401(k) Plans

19,319 topics in this forum

1. spin off - trustee to trustee transfer

   By Scuba 401, January 23, 2018
   • 2 replies
   • 890 views
   • 
   • david rigby
   • January 24, 2018

2. Spin Off & Safe Harbor / ADP Test Question

   By 415 Limit, March 9, 2023
   • 4 replies
   • 1.8k views
   • 
   • 415 Limit
   • March 9, 2023

3. Spin off and protected benefits

   By cpc0506, September 25, 2019
   • 1 reply
   • 763 views
   • 
   • CuseFan
   • September 25, 2019

4. Spin off from MEP

   By cpc0506, September 26, 2019
   • 0 replies
   • 1.3k views
   • 
   • cpc0506
   • September 26, 2019

5. Spin Off Help.

   By Guest buxbaum2, October 9, 2004
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • October 11, 2004

6. Spin Off of 401k Assets

   By Guest RS Vatalaro, December 21, 1999
   • 2 replies
   • 3.5k views
   • 
   • Guest
   • December 29, 1999

7. spin off of participating employer

   By K2retire, July 12, 2018   

   • mid-year safe harbor amendments
   • controlled group
   • 3 replies
   • 4.2k views
   • 
   • JamesK
   • July 13, 2018

8. Spin off or transfer

   By Guest Pension Girl, March 11, 2010
   • 6 replies
   • 6.7k views
   • 
   • Bird
   • March 12, 2010

9. Spin Off Plan or New Plan???

   By Guest timkbaker, January 29, 2002
   • 10 replies
   • 4.2k views
   • 
   • Guest
   • June 19, 2002

10. Spin Off: Test Comp & Contributions Short Plan Yr.

    By Guest Chrysler, January 8, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 9, 2006

11. Spin-off

    By rlb64, March 15, 2006
    • 0 replies
    • 1.4k views
    • 
    • rlb64
    • March 15, 2006

12. Spin-off

    By Archimage, November 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • IRC401
    • November 29, 2003

13. Spin-Off - When is it appropriate to do a spin-off 401(k)?

    By MrsMacias, June 6, 2022
    • 12 replies
    • 5.1k views
    • 
    • Nate S
    • June 11, 2022

14. Spin-off ADP/ACP question

    By roy819, February 15, 2024
    • 1 reply
    • 560 views
    • 
    • justanotheradmin
    • February 15, 2024

15. Spin-off from ESOP plan

    By cpc0506, March 19, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • March 19, 2012

16. Spin-off from Multiple Employer Plan

    By QNPG, August 29, 2012
    • 1 reply
    • 2.5k views
    • 
    • 12AX7
    • September 2, 2012

17. Spin-off question

    By fiona1, July 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2012

18. Spin-Off question regarding ADP/ACP Testing

    By Guest KD40, November 21, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 21, 2002

19. Spinoff

    By Guest Eagle54, November 29, 2012
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • November 30, 2012

20. Spinoff

    By Guest johnk4, May 15, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 17, 2001

21. Spinoff - new company asset sale - HCEs

    By Lou S., February 18, 2015
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • February 18, 2015

22. Spinoff 401k

    By Guest Serena, August 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Laura Harrington
    • August 12, 2010

23. Spinoff a mid-year amendment to safe harbor 401(k) plan?

    By Doghouse, August 10, 2015
    • 4 replies
    • 2.6k views
    • 
    • Kevin C
    • August 11, 2015

24. Spinoff from a Controlled Group

    By Archimage, December 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • December 19, 2003

25. Spinoff from MEP

    By 30Rock, July 27, 2010
    • 0 replies
    • 1.7k views
    • 
    • 30Rock
    • July 27, 2010

26. spinoff from open MEP

    By Robin Wilson, January 6, 2021
    • 5 replies
    • 2.9k views
    • 
    • Luke Bailey
    • January 6, 2021

27. spinoff in CG Safe Harbor plan situation

    By Belgarath, November 27, 2019
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • December 2, 2019

28. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly, December 4, 2020
    • 1 reply
    • 551 views
    • 
    • Luke Bailey
    • December 10, 2020

29. Split between pretax and Roth when employee about to max out

    By Sarah73, October 21, 2022
    • 2 replies
    • 877 views
    • 
    • Lou S.
    • October 21, 2022

30. Split Plan to Avoid 5500 Audit

    By BeanCounterBlues, May 31, 2006
    • 7 replies
    • 4.5k views
    • 
    • jpod
    • June 1, 2006

31. Split plan to avoid audit?

    By austin3515, July 9, 2010
    • 11 replies
    • 5.8k views
    • 
    • Mike Preston
    • July 9, 2010

32. Splitting Plans to avoid audit

    By cpc0506, December 28, 2018
    • 14 replies
    • 3.2k views
    • 
    • Kevin C
    • January 4, 2019

33. Splitting Solo 401(k)

    By Guest hk73, August 23, 2012
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • August 24, 2012

34. sponsor 401(k) and SEP at same time?

    By M Norton, August 15, 2019
    • 1 reply
    • 570 views
    • 
    • CuseFan
    • August 19, 2019

35. Sponsor Company Owned by Family Trusts - Top Heavy?

    By LangLangTPA, July 22, 2015   

    • Top Heavy
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 24, 2015

36. sponsor leaving their PEO

    By WCC, March 12, 2015
    • 4 replies
    • 4.3k views
    • 
    • hr for me
    • March 13, 2015

37. Sponsor left a MEP

    By CLE401kGuy, July 31, 2019
    • 4 replies
    • 2.3k views
    • 
    • MSN
    • August 2, 2019

38. Sponsor refuses to make required top-heavy contributions to a 401(k) p

    By Guest Richard Scheer, October 26, 2000
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • November 2, 2000

39. Sponsor Reimbursement of Investment Expenses

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

40. Sponsor's PC being terminated

    By Guest tbt, August 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

41. Sponsor/Participant Reaction to Market Volatility

    By LCARUSI, August 30, 1998
    • 0 replies
    • 5.6k views
    • 
    • LCARUSI
    • August 30, 1998

42. Sponsoring a SEP and 401(k)

    By austin3515, July 18, 2014
    • 1 reply
    • 880 views
    • 
    • ETA Consulting LLC
    • July 18, 2014

43. Spot Bonus Employee Reconition Awards Deferrals

    By Guest IRISH79, May 31, 2007
    • 2 replies
    • 2k views
    • 
    • JanetM
    • June 1, 2007

44. Spousal Beneficiary

    By Nassau, June 1, 2011
    • 1 reply
    • 1k views
    • 
    • mbozek
    • June 4, 2011

45. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate, November 28, 2018   

    • common law spouse
    • beneficiary designation requirements
    • (and 1 more)

      Tagged with:

      • common law spouse
      • beneficiary designation requirements
      • spouse
    • 11 replies
    • 3k views
    • 
    • cheersmate
    • November 29, 2018

46. Spousal Consent

    By Guest Chuck118, June 17, 2013
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • June 21, 2013

47. Spousal Consent

    By 30Rock, August 29, 2011
    • 5 replies
    • 3k views
    • 
    • masteff
    • September 2, 2011

48. Spousal Consent

    By JKW, May 17, 2010
    • 4 replies
    • 1.5k views
    • 
    • JKW
    • May 18, 2010

49. Spousal Consent + RMD

    By metsfan026, March 23, 2022
    • 8 replies
    • 4.1k views
    • 
    • bito'money
    • March 28, 2022

50. Spousal Consent and Power of Attorney

    By ejohnke, March 26, 2025
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 28, 2025