401(k) Plans

19,275 topics in this forum

1. Plan Fees

   By Guest Kim Daughrty, March 15, 2007
   • 3 replies
   • 1.1k views
   • 
   • austin3515
   • March 15, 2007

2. Plan Fees - TPA Acting as Transfer Agent only

   By BeanCounterBlues, November 4, 2010
   • 0 replies
   • 1.3k views
   • 
   • BeanCounterBlues
   • November 4, 2010

3. Plan Fees from owners account

   By austin3515, September 4, 2012
   • 5 replies
   • 953 views
   • 
   • Lou S.
   • September 4, 2012

4. Plan Fees paid by Employer/Plan Sponsor

   By MarZDoates, February 28, 2008
   • 0 replies
   • 965 views
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   • MarZDoates
   • February 28, 2008

5. Plan forfeiture allocated to participants as fee credit

   By legort69, April 10, 2019
   • 9 replies
   • 1.2k views
   • 
   • Luke Bailey
   • April 11, 2019

6. Plan giving Prior to 2016 and After 2016 Data - why?

   By KTB, November 21, 2017
   • 1 reply
   • 425 views
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   • Tom Poje
   • November 21, 2017

7. Plan has Division A and Divison B with Different Match Policies

   By austin3515, December 7, 2023
   • 3 replies
   • 554 views
   • 
   • CuseFan
   • December 7, 2023

8. Plan has last day entry

   By CLE401kGuy, July 1, 2014
   • 5 replies
   • 1k views
   • 
   • ETA Consulting LLC
   • July 3, 2014

9. Plan has prior year testing, but testing done on current year information.

   By Guest phyphy, April 12, 2004
   • 10 replies
   • 2.1k views
   • 
   • Guest
   • March 8, 2005

10. Plan Having Trouble with 414(s) Compensation Test

    By rocknrolls2, February 24, 2009
    • 5 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

11. Plan holds land as asset and sells timber

    By jkharvey, June 2, 2015
    • 2 replies
    • 790 views
    • 
    • masteff
    • June 4, 2015

12. Plan imposed deferral limits for HCEs

    By cpc0506, February 16, 2015
    • 3 replies
    • 1.7k views
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    • cpc0506
    • February 17, 2015

13. Plan Imposed Limit

    By rlb64, October 11, 2005
    • 4 replies
    • 1.7k views
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    • JanetM
    • October 12, 2005

14. Plan Imposed Limit

    By fiona1, March 31, 2005
    • 3 replies
    • 1.3k views
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    • Guest
    • April 1, 2005

15. Plan Imposed Limits

    By Guest revier, March 3, 2005
    • 2 replies
    • 1.1k views
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    • Guest
    • March 3, 2005

16. Plan imposed limits and catch-up

    By MoShawn, June 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2008

17. Plan imposed limits on elective deferrals

    By Guest ActuaryWannabe, April 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • April 28, 2004

18. Plan investment fees charged only to the accounts of terminated participants

    By Belgarath, July 24, 2023
    • 9 replies
    • 3.6k views
    • 
    • Belgarath
    • July 25, 2023

19. Plan Investments

    By Guest gpr, March 31, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • March 31, 1999

20. Plan investments

    By Chippy, February 5, 2016
    • 2 replies
    • 687 views
    • 
    • Peter Gulia
    • February 5, 2016

21. PLAN INVESTMENTS

    By Gary, May 12, 2010
    • 1 reply
    • 975 views
    • 
    • K2retire
    • May 12, 2010

22. Plan is effective 1/1/99 but deferrals don't commence until 12/1/99 -

    By Kathy, November 10, 1999
    • 2 replies
    • 1.7k views
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    • MWeddell
    • November 10, 1999

23. Plan is top heavy, and then Key EE takes a dist

    By Santo Gold, March 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • stephen
    • March 3, 2006

24. Plan left a controlled group

    By calexbraska, July 24, 2018
    • 4 replies
    • 4.7k views
    • 
    • Tom Poje
    • July 25, 2018

25. Plan Legal Documents as Settlor Functions

    By CLE401kGuy, December 3, 2014
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • December 8, 2014

26. Plan Level Default Investment

    By Guest raleightpa, November 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • November 28, 2007

27. Plan limit for HCE

    By blue, March 22, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 22, 2005

28. plan limitation predictions

    By Tom Poje, September 16, 2005
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 16, 2005

29. Plan Liquidated but Fails Discrimination Testing

    By FT Retire, March 3, 2023
    • 1 reply
    • 422 views
    • 
    • Lou S.
    • March 3, 2023

30. Plan Loan

    By Guest Hgreer, January 6, 2014
    • 18 replies
    • 2.2k views
    • 
    • Jim Chad
    • January 14, 2014

31. Plan loan

    By BW, October 14, 2019
    • 0 replies
    • 603 views
    • 
    • BW
    • October 14, 2019

32. Plan Loan

    By Madison71, November 27, 2007
    • 11 replies
    • 1.8k views
    • 
    • Belgarath
    • November 29, 2007

33. Plan Loan

    By Madison71, November 27, 2007
    • 5 replies
    • 2k views
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    • Jim Chad
    • February 20, 2012

34. plan loan

    By stevena, September 27, 2001
    • 7 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • October 1, 2001

35. Plan Loan for Personal Residence--Loan Proceeds Stolen

    By Guest NPWA, November 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • November 5, 2003

36. Plan Loan Limitations

    By jevd, May 22, 2017   

    • plan loans
    • limitations
    • 3 replies
    • 572 views
    • 
    • NJ Mike
    • May 24, 2017

37. Plan loan question

    By Guest blaum8, September 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 10, 2003

38. Plan Loan Repayment Terms

    By Guest a206536, August 26, 2016
    • 3 replies
    • 922 views
    • 
    • GMK
    • August 26, 2016

39. plan loans

    By Guest lskin, October 3, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 3, 2005

40. Plan Loans

    By Guest caseyb, August 22, 2008
    • 7 replies
    • 1.7k views
    • 
    • austin3515
    • August 23, 2008

41. Plan Loans

    By Guest Frank Jackson, May 23, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2000

42. Plan Loans

    By jala, December 18, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 18, 2003

43. Plan Loans - In-service withdrawal

    By Nassau, May 4, 2011
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • May 5, 2011

44. Plan Loans - Merged Plans - Can Post-Termination Loan Continuation Pro

    By rocknrolls2, November 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • November 7, 2000

45. plan loans - no income to repay

    By Guest justbetmd, March 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 9, 2007

46. Plan Loans - Participant Reaction to Elimination

    By Guest jkirschbaum, June 4, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 4, 1999

47. Plan Loans Exceeding 5 Years - Time of Default

    By Guest rocnrols2, January 8, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • January 9, 2003

48. plan loans for family members

    By Guest sheadan, March 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2001

49. Plan Loans in Bankruptcy

    By Guest kjk, June 28, 2002
    • 12 replies
    • 3.6k views
    • 
    • RTK
    • August 2, 2002

50. Plan Loans in Bankruptcy

    By Guest DLH, February 28, 2002
    • 11 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 4, 2002