401(k) Plans

19,275 topics in this forum

1. The end of the Fiduciary Rule??

   By austin3515, May 2, 2018
   • 24 replies
   • 1.4k views
   • 
   • austin3515
   • May 10, 2018

2. The first election

   By fiona1, August 1, 2011
   • 1 reply
   • 975 views
   • 
   • BG5150
   • August 2, 2011

3. The Fix for Missed Deferrals - Confirmation

   By 401king, November 6, 2009
   • 6 replies
   • 2k views
   • 
   • K2retire
   • November 9, 2009

4. The IRS Continues To Behave Badly

   By austin3515, March 11, 2014
   • 21 replies
   • 3.5k views
   • 
   • Kevin C
   • May 14, 2015

5. the latest CPI (Consumer Price Index) and implications for next year.

   By Guest Tom Poje, May 16, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 16, 2001

6. The plan sponsor changes eligibility wait period from six to twelve mo

   By Guest Clint Schuckel, December 20, 2000
   • 5 replies
   • 1.9k views
   • 
   • Earl
   • December 21, 2000

7. The Same Desk Rule

   By Guest David Thomas, September 21, 1998
   • 3 replies
   • 5.2k views
   • 
   • Guest
   • September 24, 1998

8. The Soldiers' and Sailors' Civil Relief Act – applying a rate higher

   By Guest Do, January 16, 2003
   • 15 replies
   • 2.2k views
   • 
   • Guest
   • January 20, 2003

9. Theoretical idea regarding the 402(g) limit in a short plan year. Jus

   By Bri, September 1, 2000
   • 3 replies
   • 2.3k views
   • 
   • Bri
   • September 3, 2000

10. They're here! (new limits!)

    By austin3515, October 28, 2010
    • 5 replies
    • 1.3k views
    • 
    • GMK
    • October 28, 2010

11. Things that make you go Hmmm...

    By austin3515, October 21, 2020
    • 22 replies
    • 1.8k views
    • 
    • Peter Gulia
    • October 22, 2020

12. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.1k views
    • 
    • retirementplanning
    • June 25, 2020

13. Third party payments during leave of absence

    By Jackie, August 16, 2018   

    • 401k loans
    • loan repayments
    • (and 3 more)

      Tagged with:

      • 401k loans
      • loan repayments
      • level amortization
      • third party payments
      • 401k loan repayments
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • August 17, 2018

14. Thirft 401(k) plan

    By Guest Mardi Gras, July 8, 2002
    • 0 replies
    • 998 views
    • 
    • Guest
    • July 8, 2002

15. This is a difficult 401(k) plan

    By SteveH, September 19, 2006
    • 15 replies
    • 2.7k views
    • 
    • BG5150
    • September 26, 2006

16. THM - Class Exclusions

    By austin3515, February 9, 2014
    • 1 reply
    • 944 views
    • 
    • ETA Consulting LLC
    • February 9, 2014

17. Those darn leased employees!

    By Guest erisafried, October 16, 2002
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2002

18. thoughts on HPI deferral elections?

    By AlbanyConsultant, August 21
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 22

19. Thoughts on the "missing participants" problem?

    By Shuo, November 24, 2020
    • 1 reply
    • 400 views
    • 
    • Kyle - Berwyn Group
    • November 30, 2020

20. Three Age 70 1/2 Questions RE:Active Part.

    By Guest Don J. Smith, December 17, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 17, 1999

21. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

    • adp test
    • 6 replies
    • 1.1k views
    • 
    • RayRay
    • May 29, 2019

22. Thrift 401(k) Plan

    By Guest Mardi Gras, July 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Erik Read
    • July 12, 2002

23. thrift plan withdrawal

    By LIBERTYKID, January 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • LIBERTYKID
    • January 18, 2007

24. Thrift Savings Plan Rollover

    By Guest MEGary, October 17, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

