401(k) Plans

19,321 topics in this forum

1. Integrated Top Heavy Plans with Match

   By Guest At Peace, July 27, 2004
   • 2 replies
   • 1.7k views
   • 
   • Tom Poje
   • July 28, 2004

2. Integrated w/SS Part II

   By ratherbereading, May 12, 2020
   • 5 replies
   • 1.5k views
   • 
   • ratherbereading
   • May 13, 2020

3. Integrated with SS profit sharing allocation. HELP!

   By Guest jhilliard, January 19, 2004
   • 9 replies
   • 2k views
   • 
   • Tom Poje
   • January 21, 2004

4. Integrated with TWB

   By ratherbereading, May 11, 2020
   • 2 replies
   • 722 views
   • 
   • ratherbereading
   • May 11, 2020

5. Integrating Deemed Roth IRAs into 401k Plans

   By Guest johnpetrancosta, July 21, 2005
   • 17 replies
   • 3.9k views
   • 
   • Guest
   • July 22, 2005

6. Integration - Maximize

   By TH 401k, October 16, 2025
   • 5 replies
   • 531 views
   • 
   • TH 401k
   • October 18, 2025

7. Integration - multiple plans

   By k man, October 30, 2001
   • 4 replies
   • 1.6k views
   • 
   • k man
   • November 1, 2001

8. Integration Level for Mid-Year New Entrant

   By Jed Macy, January 26, 2012
   • 8 replies
   • 2k views
   • 
   • austin3515
   • February 10, 2012

9. Integration with Social Security

   By Alex Daisy, November 9, 2010
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • November 10, 2010

10. Intentionally Defaulting on a Loan

    By austin3515, September 16, 2004
    • 9 replies
    • 4k views
    • 
    • austin3515
    • September 16, 2004

11. Intentionally Failing ADP/ACP

    By austin3515, June 30, 2003
    • 9 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2003

12. Interaction of self-employment income and real estate investments

    By UM1234, June 15, 2015
    • 4 replies
    • 925 views
    • 
    • ESOP Guy
    • June 17, 2015

13. Interaction of SIMPLE, SEP, and 401(k) limits (long)

    By UM1234, August 27, 2014
    • 2 replies
    • 1.6k views
    • 
    • Flyboyjohn
    • August 28, 2014

14. Interest Accrual Application If Loan Is Paid in Full During Cure Perio

    By Guest andmik, October 7, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 7, 2002

15. Interest calc on excess deferrals

    By thepensionmaven, April 4, 2018   

    • excees deferrals
    • 1 reply
    • 426 views
    • 
    • Mike Preston
    • April 5, 2018

16. Interest calculation for late contributions?

    By Guest susan w, August 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • August 21, 2002

17. Interest on ira's stipulation of divorce

    By Guest Gary413, December 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2005

18. Interest on Late Deferral Deposits - tiny amounts

    By ldr, May 28, 2019   

    • deferrals
    • form 5330
    • (and 1 more)

      Tagged with:

      • deferrals
      • form 5330
      • late deposits
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • May 29, 2019

19. Interest on Late Deferrals

    By Below Ground, April 27, 2007
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • April 30, 2007

20. Interest on Late Profit Sharing Plans

    By Stash026, March 22, 2021
    • 8 replies
    • 876 views
    • 
    • C. B. Zeller
    • April 16, 2021

21. Interest on Late Safe Harbor Contributions

    By metsfan026, April 13, 2022
    • 15 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • April 13, 2022

22. Interest on True-Up?

    By J2D2, November 6, 2006
    • 13 replies
    • 3k views
    • 
    • mschwechter
    • November 17, 2006

23. Interest Rate on Plan Loan

    By Guest meeh3704, November 4, 2008
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • November 4, 2008

24. Interested in Trust type 401(k) funding product alternative to variabl

    By Guest J. David Wright, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 24, 2000

25. Interesting HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 21, 2007

26. Interesting Match Formula

    By justatester, July 10, 2024
    • 5 replies
    • 1.2k views
    • 
    • justatester
    • July 12, 2024

27. Interesting question re mid-year amendment to SH plan

    By Belgarath, September 25, 2019
    • 4 replies
    • 720 views
    • 
    • Larry Starr
    • September 25, 2019

28. Interesting Update On VCP Fees (not exciting news)

    By austin3515, April 18, 2018
    • 2 replies
    • 506 views
    • 
    • austin3515
    • April 18, 2018

29. intergated with ss

    By Guest LBH, May 17, 1999
    • 2 replies
    • 1.4k views
    • 
    • Wessex
    • May 17, 1999

30. Intergrated plan with matching contribution

    By Chippy, March 18, 2008
    • 11 replies
    • 1.6k views
    • 
    • Chippy
    • March 24, 2008

31. interim valuation

    By Jim Chad, May 16, 2016
    • 22 replies
    • 3.8k views
    • 
    • hr for me
    • May 25, 2016

32. interim valuation - do ALL participants need statements?

    By AlbanyConsultant, June 7, 2022
    • 4 replies
    • 889 views
    • 
    • Luke Bailey
    • June 8, 2022

33. Interim Valuations and Discrimination

    By KJohnson, September 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 24, 2001

34. Intern rehired - determination period for eligibility

    By TPApril, May 8, 2023
    • 3 replies
    • 742 views
    • 
    • Calavera
    • May 10, 2023

35. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay, September 12, 2024
    • 2 replies
    • 989 views
    • 
    • Roycal
    • September 13, 2024

36. Internal Controls

    By cripp12, April 9, 2014
    • 4 replies
    • 1.4k views
    • 
    • cripp12
    • April 10, 2014

37. Internal Plan Expenses

    By Guest gpr, April 9, 1999
    • 1 reply
    • 2.1k views
    • 
    • davef
    • April 20, 1999

38. Internal REvenue Codes

    By MBCarey, January 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 28, 2003

39. international 401k advisor?

    By Guest pinocchio, December 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2001

40. International Transfer - 401k account options

    By Guest pascarp, November 11, 1998
    • 5 replies
    • 9.9k views
    • 
    • Guest
    • July 18, 1999

41. Interpretation LTPT

    By thepensionmaven, March 1, 2024
    • 6 replies
    • 653 views
    • 
    • Peter Gulia
    • March 7, 2024

42. Interpretation of Entry Date - First Payroll

    By Guest Chaffee, September 3, 2004
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 22, 2004

43. Into the PEO

    By Guest Mike Schwing, February 3, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 3, 2003

44. Invalid Beneficiary Designation Form

    By Guest Thornton, April 18, 2008
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • April 25, 2008

45. Investing 401(k) contributions

    By Guest nday, September 14, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

46. investing 401k deferrals in in house funds

    By Guest billy bong, December 21, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 17, 1999

47. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince, April 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • April 26, 2006

48. Investing in LP & Venture Capital Funds, It this allowed???

    By Guest AJ Milano, September 8, 2000
    • 1 reply
    • 1.8k views
    • 
    • IRC401
    • September 12, 2000

49. Investing in Plan Sponsor's Funds - Prohibited Transaction?

    By Guest Richard Scheer, February 6, 2002
    • 1 reply
    • 1.7k views
    • 
    • Jon Chambers
    • February 6, 2002

50. Investing In Real Estate?

    By austin3515, July 26, 2010
    • 3 replies
    • 1.9k views
    • 
    • JRN
    • July 27, 2010