401(k) Plans

19,275 topics in this forum

1. Not really a match?

   By Earl, March 13, 2012
   • 4 replies
   • 957 views
   • 
   • Earl
   • March 13, 2012

2. Not really a plan question, but...

   By stevena, October 21, 2005
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • November 15, 2005

3. not safe harbor automatic deferral

   By Jim Chad, May 22, 2011
   • 0 replies
   • 871 views
   • 
   • Jim Chad
   • May 22, 2011

4. Not sure where this post should go?

   By stevena, May 27, 2004
   • 4 replies
   • 1.2k views
   • 
   • Demosthenes
   • May 27, 2004

5. Not too good to be true is it?

   By austin3515, January 26
   • 2 replies
   • 620 views
   • 
   • austin3515
   • January 28

6. Not withholding deferrals

   By Guest cconnell, January 19, 2007
   • 3 replies
   • 2.7k views
   • 
   • Guest
   • January 19, 2007

7. Not-for-profit controlled group?

   By Guest jim williams, October 22, 2004
   • 2 replies
   • 2.4k views
   • 
   • GBurns
   • October 23, 2004

8. Notice 2000-3--official version

   By JWK, January 11, 2000
   • 0 replies
   • 1.6k views
   • 
   • JWK
   • January 11, 2000

9. Notice 2020-52

   By thepensionmaven, July 9, 2020
   • 9 replies
   • 1.7k views
   • 
   • Zoey
   • July 13, 2020

10. Notice 2023-43 Demographic failure conflict

    By Purplemandinga, June 7, 2023
    • 3 replies
    • 625 views
    • 
    • Purplemandinga
    • June 8, 2023

11. Notice before mandatory distribution/payoff for 401k loan

    By Guest Janice J, April 9, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • April 9, 2001

12. Notice for SIMPLE to 401(k) mid-year replacement

    By justanotheradmin, June 11, 2024
    • 0 replies
    • 359 views
    • 
    • justanotheradmin
    • June 11, 2024

13. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 2k views
    • 
    • FPGuy
    • February 20, 2019

14. Notice of elimination of distribution option

    By Guest hyper, February 7, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2005

15. Notice of Matching Formula Question

    By jukeboy56, June 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • June 10, 2004

16. Notice of optional form of benefit elimination

    By Guest hyper, March 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • September 1, 2004

17. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

    • 401k match
    • notice
    • 2 replies
    • 2.9k views
    • 
    • max2000
    • January 23, 2015

18. Notice Requirement for Fund Closure

    By CO Bank, June 19, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • June 20, 2015

19. Notice Requirement Prior to Retirement

    By Guest blackacre, March 10, 2003
    • 0 replies
    • 926 views
    • 
    • Guest
    • March 10, 2003

20. Notice Requirements

    By Guest nmyers, June 9, 2009
    • 6 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • June 10, 2009

21. Notice Requirements for Additional Benefits in Safe Harbor Plan

    By Guest W Waldan Lloyd, December 11, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2009

22. Notice requirements when adding safe harbor 401(k) provisions to PSP

    By chris, February 23, 2002
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 7, 2002

23. Notice to employees on PS Funding

    By austin3515, April 6, 2005
    • 11 replies
    • 1.5k views
    • 
    • JanetM
    • April 7, 2005

24. Notice to Interested Parties

    By fiona1, January 28, 2010
    • 6 replies
    • 3.2k views
    • 
    • fiona1
    • January 29, 2010

25. Notice to Interested Parties

    By Archimage, December 6, 2001
    • 5 replies
    • 2.1k views
    • 
    • wmyer
    • February 19, 2002

26. Notice to Interested Parties

    By Guest JWB19, January 11, 2010
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2010

27. Notice to Interested Parties - one notice for two plans sponsored by the same employer, permissible?

    By Guest Bud, June 22, 2005
    • 7 replies
    • 2k views
    • 
    • No Name
    • August 12, 2005

28. Notice to Participants about Roth Catch-up in 2024

    By austin3515, August 2, 2023
    • 5 replies
    • 618 views
    • 
    • RatherBeGolfing
    • August 3, 2023

29. Notice to participants for Missed Deferrals

    By Pammie57, June 1, 2016
    • 0 replies
    • 942 views
    • 
    • Pammie57
    • June 1, 2016

30. Notices defining "Employees Eligible to Defer" for Safe Harb

    By Guest Powers, March 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 26, 2001

31. Notices sent to non-eligible employees

    By nicole_m, June 30, 2015
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 30, 2015

32. Notification for Capping HCEs

    By khn, December 9, 2016
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • December 12, 2016

33. Notification for removing loan

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • May 26, 2011

34. Notification of Stable Value Rate Change

    By khn, January 6, 2016
    • 0 replies
    • 744 views
    • 
    • khn
    • January 6, 2016

35. Notification rules for plan transfer

    By Guest sjloud, February 15, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • February 16, 1999

36. NQDC Distributions to 401(k)

    By Randy Watson, August 8, 2005
    • 6 replies
    • 1.9k views
    • 
    • Randy Watson
    • August 9, 2005

37. NRA = 65+5P and 100% Vesting

    By cheersmate, March 3, 2021
    • 2 replies
    • 976 views
    • 
    • cheersmate
    • March 10, 2021

38. NRA and Break in Service

    By ERISA guy, May 10, 2022
    • 7 replies
    • 935 views
    • 
    • G8Rs
    • May 11, 2022

39. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 2.7k views
    • 
    • Peter Gulia
    • November 11, 2014

40. NRA rules for pension plans

    By jkharvey, December 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • December 3, 2007

41. NSCC Trading

    By Guest ell, May 18, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 18, 2004

42. NUA

    By Ian, September 24
    • 4 replies
    • 1.2k views
    • 
    • CuseFan
    • September 26

43. NUA

    By Dobber, February 8, 2021
    • 1 reply
    • 326 views
    • 
    • Luke Bailey
    • February 10, 2021

44. NUA - Employer Securities in a BEAR Market

    By Guest Richard Plant, September 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 11, 2001

45. NUA and lump sum distributions

    By Guest Learner, April 20, 2006
    • 13 replies
    • 7.7k views
    • 
    • Guest
    • August 29, 2006

46. NUA lost if plan to plan transfer? (or if partial transfer?)

    By Guest jbergstrom, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 31, 2007

47. NY Mandated Retirement Plan

    By metsfan026, March 31, 2022
    • 3 replies
    • 738 views
    • 
    • CuseFan
    • March 31, 2022

48. NYS Healthcare Workforce Bonus and effect on 401(k) compensatiom

    By boccfam, August 24, 2022
    • 1 reply
    • 565 views
    • 
    • VincentBocchinfuso CPC
    • October 13, 2022

49. Obligation to vet rollover recipient

    By austin3515, August 11, 2015
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • August 12, 2015

50. Obligations of Financial Groups to Employees Information/Training upda

    By Guest valvobill, January 13, 2001
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • February 4, 2001