401(k) Plans

19,321 topics in this forum

1. Plan Termination and ADP/ACP test

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

2. Plan Termination and Employer Contributions

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

3. Plan Termination and Forfeitures

   By 30Rock, February 11, 2025
   • 3 replies
   • 1.1k views
   • 
   • Peter Gulia
   • February 11, 2025

4. Plan termination and IRS 5310 filing

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

5. 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

6. Plan Termination and Loansd

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

7. Plan Termination and one year rule

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

8. Plan Termination and Successor Plan Rules

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

9. Plan Termination Checklist

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

10. 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

11. Plan Termination Fees to Participants

    By perkinsran, July 16, 2015
    • 9 replies
    • 4.2k views
    • 
    • K2retire
    • July 20, 2015

12. Plan Termination In Anticipation of Merger

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

13. Plan Termination Issues

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

14. Plan Termination of old and new plan establishment

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

15. Plan Termination Payout Question

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

16. Plan Termination Question

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

17. Plan Termination Question

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

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

    By 401 Chaos, January 20, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 22, 2024

19. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton, February 2, 2021
    • 10 replies
    • 1.1k views
    • 
    • Bird
    • February 3, 2021

20. Plan Termination?

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

21. Plan Termination?

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

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

    By Guest hog4you2, December 10, 2004
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • December 10, 2004

23. Plan Terminations

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

24. Plan Terminations

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

25. Plan terminations using plan assets?

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

26. Plan to Plan Transfer

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

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

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

28. Plan to Plan transfers

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

29. plan to plan transfers

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

30. plan took 401k contribution on Bonus

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

31. Plan Transactions Greater Than 5%

    By Guest Bryan, September 10, 1998
    • 3 replies
    • 5.8k views
    • 
    • Guest
    • September 10, 1998

32. plan transfers

    By LIBERTYKID, March 12, 2002
    • 0 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • March 12, 2002

33. Plan uses prior year testing, change to top 20% election

    By Belgarath, May 22, 2014
    • 1 reply
    • 898 views
    • 
    • Lou S.
    • May 22, 2014

34. Plan vs Settlor Expenses

    By Guest meggie, September 11, 2003
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • September 13, 2003

35. Plan w/Basic Safe Harbor Match - Can Auto Enroll Be Added Mid-year?

    By Mr401k, December 1, 2015
    • 4 replies
    • 2.4k views
    • 
    • rcline46
    • December 2, 2015

36. Plan w/o HCEs - testing issues?

    By Guest Benefitsrock, September 6, 2007
    • 12 replies
    • 2.7k views
    • 
    • CTipper
    • September 16, 2007

37. Plan Wide Fund Change Fees?

    By Pam Shoup, December 1, 2022
    • 1 reply
    • 450 views
    • 
    • R Griffith
    • December 2, 2022

38. Plan with bad loans

    By J Simmons, October 2, 2019
    • 3 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • October 22, 2019

39. Plan with Employer Stock

    By stevena, September 14, 2005
    • 12 replies
    • 2.3k views
    • 
    • stevena
    • September 22, 2005

40. Plan with HCEs only

    By MBCarey, December 4, 2003
    • 12 replies
    • 4.4k views
    • 
    • Tom Poje
    • December 5, 2003

41. Plan with last day requirement allocates match throughout year, permi

    By Guest LMalone, April 20, 2001
    • 15 replies
    • 6.2k views
    • 
    • EGB
    • August 11, 2003

42. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.3k views
    • 
    • austin3515
    • April 22, 2015

43. plan with no value - how to complete 5500-EZ?

    By AlbanyConsultant, September 20, 2024
    • 7 replies
    • 1k views
    • 
    • Ecianas
    • September 28, 2024

44. Plan wording for negative elections

    By Guest amock, February 10, 1999
    • 6 replies
    • 1.6k views
    • 
    • Larry M
    • April 13, 1999

45. Plan year amended to calendar year, after the calendar year started

    By Jean, August 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

46. Plan year based on teachers contract year; are teachers terminated on last day of plan year considered terminated from plan last day of plan year?

    By Guest jusducki, October 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 7, 2003

47. Plan Year Change to have Safe Harbor Plan

    By Guest dstran, January 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • January 19, 2006

48. Plan Year Different from Company Fiscal Year

    By LCARUSI, September 29, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 13, 1999

49. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2008

50. Plan Year End

    By Stash026, October 25, 2018
    • 5 replies
    • 906 views
    • 
    • Larry Starr
    • October 25, 2018