401(k) Plans

19,321 topics in this forum

1. Plan Aggregation

   By Guest Hgreer, November 15, 2013
   • 8 replies
   • 2.6k views
   • 
   • Guest
   • November 19, 2013

2. Plan aggregation for top heavy

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

3. Plan allowed participants to exceed 402g

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

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

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

5. Plan Amendment

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

6. plan amendment

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

7. Plan Amendment

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

8. plan amendment and vesting

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

9. Plan Amendment Effective, but Late Adopted

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

10. plan amendment for 415

    By Gary, August 11, 2009
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • August 11, 2009

11. Plan amendment for name change of plan sponsor?

    By t.haley, November 10, 2008
    • 5 replies
    • 4.5k views
    • 
    • t.haley
    • November 10, 2008

12. Plan Amendment Question

    By Madison71, February 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Madison71
    • February 11, 2010

13. Plan Amendment timing

    By Guest hyper, April 17, 2006
    • 10 replies
    • 3.6k views
    • 
    • namealreadyinuse
    • August 14, 2006

14. Plan Amendment to allow early entry for one individual

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

15. Plan Amendments

    By Guest AJM 34, September 11, 2007
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • September 14, 2007

16. Plan Amendments

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

17. Plan Amendments

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

18. plan amendments

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

19. Plan Amendments

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

20. 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

21. Plan Amendments after the Plan Year

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

22. Plan amends to remove SH provisions

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

23. 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

24. plan as a limited/general partner

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

25. plan asset question

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

26. Plan Assets - Sole Proprietors

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

27. Plan assets as collateral

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

28. plan audit

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

29. Plan Audit

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

30. Plan Audit and 80-120 rule

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

31. Plan Audit Fees Charged to the Plan?

    By Pammie57, April 23, 2019
    • 7 replies
    • 4.5k views
    • 
    • Peter Gulia
    • April 29, 2019

32. Plan Audit on a 401(k) Plan that drops below 80 participants

    By Guest KellyMusico, January 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • January 9, 2004

33. Plan Audited - Missing Signed Final 401k Reg Amend

    By CLE401kGuy, December 19, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 19, 2011

34. plan audits

    By Guest CAM223, March 10, 2005
    • 25 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • March 21, 2005

35. Plan Audits (for large plans- 5500 Sch. H)

    By Guest rachd, October 17, 2002
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • October 18, 2002

36. Plan Changing - but details lacking

    By Guest papillon, November 29, 2007
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • December 3, 2007

37. plan compensation

    By mehmgo, January 15, 2013
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • January 18, 2013

38. Plan Compensation

    By Guest dwall, December 15, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2005

39. Plan Compensation and HSA premiums

    By Dougsbpc, January 29, 2013
    • 9 replies
    • 6.8k views
    • 
    • QDROphile
    • January 31, 2013

40. Plan compensation defined per A.A.

    By Lori H, September 18, 2013
    • 8 replies
    • 2.9k views
    • 
    • rcline46
    • September 19, 2013

41. Plan Compensation definition and HSA

    By pmacduff, June 13, 2013
    • 11 replies
    • 9k views
    • 
    • pmacduff
    • June 14, 2013

42. Plan configuration question - is this a master trust?

    By letsgoisles89, August 20, 2024
    • 1 reply
    • 390 views
    • 
    • Gina Alsdorf
    • August 21, 2024

43. plan consolidation

    By thepensionmaven, January 3, 2017
    • 1 reply
    • 824 views
    • 
    • ETA Consulting LLC
    • January 3, 2017

44. Plan continuation?

    By Guest Moira, June 7, 2006
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 14, 2006

45. Plan contribution when there is no compensation.

    By Tom, April 3, 2024
    • 2 replies
    • 934 views
    • 
    • Bill Presson
    • April 3, 2024

46. Plan contributions

    By Gary, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • June 5, 2010

47. Plan Conversion - Stable Value Fund Locked

    By Guest mfitzgerald, November 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • November 18, 2008

48. Plan Conversion from MP to PS to 401(k) SH

    By buckaroo, December 15, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • December 16, 2004

49. Plan coverage change during testing year

    By Guest jae3207, December 20, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 20, 2005

50. Plan coverage change during testing year

    By Guest jae3207, December 20, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2005