401(k) Plans

19,275 topics in this forum

1. Participant Loans

   By 52626, January 2, 2014
   • 10 replies
   • 1.7k views
   • 
   • Guest
   • January 3, 2014

2. Participant Loans

   By Jilliandiz, July 25, 2005
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • July 25, 2005

3. Participant Loans

   By 2muchstress, August 13, 2002
   • 3 replies
   • 1.5k views
   • 
   • Brian Gallagher
   • August 14, 2002

4. Participant Loans

   By hsctpa, July 30, 2018
   • 1 reply
   • 507 views
   • 
   • Madison71
   • July 30, 2018

5. Participant Loans

   By Brenda Wren, October 19, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • October 19, 2005

6. Participant Loans

   By austin3515, August 25, 2004
   • 3 replies
   • 1.5k views
   • 
   • austin3515
   • August 25, 2004

7. Participant loans

   By rlb64, January 18, 2006
   • 3 replies
   • 2k views
   • 
   • Guest
   • January 19, 2006

8. Participant Loans - First payment

   By Gilmore, March 19, 2004
   • 4 replies
   • 1.5k views
   • 
   • rcline46
   • March 19, 2004

9. Participant Loans - Terminated EE's

   By MBCarey, April 18, 2002
   • 7 replies
   • 2.6k views
   • 
   • Earl
   • April 19, 2002

10. participant loans (large minimum)

    By Scuba 401, January 26, 2018
    • 3 replies
    • 760 views
    • 
    • Madison71
    • January 26, 2018

11. Participant Loans / Rollover of Note following Loan Offset

    By austin3515, June 8, 2021
    • 17 replies
    • 2.1k views
    • 
    • Bird
    • June 10, 2021

12. Participant Loans 101

    By austin3515, September 25
    • 4 replies
    • 1.6k views
    • 
    • Bri
    • September 26

13. Participant loans and bankruptcy

    By Belgarath, July 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • Belgarath
    • July 12, 2005

14. Participant Loans/Credit Cards

    By austin3515, December 19, 2002
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • December 28, 2002

15. participant mistakenly elected to defer too much

    By Scuba 401, July 18, 2013
    • 13 replies
    • 2.3k views
    • 
    • ForksnKnives
    • July 22, 2013

16. Participant Moves from one Location to Another

    By Coleboy1, August 29, 2022
    • 11 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 31, 2022

17. Participant not notified of eligibility - Correction

    By Vlad401k, June 12
    • 4 replies
    • 553 views
    • 
    • Artie M
    • June 16

18. participant not permitted to defer

    By K2retire, September 17, 2010
    • 1 reply
    • 886 views
    • 
    • Bill Presson
    • September 17, 2010

19. Participant Notice for non-safe harbor 401(k) plan Termination

    By stephen, October 11, 2017   

    • plan termination
    • participant notice
    • 6 replies
    • 5.2k views
    • 
    • stephen
    • October 11, 2017

20. Participant Notice For Self-Directed 401(k) Plans

    By mming, August 7, 2018
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • August 8, 2018

21. Participant Notice Solution (Preparation & Fulfillment)???

    By LANDO, November 10, 2015   

    • participant notices
    • notices
    • (and 4 more)

      Tagged with:

      • participant notices
      • notices
      • fee disclosure notices
      • safe harbor notices
      • combined notices
      • deliver solutions
    • 0 replies
    • 810 views
    • 
    • LANDO
    • November 10, 2015

22. Participant Notices

    By Becky Schwing, June 4, 2020
    • 2 replies
    • 556 views
    • 
    • Larry Starr
    • June 4, 2020

23. Participant Opting out of Profit Sharing and Money Purchase Pension Pl

    By LCARUSI, January 7, 1999
    • 14 replies
    • 8.2k views
    • 
    • Guest
    • January 21, 1999

24. Participant Opts Out!

    By Jilliandiz, October 18, 2005
    • 7 replies
    • 2.1k views
    • 
    • WDIK
    • October 20, 2005

25. Participant or not

    By msmith, January 5, 2023
    • 5 replies
    • 579 views
    • 
    • Lou S.
    • January 9, 2023

