401(k) Plans

19,319 topics in this forum

1. Sale of business

   Topic was moved to forum Operating a TPA or Consulting Firm

2. Sale of business as of 10/1 (stock sale) and ADP test

   By Pammie57, September 27, 2018
   • 8 replies
   • 845 views
   • 
   • QP_Guy
   • September 28, 2018

3. Sale of Employer Stock

   By Randy Watson, April 13, 2005
   • 9 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • April 20, 2005

4. Sale of goodwill?

   By jmartin, July 17, 2020
   • 3 replies
   • 714 views
   • 
   • Larry Starr
   • July 18, 2020

5. Sale of participating employer and vesting

   By Steamboat, May 12, 2021
   • 3 replies
   • 1.1k views
   • 
   • Luke Bailey
   • May 14, 2021

6. Sale of Substantially All the Assets Used in a Trade or Business - Def

   By Guest Gibson, December 21, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 21, 2000

7. Same Desk Rule

   By Guest SHEILA GRANT, August 2, 2001
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • August 6, 2001

8. Same Desk Rule

   By Guest Pat Metallic, February 27, 2008
   • 1 reply
   • 5.3k views
   • 
   • Belgarath
   • February 28, 2008

9. Same Desk Rule

   By Guest JF, April 21, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 21, 2000

10. Same Desk Rule

    By Guest DMK, November 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

11. same desk rule

    By k man, June 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • June 8, 2000

12. Same Desk Rule

    By Guest pep, July 12, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 1999

13. Same Desk Rule

    By Guest MonicaS, January 9, 2009
    • 4 replies
    • 6.2k views
    • 
    • Kevin C
    • January 13, 2009

14. Same Desk Rule - Does it apply?

    By Guest PAINPA, August 6, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 9, 2004

15. Same Desk Rule and eligibility

    By Guest Kimberly Hlavacek, May 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • May 23, 2001

16. Same desk rule help requested

    By Guest boberlander, April 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 27, 2001

17. same desk rule in asset sale

    By Gudgergirl, June 22, 2009
    • 2 replies
    • 2.8k views
    • 
    • masteff
    • June 23, 2009

18. Same desk rule?

    By k man, September 5, 2000
    • 7 replies
    • 2.5k views
    • 
    • pjkoehler
    • September 6, 2000

19. Same Desk Rule/RevRul 2000-27

    By Christine Roberts, June 17, 2000
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • November 3, 2000

20. Same desk, protected benefits and direct rollovers

    By Guest Mrilaomt, September 2, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2005

21. Same firm as TPA and IQPA CPA?

    By justanotheradmin, March 3, 2014
    • 3 replies
    • 2.2k views
    • 
    • Flyboyjohn
    • March 3, 2014

22. Same Name - Wrong Guy Got the 401k Money

    By Guest Robin S. Vatalaro, June 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • June 12, 2003

23. same old 414 game?

    By gregburst, December 13, 2013   

    • if it walks like a duck . . .
    • 4 replies
    • 1.4k views
    • 
    • Bantais
    • October 29, 2025

24. sample "true-up" provision for matching contributions

    By Dawn Hafner, January 26, 2000
    • 3 replies
    • 4k views
    • 
    • MWeddell
    • April 4, 2001

25. Sample 404a5 Notice with Employer Securities

    By austin3515, May 2, 2019
    • 0 replies
    • 624 views
    • 
    • austin3515
    • May 2, 2019

26. Sample cover letter for Form 5300? Also, please confirm that changing prototype document provision makes our plan "individually designed"

    By Guest forum4, December 9, 2003
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • December 10, 2003

27. Sample Employer Policy on frequency allowing changes to deferrals?

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 28, 2002

28. Sample Irrevocalbe Election Out of Plan?

    By austin3515, December 23, 2009
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • December 31, 2009

29. sample letter?

    By PensionNewbee, April 27, 2004
    • 0 replies
    • 1.3k views
    • 
    • PensionNewbee
    • April 27, 2004

30. Sample QDRO

    By austin3515, May 4, 2011
    • 2 replies
    • 1.6k views
    • 
    • ESOP Guy
    • May 4, 2011

31. Sample Spanish SOX Notice

    By Guest sweaterhead, December 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2003

32. Sample Test - Document Drafting

    By Guest JJB12, March 5, 2004
    • 0 replies
    • 999 views
    • 
    • Guest
    • March 5, 2004

33. Sanity check - Would this work as a Safe Harbor?

    By Guest fender5150, October 29, 2007
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • November 2, 2007

34. SAR

    By 30Rock, April 16, 2014
    • 1 reply
    • 981 views
    • 
    • mming
    • April 21, 2014

35. SAR

    By Guest Juracek, February 9, 2000
    • 12 replies
    • 2.3k views
    • 
    • imchipbrown
    • February 18, 2000

36. SAR

    By PS, February 5, 2021
    • 8 replies
    • 1k views
    • 
    • PS
    • March 4, 2021

37. SAR and Disclosure notices

    By mehmgo, December 13, 2021
    • 3 replies
    • 1.1k views
    • 
    • ratherbereading
    • December 14, 2021

38. SAR and Final 5500

    By 30Rock, July 18, 2018
    • 7 replies
    • 3.1k views
    • 
    • Draper55
    • July 20, 2018

39. SAR for eligible participants

    By Belgarath, October 9, 2017
    • 14 replies
    • 5.2k views
    • 
    • Bird
    • October 18, 2017

40. SAR for welfare plan mostly self-insured

    By Guest Dolores, September 23, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 2007

41. SAR Requirements

    By nancy, April 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 1, 2003

42. Sar Sep

    By Guest Susan M., April 15, 2013
    • 3 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • April 15, 2013

43. SAR-SEP & 401(k)?

    By Guest hpaine, October 21, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 21, 2003

44. Sarbanes OxleySection 906 Certification

    By Guest hank, May 14, 2003
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • June 3, 2003

45. Sarbanes-Oxley Blackout Notice Issues

    By Guest Jose Rosario, February 6, 2003
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • February 21, 2003

46. SARSEP & 401(K)

    By Guest hpaine, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

47. SARSEP divorce withdraw

    By Guest debtman, December 16, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 16, 2010

48. SARSEP has failed ADP for 2010

    By Guest sugar daddy, February 28, 2011
    • 0 replies
    • 892 views
    • 
    • Guest
    • February 28, 2011

49. SARSEP is dead , we need to move on!

    By Guest Brad Cozzi, March 1, 2001
    • 6 replies
    • 1.7k views
    • 
    • rcline46
    • March 5, 2001

50. SARSEP rollovers

    By Guest buyertoday, June 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 3, 2003