401(k) Plans

19,319 topics in this forum

1. Stupid Questions - Catch-Ups

   By Guest Chaffee, September 21, 2004
   • 8 replies
   • 1.6k views
   • 
   • QDROphile
   • September 24, 2004

2. Sub-S Stock in 401(k) Plan

   By Guest Thornton, October 23, 2009
   • 9 replies
   • 4.9k views
   • 
   • Guest
   • February 1, 2011

3. Subject: Using Yr. #1 Forfeitures in Yr. #2

   By Guest Mindy, June 28, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 28, 2000

4. Submission Deadline May 1, 2016 or April 30, 2016

   By Briandfox, April 22, 2016
   • 5 replies
   • 1.2k views
   • 
   • thepensionmaven
   • May 14, 2016

5. Submit 401(k) Plan for Determination Letter

   By chris, October 6, 1999
   • 1 reply
   • 1.7k views
   • 
   • MWeddell
   • October 7, 1999

6. Subsequent Eligibility Computation Period

   By Mr Bagwell, June 19, 2019   

   • plan entry
   • subsequent eligibility comp period
   • 5 replies
   • 1.3k views
   • 
   • Mr Bagwell
   • June 21, 2019

7. Subsequent Eligibility Computation Periods

   By ejohnke, November 12, 2024
   • 7 replies
   • 1.2k views
   • 
   • Bill Presson
   • November 15, 2024

8. Subsidiary & spinoff

   By R. Butler, August 11, 2006
   • 5 replies
   • 4.7k views
   • 
   • Guest
   • August 11, 2006

9. Subsidiary's employees

   By Guest DSS, April 3, 2007
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • April 3, 2007

10. Substantial and Recurring Contributions

    By austin3515, September 17, 2013
    • 16 replies
    • 4.3k views
    • 
    • david rigby
    • September 18, 2013

11. substantially equal installments

    By Guest Mike Schwing, October 15, 2002
    • 6 replies
    • 4.9k views
    • 
    • lkpittman
    • October 21, 2002

12. Successor 401(k) Plan

    By mschwechter, November 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 10, 2004

13. Successor 401(k) Plans - correction thoughts

    By TPApril, September 16, 2014
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • September 23, 2014

14. Successor employer

    By Guest mparker2028, October 15, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 15, 2006

15. Successor Plan

    By Guest jim williams, October 20, 2004
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • October 22, 2004

16. Successor Plan

    By John Feldt ERPA CPC QPA, January 19, 2015   

    • Successor Plan
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • January 20, 2015

17. Successor Plan

    By Guest lvegas, December 11, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2008

18. Successor Plan

    By Guest MichaelO, July 13, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2004

19. Successor Plan - The surprise plan

    By FishOn, April 10, 2023
    • 1 reply
    • 413 views
    • 
    • Paul I
    • April 11, 2023

20. Successor plan - when can new plan start?

    By jmartin, September 18, 2020
    • 2 replies
    • 725 views
    • 
    • Bri
    • September 18, 2020

21. Successor Plan & adoption vs effective date

    By TPApril, January 31, 2023
    • 6 replies
    • 1.2k views
    • 
    • Lou S.
    • July 7, 2025

22. successor plan and adp testing

    By Guest pjg, March 3, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 3, 2003

23. Successor plan does not want to accept deferrals from acquired plan du

    By Guest LMalone, May 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 9, 2001

24. Successor plan foolishness

    By Belgarath, February 15, 2019
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • February 20, 2019

25. Successor Plan for Distribution Limits

    By Guest rcm, January 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 3, 1999

26. Successor Plan Issue

    By SMB, February 4, 2011
    • 2 replies
    • 2.5k views
    • 
    • Kevin C
    • February 7, 2011

27. Successor Plan Issue

    By Guest matt2800, April 16, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • April 16, 2008

28. Successor Plan Question

    By Guest B'Etor, May 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • May 13, 2004

29. Successor Plan question

    By Belgarath, May 3, 2019
    • 0 replies
    • 423 views
    • 
    • Belgarath
    • May 3, 2019

30. Successor plan rule

    By R.G., March 27, 2017
    • 21 replies
    • 6.9k views
    • 
    • MoJo
    • March 28, 2017

31. Successor Plan Rule

    By K2, November 12, 2019
    • 1 reply
    • 656 views
    • 
    • Luke Bailey
    • November 13, 2019

32. Successor Plan Rule Issue?

    By sb0828, April 3, 2023
    • 10 replies
    • 1.5k views
    • 
    • sb0828
    • April 4, 2023

33. Successor Plan Rules

    By sdix401k, December 20, 2018
    • 2 replies
    • 681 views
    • 
    • sdix401k
    • December 21, 2018

34. Successor Plan Rules

    By ARPC, September 11, 2018   

    • new plan
    • termination
    • (and 1 more)

      Tagged with:

      • new plan
      • termination
      • bankruptcy
    • 8 replies
    • 2.7k views
    • 
    • Luke Bailey
    • September 13, 2018

35. Successor Plan Sponsor

    By 12AX7, December 12, 2012
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • December 13, 2012

36. Successor Plan?

    By wmyer, July 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • July 16, 2004

37. Successor Plan?

    By Kac1214, April 4, 2018
    • 7 replies
    • 900 views
    • 
    • Luke Bailey
    • April 10, 2018

38. successor plan?

    By Guest EDSAADE, March 12, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 12, 2004

39. Successor Plan?

    By cathyw, June 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • June 30, 2009

40. Successor Plan?

    By R. Butler, September 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 1, 2001

41. Successor Plans

    By Zimkap, December 8, 2021
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • December 10, 2021

42. Successor Rule if Profit Sharing Doesn't Have a 401(k)?

    By Sue B, May 10, 2021
    • 2 replies
    • 996 views
    • 
    • Mike Preston
    • May 10, 2021

43. Successor Sponsor?

    By Guest djn, August 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • J2D2
    • August 29, 2007

44. Successor Trustee duty w/ respect to prior breach

    By Guest halka, November 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • rcline46
    • November 15, 2002

45. Suggested Reading for Testing and Aggregation Topics

    By Guest jjq, March 5, 2011
    • 1 reply
    • 849 views
    • 
    • 12AX7
    • March 7, 2011

46. Suggestions for a GREAT 401(k)company? Administration and fund select

    By Guest Jennifer M., April 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • April 25, 2001

47. Summary Annual Report

    By Nassau, March 7, 2011
    • 0 replies
    • 835 views
    • 
    • Nassau
    • March 7, 2011

48. Summary Annual Report

    By Guest benefitsanalyst, September 15, 2004
    • 8 replies
    • 26.3k views
    • 
    • Lori Friedman
    • September 15, 2004

49. Summary Annual Report (SAR)

    By Nassau, March 7, 2011
    • 0 replies
    • 786 views
    • 
    • Nassau
    • March 7, 2011

50. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.8k views
    • 
    • GMK
    • October 19, 2010