401(k) Plans

19,275 topics in this forum

1. Back Dating of Benefits

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

2. Back Pay

   By BTG, August 15, 2023
   • 1 reply
   • 1.3k views
   • 
   • Luke Bailey
   • August 17, 2023

3. Back Pay

   By 401 Chaos, December 30, 2010
   • 5 replies
   • 11.3k views
   • 
   • Guest
   • December 31, 2010

4. Back pay

   By Guest ppapdx, September 9, 2013
   • 9 replies
   • 6.9k views
   • 
   • Flyboyjohn
   • June 2, 2015

5. 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
   • 901 views
   • 
   • Mike Preston
   • October 1, 2021

6. Back to back short years

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

7. Back to Shifting

   By buckaroo, September 17, 2008
   • 11 replies
   • 2.4k views
   • 
   • Tom Poje
   • March 6, 2009

8. Back wages / Post Severance Comp

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

9. Back-sweep of Participants who are contributing

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

10. Backdating of 401k enrollment?

    By Guest EricW, December 1, 2009
    • 7 replies
    • 4.4k views
    • 
    • K2retire
    • December 2, 2009

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

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

12. Backup Trustee

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

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

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

14. Bad Asset - Correction

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

15. 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

16. Balance for Covid distribution

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

17. Balance Forward 401(k)

    By Guest Achilles, February 4, 2008
    • 6 replies
    • 3.2k views
    • 
    • Kimberly S
    • February 5, 2008

18. Balance Forward Earning Accounting

    By armand2706, August 18, 2017
    • 11 replies
    • 5.6k views
    • 
    • hr for me
    • August 23, 2017

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

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

20. Bank holding company stock

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

21. Bank is pushing back on opening account for plan

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

22. Bank leveraging company loan to get 401k business

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

23. 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

24. Bank Trustee

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

25. Bankrupt client buyout and 401(k) plan

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

26. Bankrupt Client- Can't find plan trustee

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

27. Bankruptcy

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

28. Bankruptcy

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

29. Bankruptcy

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

30. Bankruptcy

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

31. Bankruptcy

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

32. Bankruptcy

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

33. Bankruptcy affecting Loan

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

34. Bankruptcy and 401k Loans

    By oriecat, July 1, 2004
    • 4 replies
    • 2.1k views
    • 
    • oriecat
    • July 2, 2004

35. Bankruptcy and new deferral

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

36. 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

37. Bankruptcy Extending loan beyond 5 years

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

38. 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

39. Bankruptcy in 401k Plans

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

40. 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
    • 3.7k views
    • 
    • spiritrider
    • May 9, 2018

41. Bankruptcy qualify for hardship withdrawal?

    By Guest jusducki, July 24, 2007
    • 2 replies
    • 3.8k views
    • 
    • 401_4_ever
    • July 24, 2007

42. Bankruptcy Question

    By bzorc, January 21, 2019
    • 2 replies
    • 952 views
    • 
    • Luke Bailey
    • January 22, 2019

43. Bankruptcy... pension account protected?

    By K-t-F, November 30, 2004
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • December 6, 2004

44. Banks charging fees to their own plan

    By Guest jsample, October 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • maverick
    • October 2, 2002

45. Banks offering preferred commercial lending rates to plan sponsors

    By MarZDoates, March 26, 2019
    • 11 replies
    • 713 views
    • 
    • Bob the Swimmer
    • March 28, 2019

46. Baptist Church & 401(k) Plan

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2007
    • 2 replies
    • 1.4k views
    • 
    • Fisher
    • January 9, 2007

47. Barely a participant - Top Heavy Minimum

    By TPApril, May 18, 2023
    • 3 replies
    • 702 views
    • 
    • CuseFan
    • May 23, 2023

48. Basic - ND issue that I can't figure out

    By Guest Mrilaomt, August 17, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • August 17, 2005

49. Basic 401(k) questions

    By Guest keep it simple, March 9, 2005
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2005

50. Basic Eligibility Question

    By Guest caddieadmin, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 26, 2007