401(k) Plans

19,321 topics in this forum

1. Plan sponsor's bankruptcy results in full vesting for all participants

   By Guest Furry, January 9, 2002
   • 3 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • January 9, 2002

2. Plan Sponsor's cost reduction

   By Guest Iwonder, December 16, 2009
   • 7 replies
   • 1.3k views
   • 
   • cpc0506
   • December 20, 2009

3. Plan Sponsor/Name change after pye date of 5500

   By TPApril, September 18, 2021
   • 1 reply
   • 461 views
   • 
   • Bill Presson
   • September 20, 2021

4. Plan Sponsor/Trustee responsible for losses or forfeiture investments?

   By John A, June 8, 2000
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • June 9, 2000

5. PLAN SPONSORS PARTING WAYS

   By Guest PAM, February 17, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • February 22, 1999

6. Plan Start Date

   By Jilliandiz, August 29, 2007
   • 2 replies
   • 1.3k views
   • 
   • austin3515
   • August 29, 2007

7. Plan Startup Credit

   By notapensiongeek, March 21, 2023
   • 2 replies
   • 721 views
   • 
   • notapensiongeek
   • March 22, 2023

8. Plan status after acquisition?

   By Guest KRS401k, May 12, 2009
   • 10 replies
   • 1.7k views
   • 
   • K2retire
   • May 13, 2009

9. Plan Takeover, Document questions

   By ejohnke, April 7, 2023
   • 3 replies
   • 803 views
   • 
   • Roycal
   • April 11, 2023

10. Plan Takeover/Merger - Beneficiary info carryforward - best practice

    By legort69, November 13, 2025
    • 3 replies
    • 573 views
    • 
    • Paul I
    • November 14, 2025

11. Plan Term

    By Guest Rutager, July 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 7, 2008

12. Plan term - vesting

    By Lou81, May 13, 2024
    • 4 replies
    • 1.3k views
    • 
    • Lou81
    • May 14, 2024

13. Plan Term and Participant is unable to consent

    By Pixie, September 22, 2015
    • 1 reply
    • 843 views
    • 
    • MoJo
    • September 22, 2015

14. plan term, nhce liquidated but pending s/h deposit

    By TPApril, January 16, 2018
    • 6 replies
    • 948 views
    • 
    • TPApril
    • January 19, 2018

15. Plan Terminated - Residual Dividends in Following Year - 5500 Required?

    By 401(k)athryn, March 28, 2019
    • 5 replies
    • 3.3k views
    • 
    • chc93
    • March 29, 2019

16. plan terminated before VFCP amount put in

    By stan evans, September 28, 2019
    • 0 replies
    • 381 views
    • 
    • stan evans
    • September 28, 2019

17. Plan terminating mid year

    By 30Rock, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • 30Rock
    • May 10, 2011

18. Plan Termination

    By austin3515, October 7, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • October 8, 2011

19. Plan Termination

    By Dobber, April 2, 2020
    • 0 replies
    • 346 views
    • 
    • Dobber
    • April 2, 2020

20. plan termination

    By Guest mmc, March 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • March 9, 2011

21. Plan termination

    By PFranckowiak, November 10, 2015
    • 5 replies
    • 1k views
    • 
    • PFranckowiak
    • November 11, 2015

22. Plan Termination

    By Guest hitt24, January 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • namealreadyinuse
    • January 26, 2006

23. Plan Termination

    By Nassau, February 16, 2012
    • 13 replies
    • 4.9k views
    • 
    • MarZDoates
    • September 17, 2013

24. Plan Termination

    By austin3515, July 7, 2011
    • 3 replies
    • 972 views
    • 
    • austin3515
    • July 7, 2011

25. Plan Termination

    By KevinMc, November 20, 2019
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 21, 2019

26. plan termination

    By Guest lskin, September 19, 2005
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2005

27. Plan Termination

    By Guest pcohen, December 2, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • December 2, 2005

28. Plan Termination

    By Guest jhilliard, June 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • June 30, 2003

29. Plan termination

    By cpc0506, July 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • cpc0506
    • July 14, 2011

30. Plan Termination

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • June 10, 2005

31. Plan Termination

    By Alex Daisy, July 31, 2009
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • July 31, 2009

32. Plan Termination

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

33. plan termination

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

34. Plan Termination

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

35. Plan Termination

    By 30Rock, March 20, 2015
    • 6 replies
    • 3.6k views
    • 
    • Lou S.
    • March 20, 2015

36. Plan Termination

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

37. Plan Termination - Automatic Rollover

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

38. Plan Termination - RMD

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

39. Plan termination - safe harbor match

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

40. Plan Termination - Short 401k Deferral

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

41. Plan Termination - Short Plan Year

    By Vlad401k, October 16, 2017
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • October 16, 2017

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

    By waid10, August 13, 2024
    • 5 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 13, 2024

43. Plan termination & forfeitures

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

44. plan termination & qualifying employer security

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

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

    By Guest IRISH79, March 28, 2007
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • March 28, 2007

46. Plan Termination after stock aquisition

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

47. 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

48. Plan Termination and 100% vesting

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

49. Plan Termination and 401(k) Loan

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

50. 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
    • 1.9k views
    • 
    • NW529
    • July 22, 2019