401(k) Plans

19,275 topics in this forum

1. Partial termination in a DC plan

   By alexa, June 16, 2002
   • 3 replies
   • 2k views
   • 
   • RTK
   • June 17, 2002

2. Partial Termination/Full termination

   By k man, November 22, 2005
   • 6 replies
   • 2.4k views
   • 
   • Kirk Maldonado
   • November 23, 2005

3. Partial Year Safe Harbor Plan

   By mming, April 21, 2014
   • 1 reply
   • 984 views
   • 
   • BG5150
   • April 21, 2014

4. Partial year Safe Harbor plan: compensation definition

   By AndrewZ, October 21, 2008
   • 5 replies
   • 3.2k views
   • 
   • Tom Poje
   • October 24, 2008

5. partial yr comp

   By Guest quinn the car fixer, June 13, 2004
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • June 14, 2004

6. Partic elected Roth, company did pre tax--fix?

   By BG5150, August 10, 2022
   • 10 replies
   • 1.2k views
   • 
   • Nate S
   • September 15, 2022

7. Partic termed in late Dec '20 but paid in early Jan--in ADP test?

   By BG5150, February 23, 2022
   • 7 replies
   • 1k views
   • 
   • MWeddell
   • March 1, 2022

8. Partic. Loan

   By Guest cascigm, July 30, 1999
   • 1 reply
   • 1.8k views
   • 
   • LCARUSI
   • August 2, 1999

9. Partical plan termination, small plans

   By Stevo-PDX, January 28, 2003
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • January 28, 2003

10. Participant Access to Reports

    By khn, July 20, 2021
    • 4 replies
    • 603 views
    • 
    • Peter Gulia
    • July 20, 2021

11. Participant Allocated Mutual Funds

    By Guest Gary Johnson, September 15, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 19, 2000

12. Participant Audit Guidelines

    By Guest Jason_V, August 8, 2006
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • August 21, 2006

13. Participant becomes Excludable Employee

    By Guest jim williams, May 24, 2001
    • 1 reply
    • 1.9k views
    • 
    • R. Butler
    • May 24, 2001

14. Participant being paid was not sent the enrollment package because he

    By John A, December 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • December 4, 2000

15. Participant Benefit Statements

    By Guest Pennysaver, April 19, 2012
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • April 24, 2012

16. Participant Benefit Statements

    By alwaysaquestion, September 9, 2024
    • 4 replies
    • 693 views
    • 
    • C. B. Zeller
    • September 11, 2024

17. Participant cannot be reached to make a deferral election.

    By Guest Jimmy B, August 2, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 3, 2000

18. Participant cashed out with incorrect vesting

    By Karoline Curran, December 17, 2018   

    • vesting; distribution
    • 3 replies
    • 938 views
    • 
    • Bill Presson
    • December 17, 2018

19. Participant choosing to have loan deemed, Issues?

    By FundeK, October 22, 2004
    • 9 replies
    • 1.8k views
    • 
    • QDROphile
    • October 25, 2004

20. Participant Communication

    By austin3515, June 30, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 30, 2004

21. Participant communication: nervous Nellies or not?

    By Guest erisafried, May 24, 2005
    • 8 replies
    • 1.9k views
    • 
    • david rigby
    • May 25, 2005

22. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

    • Reenrollment
    • 7 replies
    • 1.8k views
    • 
    • Kevin C
    • January 8, 2015

23. Participant Completes Distribution Ppwk - then dies

    By austin3515, June 21, 2011
    • 8 replies
    • 1.9k views
    • 
    • Everett Moreland
    • June 23, 2011

24. Participant Confirmations

    By Nassau, June 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • EPCRSGuru
    • June 7, 2011

25. Participant Count

    By In House Counsel, December 3, 2024
    • 2 replies
    • 504 views
    • 
    • In House Counsel
    • December 3, 2024

