401(k) Plans

19,275 topics in this forum

1. Reporting Removal of Excess Deferrals

   By Guest Rob Walter, May 19, 2000
   • 1 reply
   • 1.7k views
   • 
   • Alf
   • May 20, 2000

2. Reporting requirements for corrective contributions

   By Guest VEBA Las Vegas, December 8, 2005
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 20, 2005

3. Representative Matching Rate

   By austin3515, August 5, 2012
   • 0 replies
   • 956 views
   • 
   • austin3515
   • August 5, 2012

4. Request to stop loan paymemts

   By jmartin, February 6, 2017
   • 6 replies
   • 918 views
   • 
   • ESOP Guy
   • February 6, 2017

5. requested service agreement

   By richard, September 25, 1999
   • 0 replies
   • 1.4k views
   • 
   • richard
   • September 25, 1999

6. Requesting "Minor" Modification of Compliance Statement

   By IhrtERISA, December 1, 2017
   • 0 replies
   • 465 views
   • 
   • IhrtERISA
   • December 1, 2017

7. Requesting extension for 3/15 deadlines

   By R. Butler, February 20, 2003
   • 2 replies
   • 1.4k views
   • 
   • R. Butler
   • February 28, 2003

8. Requesting information from a former employer.

   By Guest rjdietz, March 13, 2002
   • 3 replies
   • 3.7k views
   • 
   • Medusa
   • March 14, 2002

9. Require all participants to make catch-up contributions on Roth basis?

   By ECSmith, August 8, 2023
   • 2 replies
   • 665 views
   • 
   • C. B. Zeller
   • August 8, 2023

10. Require full distribution at Required Beginning Date?

    By kmhaab, December 7, 2023
    • 5 replies
    • 1.2k views
    • 
    • Roycal
    • December 11, 2023

11. Required Aggregation for Top-Heavy

    By KCA, June 12, 2018
    • 16 replies
    • 3.7k views
    • 
    • Mike Preston
    • June 19, 2018

12. Required Amendments

    By Stash026, December 28, 2009
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • December 29, 2009

13. Required Annual Participant Fee Disclosure - Plan Merger - still required?

    By Guest TaxedToDeath, July 31, 2013
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 31, 2013

14. Required Beginning Date in Solo(k) Plan?

    By Guest lavander30, April 15, 2004
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • April 15, 2004

15. Required date for force out

    By Jim Chad, December 26, 2017
    • 1 reply
    • 678 views
    • 
    • ETA Consulting LLC
    • December 26, 2017

16. Required Form 5500 For Under $250,000?

    By Stash026, September 29, 2020
    • 4 replies
    • 1.8k views
    • 
    • thepensionmaven
    • September 30, 2020

17. Required match - due date? consequences of missing due date?

    By John A, October 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • October 11, 2001

18. Required match causes ACP failure

    By Belgarath, September 2, 2009
    • 10 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 4, 2009

19. Required Minimim Distributions for 2008

    By Alex Daisy, December 24, 2008
    • 1 reply
    • 1.2k views
    • 
    • MSN
    • December 24, 2008

20. Required Minimum Distribution

    By Guest KRS401k, March 14, 2011
    • 2 replies
    • 839 views
    • 
    • Guest
    • March 14, 2011

21. Required Minimum Distribution

    By Guest hstew, December 19, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 19, 2007

22. Required Minimum Distribution

    By Guest CCarter, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • October 15, 2003

23. Required Minimum Distribution

    By PFranckowiak, April 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • PFranckowiak
    • April 21, 2011

24. Required Minimum Distribution

    By Guest PRafferty, March 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • March 19, 2002

25. Required Minimum Distribution Amendments - 5-Year Rule Election- QPSA Question

    By Guest mwa, November 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 25, 2003

26. Required Minimum Distribution for non onwer still working?

    By Guest Michael Anderson, January 12, 2004
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • January 13, 2004

27. Required Minimum Distribution Plan Amendment

    By Guest sheTexasHammer, April 1, 2009
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • April 1, 2009

28. Required Minimum Distribution Question

    By Guest KD40, June 24, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2003

29. Required Minimum Distribution Roth Money

    By Deaconmomma, May 16, 2016
    • 3 replies
    • 601 views
    • 
    • Tom Poje
    • May 16, 2016

30. Required Minimum Distribution-2010

    By jala, February 2, 2010
    • 5 replies
    • 1.7k views
    • 
    • jala
    • February 4, 2010

31. Required Minimum Distributions

    By Guest hitt24, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 15, 2001

32. Required Minimum Distributions

    By Guest WyrickL, October 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2002

33. Required Minimum Distributions

    By Guest terid, November 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 11, 2002

34. Required Minimum Distributions - 5% Owner Sold His Stake

    By newplananalyst, December 8, 2014
    • 6 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • December 9, 2014

35. Required Notices for Benefit Distribution

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2000

36. Required Notices for participants_ Adoption Agreement?

    By RRivera, November 19, 2017   

    • adoption agreement
    • required notices
    • (and 1 more)

      Tagged with:

      • adoption agreement
      • required notices
      • spd
    • 10 replies
    • 4.2k views
    • 
    • Mike Preston
    • December 2, 2017

37. required rates of return

    By Guest Jeanie, September 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 24, 2002

38. Required Restatement for Terminated 401(k) Plan

    By lcollins300, May 5, 2021
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • May 10, 2021

39. Required top heavy aggregation if newly promoted key's account balance

    By KJohnson, April 26, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 11, 2001

40. Required Top-Heavy Contribution for non-key HCE?

    By Guest Platinum401k, March 17, 2014   

    • top heavy 401k hce
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • March 17, 2014

41. Required True up for Safe Harbor 3% contribution.

    By Guest GMedley, February 28, 2001
    • 6 replies
    • 4k views
    • 
    • Bill Berke
    • March 1, 2001

42. Requirement for independent audit for plans with over 100 ptps.

    By KevinMc, June 19, 2013
    • 2 replies
    • 856 views
    • 
    • BG5150
    • June 19, 2013

43. Requirement of Excess Deferral distributed from deferral source?

    By Guest andmik, February 28, 2001
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • December 7, 2001

44. Requirements for eliminating optional forms?

    By John A, July 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • July 26, 2001

45. Requirements for Long Term Part Time Employees

    By KevinMc, November 12, 2024
    • 2 replies
    • 434 views
    • 
    • Lou S.
    • November 12, 2024

46. Requirements for new deferral or insurance elections?

    By AlbanyConsultant, July 28, 2005
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • July 28, 2005

47. Requirements on 401(k) Statements

    By Guest TYounkin, January 22, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 23, 2000

48. Requirements re opportunities to revoke a deferral election

    By Guest cstrong, June 9, 2005
    • 2 replies
    • 1.3k views
    • 
    • wmyer
    • June 10, 2005

49. Requiring a change in plan investments.

    By Guest mwest, July 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 3, 2001

50. requiring prior YOS in a startup plan - records sketchy

    By AlbanyConsultant, June 11, 2020
    • 0 replies
    • 354 views
    • 
    • AlbanyConsultant
    • June 11, 2020