401(k) Plans

19,275 topics in this forum

1. Tracking Source of money in Segregated Brokerage

   By Guest DeePA, July 16, 2003
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • July 16, 2003

2. Trading Errors

   By austin3515, August 25, 2003
   • 5 replies
   • 1.8k views
   • 
   • austin3515
   • August 26, 2003

3. Trading of Employer Stock Suspended

   By Guest halka, October 12, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 12, 2001

4. Trading platform

   By Guest Dale Cunningham, October 7, 1998
   • 0 replies
   • 4.4k views
   • 
   • Guest
   • October 7, 1998

5. Trading Restrictions on Company Stock

   By RCK, January 29, 2007
   • 3 replies
   • 1.5k views
   • 
   • JanetM
   • January 30, 2007

6. Trading restrictions on DC plans

   By Guest blizzake, May 13, 2004
   • 0 replies
   • 988 views
   • 
   • Guest
   • May 13, 2004

7. Traditional 401(k) plan to Safe Harbor 401(k) plan

   By Dougsbpc, February 27, 2024
   • 1 reply
   • 395 views
   • 
   • Bill Presson
   • February 27, 2024

8. Traditional 401k to Roth 401k or Roth IRS

   By Gadgetfreak, September 18, 2009
   • 2 replies
   • 1.1k views
   • 
   • Gadgetfreak
   • September 21, 2009

9. Traditional safe harbor 401k restating to QACA

   By 30Rock, February 9, 2019
   • 5 replies
   • 1.4k views
   • 
   • Luke Bailey
   • February 11, 2019

10. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
    • 0 replies
    • 995 views
    • 
    • Nassau
    • October 11, 2012

11. Traditional SH Match/Top Heavy

    By Cathy from Chicago, December 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 13, 2007

12. Trailing earnings and ADP/ACP tests

    By Guest Quacka, March 20, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 22, 2010

13. Training for 401k Administrator

    By Guest etu22, March 1, 2004
    • 21 replies
    • 9.7k views
    • 
    • Guest
    • April 2, 2004

14. Training Program for people new to 401(k)/Defined Contribution

    By stephen, October 15, 1998
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • October 23, 1998

15. Training Videos

    By Guest Marcus, January 23, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 27, 1999

16. Trans Continental/Louis Pearlman

    By Guest Dan Shea, April 2, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2009

17. Transaction reporting for contributions in brokerage accounts

    By TPApril, January 15
    • 4 replies
    • 1.2k views
    • 
    • Bruce1
    • January 17

18. Transfer 401k to PEO 401k

    By goldtpa, December 3, 2015
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • December 13, 2015

19. Transfer Contribution from Cafeteria Plan

    By Guest KennyH, February 13, 2008
    • 0 replies
    • 990 views
    • 
    • Guest
    • February 13, 2008

20. Transfer employment within controlled group - a termination?

    By Tom, May 24, 2024
    • 1 reply
    • 1.3k views
    • 
    • Paul I
    • May 24, 2024

21. transfer fees for platform change

    By pmacduff, December 15, 2023
    • 2 replies
    • 852 views
    • 
    • CuseFan
    • December 15, 2023

22. Transfer from a PEO-MEP to a 401k Plan

    By 401kSteve, February 27, 2021
    • 0 replies
    • 465 views
    • 
    • 401kSteve
    • February 27, 2021

23. transfer from benefits eligible status job to a non-benefits eligible job & 401(k) plan compensation

    By alexa, June 16, 2023
    • 3 replies
    • 595 views
    • 
    • justanotheradmin
    • June 19, 2023

24. Transfer of 401K to IRA

    By jlf, September 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • LCARUSI
    • September 8, 1999

25. transfer of assets

    By Guest Smitty848, February 12, 2003
    • 17 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 26, 2003

26. Transfer of assets between qualified and nq plan

    By Guest SamFischer, July 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 30, 2003

27. Transfer of assets to a new 401K plan provider/trustee

    By Guest B12751, January 4, 2002
    • 8 replies
    • 3.5k views
    • 
    • Jon Chambers
    • January 4, 2002

28. Transfer of ees who change status

    By ESOP Guy, August 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 10, 2011

29. Transfer of In-Plan Annuity to an IRA

    By CharlesS, August 19, 2021
    • 4 replies
    • 1.2k views
    • 
    • ErnieG
    • August 20, 2021

30. Transfer to foreign affiliate

    By Guest carsca, April 1, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2003

31. transfer to new investment advisor

    By Guest erisaauditor, September 24, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 28, 2009

32. Transfer to UK

    By four01kman, January 19, 2010
    • 0 replies
    • 987 views
    • 
    • four01kman
    • January 19, 2010

33. Transfer/Rollover II

    By Guest Redchip, August 20, 1999
    • 8 replies
    • 2.3k views
    • 
    • jlf
    • August 30, 1999

34. Transfer/Rollovers

    By Guest Redchip, August 17, 1999
    • 4 replies
    • 1.7k views
    • 
    • jlf
    • September 18, 1999

35. transfering $ from 401 plan to charitable organization

    By Guest AHollister, October 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 24, 2001

36. Transferring Balances of Missing MPP Participants into 401(k) Plan

    By holdco, April 11, 2012
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • April 13, 2012

37. Transferring between members of contol group and distributions

    By JanetM, March 30, 2004
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • March 31, 2004

38. Transferring my self employed 401k account to my Sep-IRA?

    By Guest skipos, February 10, 2011
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • February 14, 2011

39. Transfers between Union and Nonunion plan

    By PFranckowiak, March 22, 2012
    • 0 replies
    • 961 views
    • 
    • PFranckowiak
    • March 22, 2012

40. Transfers between union and nonunion plans.

    By Guest revier, September 13, 2004
    • 8 replies
    • 6.4k views
    • 
    • RCK
    • September 15, 2004

41. Transfers from 401(k) to HSA?

    By Jim Chad, March 11, 2013
    • 4 replies
    • 5.6k views
    • 
    • Jim Chad
    • March 11, 2013

42. Transition period for 401(k) Plan

    By Guest Scrappy, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • alanm
    • June 30, 2004

43. Transition Period for Acquisition

    By Gilmore, August 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Gilmore
    • August 11, 2004

44. Transition period over safe harbor and non-safe harbor plan

    By Rayofsunshine, December 20, 2023
    • 2 replies
    • 629 views
    • 
    • Rayofsunshine
    • December 20, 2023

45. Transition period--unanswerable question

    By lexi, February 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 12, 2007

46. transition relief applicable?

    By AlbanyConsultant, December 23, 2017
    • 3 replies
    • 761 views
    • 
    • AlbanyConsultant
    • January 4, 2018

47. Transition Rule

    By justatester, January 10, 2008
    • 4 replies
    • 6.9k views
    • 
    • justatester
    • January 14, 2008

48. Transition Safe Harbor 401k to solo 401k?

    By jpdrews, June 16, 2023
    • 8 replies
    • 1.6k views
    • 
    • jpdrews
    • June 21, 2023

49. Transition year for CY/PY testing method

    By Guest SBlack, March 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • March 7, 2001

50. transmitting deferrals late

    By Scuba 401, September 29, 2011
    • 11 replies
    • 1.8k views
    • 
    • austin3515
    • October 1, 2011