401(k) Plans

19,319 topics in this forum

1. Terminate Safe Harbor mid-year?

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

2. Terminate Safe Harbor Plan Mid Year

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

3. Terminated 401(k) participant distribution.

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

4. Terminated 401(k) plan

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

5. Terminated 401(k) Plan Record Retention

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

6. Terminated 401(k) Plans

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

7. Terminated Employee

   By DP, November 9, 2006
   • 3 replies
   • 3.1k views
   • 
   • austin3515
   • November 14, 2006

8. terminated employee

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

9. 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

10. Terminated employee on severance

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

11. Terminated Employee receiving severance pay.

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

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

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

13. Terminated employee rollovers

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

14. Terminated employee with remaining vacation days

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

15. Terminated employee with undeposited match

    By S. Weekley, November 15, 2019
    • 10 replies
    • 1.4k views
    • 
    • Bri
    • November 19, 2019

16. Terminated Employee?

    By Archimage, January 22, 2003
    • 7 replies
    • 1.7k views
    • 
    • Archimage
    • January 23, 2003

17. Terminated Employee???

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

18. Terminated Employee's 401(k) distribution

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

19. Terminated employees carry old loans to new plans?

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

20. Terminated Employees Vesting Schedule

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

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

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

22. Terminated participant 2018 RMD required or not

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

23. Terminated Participant Fee

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

24. Terminated Participant Loans

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

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

    By Guest annieap1, October 15, 2004
    • 12 replies
    • 6k views
    • 
    • mbozek
    • October 19, 2004

26. Terminated Participants

    By Nassau, August 21, 2012
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • August 21, 2012

27. Terminated Participants charged their share of fees.

    By Guest Tim Breedlove, June 7, 2000
    • 9 replies
    • 2.6k views
    • 
    • EGB
    • June 9, 2000

28. Terminated Partners Eligible For Profit Sharing?

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

29. Terminated Plan

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

30. terminated plan

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

31. Terminated Plan - final 5500

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

32. Terminated Plan & NTIP

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

33. Terminated Plan and audit requirement

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

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

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

35. Terminated plan distributions

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

36. Terminated Plan Failed ADP/ACP Testing

    By dom123, March 27, 2023
    • 6 replies
    • 1.5k views
    • 
    • Nate S
    • March 28, 2023

37. Terminated plan with small balance participants

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

38. Terminated plan with small forfeiture balance

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

39. Terminated plan with staledated checks

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

40. Terminated Plan without Interim Amendments

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

41. Terminated service provider

    By Guest RBeck, August 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 3, 2001

42. Terminated SH plan--owner owes himself SH

    By BG5150, June 3, 2016
    • 2 replies
    • 585 views
    • 
    • Lou S.
    • June 3, 2016

43. Terminated Single K plan restatement

    By Guest robertcusick, July 29, 2010
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • July 29, 2010

44. Terminated, what about my 401k?

    By Guest strawvan1, December 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 31, 2002

45. Terminates 401(k), starts a new PS plan

    By John Feldt ERPA CPC QPA, December 28, 2009
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • December 29, 2009

46. Terminating 401(k) Plan - Notices

    By drakecohen, November 11, 2023
    • 4 replies
    • 4.4k views
    • 
    • Lou S.
    • November 15, 2023

47. Terminating 401(k) plan holds a large forfeiture account; what to do w

    By Guest Kevin Plymyer, November 28, 2000
    • 9 replies
    • 4.4k views
    • 
    • Guest
    • November 29, 2000

48. terminating 401(k) to open 403(b)

    By Guest jjtl, May 1, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 1, 2003

49. Terminating 401k plan

    By Guest MikeD, October 20, 2011
    • 2 replies
    • 1.3k views
    • 
    • Jim Chad
    • October 20, 2011

50. Terminating 401K Plan

    By Guest NJCompany, June 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 19, 2002