401(k) Plans

19,275 topics in this forum

1. Automatic Rebalancing: What is the typical procedure?

   By gc@chimentowebb.com, February 8, 2023
   • 9 replies
   • 2.8k views
   • 
   • Kansas401k
   • February 10, 2023

2. Automatic Rollover - can the Plan Document say that Accrued Benefits less than $5K "may" be paid out, does it have to be "will" be paid out?

   By Guest steeletheone, March 29, 2005
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • March 30, 2005

3. Automatic Rollover for new plans

   By Guest Midas, April 20, 2005
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • April 20, 2005

4. Automatic Rollover IRA - Set-up Fee

   By J. Bringhurst, April 17, 2013
   • 8 replies
   • 1.6k views
   • 
   • J. Bringhurst
   • April 23, 2013

5. Automatic Rollover Regulations

   By Randy Watson, November 8, 2004
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • November 11, 2004

6. Automatic Rollovers

   By Kevin01, August 18, 2006
   • 0 replies
   • 1.2k views
   • 
   • Kevin01
   • August 18, 2006

7. Automatic Rollovers

   By Gruegen, October 18, 2004
   • 13 replies
   • 3.2k views
   • 
   • g8r
   • November 4, 2004

8. Automatic Rollovers

   By coleboy, November 9, 2016
   • 6 replies
   • 647 views
   • 
   • Belgarath
   • November 10, 2016

9. Automatic Rollovers

   By ratherbereading, September 21, 2016
   • 2 replies
   • 648 views
   • 
   • TPAJake
   • September 21, 2016

10. Automatic Rollovers

    By FJR, January 4, 2005
    • 11 replies
    • 4.2k views
    • 
    • Guest
    • April 11, 2005

11. Automatic Rollovers - Amendment Deadline

    By Guest DTrom, January 13, 2005
    • 40 replies
    • 9.3k views
    • 
    • austin3515
    • January 7, 2007

12. Automatic rollovers and fees for distribution

    By E as in ERISA, March 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2005

13. Automatic Rollovers and Fidelity

    By Effen, March 23, 2005
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • March 25, 2005

14. Automatic Rollovers below $1,000

    By 12AX7, October 29, 2010
    • 1 reply
    • 1k views
    • 
    • PFranckowiak
    • November 1, 2010

15. Automatic rollovers: safe or non-safe?

    By E as in ERISA, September 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • sloble@crowleyfleck.com
    • October 1, 2004

16. Automatic Stay and 'Home Bill" Loans

    By in-house ERISA, May 17, 2019
    • 5 replies
    • 784 views
    • 
    • Luke Bailey
    • May 21, 2019

17. Automatic step-up of deferral rates

    By AlbanyConsultant, March 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • March 14, 2005

18. Automatic, passive, negative enrollments

    By Guest cody, May 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 1, 2005

19. Automatice Enrollment (Not EACA/Not QACA)

    By KateSmithPA, May 15, 2008
    • 2 replies
    • 1.5k views
    • 
    • KateSmithPA
    • May 15, 2008

20. Availability of Different Rates of Match

    By Guest merlin, April 14, 2003
    • 7 replies
    • 1.9k views
    • 
    • MWeddell
    • April 15, 2003

21. Available Amount for New Loan 2 Existing Loans

    By Guest ROB VIDOVICH, June 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • June 3, 2003

22. Available for Hardship after loan

    By legort69, September 1, 2017   

    • hardship
    • 6 replies
    • 1.1k views
    • 
    • stephen
    • September 7, 2017

23. Available investments in 401(k)

    By maryflemingphr@yahoo.com, September 9, 2021
    • 6 replies
    • 859 views
    • 
    • BG5150
    • September 13, 2021

24. Available Loan Amount with Multiple Loans

    By Guest ROB VIDOVICH, June 9, 2003
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • June 9, 2003

25. available loan funds

    By cpc0506, November 17, 2010
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • November 18, 2010

26. average 401(k) participation rates

    By Guest buyertoday, July 7, 2003
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • July 14, 2003

