401(k) Plans

19,275 topics in this forum

1. Switching Recordkept Platforms and Late Deferrals

   By msmith, May 15, 2014
   • 3 replies
   • 1.2k views
   • 
   • msmith
   • May 16, 2014

2. Switching Safe Harbor Types Under New Rules

   By PensionPro, March 7, 2016
   • 10 replies
   • 2.4k views
   • 
   • PensionPro
   • March 14, 2016

3. Switching SH for 2020

   By Jakyasar, October 1, 2020
   • 5 replies
   • 749 views
   • 
   • Chipwood 24
   • October 7, 2020

4. Switching to a S/H Plan before start of Plan Year

   By rblum50, November 11, 2013   

   • S/H Matching Contribution
   • 3 replies
   • 1.1k views
   • 
   • austin3515
   • November 13, 2013

5. Switching to more restrictive vesting schedule

   By Robin Wilson, December 9, 2020
   • 13 replies
   • 5k views
   • 
   • MWeddell
   • December 11, 2020

6. T Rowe Price 401k plan

   By csanch11, July 1, 2019
   • 4 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • July 2, 2019

7. Take over plan

   By Guest lindamichals, April 22, 2008
   • 5 replies
   • 1.6k views
   • 
   • Kimberly S
   • April 22, 2008

8. Take over plan & mapping

   By blue, May 6, 2008
   • 3 replies
   • 1.6k views
   • 
   • blue
   • May 7, 2008

9. Takeover 401(k) sub-s plan with owner(participant) loans.

   By pbarrett, August 18, 2000
   • 7 replies
   • 2.4k views
   • 
   • Guest
   • May 13, 2002

10. Takeover from MEP Plan

    By austin3515, December 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • December 13, 2012

11. Takeover of employees by PEO

    By Guest Thornton, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • alanm
    • May 21, 2002

12. Takeover Plan

    By 415 Limit, May 17, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 18, 2011

13. Takeover Plan Issue

    By chris, November 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • chris
    • November 19, 2008

14. Takeover plan was not tested last year

    By ilovetotest, August 16, 2023
    • 1 reply
    • 326 views
    • 
    • Belgarath
    • August 16, 2023

15. Takeover Plan with a problem...

    By austin3515, August 22, 2016
    • 1 reply
    • 722 views
    • 
    • ETA Consulting LLC
    • August 22, 2016

16. Takeover vs Termination

    By Guest KRS401k, February 4, 2011
    • 1 reply
    • 867 views
    • 
    • david rigby
    • February 4, 2011

17. takeovers and 401K

    By Guest Amy Hall, April 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 8, 2002

18. Taking 401(k) distribution for home purchase

    By Guest rpetrk, April 19, 2005
    • 7 replies
    • 1.6k views
    • 
    • R. Butler
    • April 25, 2005

19. Taking a loan before a hardship pre-2019 rules

    By 30Rock, October 17, 2018
    • 2 replies
    • 575 views
    • 
    • 30Rock
    • October 18, 2018

20. Taking A Loan While On Leave of Absence

    By metsfan026, June 8, 2023
    • 5 replies
    • 11.1k views
    • 
    • Paul I
    • June 9, 2023

21. Taking a poll

    By Belgarath, March 12, 2015
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2015

22. Taking ASPA C-2(DC), need help....

    By stevena, June 16, 2003
    • 45 replies
    • 6k views
    • 
    • GBurns
    • June 27, 2003

23. Taking away 1000 hour and last year rule

    By cpc0506, September 5, 2013
    • 4 replies
    • 1.4k views
    • 
    • cpc0506
    • September 5, 2013

24. Taking Back Matching Contribution?

    By Vlad401k, March 1, 2018
    • 9 replies
    • 1.9k views
    • 
    • Patricia Neal Jensen
    • March 5, 2018

25. Taking over a Plan with excess contributions

    By Guest tbt, September 17, 2001
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • September 20, 2001

26. Target Benefit Merger

    By Guest Ashley, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 13, 2003

27. Target Date Fund Disclosures for 404a5

    By austin3515, August 20, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2012

28. Target Date Funds - Discrimination Rules

    By Guest Tom:, November 15, 2011
    • 2 replies
    • 869 views
    • 
    • Lou S.
    • November 15, 2011

29. Target Date Funds -- DOL Guidance

    By Guest Ms. Kate, May 13, 2010
    • 0 replies
    • 935 views
    • 
    • Guest
    • May 13, 2010

30. Target Date Funds as QDIA

    By SFSD, March 6, 2014
    • 3 replies
    • 878 views
    • 
    • SFSD
    • March 6, 2014

31. Targeted QNEC

    By ombskid, April 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • April 9, 2010

32. Targeted QNEC

    By Gilmore, February 10, 2021
    • 2 replies
    • 974 views
    • 
    • Gilmore
    • February 12, 2021

33. Targeted QNEC question

    By BG5150, January 19, 2010
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 19, 2010

34. Targeted QNEC's

    By Guest blaum8, February 10, 2003
    • 8 replies
    • 3.7k views
    • 
    • Mike Preston
    • February 11, 2003

35. Targeted QNEC's for 2008 Failed ADP Test

    By msmith, January 30, 2009
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • February 2, 2009

36. Targeted QNECs

    By Guest philc, June 15, 2005
    • 6 replies
    • 2.7k views
    • 
    • E as in ERISA
    • June 16, 2005

37. targeted vesting

    By Guest moltengater, April 26, 2005
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • April 27, 2005

38. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • EGB
    • June 11, 2003

39. tax consequences of failed ADP and ACP

    By cpc0506, January 7, 2011
    • 2 replies
    • 2.3k views
    • 
    • cpc0506
    • January 7, 2011

40. tax credit

    By FJR, December 6, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 4, 2003

41. Tax Credit & EACA

    By susieQ, February 3, 2021
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • February 5, 2021

42. Tax Credit for Acquired Plans

    By Zoey, February 4, 2024
    • 6 replies
    • 1.3k views
    • 
    • Zoey
    • February 5, 2024

43. Tax Credit for expenses

    By FJR, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • January 22, 2004

44. Tax Credit for new plan for SECURE Act

    By mjf06241972, January 8, 2020
    • 2 replies
    • 597 views
    • 
    • mjf06241972
    • January 13, 2020

45. Tax Credit, New Plan

    By Guest m.n.ouellette, March 28, 2007
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 28, 2007

46. Tax Credits Available under SECURE 2.0

    By FishOn, July 28, 2023
    • 1 reply
    • 390 views
    • 
    • Tom Veal
    • August 1, 2023

47. Tax credits for a new plan even though we have an existing plan

    By Mikerbpm, January 10, 2023
    • 1 reply
    • 340 views
    • 
    • C. B. Zeller
    • January 10, 2023

48. Tax Credits for Start Up Plans

    By ERISAGal, January 9
    • 2 replies
    • 721 views
    • 
    • ERISAGal
    • January 13

49. Tax Cut and Jobs Act - Hardship / Casualty Loss Impact

    By Gruegen, January 4, 2018
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 9, 2018

50. Tax Cut Jobs Act / Hardship

    By austin3515, December 27, 2017
    • 4 replies
    • 1k views
    • 
    • austin3515
    • February 10, 2018