401(k) Plans

19,320 topics in this forum

1. Real Estate Management Company & 401(k)

   By Guest Michael519, November 16, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • November 16, 2005

2. Real Estate...PT ?

   By K-t-F, December 20, 2004
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • December 27, 2004

3. Real World, Real Problem, Real Ugly

   By imchipbrown, March 12, 2000
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • March 14, 2000

4. reallocate deferrals to catch-up

   By M Norton, July 27, 2023
   • 3 replies
   • 661 views
   • 
   • Lou S.
   • July 27, 2023

5. Reallocated forfeitures

   By rlb64, December 21, 2004
   • 14 replies
   • 2.7k views
   • 
   • rlb64
   • December 22, 2004

6. Reallocation of forfeitures

   By AJ North, April 18, 2012
   • 5 replies
   • 6.9k views
   • 
   • K2retire
   • April 19, 2012

7. Reallocation of Forfeitures Upon Plan Termination

   By austin3515, September 15, 2025
   • 15 replies
   • 3.4k views
   • 
   • austin3515
   • September 17, 2025

8. Reallocation of forfs, after 415 date

   By BG5150, October 24, 2016
   • 7 replies
   • 1.3k views
   • 
   • BG5150
   • October 25, 2016

9. Reason For Hardship Withdrawal

   By Guest ROB VIDOVICH, August 12, 2003
   • 3 replies
   • 2.1k views
   • 
   • MWeddell
   • August 14, 2003

10. reasonable deferral deposit time

    By Jakyasar, March 17, 2021
    • 12 replies
    • 1.8k views
    • 
    • acm_acm
    • March 22, 2021

11. Reasonable Segregation

    By Dagwood, November 3, 2020
    • 6 replies
    • 854 views
    • 
    • Dagwood
    • November 13, 2020

12. Reasonable timing to implement salary deferral election changes?

    By kmhaab, March 29, 2021
    • 1 reply
    • 863 views
    • 
    • Bird
    • March 30, 2021

13. Rebalance 401(k) Account / Participant Loans 1 2

    By austin3515, August 29, 2019
    • 56 replies
    • 6.3k views
    • 
    • Bill Presson
    • October 24, 2019

14. Rebalance a Particpant Account 401K DBP

    By Guest SherylM, October 4, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • October 5, 2010

15. Recapture Account Allocation Method Change - new 404a-5 disclosure?

    By JustMe, December 20, 2018
    • 0 replies
    • 417 views
    • 
    • JustMe
    • December 20, 2018

16. Receivable Contributions & RMD

    By metsfan026, November 21, 2025
    • 2 replies
    • 314 views
    • 
    • metsfan026
    • November 21, 2025

17. Receivables in Top Heavy test?

    By BG5150, December 8, 2006
    • 11 replies
    • 5.8k views
    • 
    • BG5150
    • December 19, 2006

18. Received a rollover check after a company was sold in an asset sale

    By jsample, December 15, 2021
    • 3 replies
    • 721 views
    • 
    • JOH
    • December 16, 2021

19. Received letters from DOL after using 5330 to report earnings made up for late 401(k) deposits

    By Guest CBS, December 16, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 17, 2003

20. Receiving comission on your own plan?

    By Guest Rexx, September 2, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 4, 2004

21. Receiving plan of rollover contribution and forms?

    By Guest MSP, March 9, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 9, 2004

22. recent data on 401(k) plan participation

    By Guest jigpsu100, October 12, 2005
    • 3 replies
    • 1k views
    • 
    • Guest
    • October 13, 2005

23. recently terminated need to move money to safe plan

    By Guest mdwsgrc, September 23, 2013
    • 2 replies
    • 928 views
    • 
    • ESOP Guy
    • September 24, 2013

24. Rechacterization of Salary Reduction to ROTH within a 401(k) Plan

    By Guest Jules1, November 18, 2014
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • November 20, 2014

25. Recharacterization of Deferrals as Catch-up

    By commishvp, February 28, 2006
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • February 28, 2006

26. Recharacterization of Excess Contributions as missed matching contribu

    By Guest RMM, March 21, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2000

27. Recharacterization Under Final 401(k) Regulations

    By Guest kodle, January 15, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 15, 2007

28. Recharacterize ADP refunds to after tax contribs

    By fiona1, February 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 12, 2007

29. Recharacterized Deferrals as Catch-Up and 415 limit

    By Guest darrensoup, November 4, 2005
    • 3 replies
    • 2.5k views
    • 
    • Leopurrd
    • November 10, 2005

30. Recharacterized elective contributions and ACP Testing

    By buckaroo, May 2, 2017
    • 11 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 4, 2017

31. Recharacterizing Deferrals as Catch Up to Pass 401(a)4

    By Vlad401k, July 29, 2015
    • 3 replies
    • 923 views
    • 
    • Vlad401k
    • July 29, 2015

32. Recharacterizing deferrals as profit sharing?

    By Mleech, February 14, 2025
    • 4 replies
    • 839 views
    • 
    • Mleech
    • February 15, 2025

33. Reclassification of catch up contributions

    By Guest h_nowicki, June 18, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 2003

34. Reclassify After-tax as Roth

    By mrslappywhite, February 21, 2019
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 23, 2019

35. Reclassify after-tax contributions

    By Nassau, November 3, 2010
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • November 3, 2010

36. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026, March 2, 2023
    • 4 replies
    • 1.5k views
    • 
    • Paul I
    • March 3, 2023

37. Reclassifying Deferrals to Pass ACP Test

    By Guest KMP, January 11, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 11, 2005

38. Reclassifying safe harbor match contributions?

    By Mleech, July 29, 2025   

    • safe harbor
    • 1 reply
    • 883 views
    • 
    • WCC
    • July 29, 2025

39. Reclassifying Salary Deferrals as Employer Contributions

    By Guest sacobb, December 16, 1999
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • April 30, 2008

40. Recogniing Service w/ Prior Employer - Projected HCE

    By austin3515, February 25, 2016
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • February 25, 2016

41. Recognition of Service

    By Ahuntingus, February 1, 2021
    • 9 replies
    • 1.4k views
    • 
    • Ahuntingus
    • February 2, 2021

42. Recognize Service for Eligibility and Vesting

    By DP, February 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • DP
    • February 20, 2007

43. recognizing past service / 401k testing

    By CLE401kGuy, January 25, 2019
    • 3 replies
    • 755 views
    • 
    • Bri
    • January 28, 2019

44. Recommendations on-line mailing service

    By austin3515, November 18, 2016
    • 2 replies
    • 658 views
    • 
    • austin3515
    • November 20, 2016

45. Recommendations sought for solo 401(k) auditor

    By blguest, May 7, 2025   

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

      Tagged with:

      • audit
      • 401k plan
      • real estate
      • qdro
    • 1 reply
    • 885 views
    • 
    • Appleby
    • May 14, 2025

46. Recongizing Past Service Discriminatory?

    By austin3515, April 21, 2011
    • 5 replies
    • 1.1k views
    • 
    • QNPG
    • April 25, 2011

47. Record Keeper Change FROM TIAA

    By CSBill, June 11, 2021
    • 3 replies
    • 901 views
    • 
    • MoJo
    • June 15, 2021

48. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 4, 2010

49. Record Keeping Requirements for Solo 401(k) 1 2

    By matth100, October 19, 2016
    • 62 replies
    • 12.7k views
    • 
    • matth100
    • November 3, 2016

50. Record keeping software question

    By Tom, April 23, 2024
    • 1 reply
    • 718 views
    • 
    • Bird
    • April 24, 2024