401(k) Plans

19,320 topics in this forum

1. Automatic Enrollment Question

   By Guest Phil L., September 12, 2000
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • September 12, 2000

2. Automatic Enrollment Safe Harbor plans

   By Brenda Wren, September 24, 2007
   • 0 replies
   • 1.1k views
   • 
   • Brenda Wren
   • September 24, 2007

3. Automatic Enrollment under PPA

   By PMC, October 12, 2006
   • 1 reply
   • 1.6k views
   • 
   • SteveH
   • October 13, 2006

4. Automatic Enrollment under SECURE 2.0

   By sb0828, June 15, 2023
   • 1 reply
   • 373 views
   • 
   • RatherBeGolfing
   • June 15, 2023

5. Automatic Enrollment under SECURE 2.0

   By sb0828, July 24, 2024
   • 1 reply
   • 782 views
   • 
   • RatherBeGolfing
   • July 25, 2024

6. Automatic Enrollment--Ohio

   By Guest CRC02, January 29, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 29, 2003

7. Automatic Enrollment/Negative Election

   By Guest Robin.Wolf, September 15, 2005
   • 6 replies
   • 1.9k views
   • 
   • RCK
   • September 20, 2005

8. Automatic Enrollments

   By Guest cjweber57, March 31, 2005
   • 7 replies
   • 1.7k views
   • 
   • R. Butler
   • April 8, 2005

9. Automatic Escalation

   By Guest Lori Dillingham, February 29, 2008
   • 1 reply
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • March 5, 2008

10. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com, February 8, 2023
    • 9 replies
    • 3.3k views
    • 
    • Kansas401k
    • February 10, 2023

11. 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
    • 1.3k views
    • 
    • Bird
    • March 30, 2005

12. Automatic Rollover for new plans

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

13. Automatic Rollover IRA - Set-up Fee

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

14. Automatic Rollover Regulations

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

15. Automatic Rollovers

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

16. Automatic Rollovers

    By Gruegen, October 18, 2004
    • 13 replies
    • 3.3k views
    • 
    • g8r
    • November 4, 2004

17. Automatic Rollovers

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

18. Automatic Rollovers

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

19. Automatic Rollovers

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

20. Automatic Rollovers - Amendment Deadline

    By Guest DTrom, January 13, 2005
    • 40 replies
    • 9.4k views
    • 
    • austin3515
    • January 7, 2007

21. Automatic rollovers and fees for distribution

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

22. Automatic Rollovers and Fidelity

    By Effen, March 23, 2005
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • March 25, 2005

23. Automatic Rollovers below $1,000

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

24. Automatic rollovers: safe or non-safe?

    By E as in ERISA, September 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • sloble@crowleyfleck.com
    • October 1, 2004

25. Automatic Stay and 'Home Bill" Loans

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

26. Automatic step-up of deferral rates

    By AlbanyConsultant, March 14, 2005
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • March 14, 2005

27. Automatic, passive, negative enrollments

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

28. Automatice Enrollment (Not EACA/Not QACA)

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

29. Availability of Different Rates of Match

    By Guest merlin, April 14, 2003
    • 7 replies
    • 2k views
    • 
    • MWeddell
    • April 15, 2003

30. Available Amount for New Loan 2 Existing Loans

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

31. Available for Hardship after loan

    By legort69, September 1, 2017   

    • hardship
    • 6 replies
    • 1.2k views
    • 
    • stephen
    • September 7, 2017

32. Available investments in 401(k)

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

33. Available Loan Amount with Multiple Loans

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

34. available loan funds

    By cpc0506, November 17, 2010
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • November 18, 2010

35. average 401(k) participation rates

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

36. 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
    • 2.8k views
    • 
    • Belgarath
    • May 25, 2016

37. Average Benefit Test - Controlled Group - Tested Separately

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

38. Average Benefits Test

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

39. Average Benefits Test

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

40. 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

41. Average Benefits Test - Elective Contributions

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

42. Average Benefits Test and Mortality

    By Guest mdelin, August 21, 2014   

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

43. average benefits test and other plans

    By Guest Pension Girl, February 21, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 22, 2010

44. Average Benefits Testing

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

45. average contribution amounts

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

46. Average Expense for 401(k) Plans.

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

47. Average mutual fund expense ratios by class

    By Guest marie567, December 3, 2003
    • 40 replies
    • 8k views
    • 
    • joel
    • December 18, 2003

48. Average Vesting Period for Small Businesses

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

49. Avg participation rates with various matching formulas

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

50. 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