401(k) Plans

19,321 topics in this forum

1. Changing Vesting Schedules By Amendment

   By Gadgetfreak, August 21, 2009
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • August 24, 2009

2. Chapter 13 (Bankruptcy) and 401k loans

   By Guest Amanda Davis, March 25, 2003
   • 1 reply
   • 1.9k views
   • 
   • QDROphile
   • March 25, 2003

3. Chapter 13 bankruptcy. Can an employee still contribute to the plan as well as make loan payments?

   By Guest Cookiemonster, September 25, 2003
   • 3 replies
   • 1.5k views
   • 
   • Harwood
   • September 26, 2003

4. Characteristic code for Partnersip

   By Guest KVAlbert, June 15, 2011
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • June 15, 2011

5. Charge for "extra" recordkeeping services

   By Guest FREE401k, May 14, 2002
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 15, 2002

6. Charge Offs/Write Offs

   By Fredman, December 19, 2001
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 3, 2002

7. Charges to Participants' Accounts

   By Scott, July 1, 1999
   • 0 replies
   • 1.4k views
   • 
   • Scott
   • July 1, 1999

8. Charging Administrative Expenses Against Plan Assets

   By Guest L, May 20, 1999
   • 2 replies
   • 1.7k views
   • 
   • Jon Chambers
   • May 28, 1999

9. Charging Administrative Fees to Terminated Vested Participants

   By Randy Watson, July 26, 2005
   • 15 replies
   • 7.4k views
   • 
   • Beltane
   • October 26, 2007

10. Charging Distribution Fee to the participant

    By ErisaGeek, November 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • ErisaGeek
    • November 2, 2004

11. charging fees only to terminated participants

    By MR, May 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • MR
    • May 3, 2004

12. Charging fees to participants for changing tpa

    By TPApril, May 14, 2020
    • 2 replies
    • 844 views
    • 
    • Larry Starr
    • May 15, 2020

13. Charging Fees to participants in an "abandoned plan"

    By Guest vqualplan, June 24, 2005
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 25, 2005

14. Charging Fees to Some Participants' Accounts

    By LCARUSI, October 19, 1998
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • October 22, 1998

15. Charging Fees to Terminated Participant Accounts

    By khn, May 30, 2014
    • 8 replies
    • 2.1k views
    • 
    • Kevin C
    • May 30, 2014

16. Charging Plan Transaction Fees to Participants

    By Guest Rogers, October 20, 1998
    • 5 replies
    • 3.1k views
    • 
    • david shipp
    • October 21, 1998

17. charging terminated participants

    By Guest anne1, August 15, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 15, 2006

18. Charitable Donation of RMD

    By ldr, May 6, 2019   

    • donation
    • charitable
    • (and 2 more)

      Tagged with:

      • donation
      • charitable
      • rmd
      • plan termination
    • 17 replies
    • 2.2k views
    • 
    • ldr
    • May 13, 2019

19. Charitable IRA contributions

    By lexi, September 28, 2006
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • November 28, 2006

20. charitable trust as beneficiary of participant

    By Guest cascigm, August 25, 1999
    • 2 replies
    • 1.6k views
    • 
    • Wessex
    • August 26, 1999

21. Check the Box SPD

    By austin3515, December 17, 2002
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • December 18, 2002

22. Child Support Arrearages From 401k, Deceased Participant

    By cwallace, December 5, 2018
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • December 6, 2018

23. Children as Participants in a 401(k) Plan

    By Guest EMM118, January 9, 2006
    • 4 replies
    • 2k views
    • 
    • Lori Friedman
    • January 10, 2006

24. Children Employed, not owners, HCE???

    By Guest Michael Anderson, November 30, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 30, 2001

25. Children, attribution, EZ

    By K-t-F, January 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 11, 2006

26. Church has several part-time employees who work over 1000 hours a year; can they be excluded under 403(b)?

    By Guest Casey58, December 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • December 10, 2003

