401(k) Plans

19,319 topics in this forum

1. Terminating Solo 401k

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

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

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

3. Terminating Top Heavy Plan

   By Mr Bagwell, October 6, 2021   

   • top heavy
   • 4 replies
   • 1.1k views
   • 
   • Mr Bagwell
   • October 8, 2021

4. Termination

   By msmith55, April 21, 2015   

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

5. Termination and 401K

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

6. Termination and distribution

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

7. termination and rehire

   By Guest koolkidd, August 15, 2003
   • 8 replies
   • 2.2k views
   • 
   • ccassetty
   • August 15, 2003

8. Termination and rehire into controlled group

   By Guest k9522, November 13, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • November 13, 2002

9. Termination Date

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

10. Termination date for plan sponsor involved in asset sale

    By cpc0506, October 25, 2018
    • 8 replies
    • 1.9k views
    • 
    • cpc0506
    • October 27, 2018

11. 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

12. termination distn fees

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

13. Termination Distribution fees paid by plan participant

    By 2muchstress, March 6, 2003
    • 11 replies
    • 3.3k views
    • 
    • R. Butler
    • May 21, 2003

14. Termination For Embezzling Money + Profit Sharing

    By metsfan026, September 2, 2022
    • 9 replies
    • 1.8k views
    • 
    • Luke Bailey
    • September 7, 2022

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

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

16. 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

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

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

18. Termination of 401(k) holding annuities

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

19. Termination of 401(k) plan

    By Guest bujjigundu, April 16, 2001
    • 4 replies
    • 2k views
    • 
    • Richard Anderson
    • April 17, 2001

20. Termination of 401(k) Plan

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

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

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

22. Termination of 401k

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

23. Termination of a Safe Harbor Plan

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

24. Termination of Employment - Time period to repay loan

    By Guest SWH, March 19, 2008
    • 3 replies
    • 2.1k views
    • 
    • QDROphile
    • March 20, 2008

25. Termination of Leased Employee Status

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

26. termination of old pension plan

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

27. Termination of plan with "fuzzy" history

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

28. Termination of Safe Harbor 401(k)

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

29. Termination of Safe Harbor 401(k)

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

30. termination of safe harbor provisions

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

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

    By GwenOC, April 8, 2025
    • 4 replies
    • 1k views
    • 
    • GwenOC
    • April 15, 2025

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

    By kevind2010, February 23, 2015
    • 14 replies
    • 4.2k views
    • 
    • MWeddell
    • August 3, 2022

33. Termination vs. merger

    By chris, October 26, 2006
    • 15 replies
    • 5.5k views
    • 
    • Guest
    • October 27, 2006

34. Testamentary trust and named beneficiary

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

35. Testing - Highly Compensated and Top Heavy

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

36. Testing - Plan Amendment

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

37. Testing "Most" Otherwise Excludibles Separately

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

38. 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

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

    By user001, June 12, 2025
    • 4 replies
    • 595 views
    • 
    • user001
    • June 12, 2025

40. Testing 2 401(k) Plans

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

41. Testing 2 Employer Plans of a Controlled Group

    By Francis, October 15, 2020
    • 3 replies
    • 1.4k views
    • 
    • Francis
    • October 18, 2020

42. testing 2 plans separately to pass 410(b)

    By Guest dubya, February 21, 2005
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 21, 2005

43. Testing 401k plans in controlled group

    By 30Rock, December 15, 2017
    • 10 replies
    • 3.6k views
    • 
    • 30Rock
    • December 15, 2017

44. Testing a controlled group with a Safe Harbor and non-Safe Harbor 4k P

    By Guest Joe Vasko, December 19, 2001
    • 5 replies
    • 5.4k views
    • 
    • jaemmons
    • December 19, 2001

45. Testing a Safe Harbor 401(k) Plan with a Non-Safe Harbor 401(k) Plan

    By pam@bbm, April 3, 2023
    • 4 replies
    • 903 views
    • 
    • Nate S
    • April 6, 2023

46. Testing a start up company using statutory exclusions

    By Guest kan, February 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 22, 2002

47. Testing ACP Safe Harbor Contributions

    By Guest T-BONE, April 19, 2002
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • April 19, 2002

48. Testing after sale?

    By John A, March 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 2, 2000

49. Testing after-tax contributions to a 401(k) pla.

    By Guest Thornton, January 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • KJohnson
    • January 7, 2003

50. Testing benefits across company lines and payroll issues.

    By Guest FredBaragona, October 17, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2000