401(k) Plans

19,275 topics in this forum

1. An employee cashes out of 401k, but never cashes his check -how does P

   By Guest sgriff, September 5, 2000
   • 2 replies
   • 2.4k views
   • 
   • Richard Anderson
   • September 5, 2000

2. An employer gave a safe-harbor notice in August 1999 with a 10/01/99 s

   By Guest, October 18, 1999
   • 7 replies
   • 1.5k views
   • 
   • KJohnson
   • October 20, 1999

3. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

   By Guest ROB VIDOVICH, October 12, 2004
   • 6 replies
   • 1.7k views
   • 
   • Bird
   • October 13, 2004

4. An executive will be out of the office on an 18 month PAID leave of absence

   By katieinny, June 2, 2011
   • 2 replies
   • 995 views
   • 
   • katieinny
   • June 3, 2011

5. An integrated plan; top heavy; and 401(a)(4)

   By Guest SJPrince, August 19, 2000
   • 1 reply
   • 1.6k views
   • 
   • R. Butler
   • August 21, 2000

6. An Oldie but Goodie: severance pay as a source of 401(k) deferrals

   By Guest erisafried, May 2, 2005
   • 9 replies
   • 3.8k views
   • 
   • Guest
   • May 5, 2005

7. Announcement 2001-77

   By Guest Robin S. Vatalaro, July 6, 2001
   • 3 replies
   • 1.7k views
   • 
   • Bob R
   • July 7, 2001

8. Annual addition help

   By SteveH, August 4, 2006
   • 1 reply
   • 1k views
   • 
   • Belgarath
   • August 4, 2006

9. annual addition limits

   By pmacduff, February 12, 2015
   • 5 replies
   • 1.5k views
   • 
   • Lou S.
   • February 13, 2015

10. Annual Addition limits

    By ratherbereading, December 27, 2022
    • 1 reply
    • 681 views
    • 
    • Belgarath
    • December 27, 2022

11. Annual additions

    By imchipbrown, September 29, 2000
    • 2 replies
    • 1.8k views
    • 
    • imchipbrown
    • September 30, 2000

12. Annual additions

    By Guest bdm_7458, November 13, 2008
    • 12 replies
    • 2.6k views
    • 
    • austin3515
    • November 15, 2008

13. Annual Additions for an off cal. plan year

    By doombuggy, November 4, 2005
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • November 24, 2005

14. Annual Additions Limit considering Catch-up contributions

    By Guest ADMINREX, March 11, 2004
    • 5 replies
    • 3.2k views
    • 
    • MGB
    • March 12, 2004

15. Annual additions limit for non-calendar plan and 401(k) deferrals greater than the calendar year limit.

    By AJC, June 8, 2022
    • 2 replies
    • 417 views
    • 
    • Lou S.
    • June 8, 2022

16. Annual additions limit in 2002 under EGTRA

    By AndyH, June 5, 2001
    • 14 replies
    • 3.1k views
    • 
    • Earl
    • June 30, 2001

17. Annual additions with a SEP and 401(k)

    By Guest Tara Curran, August 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 2, 2002

18. Annual additions--1 ee & 2 ers

    By Guest m thom, October 18, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • October 18, 1999

19. Annual Additions--include dependent care account?

    By Guest Martha A. Hayner, May 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • May 2, 2001

20. Annual Compensation Limit and Deferrals

    By StevenM, December 23, 2015   

    • 401(a)(17)
    • 6 replies
    • 6.3k views
    • 
    • Kevin C
    • December 24, 2015

21. annual compensation limit in profit sharing formula

    By parks777, December 30, 2016
    • 15 replies
    • 2.2k views
    • 
    • parks777
    • January 5, 2017

22. Annual Compensation Limits

    By Guest cdickie, November 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2006

23. Annual Deferral Election

    By Guest Ken Krol, June 9, 2014
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 12, 2014

24. Annual Disclosure Notice to Participants

    By gregburst, July 10, 2012
    • 7 replies
    • 1.4k views
    • 
    • cpc0506
    • July 13, 2012

