401(k) Plans

19,275 topics in this forum

1. Brain fart - Catch-ups

   By No Name, October 26, 2005
   • 4 replies
   • 1.9k views
   • 
   • Bird
   • October 27, 2005

2. Brain Teaser

   By M R Bernardin, April 23, 1999
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • April 29, 1999

3. break in service

   By k man, July 25, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • July 26, 2001

4. Break in Service - Rehire

   By TH 401k, Tuesday at 05:20 PM
   • 0 replies
   • 104 views
   • 
   • TH 401k
   • Tuesday at 05:20 PM

5. break in service and merger

   By Guest re4701, March 4, 2014   

   • break service merger predec
   • 2 replies
   • 1k views
   • 
   • Guest
   • March 5, 2014

6. Break in Service Rule

   By Guest TPA Guy, March 15, 2012
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 19, 2012

7. Break in Service Rules

   By PFranckowiak, February 6, 2020
   • 3 replies
   • 1.4k views
   • 
   • PFranckowiak
   • February 6, 2020

8. Break In Service Rules

   By Guest PBJ, April 12, 2008
   • 6 replies
   • 5.2k views
   • 
   • PLAN MAN
   • April 14, 2008

9. Break in Service Vesting

   By Guest ghenson08, July 25, 2013
   • 5 replies
   • 2.4k views
   • 
   • masteff
   • July 26, 2013

10. Break-In Service & Plan Re-entry

    By Danny CPA, February 16, 2011
    • 0 replies
    • 839 views
    • 
    • Danny CPA
    • February 16, 2011

11. Break-in-Service & Eligibility

    By metsfan026, August 17, 2023
    • 3 replies
    • 654 views
    • 
    • CuseFan
    • August 18, 2023

12. Breaking away from a PEO MEP

    By Chipwood 24, October 7, 2020
    • 1 reply
    • 560 views
    • 
    • Alonzo Church
    • October 8, 2020

13. breakpoint discount refund-mutual funds

    By Guest scompliance, June 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 21, 2004

14. Breaks in service while still employed

    By Loves401(k), February 20, 2018
    • 7 replies
    • 1.6k views
    • 
    • CJ Allen
    • February 22, 2018

15. BRF

    By justatester, November 1, 2011
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • November 2, 2011

16. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.3k views
    • 
    • Gilmore
    • January 20, 2016

17. BRF - multiple vesting schedules

    By jaemmons, November 16, 2004
    • 7 replies
    • 2.7k views
    • 
    • jaemmons
    • November 18, 2004

18. BRF & Brokerage Window

    By RTK, June 19, 2002
    • 3 replies
    • 2.5k views
    • 
    • RTK
    • June 20, 2002

19. BRF & Control group

    By Guest padmin, July 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 14, 2006

20. BRF correction?

    By Tinman, July 29, 2013
    • 2 replies
    • 1k views
    • 
    • Tinman
    • August 6, 2013

21. BRF on Match Formula

    By austin3515, January 27, 2017
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • January 30, 2017

22. BRF test for merged plan

    By Guest SHC, April 4, 2007
    • 1 reply
    • 1.5k views
    • 
    • rlb64
    • April 6, 2007

23. BRF Testing

    By justatester, October 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 11, 2011

24. BRF Testing

    By justatester, July 22, 2009
    • 7 replies
    • 2.4k views
    • 
    • Jim Chad
    • July 28, 2009

25. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 3 replies
    • 945 views
    • 
    • Blinky the 3-eyed Fish
    • July 23, 2009

26. BRF testing

    By Belgarath, September 19, 2018
    • 7 replies
    • 3k views
    • 
    • RatherBeGolfing
    • September 26, 2018

27. BRF Testing

    By justatester, December 18, 2009
    • 5 replies
    • 3k views
    • 
    • MWeddell
    • December 18, 2009

28. BRF Testing

    By Guest justatester2, July 8, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 24, 2009

29. BRF Testing

    By justatester, October 12, 2016   

    • Multiple Matches
    • 4 replies
    • 902 views
    • 
    • Doghouse
    • October 12, 2016

30. BRF testing and vesting

    By 30Rock, May 5, 2010
    • 0 replies
    • 903 views
    • 
    • 30Rock
    • May 5, 2010

31. BRF Testing for this Match formula

    By 30Rock, June 23, 2011
    • 11 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • May 25, 2023

32. BRF testing for vesting

    By 30Rock, February 6, 2018
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 8, 2018

33. BRF testing when a Merger Happens

    By justatester, May 9, 2013
    • 0 replies
    • 1k views
    • 
    • justatester
    • May 9, 2013

34. BRFs

    By Guest qualified plan, January 14, 2002
    • 11 replies
    • 3.8k views
    • 
    • Belgarath
    • October 8, 2003

35. Brighthouse Financial

    By austin3515, August 23, 2018
    • 2 replies
    • 649 views
    • 
    • Larry Starr
    • August 23, 2018

36. BrightScope

    By Guest caseyb, May 13, 2009
    • 1 reply
    • 933 views
    • 
    • Fredman
    • May 15, 2009

37. BRO-SIS CONTROLLED GROUP(3 companies 1 401(k))issues for new company and existing

    By Lori H, May 6, 2004
    • 1 reply
    • 1.5k views
    • 
    • Lori H
    • May 7, 2004

38. Broker - Dealers

    By Guest scuba80, July 1, 2014
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • July 1, 2014

39. Broker Fees

    By Just Me, June 29, 2006
    • 6 replies
    • 2k views
    • 
    • Just Me
    • July 3, 2006

40. Broker Fees

    By Zoey, November 23, 2010
    • 4 replies
    • 1.2k views
    • 
    • Zoey
    • December 1, 2010

41. Broker v. TPA

    By Guest Quacka, January 6, 2009
    • 3 replies
    • 3.3k views
    • 
    • K2retire
    • January 7, 2009

42. Broker's Relationship

    By Guest MS TPA, March 14, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • March 15, 2011

43. Broker/Consultant/RIA Fees

    By Guest jhilliard, October 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • alanm
    • October 14, 2004

44. Brokerage Account in 401k Plan

    By cpc0506, October 8, 2010
    • 13 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 11, 2010

45. brokerage account only for owner?

    By gregburst, September 23, 2014   

    • goose vs gander
    • 2 replies
    • 977 views
    • 
    • John Feldt ERPA CPC QPA
    • September 24, 2014

46. Brokerage accounts - trust accounting

    By ESI2015, October 27, 2021
    • 1 reply
    • 501 views
    • 
    • RatherBeGolfing
    • October 29, 2021

47. Brokerage accounts (again)

    By Bird, September 13, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 14, 2012

48. Brokerage accounts and plan sponsor responsibility

    By ejohnke, August 29, 2023
    • 8 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 31, 2023

49. Brokerage Accounts and UBTI Tax

    By 52626, April 19, 2016
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • April 19, 2016

50. Brokerage accounts setup under Employer EIN

    By BG5150, December 7, 2022
    • 6 replies
    • 1.8k views
    • 
    • Kac1214
    • December 12, 2022