401(k) Plans

19,321 topics in this forum

1. Cross Tested (New Comp) - Mortality Tables

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

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

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

3. Cross tested allocation

   By Guest Jane Freeman, September 3, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 10, 1999

4. Cross tested Calc

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

5. Cross Tested Plan w. Safe Harbor Feature

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

6. Cross Tested plan with Prevailing Wage

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

7. 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

8. Cross Tested Safe Harbor 401k Plan

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

9. 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
   • 1.2k views
   • 
   • Doc Ument
   • November 6, 2019

10. cross testing

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

11. Cross testing - ineligible

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

12. Cross Testing & Failing ADP Test & Otherwise Excludable

    By Guest SuzieQNEC, July 2, 2008
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • February 20, 2009

13. cross testing and gateway

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

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

    By austin3515, January 24, 2021
    • 8 replies
    • 2k views
    • 
    • C. B. Zeller
    • January 25, 2021

15. Cross-Tested SafeHarbor 401(k)

    By Guest Fuzzy, December 12, 2002
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2002

16. crystal safe harbor notice for Relius

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

17. Cure period waiver

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

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

    By matthny, December 14, 2021
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • December 17, 2021

19. curious question about catch up

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

20. current & prior year testing q

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

21. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1.1k views
    • 
    • Tetsuro
    • June 2, 2004

22. Current Availability of Benefits

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

23. Current availability test

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

24. 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

25. Current EACA change

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

26. Current MAtching Trend

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

27. Current Solo K - New Plan Next Year

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

28. Current vs Prior Year testing

    By Guest CGBS, February 14, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2001

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

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

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

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

31. current year testing versus prior year testing method

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

32. Current year testing vs. prior year

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

33. Custodial Account vs. Trust

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

34. Custodial Guarantee - no loss for fraud

    By Erik Read, April 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Erik Read
    • April 13, 2006

35. Custodian delays cause deferral issues

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

36. Custodian policies on transferring assets

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

37. Custodians tracking loan information

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

38. Custom and volume sumitter documents

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

39. Custom Plan Document Restatement

    By khn, July 6, 2016
    • 4 replies
    • 1.2k views
    • 
    • khn
    • July 7, 2016

40. Customized Data for Businesses

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

41. Cut 401k Contirbution Limits?

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

42. Cut Back?

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

43. Cutback?

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

44. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 6k views
    • 
    • hr for me
    • July 14, 2016

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

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

46. Cycle 3 Discretionary Match Communication

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

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

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

48. Cycle 3 Restatements

    By Stash026, December 17, 2020
    • 3 replies
    • 1.4k views
    • 
    • Dave Baker
    • December 18, 2020

49. Cycle 3 Trust Names

    By austin3515, November 11, 2020
    • 2 replies
    • 1.2k views
    • 
    • Artie M
    • November 12, 2020

50. Cycle C Deadline

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