401(k) Plans

19,320 topics in this forum

1. Questions when interviewing new Plan Council

   By Guest jgroves, May 26, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • May 26, 2000

2. Quick Controlled Group Question

   By metsfan026, January 27, 2022
   • 10 replies
   • 1.5k views
   • 
   • Jakyasar
   • January 29, 2022

3. Quick eligibility for deferral, 1 year for safe harbor match - top heavy issue?

   By Tom, August 8, 2023
   • 6 replies
   • 1.7k views
   • 
   • C. B. Zeller
   • August 9, 2023

4. Quick Eligibility Question

   By Guest carsonv, March 11, 2005
   • 17 replies
   • 3.8k views
   • 
   • GBurns
   • March 17, 2005

5. quick mini-survey on bundled provider

   By truphao, November 11, 2024
   • 6 replies
   • 745 views
   • 
   • Paul I
   • November 15, 2024

6. quick question

   By Guest A_Dude, June 5, 2014
   • 4 replies
   • 984 views
   • 
   • rcline46
   • June 6, 2014

7. Quick, Cheap Way to Find Lost Participants

   By austin3515, August 23, 2011
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • August 23, 2011

8. Quit and rehired - rules for termination?

   By Guest Michael Anderson, November 21, 2003
   • 3 replies
   • 8.1k views
   • 
   • Alf
   • November 21, 2003

9. Quitting to roll over a 401k

   By Guest mlmarvin, December 9, 2005
   • 15 replies
   • 3.9k views
   • 
   • dmwe
   • December 15, 2005

10. Rabbi Trust

    By fidu, March 28, 2002
    • 8 replies
    • 4k views
    • 
    • fidu
    • April 2, 2002

11. Rabbi Trust and Divorce

    By Guest halka, April 2, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2002

12. Rainmaker Plus

    By Guest Dolores, November 5, 2007
    • 7 replies
    • 2.9k views
    • 
    • Peanut Butter Man
    • November 7, 2007

13. Ransomware / Missed Deferrals

    By TPA Bob, May 6, 2019   

    • ransomware
    • missed deferrals
    • 0 replies
    • 564 views
    • 
    • TPA Bob
    • May 6, 2019

14. RAP - "Adopted or Effective

    By austin3515, January 23, 2011
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • January 23, 2011

15. Rate Group Testing - Mid-Point vs. Actual Coverage %age

    By austin3515, March 3, 2015
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 3, 2015

16. rate of match

    By Earl, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • March 8, 2011

17. Rate of Match

    By Madison71, February 28, 2018
    • 8 replies
    • 947 views
    • 
    • mphs77
    • February 28, 2018

18. Rate of Match - Benefit, Rights and Features

    By SRM, August 9, 2005
    • 3 replies
    • 2.3k views
    • 
    • SRM
    • August 15, 2005

19. Rate of Match Test fails

    By Earl, November 10, 2015
    • 1 reply
    • 616 views
    • 
    • Tom Poje
    • November 10, 2015

20. Ratio % test means we're home free?

    By Flyboyjohn, April 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • April 9, 2013

21. Ratio Percentage Test

    By Guest AJM 34, August 13, 2007
    • 4 replies
    • 5.7k views
    • 
    • Tom Poje
    • August 14, 2007

22. Ratio Percentage Test

    By billfgrady, January 20, 2004
    • 4 replies
    • 1.7k views
    • 
    • billfgrady
    • January 21, 2004

23. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

24. Re instatement after Hardship 6 month suspension

    By 52626, August 7, 2014
    • 5 replies
    • 2k views
    • 
    • K2retire
    • August 11, 2014

25. RE Purchase

    By K-t-F, October 11, 2006
    • 6 replies
    • 1.7k views
    • 
    • K-t-F
    • October 13, 2006

26. Re-amortizing 401(k) loans is no longer permitted

    By Guest Spock, April 1, 2014   

    • 401(k) loan
    • 3 replies
    • 4.9k views
    • 
    • K2retire
    • April 2, 2014

27. re-characterization of minimum contribution to pass ADP test

    By Guest mdelin, June 17, 2014   

    • QNEC
    • 401k
    • (and 2 more)

      Tagged with:

      • QNEC
      • 401k
      • ADP
      • top heavy
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • June 19, 2014

28. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2001

29. Re-contributing 401k distribution within 60-days

    By MGOAdmin, December 15, 2015   

    • 60 days
    • 4 replies
    • 1.2k views
    • 
    • 401king
    • December 16, 2015

30. Re-deposit excess contributions and make QNEC instead?

    By Guest Pam Mc, April 3, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2006

31. Re-deposited distrib check--how to get back taxes?

    By BG5150, November 28, 2023
    • 1 reply
    • 776 views
    • 
    • Lou S.
    • November 28, 2023

32. Re-enrollment under the MAE rules when plan becomes a QACA

    By MATRIX, September 17, 2025
    • 0 replies
    • 1.2k views
    • 
    • MATRIX
    • September 17, 2025

33. Re-entry into new 401(k)

    By Guest amybu99, November 30, 2005
    • 2 replies
    • 1.6k views
    • 
    • E as in ERISA
    • December 2, 2005

34. Re-Hire Prohibition - How Long

    By LSU2020, May 20, 2022
    • 4 replies
    • 791 views
    • 
    • LSU2020
    • July 15, 2022

35. Re-hire Question

    By Oh so SIMPLE, January 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • January 3, 2008

36. Re-run ADP/ACP testing after EPCRS correction?

    By casey72, April 29, 2024
    • 2 replies
    • 867 views
    • 
    • Paul I
    • April 30, 2024

37. REA & 1.411(d)-4

    By ERISA25, August 25, 2009
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • September 2, 2009

38. REAL ESTATE - RESPA

    By Guest AlyssaC, May 3, 2006
    • 3 replies
    • 1.3k views
    • 
    • ERISAnut
    • May 3, 2006

39. Real estate agents as statutory non employees

    By Guest JimChad, October 13, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 13, 2005

40. Real Estate as Investment

    By Stash026, March 25, 2014
    • 5 replies
    • 1.7k views
    • 
    • 401K_AZ
    • April 4, 2014

41. Real Estate deposits in a 401(k)

    By Inquiring Mind, January 11, 2023
    • 3 replies
    • 600 views
    • 
    • Lou S.
    • January 11, 2023

42. Real Estate in a Custodial Account under a Profit Sharing Plan

    By Guest San Diego Benefits Guy, January 10, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 10, 2009

43. Real Estate in a Profit Sharing Plan

    By Guest ellah, November 7, 2007
    • 4 replies
    • 4.6k views
    • 
    • Guest
    • November 7, 2007

44. Real Estate in a Profit Sharing Plan

    By jenny, May 22, 2025
    • 3 replies
    • 1.1k views
    • 
    • ERISALawyr
    • May 26, 2025

45. Real Estate Investing.... ugh

    By Basically, October 27, 2021
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • November 3, 2021

46. Real estate investment

    By Guest Quacka, December 10, 2008
    • 12 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2008

47. Real Estate Investment in Plan

    By Jilliandiz, February 9, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

48. Real Estate Investments

    By Guest jetfaninmn, April 18, 2007
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 18, 2007

49. Real Estate Investments in 401(k) Plan

    By Hoard1, July 7, 1999
    • 0 replies
    • 1.6k views
    • 
    • Hoard1
    • July 7, 1999

50. Real Estate LP in an onwner only 401(k) Plan

    By Jim Chad, October 31, 2012
    • 6 replies
    • 1.1k views
    • 
    • PensionPro
    • November 2, 2012