401(k) Plans

19,319 topics in this forum

1. Trust EIN... yes or no

   By K-t-F, December 30, 2003
   • 3 replies
   • 2.1k views
   • 
   • pmacduff
   • December 30, 2003

2. Trust ID - SS-4

   By Lou81, December 14, 2022
   • 2 replies
   • 751 views
   • 
   • Lois Baker
   • December 14, 2022

3. Trust ID Numbers

   By Guest TrustMe401k, May 15, 2000
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • May 17, 2000

4. Trust Identification Number

   By Brian Gallagher, October 15, 2002
   • 13 replies
   • 15.3k views
   • 
   • pmacduff
   • October 18, 2002

5. Trust Identification Number

   By jala, December 8, 2008
   • 5 replies
   • 1.7k views
   • 
   • Bird
   • December 9, 2008

6. Trust Identification Numbers

   By BG5150, September 5, 2006
   • 2 replies
   • 1.5k views
   • 
   • rcline46
   • September 6, 2006

7. Trust needs to be notarized?

   By Dennis Povloski, May 5, 2011
   • 5 replies
   • 1.9k views
   • 
   • Bill Presson
   • May 9, 2011

8. Trust received check without a participant identified

   By waid10, May 24, 2019
   • 6 replies
   • 1.3k views
   • 
   • chc93
   • June 13, 2019

9. Trust Statement Due Date

   By Guest koo, February 19, 2010
   • 4 replies
   • 1.2k views
   • 
   • Peter Gulia
   • February 20, 2010

10. Trust to Trust transfer delay correction

    By Guest hyper, August 27, 2007
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • August 27, 2007

11. Trust to Trust Transfers

    By Guest Julie, November 29, 2006
    • 4 replies
    • 4.3k views
    • 
    • Guest
    • November 30, 2006

12. Trust vs. Named Persons as Beneficiary on 401k Plan

    By Guest jbruggeman, July 2, 2001
    • 1 reply
    • 6.1k views
    • 
    • Guest
    • July 5, 2001

13. Trustee

    By Guest Mike Schwing, November 12, 2002
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • November 13, 2002

14. Trustee being removed, needs to sign amendment?

    By TPApril, April 27, 2022
    • 13 replies
    • 2.8k views
    • 
    • Peter Gulia
    • April 29, 2022

15. Trustee change - how handle document??

    By Guest Michael Anderson, June 9, 2003
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 10, 2003

16. Trustee designation

    By Guest Pat Metallic, February 14, 2003
    • 2 replies
    • 1.3k views
    • 
    • jaemmons
    • February 14, 2003

17. Trustee Dies - no authorized signer

    By Ahuntingus, November 24, 2020
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • November 29, 2020

18. trustee directed match to partcipant directed

    By Guest bbaugh, August 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • August 29, 2002

19. Trustee EIN

    By Guest trojaninvestor, May 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 3, 2001

20. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 25, 2004

21. Trustee is a convicted Felon and in Prison

    By sbsfpension, April 16, 2015
    • 1 reply
    • 2k views
    • 
    • mbozek
    • April 16, 2015

22. Trustee of Plan Dies

    By jkdoll2, November 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • November 7, 2009

23. Trustee Refusing To Approve Distribution

    By Stash026, November 14, 2018
    • 13 replies
    • 2.8k views
    • 
    • Larry Starr
    • December 1, 2018

24. Trustee role under a separate trust agreement/FDIC

    By Guest Mbrockway, April 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 2, 2004

25. Trustee to trustee transfer

    By Guest jkrad, May 27, 2003
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 27, 2003

26. Trustee Was Killed

    By Coleboy1, August 5, 2025
    • 10 replies
    • 1.5k views
    • 
    • Below Ground
    • August 7, 2025

27. Truth or Nonsense ... an employee's $10,500 elective deferral does not

    By Moe Howard, December 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 2000

28. Trying to Determine who is HCE for Terminating Plan

    By Mr Bagwell, May 13, 2021   

    • terminating
    • short plan year
    • 4 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • May 14, 2021

29. Trying to exclude seasonal employees

    By PMC, September 21, 2006
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • September 21, 2006

30. Trying to figure missed deferral

    By Loves401(k), March 2, 2018
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • March 6, 2018

31. TSM vs Relius

    By Guest Midas, July 8, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 11, 2005

32. TSP plan message board up

    By Guest tspwatch, March 18, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 18, 2005

33. tuition assistance - count it as compensation?

    By AlbanyConsultant, March 7, 2024
    • 2 replies
    • 9.8k views
    • 
    • CuseFan
    • March 7, 2024

34. Tuition Reimbursement

    By Becky Schwing, December 2, 2020
    • 1 reply
    • 1.4k views
    • 
    • CuseFan
    • December 2, 2020

35. Turbo Tax limiting 401k contributions WHY?

    By mesiodens, October 15, 2016
    • 4 replies
    • 2.1k views
    • 
    • mesiodens
    • October 24, 2016

36. Turning off Automatic Contribution Arrangement

    By Dennis Povloski, December 27, 2010
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • December 28, 2010

37. two "owner only 401k plans" in the same business?

    By AlbanyConsultant, June 7, 2024
    • 5 replies
    • 4.1k views
    • 
    • Luke Bailey
    • June 20, 2024

38. Two 1099 Rs for the same amount

    By dropframe, April 14, 2015   

    • 1099R 1099-R 1099 R
    • 5 replies
    • 2k views
    • 
    • Appleby
    • April 20, 2015

39. Two 1099Rs for excess contribution

    By thepensionmaven, March 15, 2019
    • 1 reply
    • 373 views
    • 
    • 401king
    • March 15, 2019

40. Two 2004 5500's?

    By austin3515, July 12, 2006
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • July 12, 2006

41. TWO 401(k) Plans

    By Sydney, May 15, 2018
    • 3 replies
    • 789 views
    • 
    • Larry Starr
    • May 15, 2018

42. Two 401(k) plans

    By Guest ggdjo, June 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 16, 2004

43. Two 401(k) Plans, same employer

    By imchipbrown, July 27, 2018
    • 0 replies
    • 502 views
    • 
    • imchipbrown
    • July 27, 2018

44. Two 415 limits and Stock Attribution

    By John Feldt ERPA CPC QPA, February 20, 2006
    • 2 replies
    • 1.5k views
    • 
    • ak2ary
    • February 21, 2006

45. Two 415 limits?

    By K-t-F, September 7, 2006
    • 2 replies
    • 1.3k views
    • 
    • K-t-F
    • September 7, 2006

46. two beneficiary forms for one participant

    By Pixie, November 4, 2015
    • 6 replies
    • 933 views
    • 
    • Bird
    • November 5, 2015

47. Two commingled plans in one trust fund?

    By ldr, March 8, 2021
    • 8 replies
    • 1k views
    • 
    • ldr
    • March 10, 2021

48. Two Companies, Two PS Plans, Common Ownership

    By Guest ChopperPilot, March 16, 2004
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • March 18, 2004

49. Two Companies/Plans - Shared Employee as Plan Administrator on Both

    By Christina, August 7, 2020
    • 2 replies
    • 1k views
    • 
    • Larry Starr
    • August 8, 2020

50. Two Company 401(k)s?

    By Guest JetService, January 24, 2006
    • 2 replies
    • 1.3k views
    • 
    • Lame Duck
    • January 24, 2006