401(k) Plans

19,275 topics in this forum

1. Covering Summer Help

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

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

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

3. Coversion to Safe Harbor

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

4. COVID - Notices

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

5. COVID Distribution Repayment - Rollover

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

6. COVID Emergency Sick Leave Wages

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

7. Covid Loan

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

8. Covid loan and distribution

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

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

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

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

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

11. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 10, 2020

12. CPA Audit

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

13. 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
    • 553 views
    • 
    • austin3515
    • January 31, 2017

14. Cpntrolled group for only part of plan year

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

15. Crazy anti-alienation issue

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

16. Crazy Match for those over 50

    By justatester, April 12, 2012
    • 4 replies
    • 1k views
    • 
    • justatester
    • April 13, 2012

17. CRD repayments Notice 2020-50

    By Ian, July 25, 2020
    • 5 replies
    • 1.2k views
    • 
    • Ian
    • July 28, 2020

18. Creating ability to make 401K contribution

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

19. Creative Solutions for HCEs

    By ldr, June 26, 2019   

    • hce
    • coverage
    • (and 2 more)

      Tagged with:

      • hce
      • coverage
      • non-discrimination
      • executive compensation
    • 38 replies
    • 4.1k views
    • 
    • loserson
    • July 10, 2019

20. 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

21. Credential Sharing is Here...

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

22. credit for service at old firm

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

23. credit service after termination? (strange question)

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

24. 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

25. Crediting Hours of Service

    By 401 Chaos, April 14, 2010
    • 11 replies
    • 5.6k views
    • 
    • TLGeer
    • April 17, 2010

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

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

27. crediting past years from predecessor employer

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

28. Crediting Prior Service - Catchall Language

    By Phlyers, October 17, 2018   

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

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

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

30. Crediting Service

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

31. crediting service /waiving eligibility

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

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

    By Guest DLD7575, August 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • August 18, 2006

33. Crediting Service in Plans with Service-Based Exclusions

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

34. Crediting Service On An Aggregate Basis

    By Guest caddieadmin, April 10, 2007
    • 10 replies
    • 2.9k views
    • 
    • wsp
    • April 12, 2007

35. 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
    • 6.6k views
    • 
    • Kevin C
    • December 17, 2018

36. Crediting Service with Prior Employer

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

37. Creditor Protection

    By Guest JBarn, November 21, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 22, 1999

38. Creditor Protection IRA vs 401k

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

39. 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

40. Cross Tested (New Comp) - Mortality Tables

    By Alex Daisy, January 21, 2011
    • 10 replies
    • 3.3k views
    • 
    • austin3515
    • January 24, 2011

41. Cross tested 3% safe harbor plan with last day rule

    By alwaysaquestion, May 21, 2024
    • 1 reply
    • 564 views
    • 
    • CuseFan
    • May 21, 2024

42. Cross tested allocation

    By Guest Jane Freeman, September 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 1999

43. Cross tested Calc

    By Pammie57, March 14, 2017
    • 4 replies
    • 547 views
    • 
    • CuseFan
    • March 14, 2017

44. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot, October 11, 2004
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • October 11, 2004

45. Cross Tested plan with Prevailing Wage

    By Guest noans, April 4, 2012
    • 0 replies
    • 963 views
    • 
    • Guest
    • April 4, 2012

46. Cross Tested plan with QNEC's

    By Mr Bagwell, October 19, 2016   

    • QNEC
    • Cross Tested Plan
    • 11 replies
    • 2.5k views
    • 
    • austin3515
    • November 11, 2016

47. Cross Tested Safe Harbor 401k Plan

    By Guest TAG, December 11, 2002
    • 10 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 7, 2003

48. Cross Tested, 3% SH, and Top Heavy, Gateway Comp

    By Mr Bagwell, November 5, 2019   

    • cross tested
    • top heavy
    • (and 1 more)

      Tagged with:

      • cross tested
      • top heavy
      • 3%shnec
    • 3 replies
    • 1.1k views
    • 
    • Doc Ument
    • November 6, 2019

49. cross testing

    By PensionNewbee, April 22, 2004
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 23, 2004

50. Cross testing - ineligible

    By pixmax, January 27, 2009
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • January 28, 2009