401(k) Plans

19,275 topics in this forum

1. Letter to employer with 404a notices

   By Jim Chad, July 26, 2012
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • July 30, 2012

2. Letting some NHCEs in early by name

   By Tonya, June 30
   • 15 replies
   • 1.5k views
   • 
   • austin3515
   • July 22

3. Leveraged Stock transfer to new plan

   By Guest andmik, February 20, 2003
   • 0 replies
   • 924 views
   • 
   • Guest
   • February 20, 2003

4. Levy?

   By Guest tintree73, July 8, 2005
   • 8 replies
   • 2.4k views
   • 
   • Guest
   • July 12, 2005

5. liability of recorkeepers / administrators for late contributions

   By Guest MES, June 14, 2001
   • 5 replies
   • 2.2k views
   • 
   • davef
   • June 22, 2001

6. Lienable

   By kgr12, July 26, 2012
   • 1 reply
   • 5.2k views
   • 
   • MoJo
   • July 26, 2012

7. Life expectancy

   By GMK, February 4, 2015
   • 0 replies
   • 787 views
   • 
   • GMK
   • February 4, 2015

8. Life Expectancy

   By Guest gchase3, December 13, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 13, 2006

9. Life Insurance

   By nancy, May 15, 2020
   • 9 replies
   • 2.3k views
   • 
   • Larry Starr
   • May 19, 2020

10. Life insurance -- Incidental benefit rules applies on a cumulative bas

    By R. Butler, July 25, 2000
    • 3 replies
    • 2.4k views
    • 
    • Michael Devault
    • August 7, 2000

11. Life insurance 401(k) valuation in balance sheet & on 5500

    By Guest DianeW, June 9, 2014   

    • Life Insurance
    • Balance Sheet
    • (and 3 more)

      Tagged with:

      • Life Insurance
      • Balance Sheet
      • 5500
      • Plan Valuation
      • 401(k)
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • June 10, 2014

12. Life Insurance after attaining NRA

    By Guest MrT, June 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • June 1, 2005

13. Life Insurance Agent, a 401(k) Plan and Statutory Employee

    By CTipper, April 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • April 26, 2007

14. Life Insurance and loans

    By artvandelay3, June 24, 2015
    • 7 replies
    • 2.3k views
    • 
    • PJF414
    • October 26, 2015

15. Life Insurance as plan investment; incidental benefit rule violated; h

    By Guest Lex, February 12, 2003
    • 2 replies
    • 3.6k views
    • 
    • mbozek
    • February 12, 2003

16. Life Insurance at Termination of Plan

    By 12AX7, April 5, 2010
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • April 5, 2010

17. Life insurance distribution from a PSP

    By Guest JohnSB, April 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bill Presson
    • April 15, 2006

18. Life Insurance Distributions

    By austin3515, May 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • May 2, 2006

19. Life insurance in 401(k)

    By Scuba 401, July 10, 2020
    • 10 replies
    • 1.5k views
    • 
    • acm_acm
    • July 14, 2020

20. Life Insurance in 401k Plan

    By Ahuntingus, August 25, 2020
    • 1 reply
    • 607 views
    • 
    • Bill Presson
    • August 25, 2020

21. Life insurance in a 401k plan

    By Jakyasar, May 31, 2022
    • 12 replies
    • 2.7k views
    • 
    • ErnieG
    • June 2, 2022

22. Life Insurance in a 401k plan- CSV reported or not

    By cpc0506, January 26, 2016
    • 9 replies
    • 2.9k views
    • 
    • Bird
    • January 28, 2016

23. life insurance in a plan

    By PensionNewbee, March 26, 2004
    • 8 replies
    • 1.6k views
    • 
    • Lame Duck
    • March 30, 2004

24. Life Insurance in a Qualified Plan

    By Guest Karen Szy, November 8, 2001
    • 8 replies
    • 4.2k views
    • 
    • Belgarath
    • November 13, 2001

25. life insurance in a qualified plan for the self-employed individual.

