401(k) Plans

19,320 topics in this forum

1. Bankruptcy Question

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

2. Bankruptcy... pension account protected?

   By K-t-F, November 30, 2004
   • 5 replies
   • 1.9k views
   • 
   • mbozek
   • December 6, 2004

3. Banks charging fees to their own plan

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

4. Banks offering preferred commercial lending rates to plan sponsors

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

5. Baptist Church & 401(k) Plan

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

6. Barely a participant - Top Heavy Minimum

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

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

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

8. 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

9. Basic Eligibility Question

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

10. Basic Eligibility Question But Can't Get it Straight

    By rlb64, June 16, 2009
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • June 17, 2009

11. basic information to get started - seasonal employees?

    By goal00, September 4, 2018
    • 4 replies
    • 1.1k views
    • 
    • ACK
    • September 10, 2018

12. Basic Plan Design

    By Gary, March 30, 2005
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 30, 2005

13. Basic Plan Document Search

    By QualGeek, May 5, 2020
    • 2 replies
    • 886 views
    • 
    • QualGeek
    • May 21, 2020

14. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy, March 25, 2024
    • 1 reply
    • 2.5k views
    • 
    • CuseFan
    • March 25, 2024

15. Basic QJSA Info

    By Guest Dee401kLady, June 23, 2014
    • 0 replies
    • 793 views
    • 
    • Guest
    • June 23, 2014

16. Basic QNEC question-failed ADP

    By ratherbereading, April 16, 2025
    • 4 replies
    • 1.1k views
    • 
    • Paul I
    • April 17, 2025

17. basic safe harbor match

    By Lori H, February 19, 2010
    • 10 replies
    • 2.2k views
    • 
    • Lori H
    • March 4, 2010

18. Basic Safe Harbor Match in 1 Person Plan

    By coleboy, November 9, 2021
    • 10 replies
    • 931 views
    • 
    • 401king
    • November 11, 2021

19. Basic Safe Harbor Question

    By pbarrett, August 5, 2003
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • August 5, 2003

20. Basic SH Match & Discretionary Match

    By Guest 4:15 Limit, August 31, 2009
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • September 3, 2009

21. Basic SHM & Dual Eligibility

    By certified3006, May 21, 2018
    • 4 replies
    • 969 views
    • 
    • kshawbenefits
    • July 17, 2018

22. basic top heavy

    By pmacduff, January 28, 2011
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • January 28, 2011

23. Basic, Supplement, & Roth

    By ciscokidyo, September 12, 2018
    • 4 replies
    • 707 views
    • 
    • chc93
    • September 12, 2018

24. basis adjusment for loan repayment to Roth 401(k)?

    By Guest riss@7477, February 26, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • February 26, 2010

25. Basis for related match to FF from failed ADP

    By cdavis25, December 14, 2015
    • 1 reply
    • 554 views
    • 
    • cdavis25
    • December 14, 2015

26. Because of an 11-K filing will an audit be required?

    By Guest JDansa, July 15, 2004
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 17, 2004

27. Beginner Question regarding which fund to choose and why it's important?

    By AlohaGuy, August 16, 2020   

    • 401k
    • funds
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • September 3, 2020

28. Below market rate of interest - Plan Loans

    By J. Bringhurst, April 23, 2013
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • April 23, 2013

29. Benchmarking - Waiting Period for 401(k) Plans

    By Guest AnnB, October 30, 1998
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • November 5, 1998

30. Benchmarking Info RE: Vesting under 401(k) Plans

    By Guest KevinGordon, October 26, 1998
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 1998

31. Benchmarking Service Providers

    By khn, December 30, 2019
    • 2 replies
    • 727 views
    • 
    • Luke Bailey
    • December 31, 2019

32. Beneficary and waiver and divorce decree

    By Guest dulan, May 22, 2007
    • 3 replies
    • 2k views
    • 
    • JanetM
    • May 22, 2007

33. Beneficial Interest / Controlled Groups

    By austin3515, February 5, 2019
    • 9 replies
    • 2.8k views
    • 
    • PensionPro
    • February 5, 2019

34. Beneficiaries

    By Madison71, May 11, 2018
    • 32 replies
    • 4.9k views
    • 
    • RatherBeGolfing
    • May 17, 2018

35. Beneficiaries

    By Guest pay, March 27, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 1999

36. Beneficiaries

    By Guest Julie, October 16, 2002
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • October 16, 2002

37. Beneficiaries

    By Nassau, June 15, 2010
    • 7 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 16, 2010

38. Beneficiaries - Can an institute be named?

    By Guest CMYoung, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 11, 1999

39. Beneficiary

    By Guest stevena1, February 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 27, 2007

40. Beneficiary

    By vmh24rar, August 9, 2017
    • 3 replies
    • 966 views
    • 
    • david rigby
    • August 9, 2017

41. Beneficiary

    By Guest A_Dude, March 6, 2013   

    • Quick Question
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • March 6, 2013

42. Beneficiary

    By Guest JDK, January 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 8, 2008

43. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 7, 2001

44. Beneficiary - J&S Plan

    By MR, June 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • MR
    • June 26, 2001

45. Beneficiary - non profit?

    By cdavis25, June 18, 2015
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • December 29, 2016

46. Beneficiary - Participant deceased and divorced

    By jmartin, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 10, 2017

47. Beneficiary - Spousal Consent

    By khn, February 14, 2018
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 14, 2018

48. beneficiary and participant

    By cpc0506, September 9, 2017
    • 3 replies
    • 769 views
    • 
    • QDROphile
    • September 9, 2017

49. Beneficiary as Trust

    By Nassau, April 29, 2011
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • April 29, 2011

50. Beneficiary Designation

    By Lucky32, June 5, 2024
    • 13 replies
    • 2.3k views
    • 
    • CuseFan
    • June 7, 2024