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401(k) Plans

19,321 topics in this forum

  1. Plan Mergers/Safe Harbor Election

    By KevinMc,
    • 11 replies
    • 3.6k views

  2. Plan Merging into PEO Plan

    By austin3515,
    • 3 replies
    • 1.2k views

  3. Plan money has been escheated?

    By jkharvey,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  4. Plan mortgage to purchase land

    By Guest jrc,
    • 0 replies
    • 834 views
    • Guest
    • Guest

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

    By BG5150,
    • 0 replies
    • 454 views

  6. Plan Name requirements?

    By TPApril,
    • 6 replies
    • 4.6k views

  7. Plan Never Fully Closed even though terminated

    By 401kAllTheWay,
    • 1 reply
    • 1.2k views

  8. Plan number when moving from MEP

    By cpc0506,
    • 3 replies
    • 1.1k views

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

    By MR,
    • 8 replies
    • 2.9k views

  10. Plan operated contrary to documents for years

    By J Simmons,
    • 5 replies
    • 1.2k views

  11. Plan operation

    By Guest flpensionguy,
    • 2 replies
    • 1k views

  12. Plan or No Plan?

    By Guest CygnusX1,
    • 11 replies
    • 1.7k views
    • Guest
    • Guest

  13. Plan Participant getting divorced

    By Guest Sara H,
    • 10 replies
    • 2.5k views
    • Guest
    • Guest

  14. plan participant paid after termination

    By M Norton,   
    • 2 replies
    • 641 views

  15. Plan Participant, you must Wait.

    By Mr Bagwell,
    • 32 replies
    • 5.8k views

  16. Plan Post-merger

    By Guest blackacre,
    • 3 replies
    • 1.1k views

  17. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 934 views

  18. Plan provisions

    By Gary,
    • 4 replies
    • 1k views

  19. Plan qualification question

    By fiona1,
    • 0 replies
    • 870 views

  20. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 883 views

  21. Plan Reimbursement of Plan Sponsor

    By Jeff Kirtner,
    • 1 reply
    • 1.5k views

  22. Plan Responsibility for Beneficiary Designation

    By khn,
    • 18 replies
    • 5.1k views

  23. Plan restatement

    By Gary,
    • 1 reply
    • 1.1k views

  24. Plan Restatement when change of TPA/Custodian

    By legort69,
    • 23 replies
    • 5.1k views

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

    By Guest Hilarion,
    • 6 replies
    • 1.2k views

  26. Plan sequence number on rollover 401k

    By Kevin37,
    • 5 replies
    • 1.7k views

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

    By Guest RS Vatalaro,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  28. Plan spin-off - full vesting possible?

    By Guest Troy S.,
    • 3 replies
    • 1.7k views

  29. Plan Split to Avoid Audit

    By bzorc,
    • 13 replies
    • 1.7k views

  30. Plan Sponsor ????

    By Guest tbt,
    • 2 replies
    • 1.7k views

  31. Plan Sponsor Amendment after stock purchase of thte Plan

    By LMOC,
    • 2 replies
    • 838 views

  32. Plan Sponsor and Affiliated Service Grps segregate

    By Guest CRA,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  33. Plan Sponsor as Trustee?

    By Guest krijowri,
    • 28 replies
    • 8.6k views

  34. Plan Sponsor Bankruptcy - Deduction/Charging of Fees by Service Provider

    By Guest CaptainMarvel,
    • 3 replies
    • 1.8k views

  35. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 569 views

  36. Plan sponsor cannot be located - now what?

    By John A,
    • 0 replies
    • 1.3k views

  37. Plan sponsor change (updated with form 5500 issue)

    By Bart,
    • 1 reply
    • 780 views

  38. Plan sponsor failed to offer plan and report information on several th

    By Guest MES,
    • 1 reply
    • 1.5k views

  39. Plan Sponsor For Years Over Contributed to 401(k)

    By Cardscrazy,   
    • 13 replies
    • 1.7k views

  40. Plan sponsor has disappeared

    By Guest PWBAer,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  41. Plan sponsor is 100% owned by an ESOP - who is a key employee?

    By Tom,
    • 4 replies
    • 1.6k views

  42. Plan Sponsor is an ESOP - testing?

    By Tom,
    • 2 replies
    • 2.2k views

  43. Plan Sponsor is Ins. Co. making commisisons on investments in the plan

    By jkharvey,
    • 2 replies
    • 983 views

  44. Plan Sponsor No Longer Member of Controlled Group

    By Guest PLHart,
    • 2 replies
    • 2.6k views

  45. Plan Sponsor Question re late deposit of deferrals

    By Guest MaryMac,
    • 8 replies
    • 1.6k views

  46. Plan Sponsor Received Mutual Fund Settlement Check Payable to 401k Plan

    By waid10,
    • 3 replies
    • 1.1k views

  47. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates,
    • 8 replies
    • 2.8k views

  48. Plan Sponsor Surveys

    By Randy Watson,
    • 1 reply
    • 1.1k views
    • jevd
    • jevd

  49. Plan Sponsor Use of Affiliated Broker -- Prohibited Transaction?

    By Guest Alley,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  50. Plan sponsor wants to make several non-required amendments for 1999. I

    By Guest m thom,
    • 2 replies
    • 1.4k views
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