401(k) Plans

19,275 topics in this forum

1. 401(k) Loan Restriction

   By oriecat, June 16, 2011
   • 2 replies
   • 1.3k views
   • 
   • K2retire
   • June 16, 2011

2. 1 Company in 2 Controlled Groups

   By Jennifer D., June 20, 2018
   • 4 replies
   • 1.3k views
   • 
   • ERISAAPPLE
   • June 22, 2018

3. Short plan year entry

   By Guest jefe96, March 9, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 9, 2005

4. testing for terminated plans

   By Guest bythebay, September 13, 2002
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • September 15, 2002

5. 2009 RMD Waiver - Sample Language

   By Gadgetfreak, September 30, 2009
   • 0 replies
   • 1.3k views
   • 
   • Gadgetfreak
   • September 30, 2009

6. Incorrect Deferral and Matching Allocations

   By mming, May 5, 2006
   • 1 reply
   • 1.3k views
   • 
   • Nate X
   • June 14, 2006

7. What is the IRS reg that states that a spun off company can not buy sh

   By MWeddell, December 22, 1999
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 22, 1999

8. Categories of participants?

   By Guest 410b, July 15, 2008
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • July 15, 2008

9. Matching Contribution - 3/31 plan year end

   By Guest jetfaninmn, October 31, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • October 31, 2005

10. Correction Steps when failure of more than one limit

    By Guest UKH, July 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 14, 2000

11. Fidelity Bond

    By 401_noob, August 9, 2013
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • August 9, 2013

12. Catchup Contributions

    By Guest mpark, August 13, 2002
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • August 14, 2002

13. projected 2002 contributions

    By FJR, October 15, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 16, 2002

14. SPD Language for Participants' OptionTo Avail of Fiduciaries' Management of Their Accounts Using Professional Managers

    By Guest Roman, December 7, 2004
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • December 8, 2004

15. Long-Term Disability Er Paid Premiums

    By austin3515, February 13, 2023
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • April 14

16. new safe harbor 401k with term'd employee

    By Santo Gold, September 6, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • September 7, 2007

17. Asset Based TPA Funds / Return to Plan (How?)

    By BeanCounterBlues, November 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • WDIK
    • November 24, 2008

18. use of the catch up contribution

    By Guest zdarskyj, March 9, 2004
    • 5 replies
    • 1.3k views
    • 
    • PensionNewbee
    • March 11, 2004

19. Crediting Service with Prior Employer

    By Lori Foresz, December 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • December 23, 2003

20. SARSEP rollovers

    By Guest buyertoday, June 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 3, 2003

21. Employer Match - What does this mean?

    By Guest tgraham, January 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • January 20, 2004

22. What to do with 401K plan / college savings

    By Guest nathannah, May 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2001

23. Plan Investments

    By Guest gpr, March 31, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 1999

24. Safe Harbor notice - OOPS!

    By PAL, December 13, 2007
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • December 13, 2007

25. Safe Harbor vs Solo 401k Conversion

    By bluehavana2, May 10
    • 9 replies
    • 1.3k views
    • 
    • bluehavana2
    • May 13

26. Over-Deduction from Paycheck

    By ERISA-Bubs, December 5, 2012
    • 3 replies
    • 1.3k views
    • 
    • MWeddell
    • December 5, 2012

27. Plan Termination

    By Guest pcohen, December 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • December 2, 2005

28. In-Service Distributions

    By Jilliandiz, October 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Alf
    • October 13, 2005

29. Form 945

    By Dazednconfused, December 14, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • December 14, 2009

30. 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

31. Hardship Questions - 1) if too little paid initially 2) include deferr

    By John A, June 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • June 2, 2000

32. Plain language prospectuses for 401(k)investments

    By Guest Anne V, February 8, 2000
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • February 17, 2000

33. Top Heavy/Voluntary Contributions

    By Guest John Comelately, December 21, 2006
    • 2 replies
    • 1.3k views
    • 
    • Bruce1
    • March 7

34. Payroll Based Match

    By Guest jusducki, March 13, 2007
    • 4 replies
    • 1.3k views
    • 
    • Jim Chad
    • March 13, 2007

35. IRA headache

    By Guest joeyboy, April 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 2002

36. Bankrupt client buyout and 401(k) plan

    By Guest Judy S, March 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2005

37. 401(k) Plans for Loans Only?

    By coleboy, March 12, 2018
    • 9 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 12, 2018

38. Control Group issue...

    By Guest jusducki, May 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 2004

39. unrequested plan change

    By Guest cshindc, January 25, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2006

40. Withholding on Corrective Distributions

    By Gilmore, February 12, 2009
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • February 13, 2009

41. Amendment of plans for TRA '86

    By Guest Lawrence_Groves, June 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 14, 2004

42. QDRO where both are participants...

    By austin3515, May 9, 2011
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • May 10, 2011

43. Safe Harbor & Topheavy

    By wmyer, January 29, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 2, 2004

44. ERISA BOND

    By Guest Serena, August 4, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 4, 2010

45. Safe Harbor Plan Design

    By wsp, May 30, 2006
    • 2 replies
    • 1.3k views
    • 
    • wsp
    • May 30, 2006

46. Testing after sale?

    By John A, March 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 2, 2000

47. Third party payments during leave of absence

    By Jackie, August 16, 2018   

    • 401k loans
    • loan repayments
    • (and 3 more)

      Tagged with:

      • 401k loans
      • loan repayments
      • level amortization
      • third party payments
      • 401k loan repayments
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • August 17, 2018

48. Automatic Enrollment

    By Guest SHM, October 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • RCK
    • October 7, 2006

49. Match True up template in excel

    By Jack Cosgrove, October 19, 2018   

    • match
    • true up
    • 1 reply
    • 1.3k views
    • 
    • Doghouse
    • October 19, 2018

50. Bottom Up QNEC

    By Guest dll, January 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 13, 2003