401(k) Plans

19,320 topics in this forum

1. Related Rollovers

   By TC1, May 13, 2022
   • 12 replies
   • 1.4k views
   • 
   • Bird
   • May 17, 2022

2. Related Rollovers

   By Guest clh, April 1, 2003
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 1, 2003

3. Related? Unrelated? Rollover? Top Heavy

   By Mr Bagwell, February 25, 2014
   • 1 reply
   • 2.4k views
   • 
   • ETA Consulting LLC
   • February 25, 2014

4. Relative Value for Money Purchase Plans?

   By austin3515, May 3, 2010
   • 2 replies
   • 1.3k views
   • 
   • KJohnson
   • May 3, 2010

5. Relevant Compensation for suspended Safe Harbor Match

   By Young Curmudgeon, September 14, 2010
   • 4 replies
   • 1.2k views
   • 
   • austin3515
   • September 15, 2010

6. Reliance on Advisory Letter-Volume Plan-Affiliated Service Group

   By lkpittman, May 1, 2002
   • 3 replies
   • 1.5k views
   • 
   • lkpittman
   • July 16, 2002

7. Reliance on determination letter

   By Guest VEBA Las Vegas, August 3, 2004
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 3, 2004

8. Relief measures for Safe Harbor Match Plans

   By TPA, April 24, 2020
   • 9 replies
   • 1.4k views
   • 
   • Bill Presson
   • June 29, 2020

9. Religious exemption from plan participation

   By Tom, November 28, 2022
   • 7 replies
   • 1.9k views
   • 
   • CuseFan
   • November 30, 2022

10. Relius / FIS

    By austin3515, January 18, 2016
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • January 18, 2016

11. Relius 15.0

    By Guest Amishcountry, January 17, 2012
    • 1 reply
    • 855 views
    • 
    • Tom Poje
    • January 17, 2012

12. Relius 16.0

    By Guest ElmiraExpress, March 1, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • March 1, 2011

13. Relius and distributions

    By Guest stevena1, October 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • October 30, 2006

14. Relius ASP question

    By Guest stevena1, February 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 11, 2009

15. Relius Documents - Spanish Notices

    By austin3515, November 20, 2019
    • 4 replies
    • 847 views
    • 
    • Belgarath
    • November 20, 2019

16. Relius Documents Highlights

    By rcline46, February 23, 2011
    • 0 replies
    • 934 views
    • 
    • rcline46
    • February 23, 2011

17. Relius Paperless Loan Process

    By Guest Pension250, August 11, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 11, 2010

18. Relius Software

    By fiona1, September 27, 2006
    • 2 replies
    • 1.4k views
    • 
    • fiona1
    • September 27, 2006

19. Relius Users

    By austin3515, February 21, 2006
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • February 23, 2006

20. Relius users - 410b Coverage is including Terminated Participants with <500 hours as eligible

    By Megandps, July 1, 2021
    • 5 replies
    • 838 views
    • 
    • BG5150
    • July 9, 2021

21. Relius users at v11

    By mschwechter, February 23, 2006
    • 3 replies
    • 1.7k views
    • 
    • mschwechter
    • February 24, 2006

22. Relius/Crystal Lables

    By austin3515, March 30, 2007
    • 9 replies
    • 1.5k views
    • 
    • Fredman
    • April 3, 2007

23. Relius/Java?

    By Guest stevena1, September 22, 2008
    • 4 replies
    • 1.5k views
    • 
    • Fredman
    • September 24, 2008

24. Relying on Social Security Administration decision about disability

    By Peter Gulia, December 20, 2016   

    • claims procedure; disability
    • 8 replies
    • 1.5k views
    • 
    • hr for me
    • December 21, 2016

25. Remedial amendment period/Rev. Proc. 2000-20

    By Scuba 401, January 31, 2000
    • 0 replies
    • 1.5k views
    • 
    • Scuba 401
    • January 31, 2000

