401(k) Plans

19,275 topics in this forum

1. Plan Termination

   By Guest lforesz, June 13, 2001
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • June 14, 2001

2. plan termination

   By Guest good2brich, July 12, 2004
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • July 12, 2004

3. Plan Termination

   By Guest GreenERISA, January 31, 2012
   • 2 replies
   • 941 views
   • 
   • jpod
   • January 31, 2012

4. Plan Termination

   By 30Rock, March 20, 2015
   • 6 replies
   • 3.5k views
   • 
   • Lou S.
   • March 20, 2015

5. Plan Termination

   By Guest cosmo01, June 17, 2003
   • 2 replies
   • 1.4k views
   • 
   • RTK
   • June 17, 2003

6. Plan Termination - Automatic Rollover

   By Guest Midas, May 11, 2005
   • 5 replies
   • 4.8k views
   • 
   • mbozek
   • May 12, 2005

7. Plan Termination - RMD

   By blue, January 30, 2008
   • 3 replies
   • 1.4k views
   • 
   • Kimberly S
   • January 31, 2008

8. Plan termination - safe harbor match

   By Belgarath, September 9, 2013
   • 5 replies
   • 2.9k views
   • 
   • Bird
   • September 10, 2013

9. Plan Termination - Short 401k Deferral

   By Pensions2020, October 20, 2023
   • 3 replies
   • 498 views
   • 
   • Lou S.
   • October 23, 2023

10. Plan Termination - Short Plan Year

    By Vlad401k, October 16, 2017
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 16, 2017

11. Plan Termination - What to do with really small account balances (under $1.00)?

    By waid10, August 13, 2024
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 13, 2024

12. Plan termination & forfeitures

    By doombuggy, April 7, 2004
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • April 8, 2004

13. plan termination & qualifying employer security

    By lexi, June 26, 2006
    • 4 replies
    • 1.4k views
    • 
    • Locust
    • June 27, 2006

14. Plan Termination Account Balances Greater Than $5,000

    By Guest IRISH79, March 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • March 28, 2007

15. Plan Termination after stock aquisition

    By nerd-party-administrator, April 1, 2020
    • 3 replies
    • 515 views
    • 
    • Larry Starr
    • April 1, 2020

16. Plan Termination Amendment

    By JJRetirement, October 31, 2016   

    • Plan Termination
    • 401(k)
    • (and 2 more)

      Tagged with:

      • Plan Termination
      • 401(k)
      • Required Amendment List
      • Cumulative List
    • 2 replies
    • 1.3k views
    • 
    • JJRetirement
    • November 1, 2016

17. Plan Termination and 100% vesting

    By cpc0506, December 20, 2018
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • December 26, 2018

18. Plan Termination and 401(k) Loan

    By Guest benefitsanalyst, April 12, 2001
    • 3 replies
    • 11.3k views
    • 
    • actuarysmith
    • April 12, 2001

19. Plan Termination and 415 Limit

    By NW529, July 21, 2019   

    • 401k plan
    • plan termination
    • (and 2 more)

      Tagged with:

      • 401k plan
      • plan termination
      • 415 limit
      • contribution cessation
    • 3 replies
    • 1.8k views
    • 
    • NW529
    • July 22, 2019

20. Plan Termination and ADP/ACP test

    By buckaroo, October 31, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 1, 2007

21. Plan Termination and Employer Contributions

    By Chippy, February 21, 2019
    • 2 replies
    • 789 views
    • 
    • Tom Poje
    • February 22, 2019

22. Plan Termination and Forfeitures

    By 30Rock, February 11
    • 3 replies
    • 955 views
    • 
    • Peter Gulia
    • February 11

23. Plan termination and IRS 5310 filing

    By 30Rock, March 10, 2011
    • 3 replies
    • 1.6k views
    • 
    • 30Rock
    • March 11, 2011

24. Plan Termination and later discover remain assets - what options?

    By Guest W. Blake, June 15, 2005
    • 2 replies
    • 1.3k views
    • 
    • Ron Snyder
    • June 17, 2005

25. Plan Termination and Loansd

    By austin3515, January 13, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • January 13, 2012

26. Plan Termination and one year rule

    By 30Rock, July 5, 2024
    • 2 replies
    • 692 views
    • 
    • 30Rock
    • July 5, 2024

27. Plan Termination and Successor Plan Rules

    By Alex Daisy, October 24, 2014
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 24, 2014

28. Plan Termination Checklist

    By Guest CoffeePlease24, October 26, 2012
    • 9 replies
    • 4.9k views
    • 
    • Guest
    • December 17, 2012

29. Plan Termination Due to Merger of 2 Companies into Another New Company

    By Anagoge, December 16, 2014
    • 6 replies
    • 1.7k views
    • 
    • Anagoge
    • December 17, 2014

30. Plan Termination Fees to Participants

    By perkinsran, July 16, 2015
    • 9 replies
    • 4.1k views
    • 
    • K2retire
    • July 20, 2015

31. Plan Termination In Anticipation of Merger

    By Guest djsimonetti, January 5, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 5, 1999

32. Plan Termination Issues

    By Guest ANNEBV, April 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • BFree
    • April 30, 2003

33. Plan Termination of old and new plan establishment

    By cpc0506, November 15, 2017
    • 4 replies
    • 851 views
    • 
    • Mike Preston
    • November 15, 2017

34. Plan Termination Payout Question

    By metsfan026, May 22, 2024
    • 1 reply
    • 610 views
    • 
    • CuseFan
    • May 22, 2024

35. Plan Termination Question

    By austin3515, June 15, 2015
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • June 16, 2015

36. Plan Termination Question

    By card, July 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 25, 2001

37. Plan Termination Where Plan Sponsor / Administrator Bankrupt / Letter of Direction to Recordkeeper

    By 401 Chaos, January 20, 2024
    • 3 replies
    • 991 views
    • 
    • Peter Gulia
    • January 22, 2024

38. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton, February 2, 2021
    • 10 replies
    • 1k views
    • 
    • Bird
    • February 3, 2021

39. Plan Termination?

    By Guest Michael Anderson, April 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • April 23, 2003

40. Plan Termination?

    By wsp, October 4, 2006
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • October 6, 2006

41. Plan termination/5500 Form/short plan year apply

    By Guest hog4you2, December 10, 2004
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • December 10, 2004

42. Plan Terminations

    By austin3515, December 23, 2010
    • 2 replies
    • 891 views
    • 
    • austin3515
    • December 28, 2010

43. Plan Terminations

    By Guest lap716, November 20, 2009
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • September 22, 2010

44. Plan terminations using plan assets?

    By Cathy from Chicago, October 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • October 3, 2000

45. Plan to Plan Transfer

    By Guest mmc, October 12, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • October 14, 2004

46. Plan to Plan Transfer? or Possible Self-Correction?

    By ERISA Biker, October 24, 2017
    • 4 replies
    • 968 views
    • 
    • ERISA Biker
    • October 25, 2017

47. Plan to Plan transfers

    By Guest soccermom, March 5, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 5, 2009

48. plan to plan transfers

    By Guest Iwonder, January 26, 2006
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • January 26, 2006

49. plan took 401k contribution on Bonus

    By JKW, January 7, 2016
    • 0 replies
    • 687 views
    • 
    • JKW
    • January 7, 2016

50. Plan Transactions Greater Than 5%

    By Guest Bryan, September 10, 1998
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • September 10, 1998