401(k) Plans

19,275 topics in this forum

1. DOL Calculator & VFCP Submission re Late Contributions

   By Guest ggbrock, September 29, 2008
   • 8 replies
   • 5.7k views
   • 
   • BG5150
   • November 19, 2008

2. DOL Calculator Issue

   By austin3515, March 20, 2018
   • 26 replies
   • 4k views
   • 
   • RPP2001
   • April 25, 2018

3. DOL Calculator w/o VFCP Filing

   By austin3515, June 19, 2006
   • 6 replies
   • 2.5k views
   • 
   • austin3515
   • June 28, 2006

4. DOL changse PN

   By Monica Barnard, March 19, 2012
   • 1 reply
   • 973 views
   • 
   • austin3515
   • March 19, 2012

5. DOL dings employer for failure to deposit elective deferrals within 7

   By k man, July 21, 2000
   • 17 replies
   • 8.6k views
   • 
   • KJohnson
   • October 24, 2000

6. DOL examination

   By Guest lbz123, January 5, 2010
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • January 12, 2010

7. DOL guidance re recordkeeper searches

   By benefitsguru, March 15, 2016
   • 0 replies
   • 758 views
   • 
   • benefitsguru
   • March 15, 2016

8. DOL Investment Guidance

   By MjInvestments, October 24, 2019
   • 4 replies
   • 857 views
   • 
   • Larry Starr
   • October 25, 2019

9. DOL Invititation to VFCP

   By austin3515, March 9, 2012
   • 6 replies
   • 1k views
   • 
   • Guest
   • March 30, 2012

10. DOL issues final rule on safe harbor period

    By cdavis25, January 15, 2010
    • 2 replies
    • 886 views
    • 
    • austin3515
    • January 15, 2010

11. DOL Letter

    By Guest halka, September 25, 1998
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • September 25, 1998

12. DOL Letters on Late Contributions

    By austin3515, October 7, 2016
    • 21 replies
    • 3.9k views
    • 
    • Doghouse
    • October 24, 2016

13. DOL Litigation on Late Deposits

    By Archimage, October 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 29, 2004

14. DOL Lost Interest "Aha Moment"

    By austin3515, June 22, 2015
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 22, 2015

15. DOL Lost interest calculator down?

    By austin3515, July 14, 2016
    • 2 replies
    • 1k views
    • 
    • austin3515
    • July 14, 2016

16. DOL online calculator NOT sufficient?

    By SavingsRUS, July 14, 2015   

    • 401(k)
    • Form 5330
    • (and 1 more)

      Tagged with:

      • 401(k)
      • Form 5330
      • Prohibited Transaction
    • 3 replies
    • 4k views
    • 
    • Gadgetfreak
    • July 15, 2015

17. DOL Participant Disclosure Regs on Hold - What to do?

    By Guest pensionadmin, January 27, 2009
    • 1 reply
    • 909 views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2009

18. dol position on distribution fees

    By k man, July 13, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • July 14, 2004

19. DoL Problems

    By Below Ground, February 12   

    • dont answer the phone!
    • 10 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 25

20. DOL Proposed Regs for Timely Deposits

    By 12AX7, May 21, 2008
    • 21 replies
    • 3.7k views
    • 
    • Don Levit
    • May 29, 2008

21. DOL recommending suspending deferrals until late contributions are caught up

    By Guest cbjohnson, August 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 1, 2005

22. DOL Relents on De Facto DIA's in Brokerage Windows

    By austin3515, July 30, 2012
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • August 2, 2012

23. DOL Safe Harbor - Deposit of EE Contributions

    By DTH, August 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • August 19, 2005

24. DOL VFCP Marketing Letter

    By austin3515, January 25, 2023
    • 14 replies
    • 2k views
    • 
    • RatherBeGolfing
    • August 2, 2023

25. Dollar Limits for EB Plans

    By Guest RJM, September 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 5, 2000

26. domestic partner distribution options

    By justanotheradmin, August 26, 2019
    • 6 replies
    • 3.1k views
    • 
    • justanotheradmin
    • August 27, 2019

27. Domestic Partners

    By Guest ccruie, June 3, 2004
    • 1 reply
    • 1.5k views
    • 
    • oriecat
    • June 3, 2004

28. Domestic Relations Order Outsourcing?

    By Guest TanyaB, January 2, 2014   

    • DRO
    • QDRO
    • (and 2 more)

      Tagged with:

      • DRO
      • QDRO
      • corporate
      • outsource
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 10, 2014

29. Domestic/Foreign Trust

    By Guest, October 7, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 15, 1999

30. Don't buy low - You'll lose out? - Newbie

    By Guest jbo, June 29, 2005
    • 26 replies
    • 3.6k views
    • 
    • doombuggy
    • July 8, 2005

31. Don't know who beneficiaries are on my husband 401K

    By Detra, February 14, 2017   

    • 401k
    • 5 replies
    • 4.4k views
    • 
    • david rigby
    • February 14, 2017

32. Don't Post to Safe Harbor 401(k) - Mac Lewis

    By LCARUSI, November 12, 1998
    • 0 replies
    • 1.7k views
    • 
    • LCARUSI
    • November 12, 1998

33. DOT = 12/31 Employed on Last Day of the Year?

    By BG5150, January 10, 2017
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 10, 2017

34. Double Deductibility = "flip-flop" ??

    By Guest, June 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2000

35. Double taxation on loan repayment?

    By Guest Spock, August 5, 2010
    • 12 replies
    • 5.3k views
    • 
    • movedon
    • August 12, 2010

36. Down to the Wire on 402(g) Correction!

    By rocknrolls2, April 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • April 14, 2006

37. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 3, 1998

38. Dr. has a $70,000 loan during 2004. What is the correction method?

    By Guest vqualplan, September 28, 2005
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • September 28, 2005

39. Drafting Error - Safe Harbor 401(k)

    By benfranklin, September 28, 2015   

    • Safe Harbor
    • Drafting Error
    • 1 reply
    • 1.1k views
    • 
    • Earl
    • September 29, 2015

40. DRO--Value fluctuations

    By Guest SWH, April 2, 2008
    • 11 replies
    • 2.2k views
    • 
    • dmwe
    • April 10, 2008

41. Dropping 401(k) safe harbor in mid-year

    By Guest RARogers, May 11, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 11, 1999

42. Dropping HCs from a PSP

    By Guest Ddalk, May 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2003

43. Dual Elig Match Calculation

    By Guest LoloV, August 6, 2003
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2003

44. Dual Eligibility

    By Kimberly S, September 16, 2008
    • 10 replies
    • 3k views
    • 
    • Kimberly S
    • September 23, 2008

45. Dual Eligibility

    By justatester, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

46. Dual Eligibility

    By MBCarey, January 13, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 13, 2006

47. Dual Eligibility - New Plan waiver of eligibility requirements

    By JustMe, March 30, 2020
    • 10 replies
    • 1.3k views
    • 
    • JustMe
    • April 2, 2020

48. Dual eligibility & 401(a)(4) testimg

    By SMB, March 6, 2002
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 6, 2002

49. Dual Eligibility & a Safe-Harbor Plan

    By Fred Payne, October 27, 2004
    • 17 replies
    • 7.9k views
    • 
    • Kimberly S
    • June 5, 2008

50. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 6.6k views
    • 
    • RatherBeGolfing
    • April 27, 2020