401(k) Plans

19,275 topics in this forum

1. Must top-heavy minimums be provided to P's who have entered 401k; but

   By Guest Dash02, April 9, 2002
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • April 10, 2002

2. Must withdrawals come out pro rata Roth and pre-tax?

   By Guest Rissa, January 30, 2010
   • 1 reply
   • 822 views
   • 
   • Guest
   • January 31, 2010

3. Mutliple Employer 401(k) Plan Advantages

   By Guest STP20004, March 14, 2007
   • 8 replies
   • 1.6k views
   • 
   • Guest
   • March 15, 2007

4. Mutual Fund "Late Trading" to be abolished under proposal by SEC Chairman Donaldson

   By four01kman, November 19, 2003
   • 12 replies
   • 1.7k views
   • 
   • ljr
   • December 1, 2003

5. Mutual Fund Expense Ratio = Indirect Compensation

   By austin3515, March 27, 2012
   • 28 replies
   • 4.8k views
   • 
   • Tom Poje
   • April 11, 2012

6. Mutual Fund Scandal Update - Can you assist?

   By FundeK, July 15, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • July 15, 2004

7. mutual fund settlement checks

   By pmacduff, July 11, 2011
   • 3 replies
   • 2.1k views
   • 
   • masteff
   • July 12, 2011

8. Mutual Fund Software

   By Guest tintree73, May 20, 2003
   • 2 replies
   • 924 views
   • 
   • Guest
   • May 21, 2003

9. Mutual Insurance Companies

   By austin3515, August 13, 2015
   • 3 replies
   • 660 views
   • 
   • jpod
   • August 13, 2015

10. MVRA Revisited - Expense Allocation

    By Guest halka, March 18, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 18, 2002

11. My company has a 401k plan, our new owner (a corp) does not have or wa

    By Guest e bercot, January 20, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2000

12. My company is starting a 401k plan.

    By Guest Blowout, December 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 9, 1999

13. My company sold in a stock sale. I want to roll my 401K over to anothe

    By Guest spike, December 10, 1999
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 11, 1999

14. My employer terminated our 401(k) plan and transferred our assets to a

    By Guest chrismichelle, May 25, 2000
    • 5 replies
    • 2.6k views
    • 
    • Bill Berke
    • June 2, 2000

15. My new doc has "deemed severance of employment"

    By Jim Chad, June 19, 2014
    • 7 replies
    • 10.5k views
    • 
    • SearchLight
    • June 27, 2014

16. My tax bracket

    By Guest Wedge1, May 5, 2007
    • 3 replies
    • 1.5k views
    • 
    • wsp
    • May 7, 2007

17. name of plan "401K"

    By thepensionmaven, May 7, 2016
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • May 9, 2016

18. Name on Enrollment Form

    By Guest dusty, July 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • July 9, 2006

19. Named Fiduciary vs Directed TTEE

    By Guest Ephesian431, February 7, 2000
    • 23 replies
    • 8k views
    • 
    • austin3515
    • October 28, 2002

20. Naming Individual as "Directed Trustee"

    By austin3515, May 10, 2019
    • 6 replies
    • 897 views
    • 
    • Luke Bailey
    • May 10, 2019

21. Naming minor as primary beneficiary?

    By John A, March 22, 2000
    • 2 replies
    • 2.3k views
    • 
    • KIP KRAUS
    • March 23, 2000

22. Naming of Plan Administrator

    By TPA Bob, July 23, 2014
    • 13 replies
    • 1.8k views
    • 
    • david rigby
    • July 24, 2014

23. Naming Private Foundation as Beneficiary of 401(k)

    By chris, July 6, 1999
    • 0 replies
    • 1.6k views
    • 
    • chris
    • July 6, 1999

24. Nanny Included in 401(k) Plan?

    By pjbaer, November 10, 2015
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 11, 2015

25. National Independent 401(k) Benchmarking Services

    By Eric Taylor, January 6, 2016
    • 3 replies
    • 979 views
    • 
    • Bill Presson
    • January 8, 2016

26. Nationwide class-action settlement - does it help your clients?

    By Peter Gulia, December 16, 2014   

    • disclosure revenue-sharing
    • 0 replies
    • 1.2k views
    • 
    • Peter Gulia
    • December 16, 2014

27. Nationwide doesn't certify assets anymore?

    By bzorc, June 8, 2023
    • 0 replies
    • 403 views
    • 
    • bzorc
    • June 8, 2023

28. Nationwide Rollover Issues

    By MaiDia2007, May 3, 2024
    • 4 replies
    • 850 views
    • 
    • MaiDia2007
    • May 7, 2024

29. Nationwide Terminating 300 plus PPA's 1 2

    By Guest TerminatedPPA, April 28, 2001
    • 55 replies
    • 20.3k views
    • 
    • Guest
    • August 6, 2002

30. NCP Allocation

    By justatester, March 1, 2024
    • 2 replies
    • 512 views
    • 
    • C. B. Zeller
    • March 4, 2024

31. ND testing - Catch up contributions

    By Tracy, April 4, 2019
    • 3 replies
    • 645 views
    • 
    • imchipbrown
    • April 5, 2019

32. Near-orphan plan--filing ongoing 5500s

    By Guest Richard Tennenbaum, July 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • July 25, 2006

33. Need 6621(a)(2) Rate

    By Guest, November 4, 2000
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • November 9, 2000

34. Need a good Plan document!

    By Guest FREE401k, May 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 10, 2001

35. Need a refresher on eligibility requirements

    By Dennis Povloski, November 11, 2009
    • 15 replies
    • 3.3k views
    • 
    • Guest
    • November 12, 2009

36. Need a TPA Referral

    By Guest Pension250, March 22, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2010

37. Need actual example of a Defined contribution plan in a collective bar

    By Guest MBAStudent, March 9, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

38. Need assistance...where to find TPA firms?

    By Guest LisaA, January 20, 2003
    • 6 replies
    • 2.2k views
    • 
    • Appleby
    • January 20, 2003

39. Need cite for the rule that service earned while a member of an ineligible class not excluded.

    By R. Butler, February 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • February 25, 2004

40. Need help finding 401k Product for small plans

    By Guest Fuzzy, January 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 2003

41. Need help finding Third Party Administrator for Solo 401k

    By Guest PaddyMac, July 26, 2011
    • 15 replies
    • 15.8k views
    • 
    • Bird
    • July 28, 2011

42. Need help on 5500-SF Count

    By stephen20, May 19, 2021
    • 3 replies
    • 667 views
    • 
    • pmacduff
    • May 19, 2021

43. Need Help with 401 (b) Calc

    By Guest GG, January 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

44. Need Help with 410 (b) Calc (Corrected Summary)

    By Guest GG, January 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

45. need help with elapsed time/eligibility

    By rr_sphr, October 3, 2019
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • October 3, 2019

46. Need ideas for client feedback.

    By stevena, July 24, 2003
    • 5 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • July 25, 2003

47. Need Insight on whether or not to withdraw from my 401K

    By Guest frothdog, February 7, 2005
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 7, 2005

48. Need list of new rules applicable to 401(k) plans in 2002

    By Guest pentex, October 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • October 12, 2001

49. Need new comparability training fast - Help!

    By Guest irenes, September 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2000

50. need professional help and reassurance - solo 401k anxiety

    By anxious, December 26, 2022
    • 2 replies
    • 634 views
    • 
    • Appleby
    • January 2, 2023