401(k) Plans

17,909 topics in this forum

1. Amending Vesting Schedule

   By austin3515, February 27, 2018
   • 24 replies
   • 4k views
   • 
   • Rafael
   • November 18, 2020

2. The end of the Fiduciary Rule??

   By austin3515, May 2, 2018
   • 24 replies
   • 758 views
   • 
   • austin3515
   • May 10, 2018

3. Encourage Retirees to take a Lump Sum Distribution

   By Ananda, October 7, 2021
   • 24 replies
   • 884 views
   • 
   • Luke Bailey
   • October 28, 2021

4. Top- heavy relief included in SECURE 2.0!!

   By austin3515, December 23, 2022
   • 24 replies
   • 488 views
   • 
   • Peter Gulia
   • December 28, 2022

5. Named Fiduciary vs Directed TTEE

   By Guest Ephesian431, February 7, 2000
   • 23 replies
   • 6.3k views
   • 
   • austin3515
   • October 28, 2002

6. Has anyone had any experience with amending a 401(k) plan so that all

   By Guest TW2000, September 18, 2000
   • 23 replies
   • 4.8k views
   • 
   • KJohnson
   • October 10, 2000

7. Does a rollover count as a repayment for forfeiture restoration purpos

   By Guest Jane Francis, February 13, 2001
   • 23 replies
   • 4.3k views
   • 
   • AndyH
   • February 28, 2001

8. Top Heavy Safe Harbor Plan

   By Guest bogart126, July 31, 2001
   • 23 replies
   • 4.6k views
   • 
   • R. Butler
   • June 29, 2005

9. Semi Urgent - When Is A Custodian Not A Fiduciary???

   By fidu, January 10, 2002
   • 23 replies
   • 10.1k views
   • 
   • MoJo
   • January 16, 2002

10. Fees -Nationwide

    By k man, January 22, 2002
    • 23 replies
    • 4.3k views
    • 
    • Guest
    • October 24, 2002

11. 404(c) & Defaults

    By Guest tschenk, April 24, 2002
    • 23 replies
    • 2.6k views
    • 
    • Guest
    • April 27, 2002

12. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 4.6k views
    • 
    • Guest
    • February 14, 2003

13. 401(a) or Annual Compensation Limit

    By Guest hwilliams, November 29, 2004
    • 23 replies
    • 9k views
    • 
    • Guest
    • December 8, 2004

14. Plan Restatement when change of TPA/Custodian

    By legort69, January 19, 2005
    • 23 replies
    • 4.2k views
    • 
    • mbozek
    • January 25, 2005

15. LLC - 401k contributions

    By Guest chris4013, April 18, 2005
    • 23 replies
    • 3.8k views
    • 
    • Bird
    • June 29, 2005

16. Safe Harbor Match and discretionary match

    By rcline46, November 22, 2005
    • 23 replies
    • 6k views
    • 
    • KJohnson
    • December 1, 2008

17. Protection of plan assets

    By doombuggy, November 13, 2008
    • 23 replies
    • 2k views
    • 
    • K2retire
    • November 15, 2008

18. Time taking aim at 401k plans

    By J Simmons, October 11, 2009
    • 23 replies
    • 2.7k views
    • 
    • GMK
    • October 14, 2009

19. Fiduciary? (hardship approvals)

    By austin3515, January 22, 2010
    • 23 replies
    • 3.6k views
    • 
    • J Simmons
    • January 26, 2010

20. RMD to Spouse After Death

    By austin3515, October 29, 2010
    • 23 replies
    • 5k views
    • 
    • masteff
    • November 2, 2010

21. What is to prevent a SH 401(k) from having a month of service on deferrals;YOS on SH Match?

    By kwalified, May 18, 2012
    • 23 replies
    • 4.7k views
    • 
    • Kevin C
    • May 24, 2012

22. Contribution Amount to Use on Schedule H

    By Below Ground, September 25, 2014   

    • Payroll Date Stradles PYE
    • 23 replies
    • 1.5k views
    • 
    • Below Ground
    • October 14, 2014

23. Minimum Acct Balances

    By austin3515, November 3, 2014
    • 23 replies
    • 1.8k views
    • 
    • austin3515
    • November 6, 2014

24. PPA restatement deadline

    By JPIngold, December 22, 2015
    • 23 replies
    • 2.2k views
    • 
    • Peter Gulia
    • December 31, 2015

25. 401K Loan Limitation after a prior loan is paid off

    By pecan204, October 11, 2016   

    • 401K new loan after prior
    • 23 replies
    • 22.1k views
    • 
    • Mike Preston
    • October 29, 2018