401(k) Plans

19,319 topics in this forum

1. Traditional safe harbor 401k restating to QACA

   By 30Rock, February 9, 2019
   • 5 replies
   • 1.5k views
   • 
   • Luke Bailey
   • February 11, 2019

2. Traditional Safe Harbor Match

   By Nassau, October 11, 2012
   • 0 replies
   • 1k views
   • 
   • Nassau
   • October 11, 2012

3. Traditional SH Match/Top Heavy

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

4. Trailing earnings and ADP/ACP tests

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

5. Training for 401k Administrator

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

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

   By stephen, October 15, 1998
   • 10 replies
   • 2.2k views
   • 
   • Guest
   • October 23, 1998

7. Training Videos

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

8. Trans Continental/Louis Pearlman

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

9. Transaction reporting for contributions in brokerage accounts

   By TPApril, January 15, 2025
   • 4 replies
   • 1.4k views
   • 
   • Bruce1
   • January 17, 2025

10. Transfer 401k to PEO 401k

    By goldtpa, December 3, 2015
    • 2 replies
    • 1.8k views
    • 
    • GBurns
    • December 13, 2015

11. Transfer Contribution from Cafeteria Plan

    By Guest KennyH, February 13, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 13, 2008

12. Transfer employment within controlled group - a termination?

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

13. transfer fees for platform change

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

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

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

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

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

16. Transfer of 401K to IRA

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

17. transfer of assets

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

18. Transfer of assets between qualified and nq plan

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

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

    By Guest B12751, January 4, 2002
    • 8 replies
    • 3.6k views
    • 
    • Jon Chambers
    • January 4, 2002

20. Transfer of ees who change status

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

21. Transfer of In-Plan Annuity to an IRA

    By CharlesS, August 19, 2021
    • 4 replies
    • 1.4k views
    • 
    • ErnieG
    • August 20, 2021

22. Transfer to foreign affiliate

    By Guest carsca, April 1, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2003

23. transfer to new investment advisor

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

24. Transfer to UK

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

25. Transfer/Rollover II

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

26. Transfer/Rollovers

    By Guest Redchip, August 17, 1999
    • 4 replies
    • 1.8k views
    • 
    • jlf
    • September 18, 1999

27. transfering $ from 401 plan to charitable organization

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

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

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

29. 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

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

    By Guest skipos, February 10, 2011
    • 4 replies
    • 1.7k views
    • 
    • Lou S.
    • February 14, 2011

31. Transfers between Union and Nonunion plan

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

32. Transfers between union and nonunion plans.

    By Guest revier, September 13, 2004
    • 8 replies
    • 6.5k views
    • 
    • RCK
    • September 15, 2004

33. Transfers from 401(k) to HSA?

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

34. Transition period for 401(k) Plan

    By Guest Scrappy, June 28, 2004
    • 1 reply
    • 1.7k views
    • 
    • alanm
    • June 30, 2004

35. Transition Period for Acquisition

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

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

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

37. Transition period--unanswerable question

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

38. transition relief applicable?

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

39. Transition Rule

    By justatester, January 10, 2008
    • 4 replies
    • 7k views
    • 
    • justatester
    • January 14, 2008

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

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

41. Transition year for CY/PY testing method

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

42. transmitting deferrals late

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

43. Trap for the unwary?

    By Brenda Wren, March 25, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 25, 2004

44. Trasition Rule under 410(b)(6)(c)

    By RRB, January 26, 2012
    • 3 replies
    • 1.3k views
    • 
    • RRB
    • February 1, 2012

45. Treas Reg 1.72(p)1, Q&A-10

    By Brian Gallagher, April 4, 2003
    • 4 replies
    • 5.3k views
    • 
    • david rigby
    • April 5, 2003

46. Treas.Reg. 1.410(b)-5(d)(3)(ii)

    By Guest Paula G., July 19, 2006
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • July 24, 2006

47. Treasury Regs on the web

    By Brian Gallagher, March 4, 2003
    • 4 replies
    • 1.3k views
    • 
    • GBurns
    • March 5, 2003

48. Treasury stock in a 401(k)

    By PMC, February 16, 2007
    • 3 replies
    • 1.7k views
    • 
    • TLGeer
    • February 18, 2007

49. Treatment Of ADP/ACP Corrective Distributions Under Post-EGTRRA Top-He

    By Guest GAPPension1, November 5, 2002
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • November 26, 2002

50. Treatment of Catch-up Contributions

    By Dougsbpc, June 22, 2010
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • June 22, 2010