26. Remedy for late transfer of employee contributions to 401(k)plan.

    By KIP KRAUS, July 19, 2000
    • 5 replies
    • 2.4k views
    • 
    • pjkoehler
    • July 19, 2000

27. removal of auto enrollment features

    By pmacduff, April 17, 2024
    • 4 replies
    • 2k views
    • 
    • 401kology
    • July 22, 2024

28. removal of excess annual additions

    By Brian Gallagher, October 30, 2002
    • 5 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • October 31, 2002

29. Removal of One Fund/Xfer Balance to Another Fund

    By Bruddah Kimo, March 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bruddah Kimo
    • March 10, 2009

30. removal of participating employer who is no longer related

    By WCC, September 8, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • September 8, 2020

31. removal of partila withdrawels and substantially equal installments

    By Jim Chad, July 28, 2011
    • 2 replies
    • 2.5k views
    • 
    • Jim Chad
    • July 29, 2011

32. Removal of Spousal Consent

    By Guest Julie, July 19, 2007
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • July 20, 2007

33. removal of spousal consent when not required under K plan

    By Tom, July 6, 2023
    • 5 replies
    • 1.7k views
    • 
    • fmsinc
    • February 14, 2024

34. Removal of TRustee - Board Resoltion

    By austin3515, March 6, 2008
    • 3 replies
    • 2.4k views
    • 
    • austin3515
    • March 7, 2008

35. Remove a participating employer

    By 401Kerfuffle, December 6, 2018
    • 2 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 7, 2018

36. Remove Auto Enroll

    By CJS07, March 22, 2017   

    • timing?
    • 2 replies
    • 2.3k views
    • 
    • TPAJake
    • March 23, 2017

37. Remove PS Allocations for the year?

    By Mr Bagwell, September 17, 2024
    • 2 replies
    • 683 views
    • 
    • Mr Bagwell
    • September 17, 2024

38. Remove Roth mid-year for SH plan?

    By BG5150, June 24, 2022
    • 6 replies
    • 596 views
    • 
    • MWeddell
    • July 8, 2022

39. Remove salary deferral provision?

    By Guest penman, December 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 12, 2004

40. Removing 100% vesting at Early Retirement

    By Guest Kathy Bayes, March 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 11, 2002

41. Removing annuity options from 401(K)

    By Jim Chad, September 25, 2001
    • 0 replies
    • 1.8k views
    • 
    • Jim Chad
    • September 25, 2001

42. Removing auto enroll and auto-esclate from a 401k Plan

    By betsy, March 30, 2020
    • 1 reply
    • 2k views
    • 
    • Gilmore
    • March 31, 2020

43. Removing Auto Enrollment

    By Gilmore, November 1, 2018
    • 0 replies
    • 1.2k views
    • 
    • Gilmore
    • November 1, 2018

44. Removing Auto Enrollment Feature

    By kpickering, July 26, 2019
    • 0 replies
    • 817 views
    • 
    • kpickering
    • July 26, 2019

45. Removing automatic enrollment from a plan

    By 30Rock, April 27, 2018
    • 0 replies
    • 1k views
    • 
    • 30Rock
    • April 27, 2018

46. Removing fixed match from Safe Harbor Plan

    By cpc0506, June 11, 2021
    • 0 replies
    • 332 views
    • 
    • cpc0506
    • June 11, 2021

47. removing J&S from plan

    By cpc0506, April 22, 2013
    • 1 reply
    • 4.1k views
    • 
    • Tom Poje
    • April 22, 2013

48. Removing Joint and Survivor option from 401(k)

    By k man, December 11, 2003
    • 2 replies
    • 1.4k views
    • 
    • KJohnson
    • December 15, 2003

49. Removing last day provision for lay off employees

    By justatester, November 7, 2014
    • 0 replies
    • 889 views
    • 
    • justatester
    • November 7, 2014

50. Removing Life Insurance

    By Guest anne1, March 21, 2007
    • 1 reply
    • 1.6k views
    • 
    • Locust
    • March 22, 2007