401(k) Plans

19,275 topics in this forum

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

   By Guest DuChamp, December 26, 2012
   • 3 replies
   • 1.6k views
   • 
   • MWeddell
   • December 28, 2012

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

   By Vlad401k, January 2, 2024
   • 2 replies
   • 2.3k views
   • 
   • Lou S.
   • January 3, 2024

3. Terminating safe harbor nonelective contribution

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

4. Terminating safe harbor plan

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

5. Terminating safe harbor plan

   By Doghouse, October 8, 2014   

   • safe harbor
   • qnec
   • 6 replies
   • 6.1k views
   • 
   • Kevin C
   • October 9, 2014

6. terminating safe harbor plan with employer contributions

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

7. 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

8. terminating SEP & starting 401k & SECURE Act

   By TPApril, April 29, 2021
   • 4 replies
   • 1.1k views
   • 
   • M.S. Hatlee QPA, QPFC
   • May 4, 2021

9. Terminating SEP and PS Plan - New 401k

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

10. Terminating Solo 401k

    By Guest KRS401k, November 20, 2013
    • 2 replies
    • 2.1k views
    • 
    • mbozek
    • November 21, 2013

11. Terminating Standardized 401 Plans - can anyone recommend an organizat

    By Guest dflin, September 22, 1999
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2000

12. Terminating Top Heavy Plan

    By Mr Bagwell, October 6, 2021   

    • top heavy
    • 4 replies
    • 1k views
    • 
    • Mr Bagwell
    • October 8, 2021

13. Termination

    By msmith55, April 21, 2015   

    • nonvested
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • April 21, 2015

14. Termination and 401K

    By Guest gman26, April 29, 2004
    • 3 replies
    • 2.1k views
    • 
    • jquazza
    • April 30, 2004

15. Termination and distribution

    By Guest Regis, June 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 11, 2002

16. termination and rehire

    By Guest koolkidd, August 15, 2003
    • 8 replies
    • 2.1k views
    • 
    • ccassetty
    • August 15, 2003

17. Termination and rehire into controlled group

    By Guest k9522, November 13, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 13, 2002

18. Termination Date

    By FT Retire, November 28, 2022
    • 3 replies
    • 571 views
    • 
    • CuseFan
    • November 29, 2022

19. Termination date for plan sponsor involved in asset sale

    By cpc0506, October 25, 2018
    • 8 replies
    • 1.8k views
    • 
    • cpc0506
    • October 27, 2018

20. Termination Date when maternity leave employee does not return to work

    By Guest DeePA, February 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 18, 2003

21. termination distn fees

    By Guest billy bong, June 22, 2001
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 3, 2001

22. Termination Distribution fees paid by plan participant

    By 2muchstress, March 6, 2003
    • 11 replies
    • 3.2k views
    • 
    • R. Butler
    • May 21, 2003

23. Termination For Embezzling Money + Profit Sharing

    By metsfan026, September 2, 2022
    • 9 replies
    • 1.7k views
    • 
    • Luke Bailey
    • September 7, 2022

24. termination of (k) portion of KSOP prior to corporate merger

    By EGB, July 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • EGB
    • July 26, 2001

25. Termination of 401(h) plan- not sure how to distribute 401(h) assets

    By Guest schneiderdowns, September 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • September 2, 2004

26. Termination of 401(k) and move to SEP

    By Guest Jim Jesikiewicz, March 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2002

27. Termination of 401(k) holding annuities

    By sloble@crowleyfleck.com, March 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • sloble@crowleyfleck.com
    • March 12, 2006

28. Termination of 401(k) plan

    By Guest bujjigundu, April 16, 2001
    • 4 replies
    • 1.9k views
    • 
    • Richard Anderson
    • April 17, 2001

29. Termination of 401(k) Plan

    By rocknrolls2, November 16, 2007
    • 0 replies
    • 1.3k views
    • 
    • rocknrolls2
    • November 16, 2007

30. Termination of 401(k) plan and implementation of new plan

    By nancy, February 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • nancy
    • February 11, 2001

31. Termination of 401k

    By chris, November 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 30, 2006

32. Termination of a Safe Harbor Plan

    By Guest mmc, May 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 26, 2004

33. Termination of Employment - Time period to repay loan

    By Guest SWH, March 19, 2008
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • March 20, 2008

34. Termination of Leased Employee Status

    By Guest BBowles, December 1, 1998
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • December 1, 1998

35. termination of old pension plan

    By Guest michael4509, July 17, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • July 24, 2001

36. Termination of plan with "fuzzy" history

    By billfgrady, January 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2004

37. Termination of Safe Harbor 401(k)

    By chris, September 21, 2006
    • 0 replies
    • 1k views
    • 
    • chris
    • September 21, 2006

38. Termination of Safe Harbor 401(k)

    By k man, March 5, 2007
    • 8 replies
    • 2.3k views
    • 
    • Jim Chad
    • March 9, 2007

39. termination of safe harbor provisions

    By Guest Jane Freeman, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • April 11, 2005

40. Termination of SH Matching plan to convert to SIMPLE IRA

    By GwenOC, April 8
    • 4 replies
    • 947 views
    • 
    • GwenOC
    • April 15

41. Termination Prior to Entry Date, but Compensation after Entry Date

    By kevind2010, February 23, 2015
    • 14 replies
    • 4.1k views
    • 
    • MWeddell
    • August 3, 2022

42. Termination vs. merger

    By chris, October 26, 2006
    • 15 replies
    • 5.4k views
    • 
    • Guest
    • October 27, 2006

43. Testamentary trust and named beneficiary

    By Guest Iwonder, December 19, 2005
    • 3 replies
    • 2.5k views
    • 
    • Appleby
    • December 21, 2005

44. Testing - Highly Compensated and Top Heavy

    By Guest jstout2507, October 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • Archimage
    • October 4, 2002

45. Testing - Plan Amendment

    By wmyer, February 18, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 19, 2005

46. Testing "Most" Otherwise Excludibles Separately

    By austin3515, February 3, 2015
    • 17 replies
    • 1.4k views
    • 
    • MrKnowItLittle
    • February 5, 2015

47. Testing "Under 21/1 employees" separately in a 401(k) Plan

    By LCARUSI, September 11, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • September 11, 2000

48. Testing & 5500 for plan with brokerage and vendor accounts

    By user001, June 12
    • 4 replies
    • 543 views
    • 
    • user001
    • June 12

49. Testing 2 401(k) Plans

    By wmyer, April 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 7, 2005

50. Testing 2 Employer Plans of a Controlled Group

    By Francis, October 15, 2020
    • 3 replies
    • 1.3k views
    • 
    • Francis
    • October 18, 2020