26. Participant count and participant definition for 401(k) plan

    By Guest steve47170, March 27, 2012
    • 14 replies
    • 17.6k views
    • 
    • GMK
    • March 27, 2012

27. Participant Count for form 5500

    By EBDI, July 11, 2013
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • July 11, 2013

28. Participant Death

    By Guest chant44, September 16, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

29. Participant Death Surviving Spouse over 70.5 RMD?

    By Guest SLBRB, November 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 5, 2012

30. Participant Deduction Accidently Stopped on Payroll

    By coleboy, August 25, 2014
    • 1 reply
    • 860 views
    • 
    • Bill Presson
    • August 25, 2014

31. Participant deferred from severance--what kind of refund

    By BG5150, March 14, 2019
    • 9 replies
    • 1.1k views
    • 
    • JamesK
    • March 15, 2019

32. Participant defers $20,000 into two unrelated 401(k) plans ($10,000 in

    By Richard Anderson, November 8, 2000
    • 18 replies
    • 3.2k views
    • 
    • david rigby
    • November 16, 2000

33. Participant died after cash distribution processed - no longer needed

    By D Lewis, January 12, 2023
    • 5 replies
    • 1.3k views
    • 
    • bito'money
    • January 17, 2023

34. Participant dies with loan outstanding

    By austin3515, June 16, 2014
    • 19 replies
    • 10.5k views
    • 
    • Bird
    • April 27, 2021

35. Participant dies, designates 2 beneficiaries (70% to one and 30% to one), 30% Beneficiary is also deceased.

    By FundeK, December 24, 2003
    • 1 reply
    • 1k views
    • 
    • jevd
    • December 24, 2003

36. PArticipant Directed / Fee Disclosure

    By austin3515, September 7, 2018
    • 5 replies
    • 838 views
    • 
    • imchipbrown
    • September 10, 2018

37. Participant directed accounts

    By Guest pjb, August 6, 2002
    • 5 replies
    • 1.5k views
    • 
    • KJohnson
    • August 6, 2002

38. Participant Directed Brokerage or "supermarket" accounts in

    By Guest Kerry, March 11, 1999
    • 3 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • March 12, 1999

39. participant directed investements

    By MJ Hartman, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 13, 2003

40. Participant Directed Investment Elections For Terminated Participants.

    By Guest Frank Jackson, April 10, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • April 11, 2000

41. Participant directed vs non-particpant directed

    By Guest todd, October 6, 2000
    • 1 reply
    • 8.2k views
    • 
    • MR
    • October 8, 2000

42. Participant Directed vs. Trustee Directed

    By Dennis Povloski, June 14, 2011
    • 1 reply
    • 4.3k views
    • 
    • Bird
    • June 15, 2011

43. participant direction of nonvested assets?

    By Guest MarshaMay, February 28, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • February 28, 2003

44. Participant Disclosure and Plan Amendment

    By Jennifer D., November 8, 2012
    • 3 replies
    • 1k views
    • 
    • MoJo
    • November 8, 2012

45. Participant Disclosure Requirements

    By Guest JMN, November 11, 2011
    • 10 replies
    • 2.7k views
    • 
    • ERISA1
    • January 12, 2012

46. Participant Disclosures - What does non-compliance mean?

    By austin3515, July 24, 2012
    • 7 replies
    • 2k views
    • 
    • MoJo
    • July 24, 2012

47. Participant Distribution & QDRO

    By Guest davsun, September 27, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • September 28, 2012

48. Participant Diversification

    By khn, September 10, 2013
    • 1 reply
    • 808 views
    • 
    • GMK
    • September 10, 2013

49. Participant does not want to receive SH Non-Elective

    By Bruddah Kimo, January 18, 2010
    • 9 replies
    • 1.8k views
    • 
    • TPApril
    • April 28, 2011

50. Participant doesn't want to lose Medicaid benefits, plan is Safe Harbor

    By BG5150, June 4, 2019
    • 11 replies
    • 1.3k views
    • 
    • BG5150
    • June 13, 2019