401(k) Plans

19,321 topics in this forum

1. Client Leaving PEO 401k Plan

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

2. Client Management Software

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

3. 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
   • 846 views
   • 
   • AlwaysLearning
   • March 29, 2019

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

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

5. Client not complying with plan document

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

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

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

7. 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

8. Client Retention Rates / Attrition

   By buecker, March 29, 2016   

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

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

   By Earl, July 15, 2000
   • 5 replies
   • 3.4k views
   • 
   • Guest
   • July 18, 2000

10. Client that is a bank

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

11. Client using Prime + 0

    By austin3515, September 18, 2013
    • 1 reply
    • 839 views
    • 
    • Guest
    • September 18, 2013

12. Client wants 3% safe harbor minimum provided under a money purchase pl

    By jkharvey, November 30, 1999
    • 4 replies
    • 1.7k views
    • 
    • jkharvey
    • December 3, 1999

13. Client wants to exclude EE from Safe Harbor Match

    By Guest Mike Spickard, February 8, 2005
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • May 19, 2005

14. Client wants to make additional integrated non-elective contribution o

    By KateSmithPA, May 21, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • May 22, 2001

15. Client with more than 1 union plan ADP testing

    By Guest anne1, March 3, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2006

16. Client Withheld Too Much 401k

    By austin3515, June 5, 2020
    • 11 replies
    • 2.7k views
    • 
    • Larry Starr
    • June 10, 2020

17. Closed MEP and audit requirement?

    By justanotheradmin, September 6, 2023
    • 4 replies
    • 1.1k views
    • 
    • Terry Power
    • September 8, 2023

18. Closed MEP Safe Harbor spinning off assets after 10/1

    By gdlfa, September 25, 2019
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • September 27, 2019

19. closed mutual funds

    By k man, June 2, 2004
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 2004

20. closely held organization

    By Guest MMorgan, October 6, 1998
    • 1 reply
    • 4.3k views
    • 
    • Dawn Hafner
    • October 6, 1998

21. Closely held stock in 401(k) Plan Registration Requirements

    By Guest IRISH79, June 6, 2007
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • June 6, 2007

22. Closing DB Plan; Prohibited Transaction?

    By Guest halka, October 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2001

23. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • actuarysmith
    • September 12, 2002

24. closing out 401k due to being disabled

    By Guest sailfish2, June 3, 2008
    • 5 replies
    • 19.4k views
    • 
    • Guest
    • June 5, 2008

25. Closure of Fidelity Low Priced Stock Fund

    By Guest PAL100759, July 27, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • August 2, 2004

26. CO switches PEO -- how should we handle the 401K transfer?

    By Guest srflad, July 3, 2002
    • 1 reply
    • 2.7k views
    • 
    • alanm
    • July 12, 2002

27. Co-Fiduciary or Fiduciary Role - is There a Writing Requirement?

    By Guest davsun, January 7, 2009
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 8, 2009

28. Co-mingling before-tax money with after-tax money in a conduit IRA.

    By Guest T Cahoon, March 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • IRC401
    • March 22, 2000

29. co-testing for 401(k) and SEP-IRA

    By Guest Barbara Roper, December 10, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 2002

30. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 7, 2008

31. CODA amendment

    By Guest jim williams, March 15, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 15, 2005

32. CODA definition

    By Guest cfspr, May 10, 2002
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • May 10, 2002

33. CODA situation ?

    By AnnCK, June 7, 2023
    • 5 replies
    • 1.4k views
    • 
    • CuseFan
    • June 9, 2023

34. CODE 4 ON THE 1099-R

    By SHARON M., March 24, 2021
    • 1 reply
    • 402 views
    • 
    • C. B. Zeller
    • March 24, 2021

35. Code 791

    By Guest LJWhite, November 16, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 16, 2001

36. Code C - box 12 W-2

    By thepensionmaven, June 27, 2022
    • 4 replies
    • 918 views
    • 
    • thepensionmaven
    • June 29, 2022

37. Code Sec 404(a)(3) Deduction Limit - Can you count Comp of a Participa

    By Guest David Danziger, February 16, 1999
    • 6 replies
    • 2.8k views
    • 
    • PLAN MAN
    • February 18, 1999

38. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • June 11, 2003

39. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 0 replies
    • 942 views
    • 
    • Gary Lesser
    • October 20, 2008

40. COLI Fraud

    By Guest kkirk, October 6, 1998
    • 0 replies
    • 4.5k views
    • 
    • Guest
    • October 6, 1998

41. Collateralized Security in 401k

    By goldtpa, April 21, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • April 21, 2015

42. Collective Bargained 401(k) Plan

    By Guest Thornton, August 5, 2002
    • 4 replies
    • 1.5k views
    • 
    • KJohnson
    • August 5, 2002

43. Collective Bargained Employees

    By Guest Twinky, November 6, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 6, 2007

44. Collective Bargained Plan and ADP refund

    By buckaroo, August 9, 2016
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • August 11, 2016

45. Collective bargaining

    By Guest jetfaninmn, January 8, 2007
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • January 8, 2007

46. Collective bargaining agreement (CBA) formula and pre-approved plan document

    By 30Rock, April 23, 2024
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • April 23, 2024

47. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 11k views
    • 
    • AFFIS
    • March 22, 2020

48. collective trusts

    By fidu, May 29, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2002

49. Collectively Bargained Employees

    By Guest Giovanni, February 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 25, 2003

50. Collectively Bargained Employees and plan features

    By buckaroo, October 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 22, 2007