401(k) Plans

19,321 topics in this forum

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

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

2. Nanny Included in 401(k) Plan?

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

3. National Independent 401(k) Benchmarking Services

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

4. 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

5. Nationwide doesn't certify assets anymore?

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

6. Nationwide Rollover Issues

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

7. Nationwide Terminating 300 plus PPA's 1 2

   By Guest TerminatedPPA, April 28, 2001
   • 55 replies
   • 20.4k views
   • 
   • Guest
   • August 6, 2002

8. NCP Allocation

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

9. ND testing - Catch up contributions

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

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

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

11. Need 6621(a)(2) Rate

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

12. Need a good Plan document!

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

13. Need a refresher on eligibility requirements

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

14. Need a TPA Referral

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

15. 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

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

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

17. 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

18. Need help finding 401k Product for small plans

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

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

    By Guest PaddyMac, July 26, 2011
    • 15 replies
    • 16.4k views
    • 
    • Bird
    • July 28, 2011

20. Need help on 5500-SF Count

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

21. Need Help with 401 (b) Calc

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

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

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

23. need help with elapsed time/eligibility

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

24. Need ideas for client feedback.

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

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

    By Guest frothdog, February 7, 2005
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 7, 2005

26. 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

27. Need new comparability training fast - Help!

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

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

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

29. Need reality check - mulitple matching schedules allowed if testing passed?

    By ERISAatty, April 20, 2009
    • 1 reply
    • 1.2k views
    • 
    • ERISAatty
    • April 20, 2009

30. Need Solo 401k assistance

    By B Gene Stair, July 19, 2018   

    • need professional solo 401k assistance
    • 4 replies
    • 542 views
    • 
    • Florence
    • July 21, 2018

31. Need Straight Answers on HCE & Annual Addition Issues

    By Guest JBarn, November 29, 2000
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • December 12, 2000

32. Need suggestion for speaker for Milwaukee-based retirement professionals' group

    By ERISAatty, October 28, 2008
    • 2 replies
    • 1.1k views
    • 
    • ERISAatty
    • October 31, 2008

33. Need to Change Plan Sponsor

    By waid10, January 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 13, 2010

34. Negative (passive) enrollment feedback

    By Brian Gallagher, February 21, 2003
    • 2 replies
    • 1.7k views
    • 
    • RCK
    • February 22, 2003

35. Negative 401(k) Elections - California

    By lkpittman, March 25, 2003
    • 15 replies
    • 3.8k views
    • 
    • E as in ERISA
    • July 12, 2006

36. Negative 401(k) payroll contribution

    By justasking, November 7, 2014
    • 1 reply
    • 2.9k views
    • 
    • Lou S.
    • November 7, 2014

37. Negative Assets?

    By 415 Limit, April 14, 2010
    • 7 replies
    • 1.5k views
    • 
    • Ron Snyder
    • April 16, 2010

38. Negative compensation

    By jkharvey, June 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • June 1, 2011

39. Negative Contributions

    By Safeharbor29, July 21, 2015
    • 4 replies
    • 4.3k views
    • 
    • QDROphile
    • July 21, 2015

40. Negative Earnings

    By Guest psu83, May 11, 2011
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • May 13, 2011

41. Negative Election

    By Guest worr, May 26, 1999
    • 11 replies
    • 3.5k views
    • 
    • Kirk Maldonado
    • January 24, 2002

42. Negative Election - Automatic Enrollment

    By Guest Ted Kowalchuk, CFP, CFS,, February 22, 2006
    • 9 replies
    • 3.6k views
    • 
    • RCK
    • March 4, 2006

43. Negative election enrollment.

    By Guest 401kguy, February 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2000

44. Negative election of direct rollover

    By Guest allisonperry, February 3, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 10, 2006

45. Negative election/auto enrollment amendment

    By Lori H, September 15, 2016
    • 2 replies
    • 505 views
    • 
    • Lori H
    • September 16, 2016

46. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc, April 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2005

47. Negative Elections

    By Guest LaneWest, June 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 9, 2001

48. Negative Elections

    By Guest Rena Breeding, November 5, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

49. Negative Elections ~ specified amount automatically contributed!

    By Guest Philip Simpkins, August 7, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • April 4, 2003

50. Negative elections for current employees?

    By Wessex, November 23, 1998
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • January 5, 1999