27. Churches and 401(k) Plans

    By Guest LLandau, June 6, 2003
    • 1 reply
    • 994 views
    • 
    • MWeddell
    • June 9, 2003

28. Cite for not being able to require 2 years for eligibility for safe-ha

    By John A, October 19, 2000
    • 3 replies
    • 1.7k views
    • 
    • Bill Berke
    • November 3, 2000

29. Cite for spousal consent NOT being required for distributions or loans

    By John A, April 4, 2002
    • 11 replies
    • 8.9k views
    • 
    • Guest
    • April 24, 2002

30. Cite prohibiting 2000 Hours of Service for benefit accrual?

    By Flyboyjohn, September 4, 2015
    • 5 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • September 8, 2015

31. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 24, 2003

32. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
    • 0 replies
    • 987 views
    • 
    • Guest
    • January 24, 2003

33. Clarification of Sec. 3401(a) Wages

    By Guest Jimmy B, March 8, 2000
    • 1 reply
    • 4.3k views
    • 
    • John A
    • March 28, 2000

34. Clarification on 401(a) Enrollment Restrictions working for a non-profit

    By Nick Lenness, August 6, 2024
    • 3 replies
    • 1.2k views
    • 
    • Elizabeth G
    • August 8, 2024

35. Clarification on Catchup Contributions

    By MBCarey, October 25, 2002
    • 10 replies
    • 3k views
    • 
    • 2muchstress
    • October 28, 2002

36. Clarification on forfeitures included or not in ADP/ACP test?

    By Guest Kim S., March 18, 2002
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • March 18, 2002

37. Class Action Proceeds, Terminated Plan

    By Guest BWNWE, September 29, 2010
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 1, 2010

38. Class exclusions permitted in Safe Harbor 401(k) Plan?

    By AndyH, January 26, 2000
    • 0 replies
    • 1.9k views
    • 
    • AndyH
    • January 26, 2000

39. Clawbacks and 401(k) Plans

    By 401kology, March 16, 2023   

    • clawback
    • 401k
    • 0 replies
    • 614 views
    • 
    • 401kology
    • March 16, 2023

40. Clearly I am An Idiot

    By austin3515, March 3, 2014
    • 9 replies
    • 1.6k views
    • 
    • masteff
    • March 5, 2014

41. Cleint refuses to give us Sch. C

    By TPAVP, April 30, 2004
    • 7 replies
    • 1.7k views
    • 
    • TPAVP
    • May 4, 2004

42. Client deposited profit sharing monies to safe harbor account and safe harbor monies to profit sharing account.

    By Fibonacci, July 16, 2024
    • 2 replies
    • 603 views
    • 
    • justanotheradmin
    • July 17, 2024

43. Client did not remit deferrals

    By Guest ellah, October 22, 2007
    • 17 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 25, 2007

44. Client doesn't want to make contribution to profit sharing plan.

    By Guest Jae, September 7, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 7, 2000

45. Client erroneously informed ee’s of discontinuation of match

    By Guest Powers, November 18, 2002
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • November 20, 2002

46. Client faces audit and can't locate prior plan records...

    By Guest RBeck, October 19, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 19, 2000

47. Client forgot to remove deferrals from payck

    By doombuggy, December 8, 2006
    • 20 replies
    • 6.1k views
    • 
    • Guest
    • January 3, 2007

48. Client got a letter from the SSA...on an old plan

    By doombuggy, March 9, 2010
    • 3 replies
    • 1k views
    • 
    • K2retire
    • March 10, 2010

49. Client Guidance in Difficult Times

    By katie58, March 18, 2020
    • 7 replies
    • 904 views
    • 
    • jsample
    • March 18, 2020

50. Client has an Money Purchase Plan and now wants a 401(k). Can they ha

    By Guest michaelv, May 2, 2001
    • 5 replies
    • 2.2k views
    • 
    • Moe Howard
    • May 3, 2001