27. Average Benefit Percentage Test "Testing Group" and "taken into account"

    By John Feldt ERPA CPC QPA, May 24, 2016   

    • 410(b)
    • Average Benefit Percentage
    • (and 4 more)

      Tagged with:

      • 410(b)
      • Average Benefit Percentage
      • testing group
      • coverage test
      • permissive aggregation
      • controlled group
    • 3 replies
    • 2.7k views
    • 
    • Belgarath
    • May 25, 2016

28. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k, April 18, 2024
    • 1 reply
    • 491 views
    • 
    • C. B. Zeller
    • April 18, 2024

29. Average Benefits Test

    By justatester, November 21, 2011
    • 1 reply
    • 920 views
    • 
    • Tom Poje
    • November 21, 2011

30. Average Benefits Test

    By CLE401kGuy, February 19, 2013
    • 13 replies
    • 4.9k views
    • 
    • chc93
    • February 25, 2013

31. Average Benefits Test

    By Guest guest809, January 24, 2013   

    • ABTABPT
    • coverage test
    • (and 3 more)

      Tagged with:

      • ABTABPT
      • coverage test
      • controlled group
      • merger
      • M/A
    • 1 reply
    • 2.7k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

32. Average Benefits Test - Elective Contributions

    By Guest WFusfeld, July 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • July 23, 1999

33. Average Benefits Test and Mortality

    By Guest mdelin, August 21, 2014   

    • ABT
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • September 3, 2014

34. average benefits test and other plans

    By Guest Pension Girl, February 21, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 22, 2010

35. Average Benefits Testing

    By justatester, March 23, 2010
    • 1 reply
    • 968 views
    • 
    • Mike Preston
    • March 23, 2010

36. average contribution amounts

    By Guest rring, September 12, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 15, 2003

37. Average Expense for 401(k) Plans.

    By Guest Thornton, July 12, 2001
    • 5 replies
    • 2k views
    • 
    • Jon Chambers
    • July 29, 2001

38. Average mutual fund expense ratios by class

    By Guest marie567, December 3, 2003
    • 40 replies
    • 7.9k views
    • 
    • joel
    • December 18, 2003

39. Average Vesting Period for Small Businesses

    By Guest Mae Behm, February 23, 2001
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • February 23, 2001

40. Avg participation rates with various matching formulas

    By Guest mrjones, July 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 20, 2006

41. Avoid RMDs - start a new company after age 70 1/2

    By Dobber, January 9, 2019
    • 6 replies
    • 1.4k views
    • 
    • card
    • January 9, 2019

42. avoiding and correcting liability for prohibited transactions

    By Guest dsamuels, May 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 2001

43. Avoiding gateway

    By Brenda Wren, May 2, 2003
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • May 2, 2003

44. Avoiding Independent Audit Requirement

    By TPA Bob, October 20, 2009
    • 5 replies
    • 1.3k views
    • 
    • TPA Bob
    • October 20, 2009

45. Avoiding Plan Asset Status for Revenue Sharing

    By stayingbusy, January 16, 2023
    • 4 replies
    • 651 views
    • 
    • Patricia Neal Jensen
    • January 18, 2023

46. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified, January 29
    • 4 replies
    • 867 views
    • 
    • Peter Gulia
    • January 29

47. Avoiding the Top-Heavy Mininum - Cash Flow Constraints

    By austin3515, March 19
    • 2 replies
    • 759 views
    • 
    • austin3515
    • March 19

48. Avoiding Top Heavy Status

    By LCARUSI, September 16, 1998
    • 1 reply
    • 4.6k views
    • 
    • Dawn Hafner
    • September 16, 1998

49. Avoiding(?) True-ups on Catch-Ups in Safe Harbor Plan?

    By Guest EEC1, August 28, 2009
    • 7 replies
    • 1.8k views
    • 
    • GMK
    • August 28, 2009

50. B;azeSSI user's system

    By Cathy from Chicago, January 16, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2000