401(k) Plans

19,320 topics in this forum

1. Retirement Plan Laws in Canada

   By Guest dstran, January 31, 2006
   • 3 replies
   • 1.6k views
   • 
   • GBurns
   • February 5, 2006

2. Retirement Plan Newsletters

   By Guest willow, May 23, 2005
   • 4 replies
   • 1.4k views
   • 
   • J2D2
   • May 24, 2005

3. Retirement Plan Statistics

   By Guest LSULLIVAN, April 5, 2006
   • 1 reply
   • 1.4k views
   • 
   • Dave Baker
   • April 5, 2006

4. Retirement status as it relates to a P/S allocation

   By Guest Achilles, January 8, 2004
   • 3 replies
   • 1.2k views
   • 
   • chris
   • January 8, 2004

5. Retirment plan comparisons

   By FJR, April 25, 2002
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • May 1, 2002

6. Retitling deceased ppt's acct in name of spouse as beneficiary

   By Guest Amy Marie, March 20, 2013
   • 3 replies
   • 2k views
   • 
   • masteff
   • March 21, 2013

7. Retro amendment to increase SH Match

   By austin3515, October 1, 2021
   • 0 replies
   • 281 views
   • 
   • austin3515
   • October 1, 2021

8. RETRO QMAC?

   By Guest padmin, December 7, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 7, 2004

9. Retroactive 2006 match amendment?

   By Guest FAQ, March 27, 2007
   • 2 replies
   • 1.6k views
   • 
   • namealreadyinuse
   • March 29, 2007

10. Retroactive addition of profit sharing contribution

    By 7806akp, January 31, 2012
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • February 1, 2012

11. Retroactive Adoption of Safe Harbor Amendment

    By ERISA25, March 21, 2012
    • 2 replies
    • 1.5k views
    • 
    • ERISA25
    • March 21, 2012

12. retroactive amendment

    By K2retire, February 21, 2008
    • 11 replies
    • 2.5k views
    • 
    • K2retire
    • February 26, 2008

13. Retroactive Amendment

    By ERISA-Bubs, August 30, 2012
    • 0 replies
    • 1.1k views
    • 
    • ERISA-Bubs
    • August 30, 2012

14. Retroactive Amendment

    By Vlad401k, August 13, 2015
    • 2 replies
    • 1.1k views
    • 
    • Vlad401k
    • August 14, 2015

15. Retroactive Amendment adding participating employer

    By austin3515, October 2, 2016
    • 7 replies
    • 3.4k views
    • 
    • Belgarath
    • October 3, 2016

16. retroactive amendment for compensation to 1/1/04

    By Guest kelly9522, June 22, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • June 22, 2004

17. Retroactive amendment for discretionary match to include true up

    By karl, February 2, 2023
    • 3 replies
    • 1.3k views
    • 
    • karl
    • February 6, 2023

18. Retroactive Amendment Making Mandatory Match Discretionary Match

    By Guest 91smithie, September 27, 2001
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • September 27, 2001

19. retroactive amendment of insignificant error

    By Guest stakri, October 31, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2005

20. Retroactive Amendment or VCP?

    By ElaineW, September 3, 2021
    • 0 replies
    • 433 views
    • 
    • ElaineW
    • September 3, 2021

21. Retroactive Amendment question

    By Guest chris4013, June 29, 2005
    • 6 replies
    • 1.9k views
    • 
    • R. Butler
    • June 29, 2005

22. Retroactive Amendment to Add Related Employer?

    By Guest Cricket1, October 16, 2002
    • 3 replies
    • 2.8k views
    • 
    • austin3515
    • October 17, 2002

23. Retroactive amendment to increase contribution limits

    By Guest Guanoman, March 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 12, 2004

24. Retroactive amendment to loosen eligibility

    By EBECatty, May 19, 2022
    • 7 replies
    • 2.5k views
    • 
    • Bri
    • May 23, 2022

25. Retroactive amendment to lower NRA

    By cpc0506, February 6, 2019
    • 11 replies
    • 2k views
    • 
    • Peter Gulia
    • February 8, 2019

26. Retroactive Amendment?

    By Guest tintree73, September 1, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • September 8, 2005

27. Retroactive CB plan set up for 2022

    By Bob Demontigny, July 13, 2023
    • 2 replies
    • 506 views
    • 
    • cpc0506
    • July 17, 2023

28. retroactive change in plan

    By Earl, March 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Earl
    • March 21, 2002

29. Retroactive Entry on a 401(k) Plan.

    By jquazza, March 1, 2004
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • March 2, 2004

30. Retroactive New Plan and Deduction Timing

    By EBECatty, September 15, 2023
    • 4 replies
    • 760 views
    • 
    • EBECatty
    • September 18, 2023

31. Retroactive reinstatement of Safe Harbor nonelective - 3% or 4%?

    By Belgarath, February 17, 2021
    • 2 replies
    • 588 views
    • 
    • Belgarath
    • February 17, 2021

32. Retroactive S Corp Election by LLC (abridged)

    By austin3515, March 2, 2004
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • March 3, 2004

33. Retroactive S Election by LLC - Owner Deferrals prior to Election

    By austin3515, March 1, 2004
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2004

34. Retroactive Safe Harbor Amendment

    By Purplemandinga, March 24, 2020
    • 11 replies
    • 3k views
    • 
    • C. B. Zeller
    • March 25, 2020

35. Retroactive Safe Harbor for 2020, plan was already a 3% Safe Harbor

    By John Feldt ERPA CPC QPA, February 24, 2021
    • 3 replies
    • 701 views
    • 
    • JustnERPA
    • February 24, 2021

36. retroactive vesting increase

    By Pixie, December 2, 2022   

    • vesting
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • December 16, 2022

37. Retroactive Wage Adjustment

    By Guest TuckerB, December 29, 2009
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • December 30, 2009

38. Retroactively amend compensation definition

    By Guest Iwonder, May 2, 2006
    • 7 replies
    • 8.1k views
    • 
    • Tom Poje
    • April 18, 2018

39. Retroactively amending for 4% safe harbor

    By BG5150, October 7, 2021
    • 2 replies
    • 819 views
    • 
    • BG5150
    • October 7, 2021

40. Retrocative Plan Amendments

    By k man, February 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • k man
    • February 22, 2008

41. Retructuring & Terms w/ Breaks

    By austin3515, February 15, 2011
    • 19 replies
    • 1.6k views
    • 
    • austin3515
    • February 17, 2011

42. Return from military leave - paperwork

    By Guest Achilles, December 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • maverick
    • December 10, 2003

43. Return from Military Leave - Right to Make up if Not Deferring Before Military Leave?

    By rocknrolls2, July 17, 2009
    • 2 replies
    • 1.4k views
    • 
    • rocknrolls2
    • July 17, 2009

44. Return Hardship Withdrawal

    By Guest Kemily, June 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 6, 2003

45. Return HCE deferrals to avoid top-heavy?

    By John A, August 3, 2001
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • August 6, 2001

46. Return of ADP Refunds

    By bzorc, August 7, 2015
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • August 10, 2015

47. return of after-tax contribution made lasta year?

    By Guest jy12443, April 10, 2008
    • 0 replies
    • 903 views
    • 
    • Guest
    • April 10, 2008

48. Return of Auto Deferral Contribution

    By Guest SLBRB, September 28, 2012
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2012

49. Return of automatic deferrals

    By Guest Sieve, August 3, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • August 3, 2009

50. Return of contributions

    By Guest ars, March 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2000