401(k) Plans

19,319 topics in this forum

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

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

2. Things that make you go Hmmm...

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

3. Third Party Loan to a Solo 401K Plan

   By retirementplanning, June 22, 2020
   • 14 replies
   • 2.3k views
   • 
   • retirementplanning
   • June 25, 2020

4. 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
   • 1.4k views
   • 
   • Luke Bailey
   • August 17, 2018

5. Thirft 401(k) plan

   By Guest Mardi Gras, July 8, 2002
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 8, 2002

6. This is a difficult 401(k) plan

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

7. THM - Class Exclusions

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

8. Those darn leased employees!

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

9. thoughts on HPI deferral elections?

   By AlbanyConsultant, August 21, 2025
   • 2 replies
   • 1.4k views
   • 
   • Peter Gulia
   • August 22, 2025

10. Thoughts on the "missing participants" problem?

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

11. 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

12. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

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

13. Thrift 401(k) Plan

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

14. thrift plan withdrawal

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

15. Thrift Savings Plan Rollover

    By Guest MEGary, October 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 17, 2001

16. 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

17. tiaa-cref and safe harbor

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

18. 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

19. tiered match

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

20. Tiered match

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

21. Tiered Match

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

22. tiered match

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

23. Tiered Match - failing BRF

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

24. Tiered match based on compensation?

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

25. Tiered Match based on service?

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

26. Tiered Match Contribution

    By Guest gnappi, May 25, 2004
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

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

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

28. Tiered Matching Contributions

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

29. Tiered Safe Harbor Match

    By Guest Grumpy456, August 27, 2009
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • August 28, 2009

30. Tiered SHNEC Contributions

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

31. Time Deadline for Annual Valuation & Annual Participant Stmts

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

32. Time frame for amending Eligibility service Requirement

    By Guest ChopperPilot, February 24, 2005
    • 16 replies
    • 2.3k views
    • 
    • Earl
    • February 27, 2005

33. Time Frame to pay off loan after participant terminates

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

34. Time Limit for Plan Participant Distribution

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

35. Time limit to submit deferrals and matches

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

36. Time Limitations for 410b Amnd?

    By Zorro1k, April 23, 2015   

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

      Tagged with:

      • 410b
      • corrective amendment
      • failure
    • 14 replies
    • 2.4k views
    • 
    • Kevin C
    • April 24, 2015

37. Time period for contacting terminated employee

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

38. 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

39. Time taking aim at 401k plans

    By J Simmons, October 11, 2009
    • 23 replies
    • 3.6k views
    • 
    • GMK
    • October 14, 2009

40. Time to Declare Matching Contribution Percent

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

41. Time to update NRA?

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

42. Time-Sensitive "Negative Election" Question

    By Übernerd, April 8, 2005
    • 6 replies
    • 1.3k views
    • 
    • Übernerd
    • April 8, 2005

43. Timeframe for one-year suspension, of elective deferrals to 401(k) arr

    By James Matt Ullakko, April 24, 2001
    • 4 replies
    • 2k views
    • 
    • R. Butler
    • April 25, 2001

44. Timeframe to amend 2004 Profit Sharing Plan Allocation Method

    By Guest ChopperPilot, January 18, 2005
    • 4 replies
    • 1.5k views
    • 
    • could be me maybe not
    • January 18, 2005

45. Timely ADP Correction Distributions

    By Saiai, January 20, 2010
    • 0 replies
    • 951 views
    • 
    • Saiai
    • January 20, 2010

46. Timely Deferral Deposits

    By austin3515, November 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • November 12, 2003

47. timely deposit of deferrals to 'plan holding account', but not to participant accounts

    By AlbanyConsultant, July 14, 2021
    • 7 replies
    • 732 views
    • 
    • Bill Presson
    • July 15, 2021

48. Timely Enrollment Errors - Who is Monitoring

    By ldr, July 24, 2019   

    • enrollment
    • epcrs
    • 2 replies
    • 872 views
    • 
    • ldr
    • July 26, 2019

49. Timely Matching Contributions

    By Randy Watson, January 12, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 12, 2006

50. Timing and funding of 'solo conversion'

    By matthny, January 14, 2021
    • 5 replies
    • 536 views
    • 
    • Lou S.
    • January 14, 2021