401(k) Plans

19,275 topics in this forum

1. Plain language prospectuses for 401(k)investments

   By Guest Anne V, February 8, 2000
   • 4 replies
   • 1.3k views
   • 
   • MWeddell
   • February 17, 2000

2. Plan / Company Merger

   By MGOAdmin, June 15, 2022   

   • plan merger
   • comany merger
   • (and 1 more)

     Tagged with:

     • plan merger
     • comany merger
     • controlled group
   • 1 reply
   • 446 views
   • 
   • Luke Bailey
   • June 16, 2022

3. Plan 002 with an Earlier Effective Date than Plan 001

   By KJJ-TPA, August 17, 2022
   • 3 replies
   • 574 views
   • 
   • KJJ-TPA
   • August 19, 2022

4. plan accepting rollovers

   By FJR, December 30, 2002
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 31, 2002

5. Plan Admin checked wrong selection on QDRO form

   By Nicole, February 21, 2023
   • 4 replies
   • 858 views
   • 
   • fmsinc
   • February 21, 2023

6. Plan Administration

   By Gary, October 2, 2008
   • 6 replies
   • 2.1k views
   • 
   • ERISAnut
   • October 4, 2008

7. Plan Administration Commitee Membership

   By Guest EEC, July 30, 2002
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • July 31, 2002

8. Plan Administration Tracking Software

   By ErisaGeek, August 19, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • August 20, 2003

9. Plan administrative service provider transition

   By Guest Peggy Andrews, October 7, 1998
   • 3 replies
   • 4.3k views
   • 
   • Guest
   • October 8, 1998

10. Plan Administrator

    By GBurns, October 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • October 22, 2002

11. Plan Administrator Communication Responsibilities

    By Guest Marcy L, December 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • December 11, 2001

12. Plan Administrator for 401(k) Plan

    By metsfan026, March 6
    • 5 replies
    • 2k views
    • 
    • Pam Shoup
    • March 7

13. Plan Administrator Revoked all Prior Beneficiary Designation Forms

    By traveler, February 7, 2002
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • February 8, 2002

14. plan administrator suspicious

    By k man, May 11, 2006
    • 4 replies
    • 1.6k views
    • 
    • wsp
    • May 11, 2006

15. Plan administrator/trustee/sponsor is gone; how should admin consultan

    By Guest Scott Holechek, June 30, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 30, 2000

16. Plan adminstrators

    By Guest halencourt, September 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2001

17. Plan adopted, no action - still effective?

    By TPApril, July 27, 2022
    • 4 replies
    • 746 views
    • 
    • TPApril
    • July 28, 2022

18. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 1.9k views
    • 
    • Bird
    • February 5, 2020

19. Plan Aggregation

    By Guest jim williams, February 23, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 10, 2006

20. Plan Aggregation

    By Guest Hgreer, November 15, 2013
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 2013

21. Plan aggregation for top heavy

    By Guest jkrad, March 17, 2003
    • 3 replies
    • 1k views
    • 
    • R. Butler
    • March 18, 2003

22. Plan allowed participants to exceed 402g

    By austin3515, December 22, 2016
    • 1 reply
    • 548 views
    • 
    • austin3515
    • December 22, 2016

23. Plan amended during Plan year to stop safe harbor match -how does that affect Top Heavy?

    By Pammie57, October 10, 2019
    • 2 replies
    • 656 views
    • 
    • Lou S.
    • October 10, 2019

24. Plan Amendment

    By Guest Lee68, June 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2008

25. plan amendment

    By Guest lindamichals, September 10, 2004
    • 6 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 13, 2004

26. Plan Amendment

    By Nassau, February 27, 2012
    • 2 replies
    • 906 views
    • 
    • Everett Moreland
    • February 27, 2012

27. plan amendment and vesting

    By PensionNewbee, August 13, 2003
    • 7 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

28. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 2 replies
    • 737 views
    • 
    • Luke Bailey
    • July 8, 2019

29. plan amendment for 415

    By Gary, August 11, 2009
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • August 11, 2009

30. Plan amendment for name change of plan sponsor?

    By t.haley, November 10, 2008
    • 5 replies
    • 4.4k views
    • 
    • t.haley
    • November 10, 2008

31. Plan Amendment Question

    By Madison71, February 11, 2010
    • 2 replies
    • 1k views
    • 
    • Madison71
    • February 11, 2010

32. Plan Amendment timing

    By Guest hyper, April 17, 2006
    • 10 replies
    • 3.5k views
    • 
    • namealreadyinuse
    • August 14, 2006

33. Plan Amendment to allow early entry for one individual

    By MarZDoates, February 1, 2019
    • 2 replies
    • 601 views
    • 
    • MarZDoates
    • February 1, 2019

34. Plan Amendments

    By Guest AJM 34, September 11, 2007
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • September 14, 2007

35. Plan Amendments

    By Guest Raman A, February 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 10, 2004

36. Plan Amendments

    By Guest cbuxton, January 22, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2002

37. plan amendments

    By Guest mmc, March 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • QNPG
    • March 22, 2011

38. Plan Amendments

    By Guest JanB, June 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 3, 2014

39. Plan amendments after end of year

    By Guest Gordy, January 14, 2004
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2004

40. Plan Amendments after the Plan Year

    By Guest Marjorie Rogers, February 23, 1999
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • February 26, 1999

41. Plan amends to remove SH provisions

    By jkharvey, December 4, 2007
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2007

42. Plan ammended to Safe Harbor; can older, non-vested contributions be vested 100%, retroactively?

    By Guest hodag, March 22, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 22, 2005

43. plan as a limited/general partner

    By k man, August 25, 2005
    • 6 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 31, 2005

44. plan asset question

    By Guest RBeck, May 24, 2001
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • May 29, 2001

45. Plan Assets - Sole Proprietors

    By Guest jeffline, September 1, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 1, 2004

46. Plan assets as collateral

    By Guest TrustMe401k, February 5, 2014
    • 6 replies
    • 2.5k views
    • 
    • Bill Presson
    • February 6, 2014

47. plan audit

    By Lori H, January 31, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 1, 2006

48. Plan Audit

    By Guest moltengater, November 16, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 16, 2005

49. Plan Audit and 80-120 rule

    By Dazednconfused, November 30, 2010
    • 4 replies
    • 2k views
    • 
    • BG5150
    • December 2, 2010

50. Plan Audit Fees Charged to the Plan?

    By Pammie57, April 23, 2019
    • 7 replies
    • 4.4k views
    • 
    • Peter Gulia
    • April 29, 2019