401(k) Plans

19,275 topics in this forum

1. 404 Deduction

   By steve45, December 1, 2021   

   • 404
   • contribution
   • 2 replies
   • 510 views
   • 
   • steve45
   • December 2, 2021

2. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

   By legort69, April 28, 2023
   • 3 replies
   • 1.7k views
   • 
   • Paul I
   • April 28, 2023

3. 404 Deduction Limit

   By Guest JB2, December 1, 1998
   • 1 reply
   • 1.6k views
   • 
   • Chester
   • December 1, 1998

4. 404 deduction limits

   By imchipbrown, November 6, 1999
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • November 8, 1999

5. 404 Deduction Limits and annual additions - question about timing.

   By James Matt Ullakko, April 24, 2001
   • 6 replies
   • 2.4k views
   • 
   • John A
   • April 25, 2001

6. 404 deduction limits with a LLP

   By Guest andylarson, September 4, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 4, 2003

7. 404 limit for Money Purchase and 401(k) safe harbor plans.

   By Richard Anderson, September 25, 2000
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • September 26, 2000

8. 404 limit with 2 plan years

   By Jim Chad, December 22, 2001
   • 1 reply
   • 1.5k views
   • 
   • Richard Anderson
   • December 22, 2001

9. 404 Tax Deductibility

   By Catch22PGM, May 1, 2020
   • 3 replies
   • 683 views
   • 
   • Catch22PGM
   • May 5, 2020

10. 404 vs 415

    By Guest erepper, June 8, 2005
    • 8 replies
    • 1.6k views
    • 
    • Archimage
    • June 8, 2005

11. 404(a)(3) deduction limitation

    By Guest Cynthia Williams, December 30, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 1999

12. 404(a)(4) nondiscrimination testing

    By Guest amm19, January 27, 2003
    • 3 replies
    • 3.4k views
    • 
    • Mike Preston
    • January 28, 2003

13. 404(a)(5)

    By Madison71, June 25, 2018
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • June 28, 2018

14. 404(a)(5) and plans that cover only owners

    By 12AX7, July 31, 2012
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • July 31, 2012

15. 404(a)(5) Disclosure - Pooled & Individual Accounts

    By 401(k)athryn, June 29, 2018
    • 1 reply
    • 1.8k views
    • 
    • RatherBeGolfing
    • June 29, 2018

16. 404(a)(5) disclosure notice

    By Santo Gold, October 17, 2024
    • 3 replies
    • 1.2k views
    • 
    • Paul I
    • October 18, 2024

17. 404(a)(5) for SDBAs

    By Gadgetfreak, August 8, 2012
    • 4 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • August 9, 2012

18. 404(a)(5) for Terminating Plan

    By nancy, August 17, 2012
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • August 28, 2012

19. 404(a)(5) Notices

    By 52626, October 3, 2013
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 7, 2013

20. 404(c)

    By Guest ArkansasChris, December 10, 2008
    • 5 replies
    • 1.7k views
    • 
    • J Simmons
    • December 11, 2008

21. 404(c)

    By Guest Kevin1, November 15, 2005
    • 6 replies
    • 1.6k views
    • 
    • E as in ERISA
    • November 16, 2005

22. 404(c)

    By Guest cabenefits, July 9, 2003
    • 12 replies
    • 2.2k views
    • 
    • g8r
    • July 12, 2003

23. 404(c)

    By k man, June 19, 2001
    • 8 replies
    • 2.5k views
    • 
    • k man
    • June 25, 2001

24. 404(c) & Defaults

    By Guest tschenk, April 24, 2002
    • 23 replies
    • 3.1k views
    • 
    • Guest
    • April 27, 2002

25. 404(c) & mapping/qualified change in investment options

    By Guest ggbrock, October 27, 2008
    • 5 replies
    • 5.9k views
    • 
    • J Simmons
    • October 27, 2008

26. 404(c) and invesment managers

    By k man, May 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • Jon Chambers
    • May 30, 2001

27. 404(c) AND STABLE VALUE FUNDS

    By Guest penfirn, February 12, 1999
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • February 19, 1999

28. 404(c) compliance

    By Guest le190, September 9, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 9, 1999

29. 404(c) compliance

    By Guest Dolores Lawrence, February 28, 2003
    • 13 replies
    • 3.4k views
    • 
    • KJohnson
    • March 31, 2003

30. 404(c) Implications of Elimination of an Investment Option and/or Imposition of a Cap

    By Guest wendycatherine, August 16, 2005
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 9, 2005

31. 404(c) Protection/QDIA Protection

    By Nassau, August 13, 2008
    • 0 replies
    • 1.6k views
    • 
    • Nassau
    • August 13, 2008

32. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 22, 2002

33. 404(c) statement to particpants

    By Guest cculhane, December 21, 1999
    • 8 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • June 5, 2000

34. 404(c) trade confirmations

    By k man, May 15, 2001
    • 5 replies
    • 1.9k views
    • 
    • k man
    • May 17, 2001

35. 404(c); Plan Audits

    By Guest ANNEBV, December 15, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 18, 1998

36. 404a disclsure for brokerage account - Stocks?

    By Jim Chad, July 11, 2012
    • 0 replies
    • 793 views
    • 
    • Jim Chad
    • July 11, 2012

37. 404a Participant Disclosures

    By austin3515, June 20, 2012
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • June 27, 2012

38. 404a-5 Change Notice

    By Archimage, February 7, 2012
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • March 12, 2012

39. 404a-5 notice

    By Chippy, August 20, 2012
    • 1 reply
    • 1.6k views
    • 
    • cpc0506
    • August 20, 2012

40. 404a-5 requirements

    By Will, August 17, 2019
    • 1 reply
    • 841 views
    • 
    • Pam Shoup
    • August 19, 2019

41. 404a5

    By karl, November 13, 2015
    • 2 replies
    • 960 views
    • 
    • BG5150
    • November 16, 2015

42. 404a5 and brokerage accounts...

    By CLE401kGuy, July 2, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2012

43. 404a5 Disclosures to "Non-Participating" Participants

    By austin3515, August 27, 2012
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • August 27, 2012

44. 404a5 Fee Disclosures

    By CLE401kGuy, April 11, 2014
    • 5 replies
    • 2.4k views
    • 
    • Peter Gulia
    • April 14, 2014

45. 404a5 Fee Disclosures

    By CLE401kGuy, March 21, 2014
    • 9 replies
    • 6.3k views
    • 
    • BG5150
    • April 2, 2014

46. 404a5 Notice - Fee Infor

    By 52626, November 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • 401_noob
    • November 26, 2013

47. 404a5 notice for loans

    By cpc0506, January 14, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 14, 2013

48. 404c / Fiduciary liability if initial enrollment investment choices are limited to pre-allocated portfolios

    By Guest kpneward, March 4, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 4, 2004

49. 404c on 5500?

    By Guest jhilliard, July 16, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 17, 2003

50. 404c Protection

    By khn, October 10, 2013
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • October 10, 2013