25. Annual Document Maintenance

    By Guest fender5150, July 21, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 23, 2007

26. Annual Match Calculation Excluding Comp Prior to When they first contributed

    By austin3515, February 14, 2024
    • 12 replies
    • 792 views
    • 
    • austin3515
    • February 15, 2024

27. Annual match true-up

    By buckaroo, January 16, 2008
    • 2 replies
    • 1.6k views
    • 
    • JanetM
    • January 17, 2008

28. Annual Notice for Auto Enrollees

    By Guest Jose Rosario, May 31, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 31, 2001

29. Annual notice for automatic enroolment

    By blue, October 5, 2006
    • 0 replies
    • 1.2k views
    • 
    • blue
    • October 5, 2006

30. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2004

31. Annual Notice Requirement for Spouse Only Plan

    By Sue, October 21, 2019
    • 2 replies
    • 468 views
    • 
    • Lou S.
    • October 22, 2019

32. Annual Percentage Rate (APR) in Cross Testing

    By Alex Daisy, December 29, 2007
    • 26 replies
    • 7.9k views
    • 
    • Mike Preston
    • January 15, 2008

33. Annual pooled account statements (when markets have changed)

    By TPApril, March 16, 2020
    • 16 replies
    • 2k views
    • 
    • Mike Preston
    • April 2, 2020

34. Annual QDIA Notice and 404c Compliance

    By khn, November 3, 2014
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • November 4, 2014

35. Annual Qslob testing requirements

    By Floridaattorney, December 23, 2013
    • 0 replies
    • 2.1k views
    • 
    • Floridaattorney
    • December 23, 2013

36. Annual Recordkeeping Fees

    By Nassau, April 3, 2013   

    • Splitting
    • Cost
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • April 3, 2013

37. Annual Required Participant Notice Question

    By khn, September 17, 2014
    • 1 reply
    • 837 views
    • 
    • GMK
    • September 17, 2014

38. Annual Retirement Plan Reivew

    By mlp0816, December 9, 2006
    • 0 replies
    • 918 views
    • 
    • mlp0816
    • December 9, 2006

39. Annual Safe Harbor Compensation Limit

    By coleboy, October 30, 2018
    • 4 replies
    • 726 views
    • 
    • Tom Poje
    • October 30, 2018

40. Annual True Up %

    By Guest Liosis, January 17, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2011

41. Annual vs. Pay Period calculation of match

    By austin3515, October 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 21, 2002

42. Annuity illustrations_Secure Act

    By gc@chimentowebb.com, July 25, 2023
    • 1 reply
    • 507 views
    • 
    • garrettwadley
    • July 26, 2023

43. annuity in target-date fund?

    By Peter Gulia, November 25, 2014   

    • investment alternative
    • 3 replies
    • 950 views
    • 
    • GMK
    • November 26, 2014

44. Annuity Option Language in 401(k) Plan

    By rocknrolls2, September 8, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 8, 2006

45. annuity overpayments

    By Guest TroyRiley, May 8, 2003
    • 3 replies
    • 1.8k views
    • 
    • GBurns
    • May 10, 2003

46. Annuity Purchase Rates

    By austin3515, January 18, 2010
    • 8 replies
    • 4k views
    • 
    • Tom Poje
    • January 19, 2010

47. another 404(a)(5) question - duplicate mailings?

    By TPAnnie, August 27, 2012
    • 1 reply
    • 992 views
    • 
    • Guest
    • August 28, 2012

48. Another allocation/contribution/deduction question

    By RatherBeGolfing, September 17, 2018
    • 3 replies
    • 412 views
    • 
    • Earl
    • September 18, 2018

49. Another Amendment to Safe Harbor Plan Question

    By austin3515, June 8, 2015
    • 20 replies
    • 1.8k views
    • 
    • austin3515
    • June 15, 2015

50. Another Asset Sale Question

    By thepensionmaven, September 28, 2019
    • 4 replies
    • 868 views
    • 
    • Lou S.
    • October 1, 2019