401(k) Plans

19,321 topics in this forum

1. Incorrect vesting on a death benefit

   By Riley Britton, June 14, 2020
   • 15 replies
   • 2.4k views
   • 
   • Kevin C
   • June 18, 2020

2. incorrectly calculated match

   By K2retire, July 31, 2015
   • 3 replies
   • 848 views
   • 
   • Mike Preston
   • August 1, 2015

3. Incorrectly included 401(k) participant (not 21 until recently) - how to fix?

   By Guest GNagler, September 26, 2003
   • 3 replies
   • 1.8k views
   • 
   • KJohnson
   • September 27, 2003

4. Increase 401(k) Eligibility

   By Nate X, December 18, 2019
   • 9 replies
   • 2k views
   • 
   • Scott50
   • December 20, 2019

5. Increase 401k deferral for last 4 payrolls in Dec

   By DDB BN, December 5, 2019
   • 6 replies
   • 1.1k views
   • 
   • AJ North
   • December 9, 2019

6. Increase minimum amount for loan

   By Dan, August 20, 2004
   • 1 reply
   • 1.2k views
   • 
   • Alf
   • August 20, 2004

7. Increase SH Match

   By Guest saotampa, March 19, 2008
   • 3 replies
   • 1.1k views
   • 
   • MSN
   • March 20, 2008

8. Increase the Need Rule / Hardship Distributions

   By Gruegen, May 22, 2006
   • 1 reply
   • 1.2k views
   • 
   • namealreadyinuse
   • May 23, 2006

9. Increase your match, but fail to amend plan. What to do, what to do.

   By MR, September 28, 2000
   • 1 reply
   • 1.6k views
   • 
   • actuarysmith
   • September 28, 2000

10. Increased Catch-up in 2025 - Optional?

    By Gilmore, October 1, 2024
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • October 1, 2024

11. Increased Catch-up Limit for ages 60-63

    By austin3515, May 21, 2023
    • 9 replies
    • 2k views
    • 
    • G8Rs
    • May 24, 2023

12. Increased Catch-up Limit for ages 60-63 - mandatory?

    By AMDG, May 24, 2023
    • 13 replies
    • 2.1k views
    • 
    • Belgarath
    • July 7, 2023

13. Increased Deduction Limits

    By FJR, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • July 10, 2001

14. Increased excise tax

    By Trisports, April 5, 2017   

    • 4975
    • 1 reply
    • 421 views
    • 
    • Kevin C
    • April 6, 2017

15. Increasing 401(k) Participation

    By Guest John Rains, February 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 17, 1999

16. Increasing Deferral Rates by Employees

    By Guest Tracy, June 14, 1999
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 16, 1999

17. Increasing eligibility requirements

    By Guest Marshall Franklin, May 7, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 7, 2001

18. Increasing Loan Interest Rate

    By austin3515, March 6, 2015
    • 15 replies
    • 2.7k views
    • 
    • GMK
    • March 9, 2015

19. Increasing participation of foreign nationals in 401(k) plans

    By Guest llerner, November 26, 1998
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 5, 1998

20. Increasing safe harbor match during plan year

    By MWeddell, October 1, 2008
    • 13 replies
    • 4.5k views
    • 
    • MWeddell
    • October 3, 2008

21. Increasing Safe Harbor NEC

    By Logan401, March 7, 2011
    • 12 replies
    • 1.9k views
    • 
    • austin3515
    • March 7, 2011

22. Increasing the match mid-year

    By fiona1, September 4, 2008
    • 12 replies
    • 4.5k views
    • 
    • ERISAnut
    • September 5, 2008

23. Increasing the rate of safe harbor match during plan year

    By Guest IU1994, August 18, 2005
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • August 24, 2005

24. increasing tiered match formula

    By Guest nipa, November 17, 2003
    • 20 replies
    • 9.8k views
    • 
    • Earl
    • November 21, 2003

25. Increasing Tiered Matches

    By Guest JimmyG, October 24, 2006
    • 4 replies
    • 2k views
    • 
    • RCK
    • October 28, 2006

26. Independent Contractor

    By ERISA25, January 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 30, 2013

27. Independent Contractor - Prior Service

    By 52626, May 2, 2019
    • 4 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 3, 2019

28. Independent contractor medical practice

    By R. Butler, November 15, 2017
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • November 17, 2017

29. independent contractor/employee

    By k man, July 30, 2007
    • 16 replies
    • 2.8k views
    • 
    • k man
    • August 2, 2007

30. indexed limits

    By Tom Poje, October 17, 2007
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 18, 2007

31. Indian Tribes

    By Guest HFOSTER, April 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 28, 2003

32. Indirect Compensation

    By Guest RD73, March 14, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2008

33. Indirect ownership

    By MGOAdmin, January 15
    • 0 replies
    • 179 views
    • 
    • MGOAdmin
    • January 15

34. individual 401(k) Plan - compensation and deferral question

    By wsp, March 12, 2003
    • 0 replies
    • 936 views
    • 
    • wsp
    • March 12, 2003

35. Individual 401(k) with Household Employee

    By Tina77, December 12, 2019
    • 2 replies
    • 2.5k views
    • 
    • Larry Starr
    • December 14, 2019

36. Individual 401K - owner that is not employee

    By Guest NorCal-EastBay, June 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2010

37. Individual allocation groups

    By emmetttrudy, February 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 25, 2010

38. Individual Annuities

    By Guest Thornton, April 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 17, 2007

39. Individual Brokerage 401k

    By Bruce1, February 6, 2025
    • 13 replies
    • 1.1k views
    • 
    • Paul I
    • February 7, 2025

40. Individual class based New Comparability

    By pjb1835, February 21, 2018
    • 11 replies
    • 2.7k views
    • 
    • chc93
    • February 22, 2018

41. Individual contribution, deferral limits

    By Gary, December 28, 2009
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 30, 2009

42. Individual HCE allocation groups in XT 401k

    By Guest NiceGuyMike, April 28, 2004
    • 12 replies
    • 2.9k views
    • 
    • WDIK
    • May 10, 2004

43. Individual Investment Advisor Payment From Personal Accout

    By Guest AnonymousAttorney, October 19, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • October 20, 2009

44. Individual K

    By Guest kkcfp, November 23, 2010
    • 5 replies
    • 1.5k views
    • 
    • K2retire
    • December 2, 2010

45. Individual Rate of Return Calculation

    By SRP, December 18, 2007
    • 5 replies
    • 2.4k views
    • 
    • RCK
    • December 21, 2007

46. Individual self directed subaccounts restricted to a specified minimum

    By Guest Joe Twidwell, February 25, 2003
    • 22 replies
    • 3.7k views
    • 
    • mbozek
    • April 26, 2003

47. Individual(k) Plan

    By FJR, December 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • Earl
    • December 22, 2002

48. individual/solo 401(k) plans

    By Guest mporterst, June 30, 2005
    • 8 replies
    • 1.4k views
    • 
    • R. Butler
    • June 30, 2005

49. Individual/solo 401k plan sequence number

    By BGLA, November 1, 2022
    • 13 replies
    • 4.9k views
    • 
    • NV
    • June 22, 2023

50. Individualized 401(k) plans??? Help a.s.a.p

    By Guest STLGiant, June 19, 2002
    • 9 replies
    • 2.1k views
    • 
    • Alonzo
    • June 21, 2002