401(k) Plans

19,319 topics in this forum

1. Summary Annual Report and Right to Receive Benefit

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

2. Summary Annual Report Model Notice Updates

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

3. Summary Annual Report, penalty for not providing

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

4. Summary Annual Reports

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

5. Summary Plan Description

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

6. Summary Plan Description

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

7. Summary Plan Description Delivery Requirements

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

8. Summary Plan Description-Poorly Written

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

9. Summary Plan Descriptions

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

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

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

11. super catch-up and plan contribution limit

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

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

    By pholosofizer, August 14, 2025
    • 2 replies
    • 726 views
    • 
    • RatherBeGolfing
    • August 15, 2025

13. Super fascninating question - Owners Child is an LTPT

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

14. Super Integrated

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

15. Super Interesting Must-Read Direct Deposit Question

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

16. Super Safe Harbor 401(k)

    By Guest GoldenBear03, March 16, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 16, 2006

17. Super Top Heavy

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

18. 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

19. Super Top Heavy Minimum in a Defined Contribution Plan

    By Guest BS, November 1, 2000
    • 3 replies
    • 5.4k views
    • 
    • Guest
    • November 4, 2000

20. Supplemental Employer Profit-Sharing Contribution for Employees Having

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

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

    By Guest ToddieBear, June 6, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 6, 2005

22. Supplemental Reading

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

23. Supplemental Retirement Account

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

24. Supplemental Safe Harbor Nonelective

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

25. Supplemental Security Inocme

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

26. Supplemental Wages

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

27. Surety Bond needed for Owner & Wife

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

28. Surgical Ctrs exempted from ASG definition?

    By MSN, February 11, 2008
    • 5 replies
    • 1.5k views
    • 
    • Jim Norman
    • February 15, 2008

29. surrender charges not restorative payment but ER contribution

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

30. surrender charges paid by employer

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

31. Surrender Fees

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

32. 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

33. Survey of Match Arrangements

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

34. 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

35. Surveys re: match, match suspension

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

36. Surviving Spouse Beneficiary

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

37. Suspend Auto-Increase for Deferrals

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

38. 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

39. Suspend safe harbor 3%

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

40. Suspend Safe Harbor for HCEs / Preserve SH

    By austin3515, March 30, 2020
    • 28 replies
    • 4.3k views
    • 
    • Luke Bailey
    • June 30, 2020

41. SUSPEND SAFE HARBOR MATCH

    By Guest ROB VIDOVICH, April 9, 2003
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • April 11, 2003

42. Suspend Safe Harbor Match, Implement Match Subj to Vesting

    By CLE401kGuy, July 9, 2014
    • 2 replies
    • 946 views
    • 
    • BG5150
    • July 9, 2014

43. Suspend safe harbor/significant event rules

    By Guest Peggy806, March 25, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2009

44. Suspended Contributions

    By MBCarey, April 25, 2011
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • April 26, 2011

45. Suspending 401k Match mid-year - the plan has a true up provision

    By Sofinka, December 8, 2019
    • 8 replies
    • 2.9k views
    • 
    • MWeddell
    • April 22, 2020

46. Suspending a 401(k) Match

    By 401kSteve, November 5, 2020
    • 4 replies
    • 724 views
    • 
    • 401kSteve
    • November 8, 2020

47. Suspending loan payment while on leave of absence?

    By Guest A_Dude, September 20, 2012
    • 5 replies
    • 6.2k views
    • 
    • Guest
    • September 21, 2012

48. Suspending nonelective Safe Harbor mid-year

    By perplexedbypensions, February 13, 2019
    • 7 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • February 14, 2019

49. Suspending or Amending to remove Safe Harbor

    By Guest Twinky, December 29, 2008
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • January 14, 2009

50. Suspending Safe Harbor Match-Top Heavy

    By Guest JCM, June 14, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 15, 2012