401(k) Plans

19,321 topics in this forum

1. Ineligible to participate in 401k because of unionization

   By erisa_novice, March 21, 2019
   • 9 replies
   • 4k views
   • 
   • FPGuy
   • March 22, 2019

2. Info that old TPA is obligated to supply for a takeover?

   By mming, June 10, 2015
   • 9 replies
   • 1.3k views
   • 
   • david rigby
   • June 10, 2015

3. Information about ASPPA certification 2016

   By swam, June 14, 2016   

   • 401k5500
   • 403b
   • (and 2 more)

     Tagged with:

     • 401k5500
     • 403b
     • retirement plans
     • ESPPA
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • June 14, 2016

4. Information for plan sponsors

   By Guest ndgal, December 28, 2000
   • 2 replies
   • 1.6k views
   • 
   • Jon Chambers
   • January 2, 2001

5. Information needed in regard to an audit signed by an actuary for a 40

   By Guest Michael Anderson, May 2, 2001
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 3, 2001

6. Inherited 401(K)

   By Guest KevSId, February 4, 2005
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • February 4, 2005

7. Inherited IRA

   By Pension RC, April 1, 2016
   • 2 replies
   • 947 views
   • 
   • QDROphile
   • April 1, 2016

8. Initial 3 month Safe Harbor 401(k Plan Year

   By Schwiggin, October 26, 2018
   • 2 replies
   • 1.3k views
   • 
   • Kevin C
   • October 26, 2018

9. Initial Deferral Period in SIMPLE-401(k) Plan

   By Guest Grumpy455, September 28, 2005
   • 0 replies
   • 1k views
   • 
   • Guest
   • September 28, 2005

10. Initial Eligibility

    By austin3515, December 9, 2003
    • 24 replies
    • 4k views
    • 
    • R. Butler
    • December 10, 2003

11. Initial Eligibility Period Anniversary to Plan Year - Help on the entry date?

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 2.3k views
    • 
    • Bill Presson
    • January 21, 2016

12. Initial Plan Audit

    By Guest msnow, March 15, 2012
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 16, 2012

13. Initial Plan Year - ADP testing

    By Pammie57, February 15, 2017
    • 2 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2017

14. Initial short year due to SIMPLE-IRA plan

    By Belgarath, December 8, 2015
    • 0 replies
    • 1.1k views
    • 
    • Belgarath
    • December 8, 2015

15. Initial year Form 5500 Audit Report Attaching it to the next Form 5500

    By AdKu, October 14, 2016   

    • Initial year Form 5500 Audit
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • October 15, 2016

16. Inplan Roth Rollover

    By ac, December 22, 2020
    • 2 replies
    • 958 views
    • 
    • MWeddell
    • December 22, 2020

17. Inquiring minds.....

    By Guest SWH, May 25, 2006
    • 10 replies
    • 2.4k views
    • 
    • E as in ERISA
    • June 21, 2006

18. Inservice Distributions

    By MBCarey, June 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • g8r
    • June 20, 2003

19. Inservice W/D prior to age 59 1/2

    By Guest S FISCHER, July 3, 2001
    • 3 replies
    • 2.9k views
    • 
    • MWeddell
    • July 5, 2001

20. InServiceDistribution Verusu Pre-Retirement Distribution

    By Guest DIGMYDOG, December 12, 2003
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • December 15, 2003

21. Insider Trading in a 401(k)?

    By Guest lkramer, February 7, 2002
    • 7 replies
    • 7.7k views
    • 
    • Jon Chambers
    • February 20, 2002

22. Insiders

    By Guest hitt24, October 21, 2002
    • 4 replies
    • 1.2k views
    • 
    • MGB
    • October 22, 2002

23. Installment

    By Guest JimD, June 18, 1999
    • 1 reply
    • 1.8k views
    • 
    • LCARUSI
    • June 29, 1999

24. installment option

    By k man, August 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • August 20, 2008

25. Installment payment question

    By FundeK, November 14, 2003
    • 1 reply
    • 2k views
    • 
    • FundeK
    • November 20, 2003

26. Installment Payments

    By DTH, January 28, 2014
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • January 28, 2014

27. Installment Payments Upon Plan Termination

    By Anaahu, May 26, 2022
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • May 27, 2022

28. Installments and Rehires

    By Guest Mel Kiper Jr., May 16, 2011
    • 3 replies
    • 2.3k views
    • 
    • masteff
    • May 17, 2011

29. Insufficient Funds for Deferral Amount

    By Guest blackacre, June 26, 2003
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • June 26, 2003

30. Insurance Contracts / Trust Exemption

    By austin3515, April 26, 2013
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • June 3, 2013

31. Insurance in 401(K) Plans

    By mming, March 2, 2000
    • 0 replies
    • 1.5k views
    • 
    • mming
    • March 2, 2000

32. Insurance in Plan

    By jkdoll2, March 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • jkdoll2
    • March 29, 2010

33. Insurance in Plan

    By cpc0506, January 18, 2013
    • 13 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 23, 2013

34. insurance paid by deferrals... PS-58 needed?

    By AlbanyConsultant, August 14, 2025
    • 5 replies
    • 2.3k views
    • 
    • AlbanyConsultant
    • August 19, 2025

35. Insurance policies

    By Guest psgross, June 28, 2005
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • June 28, 2005

36. Insurance Premiums Paid Outside of Plan

    By metsfan026, August 10, 2022
    • 15 replies
    • 1.3k views
    • 
    • Bird
    • September 12, 2022

37. Insurance Rolled Into 401(k) Plan

    By Guest DCquestioner, May 13, 2009
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 14, 2009

38. int. PS formula no longer good?

    By Guest noans, May 14, 2009
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 15, 2009

39. Integrated Allocation w/ Safe Harbor

    By Guest tzuck, November 6, 2008
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • November 6, 2008

40. Integrated Formula

    By Mr Bagwell, December 22, 2021
    • 3 replies
    • 412 views
    • 
    • Bri
    • December 22, 2021

41. Integrated Formula - Different Contribution Amount for HCEs

    By Danny CPA, July 25, 2017
    • 6 replies
    • 1k views
    • 
    • Danny CPA
    • July 26, 2017

42. Integrated Profit Sharing

    By ratherbereading, March 25, 2025
    • 2 replies
    • 503 views
    • 
    • ratherbereading
    • March 25, 2025

43. Integrated Profit Sharing Contribution Formula in addition to safe har

    By Guest Gibson, September 5, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

44. Integrated Profit Sharing Plan

    By Madison71, August 13, 2008
    • 9 replies
    • 13.5k views
    • 
    • TPApril
    • February 23, 2012

45. Integrated Profit Sharing with Inservice Withdrawals

    By Guest Frank Jackson, February 17, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 23, 1999

46. Integrated profit-sharing component of 401(k) plan - how does one make

    By Guest mam, November 8, 1999
    • 2 replies
    • 3.2k views
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    • MWeddell
    • November 8, 1999

47. Integrated PS formula--can the excess percentage be 0%?

    By jjaatirs, March 15, 2016
    • 2 replies
    • 738 views
    • 
    • Tom Poje
    • March 15, 2016

48. Integrated PS Plan Excluding Comp

    By Guest cs006b, September 22, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 24, 2005

49. Integrated Safe Harbor plan?

    By Guest patom, January 15, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 15, 2001

50. Integrated Top Heavy P.S. Allocation

    By Lori H, September 30, 2008
    • 9 replies
    • 5k views
    • 
    • Mike Preston
    • October 3, 2008