401(k) Plans

19,321 topics in this forum

1. Coverage/Discrimination issues where employer maintained two plans during the year?

   By Chris DeMay, December 3, 2021
   • 5 replies
   • 868 views
   • 
   • jsample
   • December 8, 2021

2. Coverage/Discrimination Testing for Profit Sharing Contribution?

   By SRNPEBT, October 7, 2015
   • 8 replies
   • 3.6k views
   • 
   • Bird
   • October 12, 2015

3. Coverage/Non-discrim for Semi-Annual Match Allocation

   By Guest Monika Zimmer, March 30, 2007
   • 2 replies
   • 1.6k views
   • 
   • ak2ary
   • April 3, 2007

4. Covered Comp for 2011

   By austin3515, December 28, 2010
   • 8 replies
   • 2k views
   • 
   • Tom Poje
   • January 20, 2011

5. Covered comp tables

   By austin3515, February 1, 2024
   • 2 replies
   • 269 views
   • 
   • austin3515
   • February 1, 2024

6. Covered Comp Tables

   By austin3515, February 1, 2022
   • 5 replies
   • 724 views
   • 
   • Bri
   • February 1, 2022

7. Covered Service Provider Disclosure

   By holdco, March 26, 2012
   • 11 replies
   • 1.7k views
   • 
   • holdco
   • March 26, 2012

8. Covered vs Non Covered Employment

   By justatester, February 23, 2009
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • February 24, 2009

9. coverge questions when controlled group includes Canadian Company

   By jkharvey, March 1, 2016
   • 1 reply
   • 797 views
   • 
   • ETA Consulting LLC
   • March 2, 2016

10. Covering employees of unrelated entity

    By Nancy D, April 17, 2014
    • 3 replies
    • 823 views
    • 
    • QDROphile
    • April 17, 2014

11. covering past employees

    By gregburst, September 2, 2015
    • 6 replies
    • 987 views
    • 
    • Tom Poje
    • September 3, 2015

12. Covering Summer Help

    By Guest SPollock, August 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • August 16, 1999

13. Coversion of SIMPLE 401K to Safe Harbor 401k

    By Guest fusiuser, March 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 8, 2000

14. Coversion to Safe Harbor

    By Guest Dave Peckham, August 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2004

15. COVID - Notices

    By Scuba 401, September 24, 2020
    • 0 replies
    • 347 views
    • 
    • Scuba 401
    • September 24, 2020

16. COVID Distribution Repayment - Rollover

    By Jess C, April 6, 2020
    • 1 reply
    • 601 views
    • 
    • Larry Starr
    • April 6, 2020

17. COVID Emergency Sick Leave Wages

    By Muzukii, January 20, 2021
    • 1 reply
    • 450 views
    • 
    • JRN
    • January 20, 2021

18. Covid Loan

    By DPSRich, April 6, 2023
    • 0 replies
    • 241 views
    • 
    • DPSRich
    • April 6, 2023

19. Covid loan and distribution

    By goldtpa, June 3, 2020
    • 2 replies
    • 631 views
    • 
    • Larry Starr
    • June 4, 2020

20. Covid_ Hardship Withdrawal (Spouse laid off/terminated) & (loans)

    By RRivera, April 1, 2020
    • 1 reply
    • 582 views
    • 
    • Mike Preston
    • April 2, 2020

21. COVID-19 Safe Harbor Relief Notice 2020-52

    By RatherBeGolfing, June 29, 2020
    • 1 reply
    • 660 views
    • 
    • RestAssured
    • July 13, 2020

22. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 10, 2020

23. CPA Audit

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • April 9, 2011

24. CPA just called and said he wants to add a Safe Harbor Feature to his existing KPlan

    By CharlesLeggette, January 30, 2017   

    • safe
    • 2 replies
    • 565 views
    • 
    • austin3515
    • January 31, 2017

25. Cpntrolled group for only part of plan year

    By Guest LMalone, June 10, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 10, 2001

26. Crazy anti-alienation issue

    By ERISAatty, July 6, 2011
    • 6 replies
    • 2.7k views
    • 
    • mbozek
    • October 13, 2012

27. Crazy Match for those over 50

    By justatester, April 12, 2012
    • 4 replies
    • 1.1k views
    • 
    • justatester
    • April 13, 2012

