401(k) Plans

19,275 topics in this forum

1. 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

2. Plan Loans Maximum Allowed

   By jquazza, January 21, 2005
   • 15 replies
   • 2.8k views
   • 
   • jquazza
   • January 21, 2005

3. Plan Merger

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

4. Plan Merger

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

5. plan merger

   By Tom, August 27
   • 2 replies
   • 1.1k views
   • 
   • Paul I
   • August 27

6. PLAN MERGER

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

7. Plan merger - ADP test deadline

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

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

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

9. Plan Merger (Safe Harbor)

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

10. Plan merger & ADP testing

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

11. Plan Merger and Elective Contribution Elections

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

12. Plan merger and last day rule

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

13. Plan Merger and Prior Year Testing

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

14. Plan Merger Vesting Schedule

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

15. Plan Mergers

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

16. Plan Mergers

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

17. Plan Mergers - Change in Equivalencies

    By BentoBox, September 16
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • September 16

18. Plan Mergers/Controlled Group

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

19. Plan Mergers/Controlled Group

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

20. Plan Mergers/Safe Harbor Election

    By KevinMc, April 11, 2024
    • 11 replies
    • 3.3k views
    • 
    • Peter Gulia
    • April 12, 2024

21. Plan Merging into PEO Plan

    By austin3515, May 25, 2017
    • 3 replies
    • 1.1k views
    • 
    • hr for me
    • May 25, 2017

22. Plan money has been escheated?

    By jkharvey, January 8, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 9, 2008

23. Plan mortgage to purchase land

    By Guest jrc, August 29, 2012
    • 0 replies
    • 821 views
    • 
    • Guest
    • August 29, 2012

24. Plan moves to MEP mid-year, one ADP test? Two?

    By BG5150, December 13, 2018
    • 0 replies
    • 438 views
    • 
    • BG5150
    • December 13, 2018

25. Plan Name requirements?

    By TPApril, November 5, 2023
    • 6 replies
    • 4.2k views
    • 
    • RatherBeGolfing
    • November 7, 2023

26. Plan Never Fully Closed even though terminated

    By 401kAllTheWay, April 22
    • 1 reply
    • 1.1k views
    • 
    • Paul I
    • April 22

27. Plan number when moving from MEP

    By cpc0506, October 18, 2018
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • October 23, 2018

28. Plan offers brokerage to only those with substantial balances - discri

    By MR, October 25, 2000
    • 8 replies
    • 2.8k views
    • 
    • MoJo
    • October 27, 2000

29. Plan operated contrary to documents for years

    By J Simmons, January 27, 2010
    • 5 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 29, 2010

30. Plan operation

    By Guest flpensionguy, May 1, 2013
    • 2 replies
    • 1k views
    • 
    • david rigby
    • May 2, 2013

31. Plan or No Plan?

    By Guest CygnusX1, July 9, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2010

32. Plan Participant getting divorced

    By Guest Sara H, August 11, 1999
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • November 12, 2000

33. plan participant paid after termination

    By M Norton, December 28, 2018   

    • last day
    • plan compensation
    • 2 replies
    • 617 views
    • 
    • hr for me
    • December 30, 2018

34. Plan Participant, you must Wait.

    By Mr Bagwell, November 25, 2013
    • 32 replies
    • 5.7k views
    • 
    • Mr Bagwell
    • December 3, 2013

35. Plan Post-merger

    By Guest blackacre, August 11, 2003
    • 3 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 12, 2003

36. plan provision by reference to another document

    By Robin Wilson, August 11, 2021
    • 5 replies
    • 912 views
    • 
    • Bob the Swimmer
    • August 12, 2021

37. Plan provisions

    By Gary, March 26, 2010
    • 4 replies
    • 1k views
    • 
    • TLGeer
    • March 29, 2010

38. Plan qualification question

    By fiona1, September 14, 2010
    • 0 replies
    • 857 views
    • 
    • fiona1
    • September 14, 2010

39. Plan Rebalancing

    By TRDriver, September 21, 2021
    • 8 replies
    • 826 views
    • 
    • chc93
    • September 23, 2021

40. Plan Reimbursement of Plan Sponsor

    By Jeff Kirtner, June 4, 2003
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • June 4, 2003

41. Plan Responsibility for Beneficiary Designation

    By khn, May 5, 2014
    • 18 replies
    • 4.9k views
    • 
    • GMK
    • May 7, 2014

42. Plan restatement

    By Gary, April 22, 2010
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2010

43. Plan Restatement when change of TPA/Custodian

    By legort69, January 19, 2005
    • 23 replies
    • 5.1k views
    • 
    • mbozek
    • January 25, 2005

44. Plan runs aground on shoals in a not-so-Safe Harbor

    By Guest Hilarion, December 8, 2004
    • 6 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2004

45. Plan sequence number on rollover 401k

    By Kevin37, June 5, 2024
    • 5 replies
    • 1.5k views
    • 
    • truphao
    • June 5, 2024

46. Plan spin-off - employee doesn't want his plan balance spun off to new

    By Guest RS Vatalaro, December 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 1999

47. Plan spin-off - full vesting possible?

    By Guest Troy S., July 18, 2007
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • July 18, 2007

48. Plan Split to Avoid Audit

    By bzorc, November 30, 2021
    • 13 replies
    • 1.6k views
    • 
    • Peter Gulia
    • December 17, 2021

49. Plan Sponsor ????

    By Guest tbt, August 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • August 6, 2001

50. Plan Sponsor Amendment after stock purchase of thte Plan

    By LMOC, March 30, 2015
    • 2 replies
    • 823 views
    • 
    • LMOC
    • March 30, 2015