401(k) Plans

19,275 topics in this forum

1. Term Profit Sharing/Keep 401(k)??!??

   By Guest Powers, July 28, 2003
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • July 31, 2003

2. Term'd participant is now perm. disabled

   By doombuggy, March 22, 2004
   • 3 replies
   • 1.4k views
   • 
   • doombuggy
   • March 23, 2004

3. Termed Participants with bad addresses

   By Guest Elfman, September 13, 2005
   • 13 replies
   • 4k views
   • 
   • Guest
   • September 19, 2005

4. Termed/Retired prior to Normal Retirement Age

   By Mr Bagwell, April 4, 2024
   • 2 replies
   • 828 views
   • 
   • Mr Bagwell
   • April 4, 2024

5. terminate 401(k) and start up a new one

   By thepensionmaven, October 25, 2016
   • 12 replies
   • 2.6k views
   • 
   • TPAJake
   • October 28, 2016

6. Terminate a SIMPLE - IRA mid year and Start a 401k?

   By Guest SWH, April 25, 2011
   • 4 replies
   • 16.9k views
   • 
   • John Feldt ERPA CPC QPA
   • April 25, 2011

7. Terminate a SIMPLE, Start a New SH 401(k) Plan

   By 415 Limit, March 4
   • 2 replies
   • 595 views
   • 
   • 415 Limit
   • March 5

8. Terminate Money Purchase and Start up 401k?

   By Dennis Povloski, June 14, 2011
   • 6 replies
   • 2.1k views
   • 
   • 12AX7
   • June 16, 2011

9. Terminate plan with "ponzi'd assets"

   By Guest JPIngold, June 13, 2013
   • 0 replies
   • 803 views
   • 
   • Guest
   • June 13, 2013

10. Terminate Safe Harbor 401(k) mid year

    By Dougsbpc, November 1, 2015
    • 4 replies
    • 3.1k views
    • 
    • Lou S.
    • November 2, 2015

11. Terminate Safe Harbor mid-year?

    By wmyer, August 8, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 8, 2003

12. Terminate Safe Harbor Plan Mid Year

    By goldtpa, June 2, 2004
    • 2 replies
    • 1.1k views
    • 
    • goldtpa
    • June 2, 2004

13. Terminated 401(k) participant distribution.

    By Guest tcunagin, March 19, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 20, 2002

14. Terminated 401(k) plan

    By Cynchbeast, January 16, 2020
    • 2 replies
    • 482 views
    • 
    • Bird
    • January 17, 2020

15. Terminated 401(k) Plan Record Retention

    By Guest staceycaylor, November 5, 2008
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 5, 2008

16. Terminated 401(k) Plans

    By Guest margok, January 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 7, 2003

17. Terminated Employee

    By DP, November 9, 2006
    • 3 replies
    • 3k views
    • 
    • austin3515
    • November 14, 2006

18. terminated employee

    By Gary, September 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • September 19, 2012

19. terminated employee in Safe harbor plan with deferrals effective 10/1/15

    By cpc0506, March 15, 2016
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 15, 2016

20. Terminated employee on severance

    By alexa, November 11, 2020
    • 5 replies
    • 4.6k views
    • 
    • AJ North
    • November 12, 2020

21. Terminated Employee receiving severance pay.

    By Guest Dianne Day, April 6, 2004
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • April 6, 2004

22. TERMINATED employee recieved letter from SoCIAL Security re his 401k asset value

    By SSRRS, June 11, 2021
    • 3 replies
    • 689 views
    • 
    • SSRRS
    • June 11, 2021

23. Terminated employee rollovers

    By Guest wjr, May 7, 2003
    • 17 replies
    • 6.1k views
    • 
    • Kirk Maldonado
    • May 14, 2003

24. Terminated employee with remaining vacation days

    By Guest Giovanni, September 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 8, 2005

25. Terminated employee with undeposited match

    By S. Weekley, November 15, 2019
    • 10 replies
    • 1.3k views
    • 
    • Bri
    • November 19, 2019

26. Terminated Employee?

    By Archimage, January 22, 2003
    • 7 replies
    • 1.6k views
    • 
    • Archimage
    • January 23, 2003

27. Terminated Employee???

    By nancy, July 10, 2002
    • 8 replies
    • 2.4k views
    • 
    • Earl
    • July 12, 2002

28. Terminated Employee's 401(k) distribution

    By Guest jessica_leitch, June 23, 2004
    • 5 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • June 24, 2004

29. Terminated employees carry old loans to new plans?

    By Guest Michael Anderson, April 5, 2002
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • April 8, 2002

30. Terminated Employees Vesting Schedule

    By Guest bouncingsoul, June 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • June 3, 2009

31. Terminated employees, business, and 401k plan. SEP IRA?

    By spiritrider, September 21, 2017
    • 1 reply
    • 546 views
    • 
    • CuseFan
    • September 21, 2017

32. Terminated participant 2018 RMD required or not

    By DDB BN, May 12, 2020
    • 3 replies
    • 680 views
    • 
    • DDB BN
    • May 13, 2020

33. Terminated Participant Fee

    By jeff77, October 27, 2014
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • October 27, 2014

34. Terminated Participant Loans

    By Guest Tim Breedlove, August 18, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 18, 2000

35. Terminated Participant Was OverpaidHow Do We "Retrieve" the Overpayment?

    By Guest annieap1, October 15, 2004
    • 12 replies
    • 5.9k views
    • 
    • mbozek
    • October 19, 2004

36. Terminated Participants

    By Nassau, August 21, 2012
    • 4 replies
    • 1.8k views
    • 
    • K2retire
    • August 21, 2012

37. Terminated Participants charged their share of fees.

    By Guest Tim Breedlove, June 7, 2000
    • 9 replies
    • 2.5k views
    • 
    • EGB
    • June 9, 2000

38. Terminated Partners Eligible For Profit Sharing?

    By Princess(k), December 28, 2016
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 29, 2016

39. Terminated Plan

    By Guest stevena1, June 11, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 12, 2007

40. terminated plan

    By stevena, August 3, 2005
    • 5 replies
    • 1.4k views
    • 
    • stevena
    • August 5, 2005

41. Terminated Plan - final 5500

    By Florence, January 9, 2022
    • 8 replies
    • 1.4k views
    • 
    • Bird
    • January 11, 2022

42. Terminated Plan & NTIP

    By Guest kjk, December 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2002

43. Terminated Plan and audit requirement

    By cpc0506, April 19, 2012
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 19, 2012

44. Terminated Plan did not fund safe harbor before distributing all plan assets

    By Pammie57, June 18, 2019
    • 3 replies
    • 715 views
    • 
    • ESOP Guy
    • June 18, 2019

45. Terminated plan distributions

    By pbarrett, March 4, 2005
    • 5 replies
    • 1.7k views
    • 
    • stevena
    • March 5, 2005

46. Terminated Plan Failed ADP/ACP Testing

    By dom123, March 27, 2023
    • 6 replies
    • 1.4k views
    • 
    • Nate S
    • March 28, 2023

47. Terminated plan with small balance participants

    By Guest trying2understand, October 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • Kimberly S
    • October 25, 2007

48. Terminated plan with small forfeiture balance

    By Guest rmyoung, October 19, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2004

49. Terminated plan with staledated checks

    By DDB BN, February 5, 2020
    • 0 replies
    • 418 views
    • 
    • DDB BN
    • February 5, 2020

50. Terminated Plan without Interim Amendments

    By EmpbAF, September 30, 2022
    • 6 replies
    • 1.3k views
    • 
    • EmpbAF
    • October 5, 2022