401(k) Plans

19,332 topics in this forum

1. General Grandfathering Provisions

   By J. Bringhurst, January 21, 2005
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • January 22, 2005

2. General nondiscrimination tests. administrative

   By Guest Dale C, March 8, 1999
   • 2 replies
   • 1.3k views
   • 
   • Dawn Hafner
   • March 10, 1999

3. General question

   By KEB, May 23, 2018
   • 26 replies
   • 1.8k views
   • 
   • Bill Presson
   • May 29, 2018

4. general question - allowed to contribute for 2017 now & wants corrected w2?

   By Erica23, April 16, 2018
   • 11 replies
   • 821 views
   • 
   • Tom Poje
   • April 17, 2018

5. general question about affiliated service

   By Lori H, October 17, 2007
   • 8 replies
   • 1.4k views
   • 
   • austin3515
   • October 19, 2007

6. General Resource

   By JOH, November 23, 2021
   • 3 replies
   • 555 views
   • 
   • Patricia Neal Jensen
   • November 29, 2021

7. General Test

   By justatester, September 28, 2012
   • 2 replies
   • 1.4k views
   • 
   • justatester
   • September 28, 2012

8. General Test

   By justatester, March 29, 2011
   • 4 replies
   • 1.6k views
   • 
   • justatester
   • April 4, 2011

9. General Test - Same Dollar Amount to Everybody

   By Vlad401k, January 20, 2018
   • 37 replies
   • 5.4k views
   • 
   • austin3515
   • February 6, 2018

10. General Test for Fiscal Year Contribution in Calendar Year Plan

    By Guest kmp52001, April 5, 2012
    • 0 replies
    • 909 views
    • 
    • Guest
    • April 5, 2012

11. General Testing

    By justatester, December 15, 2011
    • 3 replies
    • 983 views
    • 
    • justatester
    • December 16, 2011

12. General Testing

    By justatester, January 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • justatester
    • January 26, 2010

13. General Testing and BRF Testing

    By justatester, September 3, 2010
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • September 7, 2010

14. Generic or Customized Enrollment Booklets

    By Gadgetfreak, July 1, 2009
    • 2 replies
    • 1.7k views
    • 
    • Gadgetfreak
    • July 1, 2009

15. Getting 401(k) contributions for unused vacation days

    By Guest r. d. olney, October 20, 1999
    • 15 replies
    • 8.1k views
    • 
    • fiona1
    • October 1, 2009

16. Getting around the five-year rule for participant loans

    By 401(j), July 23, 2013
    • 6 replies
    • 1.3k views
    • 
    • ForksnKnives
    • July 23, 2013

17. Getting benefits from TWO Plans and Affiliation issues

    By Guest rtaylor433, February 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • February 2, 2005

18. Getting Ex-Husbands 401K part of divorce

    By Guest Natasha S, August 4, 2009
    • 2 replies
    • 1.4k views
    • 
    • jkdoll2
    • August 4, 2009

19. Getting insurance out of a 401k

    By Guest KJSpaeth, January 16, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • January 17, 2003

20. Getting Life Insurance Policy out of a Plan

    By bpenfold, September 28, 2017   

    • life insurance
    • profit sharing
    • (and 2 more)

      Tagged with:

      • life insurance
      • profit sharing
      • plan
      • cancel
    • 16 replies
    • 12.5k views
    • 
    • ErnieG
    • September 29, 2017

21. Getting Participants to Sign Waiver Regarding Self-Direction of 401(k)

    By Guest McElroy, June 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • June 14, 2000

22. GICs and surrender charges

    By eilano, April 5, 2006
    • 19 replies
    • 7.4k views
    • 
    • RCK
    • April 14, 2006

23. Gift cards - how to include in comp & treat for 401k

    By TPApril, March 15, 2017
    • 10 replies
    • 6.3k views
    • 
    • RatherBeGolfing
    • March 16, 2017

