401(k) Plans

19,319 topics in this forum

1. Terminating a 401(k) Plan

   By Madison71, March 25, 2008
   • 7 replies
   • 3.4k views
   • 
   • Bird
   • June 9, 2008

2. Terminating a 401k and starting a Simple IRA

   By Guest LSULLIVAN, November 6, 2007
   • 3 replies
   • 2.9k views
   • 
   • dmwe
   • November 21, 2007

3. Terminating a 401K plan

   By Guest Chrisj, March 23, 2006
   • 4 replies
   • 2.2k views
   • 
   • smm
   • March 23, 2006

4. Terminating a 401k Plan - final 5500 question

   By James Shen, October 26, 2023   

   • 5500
   • plan termination
   • 5 replies
   • 1.3k views
   • 
   • CuseFan
   • October 27, 2023

5. Terminating a 401K....

   By Guest RONNIE WASEL, March 25, 2003
   • 1 reply
   • 1.1k views
   • 
   • Brian Gallagher
   • March 26, 2003

6. Terminating a Cycle 3 Plan 2021

   By Benefits Vet, February 5, 2021
   • 1 reply
   • 612 views
   • 
   • Bill Presson
   • February 5, 2021

7. Terminating a MEP

   By LisaS, November 21, 2019
   • 2 replies
   • 1k views
   • 
   • LisaS
   • December 10, 2019

8. Terminating a Non-Elective 401(k) Safe Harbor - Limitation on Successor Plan?

   By ERISA1, May 7, 2004
   • 0 replies
   • 1.1k views
   • 
   • ERISA1
   • May 7, 2004

9. Terminating a one person 401-k

   By Guest Bob Monte, November 9, 2004
   • 16 replies
   • 4.1k views
   • 
   • Bird
   • November 13, 2004

10. Terminating a PEO 401k for one adopting Er

    By austin3515, March 10, 2020
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • March 12, 2020

11. Terminating a safe harbor 401(k) plan?

    By John A, March 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • wmyer
    • March 29, 2001

12. terminating a safe harbor plan due to retirement

    By cpc0506, May 16, 2019   

    • company closing due to retirement of owner
    • 5 replies
    • 2.2k views
    • 
    • Bird
    • May 17, 2019

13. terminating a self administered 401k plan...

    By Guest Carl C, December 22, 2009
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • December 22, 2009

14. Terminating a SH Plan

    By austin3515, February 23, 2010
    • 7 replies
    • 6k views
    • 
    • Guest
    • February 25, 2010

15. Terminating An "Orphan" Plan

    By Guest JuliaB, September 11, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 11, 1999

16. Terminating and establishing a new 401k plan

    By Guest WBrown, June 29, 1999
    • 7 replies
    • 14.4k views
    • 
    • richard
    • July 2, 1999

17. Terminating and successor plans

    By Guest ebpcpa, October 17, 2002
    • 6 replies
    • 2.9k views
    • 
    • KJohnson
    • August 5, 2003

18. terminating c corp

    By Guest S FISCHER, August 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • August 30, 2001

19. Terminating DC Plan with ADP Excess

    By Guest dms9999, December 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • December 19, 2008

20. Terminating DC plan with J&S

    By Brenda Wren, December 11, 2025
    • 5 replies
    • 706 views
    • 
    • LauraH
    • December 12, 2025

21. Terminating from a PEP

    By Keith Lowery, October 23, 2024
    • 13 replies
    • 2.9k views
    • 
    • PEP-HUB.com
    • October 25, 2024

22. Terminating from a PEP

    By MATRIX, August 4, 2025
    • 1 reply
    • 658 views
    • 
    • Pam Shoup
    • August 5, 2025

23. Terminating K plan--lump sum distribution

    By JWK, March 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 17, 2000

24. Terminating MEP participation to start a stand-alone plan

    By jpdc, August 22, 2019
    • 0 replies
    • 735 views
    • 
    • jpdc
    • August 22, 2019

25. Terminating Money Purchase Plan - Starting new 401k Plan

    By coleboy, April 18, 2018
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • April 18, 2018

