401(k) Plans

19,321 topics in this forum

1. FAS 157

   By Guest CRM, June 2, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 2, 2009

2. FAS 87 Report

   By rcline46, June 20, 2012
   • 1 reply
   • 950 views
   • 
   • david rigby
   • June 20, 2012

3. Faster Vesting for Returning Employees

   By Guest Noidy, January 14, 2003
   • 1 reply
   • 1.2k views
   • 
   • E as in ERISA
   • January 14, 2003

4. father owns business, son over age 21 only employee

   By jeanh, July 15, 2024
   • 5 replies
   • 801 views
   • 
   • Peter Gulia
   • July 17, 2024

5. FBO Account Fee Disclosure

   By austin3515, July 20, 2019
   • 0 replies
   • 339 views
   • 
   • austin3515
   • July 20, 2019

6. FBO Account Fee Disclosures

   By austin3515, June 3, 2014
   • 2 replies
   • 1.7k views
   • 
   • J Simmons
   • June 3, 2014

7. Federal Criminal Garnishments

   By New to Erisa, July 21, 2017
   • 16 replies
   • 6.1k views
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   • Benefits to all
   • December 20, 2017

8. Federal Income Tax Treatment of Investment Advisory Fee Withdrawals?

   By Guest rrocket61, May 18, 2001
   • 1 reply
   • 1.5k views
   • 
   • Jon Chambers
   • May 18, 2001

9. Federal Tax Withholding on corrective distributions

   By 30Rock, April 25, 2014
   • 1 reply
   • 1.3k views
   • 
   • BG5150
   • April 25, 2014

10. Federal Truth and Lending disclosure

    By Guest xplan, March 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

11. Federal Withholding

    By austin3515, July 28, 2007
    • 6 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 30, 2007

12. Federal withholding - how to correct?

    By SFSD, February 20, 2008
    • 11 replies
    • 3.1k views
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    • SFSD
    • February 22, 2008

13. Federal Work Study Students and 401k Plan

    By 52626, July 25, 2018
    • 5 replies
    • 3.3k views
    • 
    • Belgarath
    • July 26, 2018

14. Fee Disclosure - When a plan converts to a new provider and the fee structure changes from sponsor paid to participant paid .......

    By Guest Why, October 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • October 15, 2004

15. Fee Disclosure and Waived Fees

    By CLE401kGuy, May 21, 2014
    • 5 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 23, 2014

16. fee disclosure didn't include all fees

    By JARichardson, December 8, 2020
    • 3 replies
    • 535 views
    • 
    • Lou S.
    • December 8, 2020

17. Fee disclosure extension

    By austin3515, July 23, 2013
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2013

18. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs, September 1, 2023
    • 3 replies
    • 1.4k views
    • 
    • Roycal
    • September 6, 2023

19. fee disclosure on annuity

    By K2retire, August 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • August 26, 2012

20. Fee Disclosure-"annually thereafter"

    By Randy Watson, November 8, 2012
    • 9 replies
    • 2.6k views
    • 
    • PFranckowiak
    • November 12, 2012

21. Fee Disclosures

    By austin3515, May 19, 2014
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • May 20, 2014

22. Fee Disclosures and Corporate Fund Actions

    By pb5350, December 31, 2018
    • 1 reply
    • 549 views
    • 
    • card
    • January 1, 2019

23. Fee for benchmarking study a settlor expense?

    By Sabrina1, June 18, 2018
    • 3 replies
    • 926 views
    • 
    • Bird
    • June 20, 2018

24. Fee for Rollover from Fund Company

    By austin3515, February 19, 2011
    • 4 replies
    • 1.2k views
    • 
    • ESOP Guy
    • February 21, 2011

25. Fee for Roth 401(k)

    By MarZDoates, February 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • February 23, 2006

26. Fee for Safe-Harbor 401(k)

    By chris, August 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 11, 1999

27. Fee from forfeitures, rather than by participants

    By Guest Iwonder, August 26, 2011
    • 2 replies
    • 973 views
    • 
    • Guest
    • August 29, 2011

28. Fee Reimbursement

    By Guest Big Al, December 10, 2012
    • 9 replies
    • 3.7k views
    • 
    • jpod
    • December 11, 2012

29. Feedback to prior post re: IRS audit

    By stevena, September 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 7, 2004

30. Feel like I'm getting played

    By Berto, June 3, 2024
    • 2 replies
    • 2.4k views
    • 
    • Luke Bailey
    • June 4, 2024

31. Fees

    By dmb, January 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • January 21, 2004

32. FEES

    By Nassau, October 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • October 5, 2010

33. Fees -Nationwide

    By k man, January 22, 2002
    • 23 replies
    • 5.1k views
    • 
    • Guest
    • October 24, 2002

34. Fees and benefits of having an outside advisor on a 401Kplan

    By Guest Vickey, May 4, 2010
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • May 5, 2010

35. Fees Charged by IRA during Automatic IRA Forfceout

    By austin3515, March 30, 2015
    • 18 replies
    • 1.9k views
    • 
    • austin3515
    • June 14, 2015

36. Fees charged to participants

    By CJS07, October 23, 2008
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 23, 2008

37. Fees charged to participants

    By Guest Bill Schulze, August 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 3, 1999

38. Fees charged to terminated participants

    By LCARUSI, July 6, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 6, 1999

39. Fees for conversion to new TPA - Settlor or not?

    By TBob, October 20, 2005
    • 0 replies
    • 1.4k views
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    • TBob
    • October 20, 2005

40. Fees For Filing 1099-R to IRS Late

    By metsfan026, April 11, 2024
    • 1 reply
    • 496 views
    • 
    • david rigby
    • April 11, 2024

41. Fees for self-directed accounts

    By Guest mo, December 30, 1999
    • 3 replies
    • 1.4k views
    • 
    • Jon Chambers
    • January 12, 2000

42. Fees from investment company

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 9, 2005

43. Fees on 5500-SF Lines 10e and 8f - Shady business practice

    By justanotheradmin, September 19, 2022
    • 11 replies
    • 2.1k views
    • 
    • Nate S
    • September 22, 2022

44. Fees paid by the plan....by source?

    By jmartin, November 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • TPApril
    • May 23, 2014

45. fees reimbursed by plan

    By Guest anne1, July 20, 2006
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 20, 2006

46. Fees to former participants

    By ombskid, July 20, 2015
    • 8 replies
    • 4k views
    • 
    • Francis
    • November 20, 2021

47. Fees to plan

    By Guest jimmybeau, December 1, 2008
    • 14 replies
    • 2.6k views
    • 
    • J Simmons
    • December 2, 2008

48. Fees to Terminated Participants

    By austin3515, February 10, 2012
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 10, 2012

49. Fees vs. Sanctions

    By Guest Jose Rosario, July 25, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2003

50. Few HCEs, A thousand NHCEs

    By Guest LLandau, January 18, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2002