401(k) Plans

19,321 topics in this forum

1. Life Insurance in Qualified Plan

   By MBCarey, January 15, 2004
   • 4 replies
   • 1.8k views
   • 
   • ccassetty
   • January 16, 2004

2. Life Insurance in retirement plan

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

3. Life insurance investment

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

4. Life insurance on partner

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

5. Life Insurance Payout and Top Heavy Test

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

6. Life Insurance Plans in 401(k)

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

7. Life Insurance Policies

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

8. Life Insurance Policies in DB Plans

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

9. Life Insurance Policy

   By Coleboy1, May 18, 2023
   • 11 replies
   • 2k views
   • 
   • Bill Presson
   • May 26, 2023

10. Life Insurance Policy in 401(k) Plan

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

11. Life Insurance Premiums - Outside Assets

    By Gruegen, April 16, 2013
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • April 18, 2013

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

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

13. Life Insurance Questions

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

14. Life Insurance Salesman as Statutory Employee

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

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

    By JohnEPNFP, February 12, 2024
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • February 13, 2024

16. Life Insurance Under a Qualified Employee Plan

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

17. Life Insurance with Roth 401k

    By SheilaD, April 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • April 14, 2008

18. Life Insurance within a 401(k) Plan

    By Guest AndreaRyan, August 9, 2011
    • 3 replies
    • 2.3k views
    • 
    • MARYMM
    • August 10, 2011

19. Lifetime Income Disclosure - owner only plans

    By Tom, July 19, 2022
    • 14 replies
    • 1.9k views
    • 
    • chc93
    • August 11, 2022

20. Lifetime Income Disclosures - Tables for Calculations

    By austin3515, April 5, 2022
    • 13 replies
    • 1.7k views
    • 
    • Paul I
    • September 11, 2025

21. Lifetime income disclosures - timing headaches

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

22. Lifetime income disclosures in 2021 or 2022?

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

23. Lifetime Income Illustration - SECURE Act

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

24. Lifetime Income Illustration Formula

    By JOH, August 25, 2021
    • 8 replies
    • 2.9k views
    • 
    • 401king
    • February 25, 2022

25. Lifetime Income Illustrations

    By Belgarath, September 30, 2022
    • 6 replies
    • 926 views
    • 
    • Bird
    • September 30, 2022

26. Lifetime Income illustrations

    By Micheleciz, March 17, 2022
    • 22 replies
    • 2k views
    • 
    • austin3515
    • August 31, 2022

27. Lifetime Income Illustrations

    By Belgarath, September 27, 2023
    • 3 replies
    • 775 views
    • 
    • Peter Gulia
    • September 27, 2023

28. Lifetime Income Statements

    By Anon401kTPA, July 26, 2022
    • 15 replies
    • 1.3k views
    • 
    • Bird
    • July 28, 2022

29. Limit Catch-up Eligible Participant Contributions?

    By austin3515, December 30, 2015
    • 9 replies
    • 959 views
    • 
    • austin3515
    • December 30, 2015

30. limit compensation for HCE's in a safe harbor match plan

    By Pixie, November 11, 2025
    • 6 replies
    • 485 views
    • 
    • CuseFan
    • November 13, 2025

31. Limit HCE's to 4% of pay

    By Jim Chad, June 19, 2013
    • 8 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 20, 2013

32. limit on 401(k) con after hardship withdrawal?

    By Guest FREE401k, February 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 16, 2001

33. Limit on 401K Blackout Period

    By Guest Tomas, December 28, 2001
    • 4 replies
    • 4.5k views
    • 
    • Guest
    • January 3, 2002

34. Limit on deferrals from a single paycheck?

    By John A, October 5, 2000
    • 2 replies
    • 1.5k views
    • 
    • Jon Chambers
    • October 11, 2000

35. Limit on discretionary match

    By Disco Stu, May 21, 2001
    • 2 replies
    • 1.9k views
    • 
    • rcline46
    • May 22, 2001

36. Limit safe harbor contribution to HCEs

    By WhoLetTheDogsOut, November 26, 2012
    • 18 replies
    • 6.7k views
    • 
    • DMcGovern
    • November 28, 2012

37. Limitation of regular contributions to 401(k) plan

    By Guest casey5, December 7, 2014   

    • 401(k) plan
    • 1 reply
    • 965 views
    • 
    • QDROphile
    • December 7, 2014

38. Limitation on Allocation Rates

    By austin3515, October 22, 2012
    • 1 reply
    • 857 views
    • 
    • Kevin C
    • October 22, 2012

39. limitation year / non-calendar year plans

    By Guest, April 3, 2000
    • 1 reply
    • 6.4k views
    • 
    • John A
    • April 4, 2000

40. Limitation Year different than Plan Year

    By Guest Golden401k, April 1, 2011
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • April 1, 2011

41. Limitation year is not calender year

    By FJR, April 12, 2002
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • April 12, 2002

42. Limitation years

    By Guest jim williams, January 10, 2002
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 10, 2002

43. Limitations On Allocation Rates

    By austin3515, January 18, 2013
    • 9 replies
    • 1.6k views
    • 
    • austin3515
    • January 22, 2013

44. Limited Liability Company Distribution

    By Guest JanetGS, November 1, 2013
    • 5 replies
    • 984 views
    • 
    • Guest
    • November 1, 2013

45. Limited partner or other LLC member

    By kdubinski, October 18, 2016   

    • 401(k) Plan
    • 3 replies
    • 914 views
    • 
    • kdubinski
    • October 19, 2016

46. Limited Partnership

    By Guest dscurtis, January 26, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 26, 2006

47. Limited Scope audit or Full scope audit

    By Guest RyanA, August 20, 2002
    • 3 replies
    • 13.1k views
    • 
    • JohnCheek
    • August 20, 2002

48. Limited Scope Audits

    By Guest Taxman, June 13, 2003
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • June 21, 2003

49. Limited-scope vs Full-scope audit

    By Brian Gallagher, August 4, 2004
    • 1 reply
    • 4k views
    • 
    • Guest
    • August 6, 2004

50. Limiting 401(k) deferrals to use catch-up to pass ADP

    By drakecohen, November 29, 2012
    • 6 replies
    • 1.1k views
    • 
    • MWeddell
    • December 7, 2012