401(k) Plans

19,320 topics in this forum

1. 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

2. Required match causes ACP failure

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

3. Required Minimim Distributions for 2008

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

4. Required Minimum Distribution

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

5. Required Minimum Distribution

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

6. Required Minimum Distribution

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

7. Required Minimum Distribution

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

8. Required Minimum Distribution

   By Guest PRafferty, March 19, 2002
   • 2 replies
   • 1.6k views
   • 
   • mbozek
   • March 19, 2002

9. 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

10. Required Minimum Distribution for non onwer still working?

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

11. Required Minimum Distribution Plan Amendment

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

12. Required Minimum Distribution Question

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

13. Required Minimum Distribution Roth Money

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

14. Required Minimum Distribution-2010

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

15. Required Minimum Distributions

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

16. Required Minimum Distributions

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

17. Required Minimum Distributions

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

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

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

19. Required Notices for Benefit Distribution

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

20. 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
    • 4.4k views
    • 
    • Mike Preston
    • December 2, 2017

21. required rates of return

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

22. Required Restatement for Terminated 401(k) Plan

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

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

    By KJohnson, April 26, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 11, 2001

24. 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

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

    By Guest GMedley, February 28, 2001
    • 6 replies
    • 4.1k views
    • 
    • Bill Berke
    • March 1, 2001

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

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

27. Requirement of Excess Deferral distributed from deferral source?

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

28. Requirements for eliminating optional forms?

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

29. Requirements for Long Term Part Time Employees

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

30. Requirements for new deferral or insurance elections?

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

31. Requirements on 401(k) Statements

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

32. Requirements re opportunities to revoke a deferral election

    By Guest cstrong, June 9, 2005
    • 2 replies
    • 1.4k views
    • 
    • wmyer
    • June 10, 2005

33. Requiring a change in plan investments.

    By Guest mwest, July 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 3, 2001

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

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

35. Rescinding a safe harbor cancellation

    By WhoLetTheDogsOut, August 8, 2017
    • 1 reply
    • 954 views
    • 
    • Kevin C
    • August 8, 2017

36. Rescinding Safe Harbor 401(k)

    By Lori H, March 24, 2010
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 25, 2010

37. Residence changed to rental and has 20 year loan

    By Jim Chad, January 19, 2012
    • 2 replies
    • 881 views
    • 
    • masteff
    • January 21, 2012

38. resident alien eligible to sponsor US retirement plan?

    By k man, May 5, 2005
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • May 12, 2005

39. Resident aliens and census data

    By Guest RLD, March 14, 2002
    • 3 replies
    • 1.7k views
    • 
    • FJR
    • March 15, 2002

40. Residential Loan Question

    By khn, March 27, 2014
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • March 27, 2014

41. Residual Balance for Terminated Plan

    By metsfan026, November 17, 2022
    • 4 replies
    • 1.5k views
    • 
    • CuseFan
    • November 17, 2022

42. Residual Received After Plan Termination

    By metsfan026, September 25, 2025
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • September 27, 2025

43. Resignation of Plan trustee

    By billfgrady, October 23, 2003
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • October 24, 2003

44. Resigning from case

    By k man, April 17, 2008
    • 4 replies
    • 1.5k views
    • 
    • J Simmons
    • April 17, 2008

45. Resolving Alleged Overdistribution

    By Guest onglaw, August 15, 2005
    • 14 replies
    • 2.4k views
    • 
    • Guest
    • September 28, 2005

46. Resources finding an old BPD?

    By Griswold, May 19, 2020
    • 4 replies
    • 655 views
    • 
    • Peter Gulia
    • May 21, 2020

47. Resources for Independent Valuations

    By HCE, February 6, 2025
    • 2 replies
    • 708 views
    • 
    • Paul I
    • February 6, 2025

48. Responsibility of new TPA for error by prior TPA

    By Guest W J Parks, June 8, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 9, 2000

49. Restart Discretionary Match

    By Guest moltengator, June 7, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 7, 2004

50. Restarting 401k

    By Guest dbvail, November 18, 2005
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • November 19, 2005