401(k) Plans

19,275 topics in this forum

1. Lifetime Income Illustrations

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

2. Lifetime Income illustrations

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

3. Lifetime Income Illustrations

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

4. Lifetime Income Statements

   By Anon401kTPA, July 26, 2022
   • 15 replies
   • 1.2k views
   • 
   • Bird
   • July 28, 2022

5. Limit Catch-up Eligible Participant Contributions?

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

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

   By Pixie, November 11
   • 6 replies
   • 319 views
   • 
   • CuseFan
   • November 13

7. Limit HCE's to 4% of pay

   By Jim Chad, June 19, 2013
   • 8 replies
   • 1.7k views
   • 
   • Tom Poje
   • June 20, 2013

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

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

9. Limit on 401K Blackout Period

   By Guest Tomas, December 28, 2001
   • 4 replies
   • 4.4k views
   • 
   • Guest
   • January 3, 2002

10. Limit on deferrals from a single paycheck?

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

11. Limit on discretionary match

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

12. Limit safe harbor contribution to HCEs

    By WhoLetTheDogsOut, November 26, 2012
    • 18 replies
    • 6.6k views
    • 
    • DMcGovern
    • November 28, 2012

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

    By Guest casey5, December 7, 2014   

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

14. Limitation on Allocation Rates

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

15. limitation year / non-calendar year plans

    By Guest, April 3, 2000
    • 1 reply
    • 6.3k views
    • 
    • John A
    • April 4, 2000

16. Limitation Year different than Plan Year

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

17. Limitation year is not calender year

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

18. Limitation years

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

19. Limitations On Allocation Rates

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

20. Limited Liability Company Distribution

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

21. Limited partner or other LLC member

    By kdubinski, October 18, 2016   

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

22. Limited Partnership

    By Guest dscurtis, January 26, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 26, 2006

23. Limited Scope audit or Full scope audit

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

24. Limited Scope Audits

    By Guest Taxman, June 13, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2003

25. Limited-scope vs Full-scope audit

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

26. 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

27. Limiting EACAs to New Participants

    By dcoderre, January 24, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2008

28. Limiting HCE Deferrals through Corporate Resolution

    By Guest psgross, July 11, 2005
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • April 25, 2006

29. Limiting HCE's to $1 of 401kj

    By austin3515, July 15, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • July 15, 2011

30. Limiting investment in Employer Stock

    By Guest justbetmd, December 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 8, 2006

31. Limiting loan amount and repayment period

    By cpc0506, August 22, 2022
    • 5 replies
    • 801 views
    • 
    • CuseFan
    • August 24, 2022

32. Limiting Only Catch-up Eligible HCE's

    By austin3515, March 2, 2016
    • 3 replies
    • 689 views
    • 
    • austin3515
    • March 2, 2016

33. Limiting participation in Individually Directed Accounts within a 401(k)

    By Guest GoldenBear03, February 27, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • February 27, 2007

34. Limiting the Number of 60-Day Rollovers?

    By metsfan026, November 6
    • 3 replies
    • 424 views
    • 
    • austin3515
    • November 10

35. Limits for Individual covered by multiple plans

    By rfahey, December 9, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2012

36. LIMITS FOR NON-CALENDAR PLAN YEARS

    By Guest CHRISTA, August 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2000

37. Limits for off-calendar plan years

    By CJS07, August 30, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 30, 2007

38. Limits in Plan Termination

    By Gilmore, April 11, 2019
    • 3 replies
    • 605 views
    • 
    • Gilmore
    • April 12, 2019

39. Limits on a 501(c)(14) corp

    By Guest Booker, March 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 1999

40. Limits on Plans with Plan Year other than 12/31

    By Guest GordonJ, February 14, 2009
    • 10 replies
    • 8.6k views
    • 
    • J Simmons
    • June 26, 2009

41. Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath, July 8, 2024
    • 2 replies
    • 718 views
    • 
    • Belgarath
    • July 9, 2024

42. Lincoln LOD

    By PainPA, March 13, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 13, 2008

43. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 876 views
    • 
    • blue
    • May 12, 2009

44. Line 27d Form 5500 transaction in excess of 5% - for 401(k) plans, sho

    By Guest Frank Jackson, October 8, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 15, 1999

45. Line 4d of 5300 - plan's original effective date

    By fiona1, October 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • DMcGovern
    • October 29, 2010

46. Liquidating employer after plan termination but prior to distribution

    By KJohnson, July 22, 1999
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • July 22, 1999

47. List of Advantages, Disadvantages of Daily

    By Guest FREE401k, December 31, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 31, 2001

48. List of Modifications for Interim Doc?

    By Randy Watson, April 19, 2010
    • 0 replies
    • 879 views
    • 
    • Randy Watson
    • April 19, 2010

49. List of plans requiring audits

    By Guest Stevejp, August 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 3, 1999

50. List of Required Notices

    By metsfan026, November 5, 2021
    • 1 reply
    • 494 views
    • 
    • Pam Shoup
    • November 8, 2021