401(k) Plans

19,320 topics in this forum

1. Removing life insurance feature

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

2. Removing Participating Employer as of Purchase Date

   By khn, January 5
   • 8 replies
   • 675 views
   • 
   • Artie M
   • January 7

3. Removing QACA

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

4. Removing Roth

   By jim241, June 12, 2018   

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

5. Removing Roth in a Safe Harbor Plan

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

6. Removing Roth Option

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

7. Removing Safe Harbor 3% in 2011

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

8. Removing safe harbor match mid-year

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

9. Removing Safe Harbor Provisions

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

10. Removing True Up mid year from Safe Harbor Plan

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

11. Rental Income

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

12. Rental property owned by plan

    By doombuggy, July 25, 2006
    • 20 replies
    • 4.9k views
    • 
    • Guest
    • July 27, 2006

13. 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

14. Repaying a 401k Loan with a Rollover

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

15. Repaying a Deemed Loan

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

16. Repaying Defaulted Loan

    By Stash026, June 1, 2018
    • 13 replies
    • 3.2k views
    • 
    • JackS
    • June 14, 2018

17. Repaying QBADs

    By austin3515, May 4, 2024
    • 7 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • May 6, 2024

18. Repayment of loan to a 401(k)

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

19. Repayment of Loan Upon Termination

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

20. Repeal of 457 offset

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

21. Repeal of Multiple Use Test

    By Guest cjk, October 18, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • October 22, 2002

22. Replacement Plan

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

23. Replacing one 401(k) plan with another

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

24. Reporting 402(g) refund on Tax Return

    By Guest lgm, April 10, 2008
    • 6 replies
    • 7.3k views
    • 
    • Guest
    • April 11, 2008

25. 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
    • 616 views
    • 
    • Deb
    • June 7, 2018

26. 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

27. reporting excess annual additions

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

28. Reporting excess deferrals

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

29. Reporting late matching contributions

    By SoCalActuary, October 7, 2016   

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

30. Reporting loss on corrective distribution of excess deferral

    By Sir LB, February 18, 2016   

    • excess deferral
    • 3 replies
    • 5.6k views
    • 
    • TPApril
    • March 9, 2021

31. Reporting of excess contribution

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

32. Reporting of late deferrals on Form 5500-SF

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

33. Reporting of Late Deposits on form 5500

    By Nic Pospiech, August 25, 2025
    • 8 replies
    • 800 views
    • 
    • Nic Pospiech
    • August 26, 2025

34. Reporting of Management Fees on Form 5500

    By metsfan026, May 2, 2022
    • 6 replies
    • 2.9k views
    • 
    • Nate S
    • May 3, 2022

35. Reporting Removal of Excess Deferrals

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

36. Reporting requirements for corrective contributions

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

37. Representative Matching Rate

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

38. Request to stop loan paymemts

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

39. requested service agreement

    By richard, September 25, 1999
    • 0 replies
    • 1.5k views
    • 
    • richard
    • September 25, 1999

40. Requesting "Minor" Modification of Compliance Statement

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

41. Requesting extension for 3/15 deadlines

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

42. Requesting information from a former employer.

    By Guest rjdietz, March 13, 2002
    • 3 replies
    • 3.9k views
    • 
    • Medusa
    • March 14, 2002

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

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

44. Require full distribution at Required Beginning Date?

    By kmhaab, December 7, 2023
    • 5 replies
    • 1.3k views
    • 
    • Roycal
    • December 11, 2023

45. Required Aggregation for Top-Heavy

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

46. Required Amendments

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

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

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

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

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

49. Required date for force out

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

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

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