401(k) Plans

19,320 topics in this forum

1. Annuity illustrations_Secure Act

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

2. annuity in target-date fund?

   By Peter Gulia, November 25, 2014   

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

3. Annuity Option Language in 401(k) Plan

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

4. annuity overpayments

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

5. Annuity Purchase Rates

   By austin3515, January 18, 2010
   • 8 replies
   • 4.1k views
   • 
   • Tom Poje
   • January 19, 2010

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

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

7. Another allocation/contribution/deduction question

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

8. Another Amendment to Safe Harbor Plan Question

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

9. Another Asset Sale Question

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

10. Another Benefit Is Contingent on 401(k) Deferrals

    By Guest mrjones, July 10, 2006
    • 1 reply
    • 1.7k views
    • 
    • spartytax
    • June 17, 2015

11. Another Catch-up Qt (fiscal year)

    By Guest mab, May 25, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2006

12. Another Change in Vesting Schedule Question

    By Guest aciepluch, October 24, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2006

13. Another Control Group Question

    By coleboy, November 2, 2015
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • November 3, 2015

14. Another Control Group Question

    By goldtpa, October 30, 2009
    • 1 reply
    • 986 views
    • 
    • Belgarath
    • October 30, 2009

15. another deduction question

    By thepensionmaven, December 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • thepensionmaven
    • December 30, 1999

16. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing, April 5, 2017
    • 2 replies
    • 667 views
    • 
    • RatherBeGolfing
    • April 7, 2017

17. another excess deferral question

    By TPAnnie, February 5, 2009
    • 17 replies
    • 3.8k views
    • 
    • Guest
    • February 12, 2009

18. Another Extension for 5500 filing

    By LCARUSI, October 13, 1998
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • October 16, 1998

19. another fiscal year catch-up question

    By R. Butler, April 30, 2014
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • May 2, 2014

20. Another HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Bob R
    • February 22, 2007

21. Another Individual (k) Question

    By Guest EAS, December 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 23, 2004

22. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay, September 8, 2023   

    • correction method
    • 8 replies
    • 820 views
    • 
    • 401kAllTheWay
    • September 8, 2023

23. Another life insurance question

    By Guest Robertd, August 21, 2012
    • 6 replies
    • 1.1k views
    • 
    • K2retire
    • August 22, 2012

24. Another LTPT Inquiry

    By thepensionmaven, June 27, 2025
    • 8 replies
    • 831 views
    • 
    • RatherBeGolfing
    • June 30, 2025

25. Another LTPT Question - (sorry)

    By Gilmore, October 17, 2023
    • 5 replies
    • 969 views
    • 
    • LANDO
    • October 19, 2023

26. Another question related to severance pay

    By jkharvey, May 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • May 6, 2005

27. Another reason to hate SIMPLE 401k

    By Flyboyjohn, October 16, 2015
    • 1 reply
    • 764 views
    • 
    • Tom Poje
    • October 19, 2015

28. Another rehire question

    By ombskid, May 9, 2010
    • 2 replies
    • 1k views
    • 
    • PLAN MAN
    • May 10, 2010

29. Another Roth 401(k) question

    By FJR, October 27, 2005
    • 8 replies
    • 2.1k views
    • 
    • bzorc
    • November 1, 2005

30. another safe Harbor 401(K)

    By thepensionmaven, June 15, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 15, 2009

31. Another Safe Harbor Question

    By imchipbrown, April 12, 2000
    • 7 replies
    • 1.7k views
    • 
    • Alf
    • April 21, 2000

32. Another Safe Harbor/Top Heavy Question

    By Guest wayneiser, February 26, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • February 26, 2004

33. Another severance pay ?

    By jaemmons, January 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • January 19, 2005

34. Another SH Question. Has anyone had a 401k SH Plan audited by IRS and had the Auditor ask to see the SH Notice?

    By jkharvey, June 17, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 17, 2005

35. Another Short Plan Year Question

    By Hoard1, November 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • Hoard1
    • November 3, 1999

36. Another Short Year Safe Harbor Questions

    By thepensionmaven, October 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 1999

37. Another suspend safe harbor question - sorry

    By Gilmore, March 26, 2020
    • 2 replies
    • 570 views
    • 
    • Gilmore
    • March 26, 2020

38. Another TH 401(k) Issue

    By Guest TitusracerX, April 7, 2003
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • April 8, 2003

39. Another Top Heavy Question

    By Guest KD40, February 7, 2003
    • 9 replies
    • 2.1k views
    • 
    • Earl
    • February 22, 2003

40. Another Top Paid Group Question

    By MarZDoates, August 26, 2014
    • 12 replies
    • 3.6k views
    • 
    • BG5150
    • August 27, 2014

41. Another Top Paid Group question

    By FJR, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 27, 2004

42. Another triple match question

    By jkharvey, September 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 13, 2007

43. Anti-Cut back

    By Guest swodad, July 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 16, 2003

44. anti-cutback implications

    By Guest medinael, March 5, 2004
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • March 5, 2004

45. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status?

    By rocknrolls2, August 2, 2000
    • 0 replies
    • 1.6k views
    • 
    • rocknrolls2
    • August 2, 2000

46. Antialienation

    By Guest tonjer, November 7, 2002
    • 20 replies
    • 5.6k views
    • 
    • mbozek
    • November 12, 2002

47. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 6.4k views
    • 
    • Guest
    • February 14, 2003

48. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE, May 4, 2012
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • May 9, 2012

49. anticutback

    By Guest britneyspears, July 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 21, 2005

50. Any advantages for a plan year different from employer tax year?

    By Guest Doug Johnston, May 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 7, 2002