    By MR, March 28, 2002
    • 0 replies
    • 1.3k views
    • 
    • MR
    • March 28, 2002

26. Life insurance in Profit Sharing Plan

    By KevinMc, August 8, 2012
    • 2 replies
    • 1.4k views
    • 
    • KevinMc
    • August 9, 2012

27. Life Insurance in Qualified Plan

    By MBCarey, January 15, 2004
    • 4 replies
    • 1.7k views
    • 
    • ccassetty
    • January 16, 2004

28. Life Insurance in retirement plan

    By Guest jhilliard, July 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • ccassetty
    • July 31, 2003

29. Life insurance investment

    By Dan, November 7, 2006
    • 8 replies
    • 2.3k views
    • 
    • SteveH
    • November 10, 2006

30. Life insurance on partner

    By Guest charlesperry, April 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 2, 2012

31. Life Insurance Payout and Top Heavy Test

    By emmetttrudy, March 25, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 25, 2009

32. Life Insurance Plans in 401(k)

    By 401(k) DUDE, March 28, 2017
    • 1 reply
    • 396 views
    • 
    • Belgarath
    • March 29, 2017

33. Life Insurance Policies

    By Logan401, December 24, 2019
    • 6 replies
    • 1.1k views
    • 
    • FPGuy
    • December 30, 2019

34. Life Insurance Policies in DB Plans

    By Guest JTS1675, June 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 7, 2005

35. Life Insurance Policy

    By Coleboy1, May 18, 2023
    • 11 replies
    • 1.9k views
    • 
    • Bill Presson
    • May 26, 2023

36. Life Insurance Policy in 401(k) Plan

    By Guest michelle02, April 25, 2005
    • 3 replies
    • 2.3k views
    • 
    • mschwechter
    • April 28, 2005

37. Life Insurance Premiums - Outside Assets

    By Gruegen, April 16, 2013
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • April 18, 2013

38. Life Insurance proceeds, can this cash be rolled into a 401(k) Plan

    By cjbaustin, October 7, 2015
    • 2 replies
    • 859 views
    • 
    • david rigby
    • October 8, 2015

39. Life Insurance Questions

    By Ron401k, June 15, 2017
    • 5 replies
    • 784 views
    • 
    • Bill Presson
    • June 16, 2017

40. Life Insurance Salesman as Statutory Employee

    By TPA Bob, January 23, 2017
    • 5 replies
    • 1.2k views
    • 
    • TPA Bob
    • January 24, 2017

41. Life Insurance surrender and investing CSV into other plan assets

    By JohnEPNFP, February 12, 2024
    • 6 replies
    • 1.3k views
    • 
    • Bird
    • February 13, 2024

42. Life Insurance Under a Qualified Employee Plan

    By Guest WyrickL, October 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 18, 2002

43. Life Insurance with Roth 401k

    By SheilaD, April 11, 2008
    • 3 replies
    • 1.1k views
    • 
    • SheilaD
    • April 14, 2008

44. Life Insurance within a 401(k) Plan

    By Guest AndreaRyan, August 9, 2011
    • 3 replies
    • 2.2k views
    • 
    • MARYMM
    • August 10, 2011

45. Lifetime Income Disclosure - owner only plans

    By Tom, July 19, 2022
    • 14 replies
    • 1.7k views
    • 
    • chc93
    • August 11, 2022

46. Lifetime Income Disclosures - Tables for Calculations

    By austin3515, April 5, 2022
    • 13 replies
    • 1.7k views
    • 
    • Paul I
    • September 11

47. Lifetime income disclosures - timing headaches

    By AlbanyConsultant, July 5, 2022
    • 4 replies
    • 755 views
    • 
    • AlbanyConsultant
    • July 14, 2022

48. Lifetime income disclosures in 2021 or 2022?

    By EHD, November 3, 2020
    • 1 reply
    • 903 views
    • 
    • Peter Gulia
    • November 3, 2020

49. Lifetime Income Illustration - SECURE Act

    By RSPGH18, March 21, 2022
    • 1 reply
    • 736 views
    • 
    • Peter Gulia
    • March 21, 2022

50. Lifetime Income Illustration Formula

    By JOH, August 25, 2021
    • 8 replies
    • 2.8k views
    • 
    • 401king
    • February 25, 2022