401(k) Plans

19,275 topics in this forum

1. OOPS Roth conversion

   By SoCalActuary, September 26, 2019
   • 5 replies
   • 1.1k views
   • 
   • Larry Starr
   • October 17, 2019

2. Oops the plan sponsor forgot to 1099 the hardship withdrawal

   By Guest SJPrince, June 29, 2001
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • June 30, 2001

3. Oops, we forgot to amend the Plan

   By Guest PBJ, May 19, 2008
   • 0 replies
   • 1k views
   • 
   • Guest
   • May 19, 2008

4. Oops! Someone forgot to tell payroll about auto enrollment!

   By Guest Rider, March 8, 2007
   • 1 reply
   • 1.3k views
   • 
   • 401_4_ever
   • March 8, 2007

5. Open and shut eligibility for nonelective contribution

   By 7806akp, October 17, 2013
   • 1 reply
   • 824 views
   • 
   • ETA Consulting LLC
   • October 17, 2013

6. Open architechture

   By Jim Chad, February 27, 2014
   • 1 reply
   • 774 views
   • 
   • ACox
   • February 27, 2014

7. Open Enrollment

   By Becky Schwing, August 19, 2021
   • 1 reply
   • 468 views
   • 
   • C. B. Zeller
   • August 19, 2021

8. Open Enrollment

   By 401Karina, December 13, 2022
   • 1 reply
   • 335 views
   • 
   • Lou S.
   • December 13, 2022

9. Open Enrollment / Special Enrollment

   By BLM, April 29, 2016
   • 6 replies
   • 3.8k views
   • 
   • GMK
   • April 29, 2016

10. Open Enrollment and New Match

    By Guest Lawrenceg, April 4, 2007
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • April 4, 2007

11. Open Enrollment.

    By Guest Thornton, January 7, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2002

12. Open MEP

    By pjb1835, September 13, 2018
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2018

13. Open MEP Form 5500 Filing Requirements

    By JustMe, July 13, 2020
    • 3 replies
    • 1.8k views
    • 
    • Alonzo Church
    • July 15, 2020

14. Opening a solo 401k after dissolving partnership

    By Guest slander1709, January 10, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 12, 2005

15. operational checklists

    By PensionNewbee, May 27, 2005
    • 3 replies
    • 1.6k views
    • 
    • PensionNewbee
    • June 2, 2005

16. Operational error correction timeline

    By Guest JWR, December 7, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

17. operational error?

    By Guest jfp, July 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • J. Bringhurst
    • July 31, 2003

18. Operational Failure

    By Nassau, July 16, 2010
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 16, 2010

19. Operational Failure - Definition of Compensation

    By Guest tlemaster2, February 24, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2004

20. Operational Failure (In-Service Distributions) - Best Way to Fix/

    By Guest lizannc, March 7, 2013   

    • Operational Failure
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • March 7, 2013

21. Operational Failure / Bottom-Up

    By fiona1, October 19, 2005
    • 0 replies
    • 1.5k views
    • 
    • fiona1
    • October 19, 2005

22. Operational failure in a DB prototype

    By QNPG, February 3, 2011
    • 1 reply
    • 699 views
    • 
    • John Feldt ERPA CPC QPA
    • February 3, 2011

23. Operational failure of involuntary cash-outs and rollovers

    By 30Rock, April 8
    • 10 replies
    • 1.4k views
    • 
    • 30Rock
    • April 11

24. Operational Failures

    By Nassau, July 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 20, 2007

25. Operational Logistics

    By Gary, November 20, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • December 22, 2009

26. Opinion about a document providor

    By Guest fender5150, July 2, 2007
    • 34 replies
    • 6.1k views
    • 
    • Guest
    • July 26, 2007

27. Opinion Letters

    By Jilliandiz, July 12, 2005
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • July 13, 2005

28. Opinions on the "401(k) Plan of the Future" - unlimited inve

    By Guest tschenk, November 1, 2000
    • 13 replies
    • 3.1k views
    • 
    • Guest
    • November 3, 2000

29. Opinions, please - is this abusive? re: first year testing rule

    By Brenda Wren, June 12, 2004
    • 12 replies
    • 1.9k views
    • 
    • KJohnson
    • June 16, 2004

30. Oppose 401A Payout

    By Ron J, November 19, 2024
    • 6 replies
    • 637 views
    • 
    • david rigby
    • November 20, 2024

31. Opt-out

    By Bruce1, July 10
    • 3 replies
    • 891 views
    • 
    • Paul I
    • July 14

32. Opt-Out Cash Option Payment from Cafeteria Plan: Fringe Benefit?

    By spmcqui, August 25, 2016
    • 0 replies
    • 834 views
    • 
    • spmcqui
    • August 25, 2016

33. Opt-Out Notice...Huh?

    By Guest dhall, February 2, 2009
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • February 3, 2009

34. Optimal PS Contribution

    By austin3515, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • April 12, 2005

35. Optimum SE earned income for maximum annual addition

    By SMB, February 8, 2012
    • 8 replies
    • 1.3k views
    • 
    • masteff
    • February 9, 2012

36. Opting out of Er Paid Health Insurance

    By austin3515, January 10, 2011
    • 3 replies
    • 3.1k views
    • 
    • austin3515
    • January 11, 2011

37. Option to *not* defer on bonus comp?

    By Guest Jay345, November 14, 2012
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 14, 2012

38. Option to defer on bonuses/414(s)

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • December 18, 2002

39. Optional Match True-Up

    By Lauren0507, November 2, 2023
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • November 2, 2023

40. Options for a participating employer in a safe harbor plan when there is a purchase

    By 30Rock, February 15, 2024
    • 6 replies
    • 615 views
    • 
    • 30Rock
    • February 15, 2024

41. Options for HCEs

    By Guest Curiousgeorge, September 10, 2013
    • 8 replies
    • 2.7k views
    • 
    • GMK
    • September 10, 2013

42. Options/Requirements for Balances <$10

    By Guest lhead7601, July 7, 2003
    • 8 replies
    • 1.5k views
    • 
    • david rigby
    • July 10, 2003

43. Order for Correction when failure of more than one limit

    By Guest UKH, July 3, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 5, 2000

44. Order in the Universe

    By rcline46, December 14, 2007
    • 6 replies
    • 1.8k views
    • 
    • JanetM
    • December 18, 2007

45. order of deductions

    By K2retire, September 5, 2014
    • 2 replies
    • 2.2k views
    • 
    • K2retire
    • September 5, 2014

46. Order of Deferral and Contribution

    By Guest Lawrenceg, January 19, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 19, 2007

47. Original 401k adoption agreement from 2001 signed but not dated

    By Guest usafa89, April 19, 2013   

    • IRS audit cap
    • 7 replies
    • 3k views
    • 
    • Guest
    • May 13, 2013

48. Orphan Match / Individual 402g Limit

    By austin3515, December 1, 2021
    • 8 replies
    • 1.5k views
    • 
    • austin3515
    • December 13, 2022

49. orphan plan question

    By k man, February 4, 2004
    • 10 replies
    • 2.2k views
    • 
    • chris
    • February 5, 2004

50. Orphan Plan?

    By Guest trying2understand, May 9, 2007
    • 4 replies
    • 2k views
    • 
    • J Simmons
    • May 10, 2007