • 5 replies
    • 2.6k views
    • 
    • Appleby
    • January 25, 2008

28. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

    • life insurance
    • 1 reply
    • 709 views
    • 
    • Larry Starr
    • April 2, 2020

29. Buying/Selling TPA

    By Guest kencarroll, August 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 28, 2006

30. C Corp to S Corp - Possible impact on Defined Contribution Plan?

    By nsfpsp, March 8, 2023
    • 11 replies
    • 1.5k views
    • 
    • Paul I
    • March 10, 2023

31. C Corp to S Corp - Safe Harbor 401(k)

    By No Name, September 30, 2005
    • 4 replies
    • 1.7k views
    • 
    • No Name
    • October 3, 2005

32. C1 Exam Study Group

    By Guest James Osterhaus, May 16, 2003
    • 3 replies
    • 1.2k views
    • 
    • ErisaGeek
    • May 21, 2003

33. C3 exam

    By Guest alabama, April 22, 2005
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 2005

34. CA State Disability

    By Tinman, September 15, 2010
    • 2 replies
    • 1k views
    • 
    • Tinman
    • September 16, 2010

35. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

36. Calandar/Fiscal Yr. Control Group

    By sdix401k, May 30, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 2, 2008

37. Calculate an EBRA for a participant over Plan's Normal Retirement Age

    By Alex Daisy, January 26, 2009
    • 8 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 29, 2009

38. Calculate Earnings on Excess Annual Additions

    By Guest saotampa, September 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2007

39. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa, August 14, 2019
    • 6 replies
    • 5.1k views
    • 
    • NJ Mike
    • August 15, 2019

40. Calculating 401k Match

    By four01kman, July 11, 2012
    • 2 replies
    • 1k views
    • 
    • GMK
    • July 11, 2012

41. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan, September 26, 2021
    • 9 replies
    • 921 views
    • 
    • VeryOldMan
    • September 29, 2021

42. CALCULATING 5330 EXCISE TAX

    By Guest arlene, April 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • Archimage
    • April 1, 2004

43. Calculating earned income for a sole proprietor

    By Guest RICHEZ, July 22, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 22, 1999

44. Calculating earnings

    By ratherbereading, January 26, 2016   

    • distribution error
    • earnings calculation
    • 1 reply
    • 626 views
    • 
    • ESOP Guy
    • January 26, 2016

45. Calculating earnings and late deposit

    By 30Rock, October 3, 2014
    • 1 reply
    • 839 views
    • 
    • BG5150
    • October 3, 2014

46. Calculating earnings on ADP refunds

    By Guest cohenron, February 29, 2004
    • 4 replies
    • 4.6k views
    • 
    • Harwood
    • March 1, 2004

47. Calculating Employer Match

    By DP, June 26, 2003
    • 9 replies
    • 1.8k views
    • 
    • WDIK
    • June 27, 2003

48. Calculating Excise Tax & gains on late remittances.

    By MBCarey, October 3, 2002
    • 4 replies
    • 2k views
    • 
    • MWeddell
    • October 5, 2002

49. Calculating excise tax on late remittance of deferrals

    By Sully, November 20, 2002
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • November 21, 2002

50. Calculating Gains on Excess Deferrals for failed ADP

    By MBCarey, February 16, 2005
    • 3 replies
    • 3.3k views
    • 
    • MBCarey
    • February 16, 2005