401(k) Plans

19,275 topics in this forum

1. Removal of TRustee - Board Resoltion

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

2. Remove a participating employer

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

3. Remove Auto Enroll

   By CJS07, March 22, 2017   

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

4. Remove PS Allocations for the year?

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

5. Remove Roth mid-year for SH plan?

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

6. Remove salary deferral provision?

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

7. Removing 100% vesting at Early Retirement

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

8. Removing annuity options from 401(K)

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

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

   By betsy, March 30, 2020
   • 1 reply
   • 1.9k views
   • 
   • Gilmore
   • March 31, 2020

10. Removing Auto Enrollment

    By Gilmore, November 1, 2018
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • November 1, 2018

11. Removing Auto Enrollment Feature

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

12. Removing automatic enrollment from a plan

    By 30Rock, April 27, 2018
    • 0 replies
    • 985 views
    • 
    • 30Rock
    • April 27, 2018

13. Removing fixed match from Safe Harbor Plan

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

14. removing J&S from plan

    By cpc0506, April 22, 2013
    • 1 reply
    • 4k views
    • 
    • Tom Poje
    • April 22, 2013

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

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

16. Removing last day provision for lay off employees

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

17. Removing Life Insurance

    By Guest anne1, March 21, 2007
    • 1 reply
    • 1.5k views
    • 
    • Locust
    • March 22, 2007

18. Removing life insurance feature

    By Guest Schitze32, September 12, 2013
    • 3 replies
    • 899 views
    • 
    • Guest
    • September 13, 2013

19. Removing QACA

    By Robin Wilson, December 14, 2020
    • 0 replies
    • 350 views
    • 
    • Robin Wilson
    • December 14, 2020

20. Removing Roth

    By jim241, June 12, 2018   

    • 401k roth
    • 401k
    • 1 reply
    • 768 views
    • 
    • Larry Starr
    • June 12, 2018

21. Removing Roth in a Safe Harbor Plan

    By cpc0506, July 24, 2020
    • 2 replies
    • 685 views
    • 
    • Gilmore
    • July 25, 2020

22. Removing Roth Option

    By RestAssured, February 24, 2022
    • 7 replies
    • 741 views
    • 
    • #toomanyrules
    • March 18, 2022

23. Removing Safe Harbor 3% in 2011

    By cpc0506, March 16, 2011
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • March 17, 2011

24. Removing safe harbor match mid-year

    By Guest IU1994, February 11, 2009
    • 10 replies
    • 3.8k views
    • 
    • R. Butler
    • March 6, 2009

25. Removing Safe Harbor Provisions

    By justatester, August 8, 2011
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • August 9, 2011

26. Removing True Up mid year from Safe Harbor Plan

    By 52626, May 13, 2019
    • 3 replies
    • 2.4k views
    • 
    • Below Ground
    • May 14, 2019

27. Rental Income

    By Guest John P., April 12, 2012
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • April 12, 2012

28. Rental property owned by plan

    By doombuggy, July 25, 2006
    • 20 replies
    • 4.8k views
    • 
    • Guest
    • July 27, 2006

29. Repay 401K loan with in 5 year term

    By Andy Daniels, August 9, 2018   

    • loan repay
    • amend tax return
    • 7 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 14, 2018

30. Repaying a 401k Loan with a Rollover

    By DHarris41, November 19, 2021
    • 1 reply
    • 779 views
    • 
    • QDROphile
    • November 19, 2021

31. Repaying a Deemed Loan

    By FundeK, February 23, 2004
    • 1 reply
    • 1.9k views
    • 
    • FundeK
    • February 23, 2004

32. Repaying Defaulted Loan

    By Stash026, June 1, 2018
    • 13 replies
    • 3k views
    • 
    • JackS
    • June 14, 2018

33. Repaying QBADs

    By austin3515, May 4, 2024
    • 7 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • May 6, 2024

34. Repayment of loan to a 401(k)

    By Guest Elayne Showell, June 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 5, 2002

35. Repayment of Loan Upon Termination

    By Guest MicheleCaldwell, November 4, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 4, 2004

36. Repeal of 457 offset

    By jlf, July 16, 2001
    • 9 replies
    • 2.1k views
    • 
    • davef
    • July 18, 2001

37. Repeal of Multiple Use Test

    By Guest cjk, October 18, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 22, 2002

38. Replacement Plan

    By Gary, March 7, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 8, 2008

39. Replacing one 401(k) plan with another

    By Santo Gold, October 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • October 11, 2004

40. Reporting 402(g) refund on Tax Return

    By Guest lgm, April 10, 2008
    • 6 replies
    • 7.2k views
    • 
    • Guest
    • April 11, 2008

41. Reporting early w/d in 1040

    By Deb, June 2, 2018   

    • 401k
    • early withdrawal
    • (and 1 more)

      Tagged with:

      • 401k
      • early withdrawal
      • tax return
    • 3 replies
    • 598 views
    • 
    • Deb
    • June 7, 2018

42. Reporting ERISA Bond amount on the 5500

    By ldr, November 4, 2019   

    • bond
    • 5500
    • (and 1 more)

      Tagged with:

      • bond
      • 5500
      • 5500-sf
    • 2 replies
    • 1.1k views
    • 
    • ldr
    • November 4, 2019

43. reporting excess annual additions

    By Guest agordon, January 30, 2004
    • 2 replies
    • 2.5k views
    • 
    • Harwood
    • January 30, 2004

44. Reporting excess deferrals

    By TPApril, March 17, 2021
    • 1 reply
    • 428 views
    • 
    • Lou S.
    • March 17, 2021

45. Reporting late matching contributions

    By SoCalActuary, October 7, 2016   

    • late match
    • 3 replies
    • 1k views
    • 
    • jpod
    • October 7, 2016

46. Reporting loss on corrective distribution of excess deferral

    By Sir LB, February 18, 2016   

    • excess deferral
    • 3 replies
    • 5.5k views
    • 
    • TPApril
    • March 9, 2021

47. Reporting of excess contribution

    By Guest alcharles, April 7, 2000
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • April 9, 2000

48. Reporting of late deferrals on Form 5500-SF

    By DDB BN, June 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • ratherbereading
    • June 21, 2019

49. Reporting of Late Deposits on form 5500

    By Nic Pospiech, August 25
    • 8 replies
    • 684 views
    • 
    • Nic Pospiech
    • August 26

50. Reporting of Management Fees on Form 5500

    By metsfan026, May 2, 2022
    • 6 replies
    • 2.7k views
    • 
    • Nate S
    • May 3, 2022