401(k) Plans

19,275 topics in this forum

1. charging fees only to terminated participants

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

2. Charging fees to participants for changing tpa

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

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

   By Guest vqualplan, June 24, 2005
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • June 25, 2005

4. Charging Fees to Some Participants' Accounts

   By LCARUSI, October 19, 1998
   • 2 replies
   • 2.3k views
   • 
   • QDROphile
   • October 22, 1998

5. Charging Fees to Terminated Participant Accounts

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

6. Charging Plan Transaction Fees to Participants

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

7. charging terminated participants

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

8. Charitable Donation of RMD

   By ldr, May 6, 2019   

   • donation
   • charitable
   • (and 2 more)

     Tagged with:

     • donation
     • charitable
     • rmd
     • plan termination
   • 17 replies
   • 2.1k views
   • 
   • ldr
   • May 13, 2019

9. Charitable IRA contributions

   By lexi, September 28, 2006
   • 8 replies
   • 2.6k views
   • 
   • Guest
   • November 28, 2006

10. charitable trust as beneficiary of participant

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

11. Check the Box SPD

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

12. Child Support Arrearages From 401k, Deceased Participant

    By cwallace, December 5, 2018
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • December 6, 2018

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

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

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

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

15. Children, attribution, EZ

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

16. 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

17. Churches and 401(k) Plans

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

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

    By John A, October 19, 2000
    • 3 replies
    • 1.6k views
    • 
    • Bill Berke
    • November 3, 2000

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

    By John A, April 4, 2002
    • 11 replies
    • 8.8k views
    • 
    • Guest
    • April 24, 2002

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

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

21. Claims Procedures for Defined Contribution Plans

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

22. Claims Procedures for Defined Contribution Plans

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

23. Clarification of Sec. 3401(a) Wages

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

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

    By Nick Lenness, August 6, 2024
    • 3 replies
    • 1.1k views
    • 
    • Elizabeth G
    • August 8, 2024

25. Clarification on Catchup Contributions

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

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

    By Guest Kim S., March 18, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • March 18, 2002

27. Class Action Proceeds, Terminated Plan

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

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

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

29. Clawbacks and 401(k) Plans

    By 401kology, March 16, 2023   

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

30. Clearly I am An Idiot

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

31. Cleint refuses to give us Sch. C

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

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

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

33. Client did not remit deferrals

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

34. 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

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

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

36. 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

37. Client forgot to remove deferrals from payck

    By doombuggy, December 8, 2006
    • 20 replies
    • 6k views
    • 
    • Guest
    • January 3, 2007

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

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

39. Client Guidance in Difficult Times

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

40. 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

41. Client Leaving PEO 401k Plan

    By coleboy, March 4, 2019
    • 1 reply
    • 683 views
    • 
    • Kevin C
    • March 5, 2019

42. Client Management Software

    By Gadgetfreak, March 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • April 19, 2010

43. Client moved to PEO, termed prior plan, moving out of PEO starting new plan in less than 12 months

    By AlwaysLearning, March 29, 2019   

    • peo
    • 401(k)
    • 4 replies
    • 809 views
    • 
    • AlwaysLearning
    • March 29, 2019

44. Client moving from nonERISA owner only plan to ERISA plan

    By AKconsult, August 8, 2014
    • 2 replies
    • 891 views
    • 
    • Bird
    • August 11, 2014

45. Client not complying with plan document

    By Guest moosegirl, October 7, 2003
    • 2 replies
    • 1.1k views
    • 
    • maverick
    • October 7, 2003

46. Client question about discretionary match.....need feedback

    By Pammie57, April 29, 2020
    • 12 replies
    • 634 views
    • 
    • Larry Starr
    • April 29, 2020

47. Client refuses to remove excess contributions; wants to reduce future

    By Brenda Wren, October 4, 2000
    • 10 replies
    • 2.6k views
    • 
    • Disco Stu
    • October 7, 2000

48. Client Retention Rates / Attrition

    By buecker, March 29, 2016   

    • Client Retention
    • Client Attrition
    • 0 replies
    • 891 views
    • 
    • buecker
    • March 29, 2016

49. Client says 401(k) plan has to contain domestic partner benefit provis

    By Earl, July 15, 2000
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • July 18, 2000

50. Client that is a bank

    By austin3515, October 18, 2010
    • 3 replies
    • 960 views
    • 
    • austin3515
    • October 18, 2010