401(k) Plans

19,321 topics in this forum

1. Plan investments

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

2. PLAN INVESTMENTS

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

3. 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
   • 
   • MWeddell
   • November 10, 1999

4. 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

5. Plan left a controlled group

   By calexbraska, July 24, 2018
   • 4 replies
   • 4.9k views
   • 
   • Tom Poje
   • July 25, 2018

6. Plan Legal Documents as Settlor Functions

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

7. Plan Level Default Investment

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

8. Plan limit for HCE

   By blue, March 22, 2005
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 22, 2005

9. plan limitation predictions

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

10. Plan Liquidated but Fails Discrimination Testing

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

11. Plan Loan

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

12. Plan loan

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

13. Plan Loan

    By Madison71, November 27, 2007
    • 11 replies
    • 1.9k views
    • 
    • Belgarath
    • November 29, 2007

14. Plan Loan

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

15. plan loan

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

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

    By Guest NPWA, November 4, 2003
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • November 5, 2003

17. Plan Loan Limitations

    By jevd, May 22, 2017   

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

18. Plan loan question

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

19. Plan Loan Repayment Terms

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

20. plan loans

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

21. Plan Loans

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

22. Plan Loans

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

23. Plan Loans

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

24. Plan Loans - In-service withdrawal

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

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

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

26. plan loans - no income to repay

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

27. Plan Loans - Participant Reaction to Elimination

    By Guest jkirschbaum, June 4, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 1999

28. 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

29. plan loans for family members

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

30. Plan Loans in Bankruptcy

    By Guest kjk, June 28, 2002
    • 12 replies
    • 3.7k views
    • 
    • RTK
    • August 2, 2002

31. Plan Loans in Bankruptcy

    By Guest DLH, February 28, 2002
    • 11 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 4, 2002

32. Plan loans issued at interest rate below the rate in the Plan Document

    By Guest Gary Stadtmauer, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 5, 2001

33. Plan Loans Maximum Allowed

    By jquazza, January 21, 2005
    • 15 replies
    • 2.9k views
    • 
    • jquazza
    • January 21, 2005

34. Plan Merger

    By justatester, June 27, 2011
    • 0 replies
    • 888 views
    • 
    • justatester
    • June 27, 2011

35. Plan Merger

    By Guest FAZEKAS, November 6, 1998
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • November 6, 1998

36. plan merger

    By Tom, August 27, 2025
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • August 27, 2025

37. PLAN MERGER

    By Logan401, February 5, 2010
    • 0 replies
    • 914 views
    • 
    • Logan401
    • February 5, 2010

38. Plan merger - ADP test deadline

    By fiona1, December 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • December 2, 2009

39. Plan merger - different plan years/ different vesting methods

    By Guest qualified plan, May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 24, 2002

40. Plan Merger (Safe Harbor)

    By MGOAdmin, August 10, 2021
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • August 10, 2021

41. Plan merger & ADP testing

    By Guest Amy Marie, February 8, 2010
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • February 9, 2010

42. Plan Merger and Elective Contribution Elections

    By CLE401kGuy, December 2, 2015
    • 3 replies
    • 913 views
    • 
    • david rigby
    • December 3, 2015

43. Plan merger and last day rule

    By 30Rock, October 9, 2012
    • 0 replies
    • 1k views
    • 
    • 30Rock
    • October 9, 2012

44. Plan Merger and Prior Year Testing

    By justatester, May 18, 2023
    • 0 replies
    • 454 views
    • 
    • justatester
    • May 18, 2023

45. Plan Merger Vesting Schedule

    By Guest IRISH79, June 5, 2007
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 6, 2007

46. Plan Mergers

    By Guest Mary Snyder, April 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • April 11, 2003

47. Plan Mergers

    By Guest MCarey1, June 4, 2002
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 12, 2002

48. Plan Mergers - Change in Equivalencies

    By BentoBox, September 16, 2025
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • September 16, 2025

49. Plan Mergers/Controlled Group

    By KevinMc, January 8, 2024
    • 3 replies
    • 802 views
    • 
    • KevinMc
    • January 8, 2024

50. Plan Mergers/Controlled Group

    By KevinMc, October 2, 2024
    • 1 reply
    • 803 views
    • 
    • MDCPA
    • October 3, 2024