401(k) Plans

19,320 topics in this forum

1. avoiding and correcting liability for prohibited transactions

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

2. Avoiding gateway

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

3. Avoiding Independent Audit Requirement

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

4. Avoiding Plan Asset Status for Revenue Sharing

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

5. Avoiding Single-Employer Treatment for Portfolio Company Benefits

   By NonQualified, January 29, 2025
   • 4 replies
   • 918 views
   • 
   • Peter Gulia
   • January 29, 2025

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

   By austin3515, March 19, 2025
   • 2 replies
   • 795 views
   • 
   • austin3515
   • March 19, 2025

7. Avoiding Top Heavy Status

   By LCARUSI, September 16, 1998
   • 1 reply
   • 4.7k views
   • 
   • Dawn Hafner
   • September 16, 1998

8. 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

9. B;azeSSI user's system

   By Cathy from Chicago, January 16, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 18, 2000

10. Back Dating of Benefits

    By Guest klmann, December 10, 2002
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • December 11, 2002

11. Back Pay

    By BTG, August 15, 2023
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • August 17, 2023

12. Back Pay

    By 401 Chaos, December 30, 2010
    • 5 replies
    • 11.4k views
    • 
    • Guest
    • December 31, 2010

13. Back pay

    By Guest ppapdx, September 9, 2013
    • 9 replies
    • 7k views
    • 
    • Flyboyjohn
    • June 2, 2015

14. Back Pay Issue - Participant terminated in 2020 before meeting last day requirement for profit share. In 2021 participant is awarded back pay after hearing officer determines a wrongful termination has occurred. How to correct for missed deferral and PSC

    By ERISAQuestions1234, September 3, 2021
    • 2 replies
    • 931 views
    • 
    • Mike Preston
    • October 1, 2021

15. Back to back short years

    By Dazednconfused, October 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • PensionPro
    • October 13, 2009

16. Back to Shifting

    By buckaroo, September 17, 2008
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 6, 2009

17. Back wages / Post Severance Comp

    By austin3515, March 5, 2020
    • 1 reply
    • 644 views
    • 
    • EBECatty
    • March 5, 2020

18. Back-sweep of Participants who are contributing

    By tuna524, March 17, 2016
    • 2 replies
    • 1.5k views
    • 
    • tuna524
    • March 17, 2016

19. Backdating of 401k enrollment?

    By Guest EricW, December 1, 2009
    • 7 replies
    • 4.5k views
    • 
    • K2retire
    • December 2, 2009

20. Backloading Limits for 401(k) Match / Other DC

    By HCbs, April 18, 2011
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • April 18, 2011

21. Backup Trustee

    By Stash026, December 6, 2018
    • 11 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • December 9, 2018

22. bad 415(c) correction - prohibited transaction?

    By casey72, August 24, 2023
    • 1 reply
    • 453 views
    • 
    • Josette
    • August 24, 2023

23. Bad Asset - Correction

    By justanotheradmin, March 18, 2016
    • 4 replies
    • 695 views
    • 
    • justanotheradmin
    • March 18, 2016

24. Bad information used in testing

    By Zorro1k, September 18, 2015   

    • correction
    • refund
    • (and 4 more)

      Tagged with:

      • correction
      • refund
      • test
      • testing
      • adp
      • acp
    • 2 replies
    • 1.5k views
    • 
    • hr for me
    • September 21, 2015

25. Balance for Covid distribution

    By JRSP533, April 27, 2020
    • 3 replies
    • 511 views
    • 
    • JRSP533
    • April 30, 2020

26. Balance Forward 401(k)

    By Guest Achilles, February 4, 2008
    • 6 replies
    • 3.3k views
    • 
    • Kimberly S
    • February 5, 2008

27. Balance Forward Earning Accounting

    By armand2706, August 18, 2017
    • 11 replies
    • 5.8k views
    • 
    • hr for me
    • August 23, 2017

28. Balance of Plan Account Required with 402(f) Notice

    By billfgrady, February 4, 2004
    • 0 replies
    • 968 views
    • 
    • billfgrady
    • February 4, 2004

29. Bank holding company stock

    By Guest janhubber, June 28, 2005
    • 5 replies
    • 1.4k views
    • 
    • ljr
    • July 12, 2005

30. Bank is pushing back on opening account for plan

    By BG5150, July 17, 2020
    • 2 replies
    • 465 views
    • 
    • david rigby
    • July 17, 2020

31. Bank leveraging company loan to get 401k business

    By Guest dstran, October 21, 2008
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2008

32. Bank Safe Harbor 401(k)-funding 3% with bank stock from holding compan

    By Guest SHP, February 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2001

33. Bank Trustee

    By Jon Chambers, March 1, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 2000

34. Bankrupt client buyout and 401(k) plan

    By Guest Judy S, March 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2005

35. Bankrupt Client- Can't find plan trustee

    By TPAVP, March 13, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 15, 2001

36. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 861 views
    • 
    • Nassau
    • June 17, 2010

37. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 897 views
    • 
    • Nassau
    • June 17, 2010

38. Bankruptcy

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • June 21, 2010

39. Bankruptcy

    By Guest JJC, April 24, 2003
    • 4 replies
    • 1.5k views
    • 
    • GBurns
    • April 24, 2003

40. Bankruptcy

    By DTH, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • June 9, 2003

41. Bankruptcy

    By Felicia, September 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 4, 2003

42. Bankruptcy affecting Loan

    By Guest Kim S., May 14, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 29, 2003

43. Bankruptcy and 401k Loans

    By oriecat, July 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • oriecat
    • July 2, 2004

44. Bankruptcy and new deferral

    By blue, February 9, 2007
    • 0 replies
    • 929 views
    • 
    • blue
    • February 9, 2007

45. Bankruptcy and timing of amendment to pay plan expenses from the plan ...

    By Spencer, April 12, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • April 13, 2005

46. Bankruptcy Extending loan beyond 5 years

    By Guest Do, December 14, 2004
    • 7 replies
    • 1.6k views
    • 
    • jquazza
    • December 15, 2004

47. Bankruptcy filing by sponsor of a safe harbor 401(k) plan

    By Guest s.c.semler, June 12, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 12, 2002

48. Bankruptcy in 401k Plans

    By Guest JEP, July 13, 2001
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2001

49. Bankruptcy protection qualified plan versus IRA

    By ldr, May 4, 2018   

    • banrkuptcy
    • protection
    • (and 3 more)

      Tagged with:

      • banrkuptcy
      • protection
      • solo 401(k)
      • ira
      • creditor
    • 23 replies
    • 4.1k views
    • 
    • spiritrider
    • May 9, 2018

50. Bankruptcy qualify for hardship withdrawal?

    By Guest jusducki, July 24, 2007
    • 2 replies
    • 3.9k views
    • 
    • 401_4_ever
    • July 24, 2007