401(k) Plans

17,909 topics in this forum

1. 401(K) sole-proprietor with employees

   By wiiabenefits, November 7, 2017
   • 23 replies
   • 4.2k views
   • 
   • Mike Preston
   • November 12, 2017

2. "Retired" versus "Quit"

   By ldr, January 17, 2018   

   • contributions
   • retirement
   • (and 1 more)

     Tagged with:

     • contributions
     • retirement
     • coding
   • 23 replies
   • 1.5k views
   • 
   • ESOP Guy
   • January 19, 2018

3. Early entry of soon-to-be HCE

   By Flyboyjohn, February 7, 2018
   • 23 replies
   • 2.3k views
   • 
   • Larry Starr
   • February 13, 2018

4. Bankruptcy protection qualified plan versus IRA

   By ldr, May 4, 2018   

   • banrkuptcy
   • protection
   • (and 3 more)

     Tagged with:

     • banrkuptcy
     • protection
     • solo 401(k)
     • ira
     • creditor
   • 23 replies
   • 2.2k views
   • 
   • spiritrider
   • May 9, 2018

5. Retirement Distribution

   By jim241, May 10, 2018   

   • 401k
   • retirement
   • (and 2 more)

     Tagged with:

     • 401k
     • retirement
     • distributions
     • lump sum
   • 23 replies
   • 1.2k views
   • 
   • Luke Bailey
   • May 16, 2018

6. Current Solo K - New Plan Next Year

   By sdix401k, September 24, 2019
   • 23 replies
   • 1k views
   • 
   • Bill Presson
   • September 30, 2019

7. Late deposit during blackout

   By austin3515, August 12, 2020
   • 23 replies
   • 1.5k views
   • 
   • Peter Gulia
   • August 18, 2020

8. Flexible vs Rigid Matches

   By austin3515, August 25, 2020
   • 23 replies
   • 3.7k views
   • 
   • anspai
   • June 28, 2022

9. Can a partner participate in the company's 401(k) plan?

   By Sean Macklin, January 5, 2021
   • 23 replies
   • 1.9k views
   • 
   • Luke Bailey
   • January 12, 2021

10. Company Stock in a401(k) Plan

    By LCARUSI, October 2, 1998
    • 22 replies
    • 6.6k views
    • 
    • 401 Chaos
    • June 20, 2008

11. Is the annual limit prorated in a money purchase pension plan for a sh

    By Guest Tara Curran, January 27, 2001
    • 22 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 15, 2002

12. EGTRRA: Catch-up Contrib Eligibility

    By Guest cole stevenson, July 6, 2001
    • 22 replies
    • 4.2k views
    • 
    • MGB
    • October 17, 2001

13. Salary Reduced Due To Top Heavy Payment

    By Guest matt2002, February 13, 2002
    • 22 replies
    • 3.5k views
    • 
    • EGB
    • July 10, 2008

14. Individual self directed subaccounts restricted to a specified minimum

    By Guest Joe Twidwell, February 25, 2003
    • 22 replies
    • 2.8k views
    • 
    • mbozek
    • April 26, 2003

15. Can employer make me take my 401(k) account in cash? Over $5,000, but all rollover money.

    By Guest cfaz13, September 25, 2003
    • 22 replies
    • 16.5k views
    • 
    • ljr
    • September 26, 2003

16. can a person with power of attorney change a beneficiary designation

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 29k views
    • 
    • jpod
    • January 22, 2016

17. ADP Test - Should HCE w/ no comp or hrs be included?

    By Guest carsonv, February 26, 2004
    • 22 replies
    • 7.1k views
    • 
    • Archimage
    • February 16, 2005

18. Coverage Testing in a 401(k) Safe Harbor Integrated Profit Sharing Plan

    By Guest rmwright, March 24, 2004
    • 22 replies
    • 7.5k views
    • 
    • EBDI
    • April 10, 2013

19. Vesting Amendment - 3 years of service required to get election rights

    By Guest Ducks, December 10, 2004
    • 22 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 14, 2004

20. ADP/ACP test & 410(b) test of a controlled group

    By Guest jkrad, February 17, 2005
    • 22 replies
    • 7.9k views
    • 
    • austin3515
    • November 12, 2007

21. non profit 401(k)

    By Lori H, January 27, 2009
    • 22 replies
    • 2.5k views
    • 
    • Guest
    • January 30, 2009

22. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 3.9k views
    • 
    • Tom Poje
    • May 6, 2009

23. Safe Harbor Plan

    By Guest Sieve, March 5, 2009
    • 22 replies
    • 2.3k views
    • 
    • Guest
    • March 9, 2009

24. Top heavy

    By Guest Sieve, September 29, 2009
    • 22 replies
    • 1.9k views
    • 
    • Guest
    • May 24, 2010

25. 401k enrollment forms

    By austin3515, March 4, 2011
    • 22 replies
    • 1.8k views
    • 
    • GMK
    • March 4, 2011