24. Giveaways to encourage enrollment

    By austin3515, March 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • March 18, 2005

25. Giving Investment Advice to Participants in 401(k) Plans

    By LCARUSI, December 27, 1999
    • 17 replies
    • 2.9k views
    • 
    • Jon Chambers
    • January 12, 2000

26. GLB BSA and USA Patriot act.

    By fidu, March 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • March 18, 2002

27. Going from Simple to 401(k) plan

    By Guest CathyS, March 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 16, 2007

28. Going Union, what to do with the existing 401K

    By Guest jblanscett, November 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 19, 2004

29. Good 3% SH nonelec formula with disparity....

    By K-t-F, November 30, 2004
    • 3 replies
    • 1.6k views
    • 
    • K-t-F
    • December 1, 2004

30. Good article on FAB 2014-01

    By austin3515, August 21, 2014
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • August 21, 2014

31. Good faith amendment for Fidelity preapproved adopter that is terminating its plan

    By Luke Bailey, May 28, 2022
    • 10 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 1, 2022

32. good faith bargaining

    By Guest KLCarter, December 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • December 20, 2005

33. Good wholistic books about retirement planning?

    By Mleech, April 3, 2025
    • 2 replies
    • 1.1k views
    • 
    • eRIZZa
    • May 1, 2025

34. Goodbye SEP, hello 401k

    By Guest R. Daestrom, June 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • goldtpa
    • June 13, 2003

35. Gotta Get Out of My 401k!

    By Guest cstroble, April 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • Jon Chambers
    • April 6, 2004

36. Govermental agency/instrumentality vs. tax exempt org.

    By Guest xplan, January 24, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 25, 2001

37. Graduated Matching Formula

    By TPA Bob, March 23, 2007
    • 7 replies
    • 1.4k views
    • 
    • TPA Bob
    • March 26, 2007

38. Gramm-Leach-Bliley push out provisions

    By fidu, May 13, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2002

39. Gramm-Leach-Bliley Privacy Notices and 401(k) Plans

    By Guest T C Farnam, June 1, 2001
    • 3 replies
    • 2.2k views
    • 
    • Jon Chambers
    • June 1, 2001

40. grandfather date

    By gregburst, December 18, 2012
    • 0 replies
    • 1k views
    • 
    • gregburst
    • December 18, 2012

41. Grandfathered CODA

    By justatester, March 10, 2023
    • 7 replies
    • 1k views
    • 
    • Paul I
    • March 15, 2023

42. Grandfathering provisions with 1989 SS offset

    By Guest pdbwinchester, May 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2000

43. granting credit for years of prior service

    By Gudgergirl, July 15, 2010
    • 0 replies
    • 1.4k views
    • 
    • Gudgergirl
    • July 15, 2010

44. Granting vesting

    By 30Rock, June 11, 2010
    • 4 replies
    • 1k views
    • 
    • Guest
    • June 14, 2010

45. Great Plans

    By Guest 1, September 12, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • September 12, 2005

46. Great West KGPF

    By austin3515, August 27, 2017
    • 1 reply
    • 432 views
    • 
    • Peter Gulia
    • August 28, 2017

47. Gross Comp for HCE's?

    By Guest richez, October 13, 2005
    • 3 replies
    • 1.8k views
    • 
    • Archimage
    • October 13, 2005

48. Gross pay insufficient to deduct 401(k) deferrals?

    By kmhaab, July 19, 2022
    • 9 replies
    • 5.1k views
    • 
    • Peter Gulia
    • July 20, 2022

49. Gross up a partner's earned income by after-tax employee contributions?

    By Will.I.Am, February 12, 2022
    • 10 replies
    • 1k views
    • 
    • Bri
    • February 15, 2022

50. Group Annuity Contracts in a 401k

    By Guest pon66, April 5, 2001
    • 9 replies
    • 11.1k views
    • 
    • KJohnson
    • September 24, 2002