401(k) Plans

19,320 topics in this forum

1. Broker's Relationship

   By Guest MS TPA, March 14, 2011
   • 5 replies
   • 1.3k views
   • 
   • 12AX7
   • March 15, 2011

2. Broker/Consultant/RIA Fees

   By Guest jhilliard, October 11, 2004
   • 2 replies
   • 1.5k views
   • 
   • alanm
   • October 14, 2004

3. Brokerage Account in 401k Plan

   By cpc0506, October 8, 2010
   • 13 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • October 11, 2010

4. brokerage account only for owner?

   By gregburst, September 23, 2014   

   • goose vs gander
   • 2 replies
   • 990 views
   • 
   • John Feldt ERPA CPC QPA
   • September 24, 2014

5. Brokerage accounts - trust accounting

   By ESI2015, October 27, 2021
   • 1 reply
   • 521 views
   • 
   • RatherBeGolfing
   • October 29, 2021

6. Brokerage accounts (again)

   By Bird, September 13, 2012
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • September 14, 2012

7. Brokerage accounts and plan sponsor responsibility

   By ejohnke, August 29, 2023
   • 8 replies
   • 1.6k views
   • 
   • Peter Gulia
   • August 31, 2023

8. Brokerage Accounts and UBTI Tax

   By 52626, April 19, 2016
   • 1 reply
   • 1.3k views
   • 
   • ESOP Guy
   • April 19, 2016

9. Brokerage accounts setup under Employer EIN

   By BG5150, December 7, 2022
   • 6 replies
   • 2k views
   • 
   • Kac1214
   • December 12, 2022

10. Brokerage commission discrimination issues

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

11. Brokerage link

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

12. brokerage windows

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

13. Brokerage Windows and 404(c)

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

14. Brother Sister Controlled Group

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

15. Brother-sister control group

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

16. Brother-Sister Controlled Group

    By cpc0506, November 25, 2009
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • November 28, 2009

17. Bundled Service Provider & a TPA

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

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

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

19. Buried by custodian statements....

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

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

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

21. Business acquisition - merge or terminate plan

    By Tom, September 11, 2025
    • 4 replies
    • 2k views
    • 
    • Paul I
    • September 11, 2025

22. Business acquisition - separate safe harbor 401k plans

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

23. Business Acquisition and SH 401(k) Plan

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

24. business day

    By austin3515, December 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • maverick
    • December 2, 2002

25. Business Moves to Puerto Rico

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

26. Business name change

    By ratherbereading, December 29, 2015   

    • 401k; business name change
    • 7 replies
    • 2k views
    • 
    • Doghouse
    • December 30, 2015

27. 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

28. 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

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

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

30. Bussiness Hardship & safe harbor contribution

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

31. But I forgot...

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

32. Buy back - restoration

    By PMC, December 4, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • December 8, 2008

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

    By Panda, March 13, 2025
    • 0 replies
    • 588 views
    • 
    • Panda
    • March 13, 2025

34. Buy-back of forfeited amount

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

35. Buy-back of forfeitures question

    By Brian Gallagher, June 18, 2004
    • 3 replies
    • 2.6k views
    • 
    • masteff
    • April 3, 2009

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

    By Guest jhall, January 25, 2008
    • 5 replies
    • 2.7k views
    • 
    • Appleby
    • January 25, 2008

37. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

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

38. Buying/Selling TPA

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

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

    By nsfpsp, March 8, 2023
    • 11 replies
    • 1.6k views
    • 
    • Paul I
    • March 10, 2023

40. 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

41. C1 Exam Study Group

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

42. C3 exam

    By Guest alabama, April 22, 2005
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • April 29, 2005

43. CA State Disability

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

44. Cafeteria Plans and Co-Sponsorship Policies

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

45. Calandar/Fiscal Yr. Control Group

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

46. 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

47. Calculate Earnings on Excess Annual Additions

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

48. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa, August 14, 2019
    • 6 replies
    • 5.5k views
    • 
    • NJ Mike
    • August 15, 2019

49. Calculating 401k Match

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

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

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