401(k) Plans

19,275 topics in this forum

1. Looking for a ERISA Forms and Letters Book

   By jeff77, October 22, 2018
   • 2 replies
   • 683 views
   • 
   • Larry Starr
   • October 23, 2018

2. Looking for a site that deals with Accounting for Defined Contribution

   By Guest soupsmp, September 14, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 15, 2000

3. Looking for a TPA for a professional employer organization's 401(k) pl

   By Guest Karens, December 1, 2000
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • December 11, 2000

4. Looking for admin and/or recordkeeper that can handle plan assets consisting of just single stock positions

   By izzy.and.erisa, July 3, 2021
   • 1 reply
   • 322 views
   • 
   • Bill Presson
   • July 6, 2021

5. Looking for advice- 401(k) plan with several employees having post-tax balance...

   By Guest jhilliard, May 6, 2004
   • 8 replies
   • 1.2k views
   • 
   • Harwood
   • May 7, 2004

6. Looking for advice... small s-corp 401k challenges

   By kckid, March 30, 2015
   • 17 replies
   • 2.1k views
   • 
   • kckid
   • March 31, 2015

7. Looking for an advisor for my 401(k) startup

   By Shuo, January 9, 2021
   • 0 replies
   • 333 views
   • 
   • Shuo
   • January 9, 2021

8. Looking for Citation

   By thepensionmaven, July 14, 2023
   • 3 replies
   • 524 views
   • 
   • pmacduff
   • July 14, 2023

9. Looking for Guidance on interest on late deposits

   By Alex Daisy, April 3, 2009
   • 1 reply
   • 946 views
   • 
   • jkdoll2
   • April 3, 2009

10. Looking for help to create individual savings need statements for participants

    By Guest kkastein, July 16, 2004
    • 0 replies
    • 997 views
    • 
    • Guest
    • July 16, 2004

11. Looking for information on pros and cons of selecting a default fund for Plan

    By JanetM, February 16, 2005
    • 6 replies
    • 1.6k views
    • 
    • JanetM
    • February 16, 2005

12. Looking for language to employee to take Minimum Required Distribution.

    By cripp12, December 10, 2004
    • 4 replies
    • 1.3k views
    • 
    • cripp12
    • December 11, 2004

13. Looking for pointers in searching for a new 401k Plan Administrator.

    By Guest Louis Gray, August 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 27, 2000

14. Looking for reasonably priced 401(k) testing & admin software

    By Guest mwcpa, July 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • July 30, 2000

15. Looking for sample 401(k) negative election (automatic enrollment) not

    By Guest Robin S. Vatalaro, CPA, November 15, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 15, 2000

16. Looking for sample investment policy for 401(k) plan

    By k man, July 7, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 13, 2000

17. Looking for Seminar

    By IRA, February 9, 2007
    • 0 replies
    • 909 views
    • 
    • IRA
    • February 9, 2007

18. Looking for tips designing 401(k) plan for typical small employer scen

    By Guest SBlack, January 12, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2001

19. Looking to Acquire TPA Firm

    By Guest bac, September 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • September 18, 2006

20. Looking up search results

    By Belgarath, May 22, 2018
    • 10 replies
    • 570 views
    • 
    • MoJo
    • May 23, 2018

21. Looks Like Top Heavy Is Not An Issue, But....

    By mming, June 6, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • June 6, 2007

22. Loss of controlled group status.

    By Guest Bingha, May 1, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2000

23. Loss of controlled group status/timing of spin-off for prototype plan?

    By Dawn Hafner, June 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • June 18, 2000

24. Loss on excess contribution refund

    By PAL, March 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • March 27, 2009

25. Losses Due to Incorrect Investment Mapping

    By spartytax, August 1, 2016
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • December 27, 2016

26. Lost 401K Company Match

    By Millie, December 16, 2020
    • 3 replies
    • 665 views
    • 
    • Patricia Neal Jensen
    • December 17, 2020

27. Lost Beneficiary

    By Guest ccl, January 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

28. Lost Check, and Reduction Rules

    By Guest JB2, February 26, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 1999

29. Lost Earnings

    By cpc0506, July 24, 2012
    • 0 replies
    • 1.5k views
    • 
    • cpc0506
    • July 24, 2012

30. lost earnings

    By pmacduff, October 13, 2011
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • October 13, 2011

31. Lost Earnings - Reflecting on Form 5500

    By 401(k)athryn, October 8, 2018
    • 5 replies
    • 2k views
    • 
    • msmith
    • October 9, 2018

32. Lost Earnings & VFCP

    By sam2012, May 22, 2013   

    • Lost Earnings
    • VFCP
    • (and 3 more)

      Tagged with:

      • Lost Earnings
      • VFCP
      • 5500
      • 5330
      • DOL
    • 0 replies
    • 2.5k views
    • 
    • sam2012
    • May 22, 2013

33. Lost Earnings and form 5330

    By Ahuntingus, February 8, 2022
    • 12 replies
    • 4.3k views
    • 
    • Belgarath
    • February 15, 2022

34. lost earnings for an owner

    By cpc0506, October 17, 2013
    • 1 reply
    • 899 views
    • 
    • BG5150
    • October 17, 2013

35. Lost earnings from Forfeiture account

    By JKW, July 28, 2014
    • 6 replies
    • 2.9k views
    • 
    • masteff
    • July 29, 2014

36. Lost Earnings in Segregated Broker Accounts

    By Guest 401KAmerica, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • August 31, 2006

37. Lost earnings on 401k for late pay?

    By TPApril, July 31, 2017
    • 1 reply
    • 774 views
    • 
    • RatherBeGolfing
    • July 31, 2017

38. Lost earnings on a Match

    By JKW, June 18, 2014
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • June 19, 2014

39. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire, April 25, 2023
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • May 17, 2023

40. Lost Earnings on Safe Harbor 401(k) Contributions

    By Danny CPA, August 26, 2014
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • August 29, 2014

41. Lost earnings rate of return

    By cpc0506, November 4, 2014
    • 4 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 6, 2014

42. lost employer matching contributions

    By Guest baxterdale, July 10, 2001
    • 10 replies
    • 3k views
    • 
    • Guest
    • August 24, 2001

43. Lost Employers

    By Guest KathyS, October 4, 1998
    • 2 replies
    • 4.3k views
    • 
    • Guest
    • October 5, 1998

44. Lost Interest Deductible?

    By austin3515, February 25, 2011
    • 2 replies
    • 974 views
    • 
    • austin3515
    • February 28, 2011

45. Lost Participant / Address Changes?

    By austin3515, January 24, 2021
    • 1 reply
    • 534 views
    • 
    • Peter Gulia
    • January 24, 2021

46. Lost participant account over $5,000

    By Pixie, December 9, 2010
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 10, 2010

47. Lost Participant Search Service

    By Gadgetfreak, July 19, 2024
    • 3 replies
    • 834 views
    • 
    • ESOP Guy
    • July 22, 2024

48. Lost Participant-No longer in the country

    By Guest knightkj, August 16, 2002
    • 10 replies
    • 2k views
    • 
    • david rigby
    • August 23, 2002

49. Lost Participants

    By Guest Thornton, October 4, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • October 14, 2001

50. Lost Participants

    By austin3515, September 13, 2007
    • 11 replies
    • 3.7k views
    • 
    • Steelerfan
    • September 18, 2007