401(k) Plans

19,275 topics in this forum

1. Successor Plan?

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

2. Successor Plans

   By Zimkap, December 8, 2021
   • 6 replies
   • 1k views
   • 
   • Belgarath
   • December 10, 2021

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

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

4. Successor Sponsor?

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

5. Successor Trustee duty w/ respect to prior breach

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

6. Suggested Reading for Testing and Aggregation Topics

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

7. 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

8. Summary Annual Report

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

9. Summary Annual Report

   By Guest benefitsanalyst, September 15, 2004
   • 8 replies
   • 26.2k views
   • 
   • Lori Friedman
   • September 15, 2004

10. Summary Annual Report (SAR)

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

11. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.7k views
    • 
    • GMK
    • October 19, 2010

12. Summary Annual Report and Right to Receive Benefit

    By TPABob, August 23, 2019
    • 4 replies
    • 1.3k views
    • 
    • TPABob
    • August 23, 2019

13. Summary Annual Report Model Notice Updates

    By 5500sorBust, June 11, 2019
    • 6 replies
    • 3.3k views
    • 
    • Kristina
    • June 13, 2019

14. Summary Annual Report, penalty for not providing

    By Guest annieap1, June 17, 2004
    • 0 replies
    • 4.6k views
    • 
    • Guest
    • June 17, 2004

15. Summary Annual Reports

    By Guest T L Williamson, September 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • John A
    • September 29, 1999

16. Summary Plan Description

    By Guest mkelly, October 2, 2002
    • 4 replies
    • 2.4k views
    • 
    • Brian Gallagher
    • October 4, 2002

17. Summary Plan Description

    By Felicia, November 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • November 11, 2002

18. Summary Plan Description Delivery Requirements

    By Brigid, September 23, 2019
    • 1 reply
    • 538 views
    • 
    • Bird
    • September 23, 2019

19. Summary Plan Description-Poorly Written

    By Guest dsw713, September 17, 2010
    • 3 replies
    • 969 views
    • 
    • Belgarath
    • September 17, 2010

20. Summary Plan Descriptions

    By Guest hitt24, December 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 18, 2002

21. Super Basic 401K question(s) - Please Help =)

    By Guest kroach001, September 30, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2008

22. super catch-up and plan contribution limit

    By Tom, November 20, 2024
    • 1 reply
    • 704 views
    • 
    • Paul I
    • November 20, 2024

23. Super Catch-up for off-calendar plan year

    By pholosofizer, August 14
    • 2 replies
    • 638 views
    • 
    • RatherBeGolfing
    • August 15

24. Super fascninating question - Owners Child is an LTPT

    By austin3515, March 6, 2024
    • 11 replies
    • 1.8k views
    • 
    • austin3515
    • March 8, 2024

25. Super Integrated

    By Logan401, July 30, 2009
    • 6 replies
    • 2k views
    • 
    • Bird
    • August 1, 2009

26. Super Interesting Must-Read Direct Deposit Question

    By Guest dcprovista, July 14, 2005
    • 16 replies
    • 2.1k views
    • 
    • Guest
    • July 18, 2005

27. Super Safe Harbor 401(k)

    By Guest GoldenBear03, March 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 16, 2006

28. Super Top Heavy

    By austin3515, December 18, 2002
    • 5 replies
    • 3.8k views
    • 
    • austin3515
    • December 18, 2002

29. Super top heavy minimum contribution for a profit shating plan

    By Guest Pat Metallic, September 22, 2000
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 25, 2000

30. Super Top Heavy Minimum in a Defined Contribution Plan

    By Guest BS, November 1, 2000
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • November 4, 2000

31. Supplemental Employer Profit-Sharing Contribution for Employees Having

    By Guest Cal, November 8, 2000
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • November 9, 2000

32. Supplemental Pay for Military Reservists under the new 415 Regulations

    By Guest ToddieBear, June 6, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 6, 2005

33. Supplemental Reading

    By Guest caddieadmin, February 20, 2007
    • 7 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2007

34. Supplemental Retirement Account

    By Dennis Povloski, May 13, 2010
    • 2 replies
    • 983 views
    • 
    • Dennis Povloski
    • May 13, 2010

35. Supplemental Safe Harbor Nonelective

    By Scuba 401, February 10, 2021
    • 2 replies
    • 531 views
    • 
    • Scuba 401
    • February 11, 2021

36. Supplemental Security Inocme

    By R. Butler, April 23, 2018
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • April 25, 2018

37. Supplemental Wages

    By Guest PACO, July 9, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • July 9, 1999

38. Surety Bond needed for Owner & Wife

    By Guest Powers, July 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 7, 2006

39. Surgical Ctrs exempted from ASG definition?

    By MSN, February 11, 2008
    • 5 replies
    • 1.4k views
    • 
    • Jim Norman
    • February 15, 2008

40. surrender charges not restorative payment but ER contribution

    By pmacduff, September 2, 2011
    • 4 replies
    • 2.5k views
    • 
    • BG5150
    • February 27, 2013

41. surrender charges paid by employer

    By Guest isg2013, April 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • April 18, 2013

42. Surrender Fees

    By Guest chris4013, April 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 6, 2003

43. Surrender insurance and transfer CV into other assets in the Plan

    By cdavis25, July 23, 2013
    • 12 replies
    • 4.7k views
    • 
    • Bird
    • July 26, 2013

44. Survey of Match Arrangements

    By Guest Lucie, February 8, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 23, 2002

45. Survey: What do you pay/charge for SPECIAL services on a 401(k) plan?

    By SRP, November 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 5, 2007

46. Surveys re: match, match suspension

    By Guest caseyb, December 17, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 21, 2009

47. Surviving Spouse Beneficiary

    By Guest TimO, May 22, 2003
    • 9 replies
    • 2.3k views
    • 
    • 401_noob
    • August 15, 2018

48. Suspend Auto-Increase for Deferrals

    By Guest AEA, February 12, 2009
    • 0 replies
    • 923 views
    • 
    • Guest
    • February 12, 2009

49. Suspend EE and ER Matching Contributions To 401k Plan

    By Guest ROB VIDOVICH, May 14, 2002
    • 6 replies
    • 4.5k views
    • 
    • Mike Preston
    • May 15, 2002

50. Suspend safe harbor 3%

    By rlb64, March 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • rlb64
    • March 17, 2011