25. TIAA CREF Conversion

    By MjInvestments, April 4, 2017   

    • tiaa-cref
    • tiaa
    • (and 1 more)

      Tagged with:

      • tiaa-cref
      • tiaa
      • variable annuity
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • April 5, 2017

26. tiaa-cref and safe harbor

    By Lori H, March 24, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • March 24, 2006

27. TIAA-CREF ERISA data for Form 5500 for 401k plans

    By Guest DK Ellerson, June 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 28, 2002

28. tiered match

    By FJR, August 7, 2003
    • 1 reply
    • 1.4k views
    • 
    • g8r
    • August 7, 2003

29. Tiered match

    By R. Butler, October 14, 2015
    • 1 reply
    • 901 views
    • 
    • GMK
    • October 14, 2015

30. Tiered Match

    By Guest Boilerburm1, February 9, 2007
    • 5 replies
    • 1.7k views
    • 
    • blue
    • February 12, 2007

31. tiered match

    By Guest greggi39, June 17, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2005

32. Tiered Match - failing BRF

    By Tinman, March 11, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 12, 2008

33. Tiered match based on compensation?

    By BG5150, June 30, 2021
    • 5 replies
    • 660 views
    • 
    • Patricia Neal Jensen
    • July 6, 2021

34. Tiered Match based on service?

    By TBob, December 29, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 30, 2006

35. Tiered Match Contribution

    By Guest gnappi, May 25, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

36. Tiered match tied to service, not amount of deferrals

    By Guest TaxedToDeath, July 11, 2011
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • July 14, 2011

37. Tiered Matching Contributions

    By Guest Laura Millwood, November 9, 1998
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • November 11, 1998

38. Tiered Safe Harbor Match

    By Guest Grumpy456, August 27, 2009
    • 4 replies
    • 4k views
    • 
    • Guest
    • August 28, 2009

39. Tiered SHNEC Contributions

    By Rich L. Mayer, August 11, 2014
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • August 11, 2014

40. Time Deadline for Annual Valuation & Annual Participant Stmts

    By Guest Dash02, March 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • March 12, 2007

41. Time frame for amending Eligibility service Requirement

    By Guest ChopperPilot, February 24, 2005
    • 16 replies
    • 2.2k views
    • 
    • Earl
    • February 27, 2005

42. Time Frame to pay off loan after participant terminates

    By Pammie57, February 8, 2018
    • 7 replies
    • 3k views
    • 
    • Bird
    • February 9, 2018

43. Time Limit for Plan Participant Distribution

    By Guest Mark Manning, December 7, 1999
    • 2 replies
    • 1.4k views
    • 
    • Hoard1
    • December 8, 1999

44. Time limit to submit deferrals and matches

    By Guest Rags, January 23, 2008
    • 4 replies
    • 2k views
    • 
    • WDIK
    • January 26, 2008

45. Time Limitations for 410b Amnd?

    By Zorro1k, April 23, 2015   

    • 410b
    • corrective amendment
    • (and 1 more)

      Tagged with:

      • 410b
      • corrective amendment
      • failure
    • 14 replies
    • 2.3k views
    • 
    • Kevin C
    • April 24, 2015

46. Time period for contacting terminated employee

    By Guest Kiel, November 24, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 24, 1998

47. TIME SENSITIVE- Do the PARTY IN INTEREST provisions under ERISA have a

    By fidu, January 16, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • January 16, 2002

48. Time taking aim at 401k plans

    By J Simmons, October 11, 2009
    • 23 replies
    • 3.5k views
    • 
    • GMK
    • October 14, 2009

49. Time to Declare Matching Contribution Percent

    By toolegit, December 6, 2018
    • 1 reply
    • 371 views
    • 
    • austin3515
    • December 8, 2018

50. Time to update NRA?

    By Riley Britton, March 14, 2021
    • 12 replies
    • 1.8k views
    • 
    • Bird
    • March 17, 2021