26. Participant over 415 limit & plan limit but already rolled $ out o

    By Guest CCarter, May 14, 2002
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 15, 2002

27. Participant owes Co Money but left

    By JKW, June 26, 2014
    • 2 replies
    • 981 views
    • 
    • Guest
    • July 3, 2014

28. Participant paid out before return of excess deferrals

    By Guest moorhan, September 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 7, 2001

29. Participant Plan Document Request

    By Guest Gumby, October 15, 2008
    • 7 replies
    • 6.4k views
    • 
    • Guest
    • October 17, 2008

30. Participant receive too much money on failure of discrimination test

    By KateSmithPA, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 22, 2001

31. Participant Request to Add Asset Class

    By khn, March 20, 2019
    • 5 replies
    • 736 views
    • 
    • Cardscrazy
    • March 21, 2019

32. Participant requests 401k suspension - does not happen

    By jmartin, December 27, 2013
    • 2 replies
    • 976 views
    • 
    • GMK
    • December 27, 2013

33. Participant Security

    By austin3515, March 18, 2013
    • 15 replies
    • 1.3k views
    • 
    • austin3515
    • March 18, 2013

34. Participant Statement Due Dates

    By Dazednconfused, June 30, 2009
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • July 1, 2009

35. Participant Statements

    By Guest TLCPension, July 17, 2003
    • 4 replies
    • 1.2k views
    • 
    • Harwood
    • July 17, 2003

36. Participant Statements

    By Nassau, February 21, 2012
    • 2 replies
    • 960 views
    • 
    • QDROphile
    • February 21, 2012

37. Participant Statements

    By Nassau, February 22, 2012
    • 1 reply
    • 770 views
    • 
    • GMK
    • February 22, 2012

38. Participant Statements

    By Mr B., November 4, 2011
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • November 7, 2011

39. Participant Statements

    By Nassau, May 16, 2011
    • 1 reply
    • 980 views
    • 
    • Bird
    • May 16, 2011

40. Participant Statements

    By Nassau, May 16, 2011
    • 0 replies
    • 979 views
    • 
    • Nassau
    • May 16, 2011

41. participant survey

    By Guest Chuck Herbik, January 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 3, 2002

42. Participant Terminated with Sev-pay...

    By K-t-F, January 31, 2005
    • 3 replies
    • 1.2k views
    • 
    • K-t-F
    • January 31, 2005

43. Participant Took Coronavirus-Related Distribution in 2020, Tax Spread over 3 Years; Can Repayment of Amount Otherwise Taxed Be Deducted?

    By rocknrolls2, February 26, 2022
    • 2 replies
    • 348 views
    • 
    • C. B. Zeller
    • February 28, 2022

44. participant under 72 dies, beneficiary is over 72 - RMD?

    By AlbanyConsultant, August 17, 2022
    • 4 replies
    • 932 views
    • 
    • AlbanyConsultant
    • August 17, 2022

45. PARTICIPANT VESTING IN MERGERS AND SAME DESK RULES VERY ODD SET OF HAP

    By Guest ACM, April 5, 2000
    • 7 replies
    • 2.5k views
    • 
    • card
    • February 1, 2002

46. Participant Voting Employer Stock

    By Guest halka, May 16, 2000
    • 2 replies
    • 1.8k views
    • 
    • Jon Chambers
    • May 17, 2000

47. Participant wants hardship distribution but spouse is in jail

    By Guest sheadan, November 17, 2000
    • 2 replies
    • 2k views
    • 
    • LCARUSI
    • November 20, 2000

48. Participant wants to change distribution election

    By Ananda, August 25, 2022
    • 10 replies
    • 2.2k views
    • 
    • Luke Bailey
    • August 26, 2022

49. participant wants to rollover account to ira

    By Lori H, March 30, 2006
    • 4 replies
    • 1.4k views
    • 
    • R. Butler
    • March 31, 2006

50. Participant with $0 Compensation and 401(k) testing

    By Guest f1234, October 25, 2005
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 26, 2005