401(k) Plans

19,275 topics in this forum

1. Cross Testing & Failing ADP Test & Otherwise Excludable

   By Guest SuzieQNEC, July 2, 2008
   • 6 replies
   • 3.2k views
   • 
   • Tom Poje
   • February 20, 2009

2. cross testing and gateway

   By Gary, May 9, 2012
   • 0 replies
   • 1k views
   • 
   • Gary
   • May 9, 2012

3. Cross-Tested Plan w/ QNEC to Pass ADP Testing

   By austin3515, January 24, 2021
   • 8 replies
   • 1.9k views
   • 
   • C. B. Zeller
   • January 25, 2021

4. Cross-Tested SafeHarbor 401(k)

   By Guest Fuzzy, December 12, 2002
   • 8 replies
   • 1.6k views
   • 
   • Guest
   • December 18, 2002

5. crystal safe harbor notice for Relius

   By Tom Poje, October 17, 2006
   • 5 replies
   • 1.9k views
   • 
   • Kimberly S
   • November 7, 2006

6. Cure period waiver

   By Guest tmills, August 17, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 17, 2011

7. Curing excess 402(g) deferral after separation of service?

   By matthny, December 14, 2021
   • 7 replies
   • 1.1k views
   • 
   • BG5150
   • December 17, 2021

8. curious question about catch up

   By K2retire, July 20, 2016
   • 5 replies
   • 641 views
   • 
   • Tom Poje
   • July 21, 2016

9. current & prior year testing q

   By Earl, August 5, 2000
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • May 10, 2002

10. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1k views
    • 
    • Tetsuro
    • June 2, 2004

11. Current Availability of Benefits

    By Guest Thornton, July 23, 2002
    • 11 replies
    • 2.8k views
    • 
    • mbozek
    • July 24, 2002

12. Current availability test

    By Guest dietpepsi, August 2, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 3, 2006

13. Current Availablity Test - different match for different service level

    By John A, March 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2003

14. Current EACA change

    By pmacduff, May 8, 2019
    • 1 reply
    • 826 views
    • 
    • msmith
    • May 9, 2019

15. Current MAtching Trend

    By Guest Spock, October 29, 2009
    • 1 reply
    • 881 views
    • 
    • PensionPro
    • October 29, 2009

16. Current Solo K - New Plan Next Year

    By sdix401k, September 24, 2019
    • 23 replies
    • 2.2k views
    • 
    • Bill Presson
    • September 30, 2019

17. Current vs Prior Year testing

    By Guest CGBS, February 14, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 14, 2001

18. CURRENT VS. PRIOR DATA IN PERFORMING ADP/ACP

    By Guest CHRISTIE BOSS, November 12, 1998
    • 4 replies
    • 1.8k views
    • 
    • LCARUSI
    • November 13, 1998

19. Current Year ADP/Prior Year ACP/shift MUAT?

    By Guest marie kelly, May 15, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 16, 2001

20. current year testing versus prior year testing method

    By Guest Jane Freeman, January 9, 2002
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • January 22, 2002

21. Current year testing vs. prior year

    By FJR, June 26, 2001
    • 8 replies
    • 3.6k views
    • 
    • Bob R
    • July 1, 2001

22. Custodial Account vs. Trust

    By Guest Penelope, September 4, 2008
    • 3 replies
    • 3.9k views
    • 
    • masteff
    • September 5, 2008

23. Custodial Guarantee - no loss for fraud

    By Erik Read, April 12, 2006
    • 1 reply
    • 1.8k views
    • 
    • Erik Read
    • April 13, 2006

24. Custodian delays cause deferral issues

    By ejohnke, June 11, 2024
    • 4 replies
    • 834 views
    • 
    • Paul I
    • June 12, 2024

25. Custodian policies on transferring assets

    By MSN, January 25, 2013
    • 2 replies
    • 963 views
    • 
    • ETA Consulting LLC
    • January 28, 2013

26. Custodians tracking loan information

    By Stevo-PDX, October 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • October 25, 2006

27. Custom and volume sumitter documents

    By Guest AP, March 7, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • March 8, 1999

28. Custom Plan Document Restatement

    By khn, July 6, 2016
    • 4 replies
    • 1.1k views
    • 
    • khn
    • July 7, 2016

29. Customized Data for Businesses

    By Guest B.Z. Khasru, February 13, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2006

30. Cut 401k Contirbution Limits?

    By goldtpa, August 27, 2009
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 28, 2009

31. Cut Back?

    By austin3515, March 2, 2011
    • 4 replies
    • 2.1k views
    • 
    • 12AX7
    • March 3, 2011

32. Cutback?

    By ERISA25, April 15, 2013
    • 1 reply
    • 987 views
    • 
    • ETA Consulting LLC
    • April 16, 2013

33. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 5.9k views
    • 
    • hr for me
    • July 14, 2016

34. Cycle 3 Discretionary Match - When is the first notice due?

    By 401king, January 17, 2023
    • 3 replies
    • 545 views
    • 
    • RatherBeGolfing
    • January 17, 2023

35. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen, September 20, 2021
    • 1 reply
    • 774 views
    • 
    • Doc Ument
    • September 28, 2021

36. Cycle 3 IDP plan restatement issues with Corbel/FIS plan documents for 401kpsp plans

    By VeryOldMan, January 12, 2022
    • 0 replies
    • 601 views
    • 
    • VeryOldMan
    • January 12, 2022

37. Cycle 3 Restatements

    By Stash026, December 17, 2020
    • 3 replies
    • 1.3k views
    • 
    • Dave Baker
    • December 18, 2020

38. Cycle 3 Trust Names

    By austin3515, November 11, 2020
    • 2 replies
    • 1.1k views
    • 
    • Artie M
    • November 12, 2020

39. Cycle C Deadline

    By IRA, January 27, 2009
    • 2 replies
    • 982 views
    • 
    • IRA
    • January 27, 2009

40. Cycle E

    By 30Rock, April 5, 2010
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2010

41. Dad does asset sale to son: successor plan?

    By AlbanyConsultant, November 2, 2024
    • 0 replies
    • 493 views
    • 
    • AlbanyConsultant
    • November 2, 2024

42. Daily testing method for coverage

    By Purplemandinga, May 8, 2020
    • 2 replies
    • 572 views
    • 
    • Purplemandinga
    • May 11, 2020

43. Daily Valuation

    By mjf06241972, July 13, 2020
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 13, 2020

44. Daily Valuation-What is it?

    By Guest TORTORA, November 13, 1998
    • 4 replies
    • 5.9k views
    • 
    • Guest
    • February 4, 2000

45. Data Loss Prevention / MimeCast

    By austin3515, October 16, 2020
    • 0 replies
    • 365 views
    • 
    • austin3515
    • October 16, 2020

46. Data/Documents - Property of?

    By k man, November 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • k man
    • November 22, 2005

47. DATAIR 401(k) ADP Test Result

    By Guest ChopperPilot, March 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2003

48. Datair connection issues?

    By ldr, July 11, 2022
    • 1 reply
    • 531 views
    • 
    • ldr
    • July 11, 2022

49. Datair EGTRRA IRS approval letter

    By DDB BN, October 1, 2020
    • 0 replies
    • 495 views
    • 
    • DDB BN
    • October 1, 2020

50. DATAIR VOLUME SUBMITTER DOCUMENT

    By Guest Jerry, March 4, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 4, 2004