401(k) Plans

19,320 topics in this forum

1. Restate again? Cycle E filer has a plan that was restated in 2009

   By katieinny, December 14, 2010
   • 2 replies
   • 1k views
   • 
   • katieinny
   • December 14, 2010

2. restate or amend

   By wsp, November 16, 2005
   • 1 reply
   • 1.4k views
   • 
   • Leopurrd
   • November 17, 2005

3. restatement

   By Gary, September 8, 2010
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • September 8, 2010

4. restatement (or secures act amendment) before Plan Merger?

   By mattmc82, November 24, 2021
   • 0 replies
   • 360 views
   • 
   • mattmc82
   • November 24, 2021

5. restatement date vs signature date

   By WCC, October 1, 2014
   • 16 replies
   • 3.8k views
   • 
   • MJ Hartman
   • October 9, 2014

6. Restatement Fees

   By rwhiles, October 22, 2020
   • 9 replies
   • 1.9k views
   • 
   • RatherBeGolfing
   • October 23, 2020

7. restatement for off plan year who is terminating

   By Guest terid, June 19, 2002
   • 3 replies
   • 1.4k views
   • 
   • Alf
   • July 3, 2002

8. Restatement when Plan Sponser MIA

   By Zorro1k, April 27, 2016   

   • restatement
   • 5 replies
   • 1.2k views
   • 
   • Zorro1k
   • April 27, 2016

9. Restatements and Protected Benefits

   By Gadgetfreak, September 5, 2014   

   • Restatements
   • Protected Benefits
   • 8 replies
   • 4k views
   • 
   • Lou S.
   • September 5, 2014

10. Restating a 401(k) Simple Plan

    By pbarrett, May 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 24, 2002

11. Restating a MPP to a PSP

    By kwalified, December 5, 2012
    • 12 replies
    • 2.2k views
    • 
    • kwalified
    • June 12, 2013

12. Restating Documents

    By coleboy, April 24, 2015
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • April 24, 2015

13. Restating Plan in Connection w/ New Vendor

    By austin3515, May 23, 2014
    • 20 replies
    • 2.8k views
    • 
    • Belgarath
    • June 3, 2014

14. Restaurant Owners - Control Group

    By coleboy, June 1, 2017
    • 2 replies
    • 543 views
    • 
    • TPAJake
    • June 1, 2017

15. Restitution from an embezzler

    By Guest JPIngold, February 4, 2013
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • February 8, 2013

16. Restoration of forfeiture

    By Guest Do, February 25, 1999
    • 1 reply
    • 2.9k views
    • 
    • Disco Stu
    • February 26, 1999

17. restorative payments

    By Guest D. Leeke, March 4, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 4, 2002

18. Restorative Payments

    By Guest ERISAAAAH, February 23, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2011

19. Restoring lost earnings on tardy matching contributions; are these amo

    By Guest tmconn, February 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 27, 2001

20. Restricted Stock

    By fiona1, February 3, 2010
    • 0 replies
    • 2.1k views
    • 
    • fiona1
    • February 3, 2010

21. Restricting Comp for PS allocation due to hardship w/d?

    By Guest Spock, June 6, 2013   

    • Hardship w/d impact on comp
    • 6 replies
    • 1.2k views
    • 
    • GMK
    • June 6, 2013

22. Restricting Deferrals in Top Heavy Plan

    By Guest trumpy, October 14, 2005
    • 4 replies
    • 1.4k views
    • 
    • jquazza
    • October 14, 2005

23. Restrictions on 59 1/2 withdrawals?

    By Locust, November 9, 2009
    • 3 replies
    • 1.8k views
    • 
    • RTK
    • November 12, 2009

24. Restrictions on After-tax contributions that are matched

    By Nassau, March 9, 2016
    • 1 reply
    • 808 views
    • 
    • Mike Preston
    • March 9, 2016

25. Restrictions on Matched Employee Contributions or 401(k) Contributions

    By Guest rocnrols2, October 27, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 27, 2005

26. Restrictions on salary deferrals after a hardship withdrawal has been

    By Guest Kelly Igel, January 2, 2002
    • 2 replies
    • 2.5k views
    • 
    • MGB
    • January 2, 2002

27. Restructuring a 401(k) for coverage

    By MSN, July 30, 2009
    • 6 replies
    • 2.1k views
    • 
    • MSN
    • August 4, 2009

28. restructuring for ADP Testing.

    By Lori H, March 4, 2009
    • 9 replies
    • 2.1k views
    • 
    • austin3515
    • March 5, 2009

29. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS.

    By Lori H, May 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

30. Restructuring Ownership to Avoid Controlled Group?

    By Susan S., November 14, 2016
    • 11 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • November 15, 2016

31. Resuming deferrals after 6 month break after hardship

    By ldr, April 8, 2022   

    • hardship
    • 7 replies
    • 1k views
    • 
    • ldr
    • April 14, 2022

32. retain in-service withdrawal right for rollover?

    By Guest IRISH79, March 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2007

33. Retaliation...

    By Guest Hickory6, June 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2002

34. retention bonus contribution question

    By SundanceKid, December 15, 2023
    • 1 reply
    • 1.4k views
    • 
    • CuseFan
    • December 15, 2023

35. Retention Schedules for Distribution Info

    By 401Katie, November 10, 2025
    • 7 replies
    • 413 views
    • 
    • CuseFan
    • November 13, 2025

36. Retired employee receives deferred compensation but has no hours of se

    By Guest billy bong, November 16, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 1999

37. Retired or Terminated for purposes of Match

    By Pammie57, February 22, 2022
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • March 1, 2022

38. Retired participant with future receivables

    By Guest Sbart62, March 29, 2006
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • March 29, 2006

39. Retired physician receiving compensation

    By Guest JPIngold, January 25, 2010
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • January 27, 2010

40. Retiree Medical Subsidy

    By Guest MikeAIGFA, January 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • January 10, 2008

41. Retirees insurance eligibility notification

    By Guest famu92, May 13, 2003
    • 0 replies
    • 895 views
    • 
    • Guest
    • May 13, 2003

42. Retirees, Working but not Much

    By Mr Bagwell, May 21, 2018   

    • retirees
    • 15 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 23, 2018

43. Retirement Account Records

    By Guest mporterst, January 16, 2010
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • January 26, 2010

44. Retirement age in a 401(k) Plan

    By Jim Chad, May 8, 2008
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2008

45. Retirement Age on the plan

    By dragondon, November 29, 2022
    • 16 replies
    • 1.8k views
    • 
    • BenefitJack
    • December 6, 2022

46. Retirement Allocation Condition

    By Vlad401k, January 13, 2021
    • 7 replies
    • 2.3k views
    • 
    • Cardscrazy
    • January 16, 2021

47. Retirement and a Plan Document

    By Guest jmrivelli, October 25, 2010
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • October 30, 2010

48. Retirement Distribution

    By jim241, May 10, 2018   

    • 401k
    • retirement
    • (and 2 more)

      Tagged with:

      • 401k
      • retirement
      • distributions
      • lump sum
    • 23 replies
    • 2.5k views
    • 
    • Luke Bailey
    • May 16, 2018

49. Retirement Plan audits for new plans

    By Guest willow, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2005

50. Retirement Plan EIN

    By Guest Bizitchie, January 4, 2011
    • 1 reply
    • 1.4k views
    • 
    • 401king
    • January 5, 2011