28. CRD repayments Notice 2020-50

    By Ian, July 25, 2020
    • 5 replies
    • 1.3k views
    • 
    • Ian
    • July 28, 2020

29. Creating ability to make 401K contribution

    By Guest forohonek, November 18, 2004
    • 34 replies
    • 4.3k views
    • 
    • GBurns
    • December 18, 2004

30. Creative Solutions for HCEs

    By ldr, June 26, 2019   

    • hce
    • coverage
    • (and 2 more)

      Tagged with:

      • hce
      • coverage
      • non-discrimination
      • executive compensation
    • 38 replies
    • 4.2k views
    • 
    • loserson
    • July 10, 2019

31. Creative Top Heavy Solutions

    By ldr, June 25, 2018   

    • top heavy
    • minimum contribution
    • (and 3 more)

      Tagged with:

      • top heavy
      • minimum contribution
      • key
      • non-key
      • top heavy test
    • 35 replies
    • 5.2k views
    • 
    • Tom Poje
    • July 13, 2018

32. Credential Sharing is Here...

    By austin3515, May 13, 2010
    • 32 replies
    • 4.7k views
    • 
    • austin3515
    • May 20, 2010

33. credit for service at old firm

    By Jim Chad, December 9, 2008
    • 3 replies
    • 1k views
    • 
    • QDROphile
    • December 10, 2008

34. credit service after termination? (strange question)

    By WCC, June 24, 2016
    • 3 replies
    • 796 views
    • 
    • Kevin C
    • June 24, 2016

35. Credit Service for Predecessor Employer ... From Date, Through Date. Is this an option?

    By 401king, December 3, 2018
    • 3 replies
    • 1k views
    • 
    • Kevin C
    • December 6, 2018

36. Crediting Hours of Service

    By 401 Chaos, April 14, 2010
    • 11 replies
    • 5.7k views
    • 
    • TLGeer
    • April 17, 2010

37. Crediting of Prior Service under New 401(k) Plan

    By rocknrolls2, April 10, 2007
    • 1 reply
    • 1.4k views
    • 
    • PLAN MAN
    • April 10, 2007

38. crediting past years from predecessor employer

    By Bri, April 21, 2005
    • 0 replies
    • 1.1k views
    • 
    • Bri
    • April 21, 2005

39. Crediting Prior Service - Catchall Language

    By Phlyers, October 17, 2018   

    • eligibility
    • vesting
    • 5 replies
    • 915 views
    • 
    • Larry Starr
    • October 23, 2018

40. Crediting Prior Service Under New 401(k) Plan

    By 401 Chaos, June 2, 2010
    • 5 replies
    • 5.3k views
    • 
    • thepensionmaven
    • May 18, 2015

41. Crediting Service

    By IRA, April 10, 2014
    • 0 replies
    • 879 views
    • 
    • IRA
    • April 10, 2014

42. crediting service /waiving eligibility

    By Scuba 401, December 19, 2014
    • 2 replies
    • 840 views
    • 
    • QDROphile
    • December 20, 2014

43. Crediting Service for Rehires with no records of prior employment

    By Guest DLD7575, August 17, 2006
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • August 18, 2006

44. Crediting Service in Plans with Service-Based Exclusions

    By 401 Chaos, May 18, 2018
    • 1 reply
    • 556 views
    • 
    • CuseFan
    • May 18, 2018

45. Crediting Service On An Aggregate Basis

    By Guest caddieadmin, April 10, 2007
    • 10 replies
    • 3k views
    • 
    • wsp
    • April 12, 2007

46. Crediting Service When Hiring From Temp Agency

    By cheersmate, December 11, 2018   

    • temp agency
    • temp to hire service credit
    • (and 1 more)

      Tagged with:

      • temp agency
      • temp to hire service credit
      • bridging service
    • 16 replies
    • 6.7k views
    • 
    • Kevin C
    • December 17, 2018

47. Crediting Service with Prior Employer

    By Lori Foresz, December 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • December 23, 2003

48. Creditor Protection

    By Guest JBarn, November 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 22, 1999

49. Creditor Protection IRA vs 401k

    By CLE401kGuy, September 27, 2016
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • September 27, 2016

50. Criteria for 10 day extension if 15 Bz day missed for contributions

    By Guest Richele, February 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999