401(k) Plans

19,275 topics in this forum

1. MEP - do you ever aggregate members for TH min?

   By AlbanyConsultant, March 6, 2024
   • 4 replies
   • 520 views
   • 
   • AlbanyConsultant
   • March 6, 2024

2. MEP - How to bill fair fees

   By The 402"(G)", July 19, 2017   

   • mep
   • fee
   • (and 1 more)

     Tagged with:

     • mep
     • fee
     • billing
   • 5 replies
   • 1.1k views
   • 
   • CuseFan
   • July 20, 2017

3. MEP 401(k) Plan-Does account balance transfer with eEE when changing ER?

   By fynn6%7, May 4, 2017   

   • mep
   • 0 replies
   • 396 views
   • 
   • fynn6%7
   • May 4, 2017

4. MEP and family attribution

   By Jennifer D., February 9, 2017
   • 2 replies
   • 612 views
   • 
   • austin3515
   • February 13, 2017

5. MEP as successor plan... but requiring rollovers into the MEP

   By AlbanyConsultant, February 27, 2024
   • 1 reply
   • 621 views
   • 
   • jsample
   • February 28, 2024

6. MEP or MESS?

   By ldr, October 17, 2018   

   • mep
   • 5500
   • (and 1 more)

     Tagged with:

     • mep
     • 5500
     • independent audit
   • 21 replies
   • 2k views
   • 
   • Larry Starr
   • October 25, 2018

7. MEP Plan

   By Guest Pension250, November 3, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 4, 2010

8. MEP plan - different match?

   By jmartin, August 27, 2021
   • 0 replies
   • 368 views
   • 
   • jmartin
   • August 27, 2021

9. MEP Questions in connection with 2024 law change about spousal aggregation

   By Brenda Wren, September 25, 2024
   • 2 replies
   • 421 views
   • 
   • Brenda Wren
   • September 25, 2024

10. MEP to SEP

    By justatester, September 14, 2020
    • 2 replies
    • 595 views
    • 
    • justatester
    • October 9, 2020

11. MEP, adopting employer and 408b2 requirement

    By WCC, August 8, 2018
    • 4 replies
    • 1.2k views
    • 
    • justanotheradmin
    • August 9, 2018

12. MEPs, PEPs, and exchanges

    By ESI2015, September 24, 2020
    • 1 reply
    • 664 views
    • 
    • WCC
    • September 24, 2020

13. MEPS/PEPS

    By austin3515, August 25, 2020
    • 21 replies
    • 2.1k views
    • 
    • austin3515
    • August 31, 2020

14. Merge 401(k) Plan into Simple IRA Plan

    By Logan401, March 12, 2020
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 12, 2020

15. Merge or terminate SHNEC Plan In Corporate Transaction

    By PMC, March 4, 2011
    • 0 replies
    • 899 views
    • 
    • PMC
    • March 4, 2011

16. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020, January 25, 2024
    • 0 replies
    • 306 views
    • 
    • Pensions2020
    • January 25, 2024

17. Merge Plans of parent and new subsidiary?

    By Guest SJPrince, December 3, 1998
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 9, 1998

18. Merge SEP into 401(k)?

    By Medusa, June 7, 2002
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • June 8, 2002

19. Merge two companies into one

    By Guest HD WILLIAMS, December 15, 1998
    • 1 reply
    • 1.8k views
    • 
    • Ervin Barham
    • December 16, 1998

20. Merged MP to PS and In-service withdrawals

    By Cobras59, April 5, 2019
    • 3 replies
    • 558 views
    • 
    • Bri
    • April 5, 2019

21. Merged Pension in 401(k) and death of participant - QJSA question

    By Tom, August 21, 2024
    • 2 replies
    • 721 views
    • 
    • acm_acm
    • August 27, 2024

22. Merged PSP/MPP and Spousal Consent

    By Guest CRC02, October 2, 2002
    • 11 replies
    • 3.1k views
    • 
    • Belgarath
    • April 25, 2003

23. Merger - Testing & 5500

    By John K, September 13, 2024
    • 1 reply
    • 670 views
    • 
    • Lou S.
    • September 13, 2024

24. Merger documentation

    By Guest CGBS, December 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 19, 2000

25. Merger Effective 1/1/2010

    By austin3515, December 15, 2010
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • December 17, 2010

26. Merger issues

    By ombskid, January 21, 2011
    • 0 replies
    • 997 views
    • 
    • ombskid
    • January 21, 2011

27. Merger Money Purchase Plan into Profit Sharing Plan

    By Guest jpetrancosta, June 11, 2002
    • 12 replies
    • 4.4k views
    • 
    • KJohnson
    • June 17, 2002

28. Merger of 401(k) Plans Mid-Year

    By Guest abrandw, August 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2003

29. Merger of 401(k) with ESOP

    By J. Bringhurst, July 30, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 30, 2003

30. Merger of a company

    By Guest DBSI, March 27, 2012
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2012

31. Merger of a Money Purchase Plan with a Safe Harbor 401(k) Profit Shari

    By Guest EPC, September 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 23, 2002

32. Merger of Corporations & Successor Plan

    By shERPA, October 27, 2017
    • 0 replies
    • 652 views
    • 
    • shERPA
    • October 27, 2017

33. Merger of DCP

    By J2D2, January 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • J2D2
    • January 12, 2002

34. merger of MPP and 401(k) plans

    By Guest bill welsted, August 29, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 29, 2001

35. Merger of MPPP into PS plan and GUST amendments

    By Guest Diane DuFresne, September 17, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 23, 2001

36. Merger of MPPP to 401(k) and on-going loan repayments

    By Guest andmik, June 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2002

37. Merger of non-safe harbor 401(k) plan into safe harbor 401(k) plan

    By Guest PGH.ERISA, March 24, 2008
    • 1 reply
    • 3.4k views
    • 
    • Tom Poje
    • March 25, 2008

38. Merger of non-safe harbor plan into safe harbor plan mid-year

    By Guest sritts, January 25, 2011
    • 10 replies
    • 6.2k views
    • 
    • Jim Norman
    • January 27, 2011

39. merger of off calendar year safe harbor into calendar year safe harbor and transition period

    By 30Rock, March 30, 2022
    • 6 replies
    • 790 views
    • 
    • 30Rock
    • March 30, 2022

40. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2001

41. Merger of Plans

    By Scott, January 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • January 12, 2000

42. Merger of Plans Safe Harbor and Non Safe Harbor

    By 52626, May 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • May 27, 2014

43. Merger of practices/plans

    By Guest jvajj, July 8, 2013   

    • Merging Practices and Plans
    • 0 replies
    • 978 views
    • 
    • Guest
    • July 8, 2013

44. Merger of PS & MP Plan -- Consent to plan loan

    By Wessex, February 8, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 9, 2002

45. merger of safe harbor 401(k)'s

    By R. Butler, August 7, 2006
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • August 8, 2006

46. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 871 views
    • 
    • MWeddell
    • April 27, 2020

47. Merger of safe harbor plan into non-safe harbor plan due to business acquisition

    By Belgarath, August 6, 2024
    • 1 reply
    • 523 views
    • 
    • Bill Presson
    • August 8, 2024

48. Merger of Safe Harbor plan to non safe harbor

    By Guest Mk9522, November 29, 2012
    • 7 replies
    • 5.4k views
    • 
    • justatester
    • January 7, 2013

49. Merger of single employer 401(k) Plan into multiple employer 401(k)

    By Guest pensionadmin, March 10, 2002
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 12, 2002

50. Merger of Top Heavy and Non-Top Heavy Plans

    By KJohnson, September 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • September 25, 1999