26. terminating of safe harbor mid year

    By Scuba 401, March 9, 2018
    • 1 reply
    • 644 views
    • 
    • EBECatty
    • March 9, 2018

27. Terminating PEO Plan & Successor Plan rule

    By Guest jim williams, May 16, 2001
    • 1 reply
    • 1.9k views
    • 
    • alanm
    • May 22, 2001

28. Terminating Plan

    By Guest lforesz, May 12, 2003
    • 8 replies
    • 3.5k views
    • 
    • g8r
    • May 21, 2003

29. Terminating plan

    By EBDI, September 28, 2015
    • 11 replies
    • 4.1k views
    • 
    • Bird
    • September 29, 2015

30. Terminating plan

    By Guest AngelQ, January 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 13, 2000

31. Terminating Plan

    By PFranckowiak, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • PFranckowiak
    • September 24, 2009

32. Terminating Plan - Outstanding loans

    By Guest nmyers, July 28, 2009
    • 9 replies
    • 6.1k views
    • 
    • J Simmons
    • July 30, 2009

33. Terminating Plan / No deposit of receivable

    By BFree, April 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • April 10, 2002

34. Terminating Plan and 401(k) Safe Harbor Reliance

    By Fibonacci, May 1, 2024
    • 6 replies
    • 1k views
    • 
    • Lou S.
    • May 2, 2024

35. Terminating plan missing SH contrib

    By TBob, June 2, 2006
    • 5 replies
    • 1.4k views
    • 
    • TBob
    • June 5, 2006

36. Terminating plan with forfeitures

    By RatherBeGolfing, August 23, 2022
    • 6 replies
    • 714 views
    • 
    • Nate S
    • August 25, 2022

37. Terminating Plan... Client has other plan (I am not administrator)

    By K-t-F, May 12, 2004
    • 9 replies
    • 2k views
    • 
    • K-t-F
    • May 13, 2004

38. Terminating plan/lost participants/rollovers

    By Chippy, April 27, 2018
    • 11 replies
    • 1.1k views
    • 
    • chc93
    • May 2, 2018

39. Terminating Plans

    By justatester, March 18, 2008
    • 2 replies
    • 1.3k views
    • 
    • justatester
    • March 20, 2008

40. Terminating plans-Vesting-Forfeitures

    By Guest Gordy, April 28, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2004

41. Terminating Safe Harbor 401(k) Plan

    By Guest notapensiongeek, October 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2008

42. Terminating Safe Harbor After Notice Sent but Before Year Starts

    By Guest DuChamp, December 26, 2012
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • December 28, 2012

43. Terminating Safe Harbor Non-Elective Plan Mid-Year

    By Vlad401k, January 2, 2024
    • 2 replies
    • 2.4k views
    • 
    • Lou S.
    • January 3, 2024

44. Terminating safe harbor nonelective contribution

    By k man, March 7, 2007
    • 0 replies
    • 1.4k views
    • 
    • k man
    • March 7, 2007

45. Terminating safe harbor plan

    By Guest Ashley, July 31, 2003
    • 1 reply
    • 1.9k views
    • 
    • ErisaGeek
    • August 1, 2003

46. Terminating safe harbor plan

    By Doghouse, October 8, 2014   

    • safe harbor
    • qnec
    • 6 replies
    • 6.2k views
    • 
    • Kevin C
    • October 9, 2014

47. terminating safe harbor plan with employer contributions

    By LIBERTYKID, February 7, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 8, 2008

48. Terminating Safe Harbor Plan, Schedule C income

    By 401(k)athryn, November 3, 2016   

    • safe harbor
    • short plan year
    • (and 3 more)

      Tagged with:

      • safe harbor
      • short plan year
      • earned income
      • schedule c
      • plan termination
    • 8 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • November 4, 2016

49. terminating SEP & starting 401k & SECURE Act

    By TPApril, April 29, 2021
    • 4 replies
    • 1.2k views
    • 
    • M.S. Hatlee QPA, QPFC
    • May 4, 2021

50. Terminating SEP and PS Plan - New 401k

    By austin3515, December 11, 2013
    • 0 replies
    • 961 views
    • 
    • austin3515
    • December 11, 2013