401(k) Plans

19,275 topics in this forum

1. Deferrals Not Withheld From Pay

   By Guest ERead, November 16, 1998
   • 7 replies
   • 2.7k views
   • 
   • Guest
   • December 23, 2002

2. Deferrals on Bonus

   By khn, September 20, 2013
   • 3 replies
   • 1.2k views
   • 
   • Bill Presson
   • September 20, 2013

3. Deferrals on Bonuses

   By Pammie57, October 10, 2017
   • 1 reply
   • 743 views
   • 
   • ETA Consulting LLC
   • October 10, 2017

4. Deferrals on Compensation above 401(a)(17) limit

   By James Matt Ullakko, November 24, 2005
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • November 25, 2005

5. Deferrals on Limited Segments of pay

   By rcline46, December 16, 2006
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • December 19, 2006

6. Deferrals start 7/1, PY is full year--calc match?

   By BG5150, March 22, 2022
   • 1 reply
   • 402 views
   • 
   • Nate S
   • March 22, 2022

7. Deferrals stopped ... new owners - new payroll service

   By K-t-F, October 22, 2019
   • 9 replies
   • 1.1k views
   • 
   • david rigby
   • October 28, 2019

8. Deferrals supposed to be suspended for 12 months after hardship distribution but 4 months after the distribution he starts deferring again; trouble?

   By Guest MNR, September 26, 2003
   • 0 replies
   • 896 views
   • 
   • Guest
   • September 26, 2003

9. Deferrals upon rehire

   By Guest caseyb, July 7, 2008
   • 19 replies
   • 6.8k views
   • 
   • Guest
   • July 15, 2008

10. Deferrals when you hit compensation limit

    By 52626, September 19, 2016
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 20, 2016

11. Deferrals withheld between MEP and Single Employer Plan

    By Purplemandinga, August 26, 2020
    • 5 replies
    • 711 views
    • 
    • Lou S.
    • August 26, 2020

12. Deferrals withheld from Excluded Compensation

    By 401(k)athryn, November 10, 2016
    • 7 replies
    • 2.2k views
    • 
    • 401(k)athryn
    • November 17, 2016

13. deferrals without enrollment forms

    By Guest SPOT, November 8, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • November 8, 2006

14. Deferrals/Contributions on Overpaid Wages

    By Guest Guy Incognito, June 17, 2011
    • 4 replies
    • 1.8k views
    • 
    • QDROphile
    • June 17, 2011

15. deferred comp

    By fidu, July 10, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 10, 2002

16. Deferred Comp- How to calculate?

    By Guest Timothy Brown, March 10, 2001
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • March 11, 2001

17. Deferred Compensation

    By austin3515, February 11, 2016
    • 16 replies
    • 1.6k views
    • 
    • jpod
    • February 12, 2016

18. Deferred Compensation and elective deferrals

    By bzorc, October 23, 2014
    • 1 reply
    • 828 views
    • 
    • Lou S.
    • October 23, 2014

19. Deferred Compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 4, 2001

20. Deferred sales charge paid by employer

    By Guest JB2, August 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • actuarysmith
    • August 7, 2000

21. Deferred Sales Charges in Terminating Plan

    By Guest tbreedlove, March 6, 2006
    • 5 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • March 9, 2006

22. Deferred Vested Benefit (401k plan)

    By legort69, October 24, 2019
    • 8 replies
    • 4.6k views
    • 
    • Larry Starr
    • October 25, 2019

23. Deferred Vested Benefit Statement

    By Guest padmin, August 9, 2005
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • August 9, 2005

24. Deferring 100% of comp. How to reconcile to plan doc?

    By BG5150, November 3, 2021
    • 8 replies
    • 1.5k views
    • 
    • Kevin C
    • November 10, 2021

25. Deferring before eligible

    By Guest CGBS, February 24, 2000
    • 11 replies
    • 4.2k views
    • 
    • Guest
    • August 21, 2009

26. Deferring on Commissions

    By ratherbereading, July 20, 2015   

    • 401k
    • commissions
    • (and 1 more)

      Tagged with:

      • 401k
      • commissions
      • deferrals
    • 7 replies
    • 3.7k views
    • 
    • rcline46
    • July 21, 2015

27. Deferring on non-cash items

    By fiona1, September 24, 2012
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • September 24, 2012

28. deferring on severence pay

    By Guest SueM382, March 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 22, 2007

29. Deferring pay after end of plan year

    By Guest Grumpy456, January 3, 2008
    • 17 replies
    • 3.1k views
    • 
    • Kimberly S
    • January 11, 2008

30. deferring unused medical FSA to a 401(k)

    By Guest MES, January 9, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 9, 2002

31. Defferals Deposited to 401k Plan but not withheld from paychecks

    By Yvonne T, February 16, 2016
    • 2 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • February 16, 2016

32. Defination of age

    By mschwechter, February 1, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 1, 2005

33. Defination of princial residence for the purposes of a hardship withdr

    By Guest Diane DuFresne, October 28, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • October 28, 2002

34. Define contributions used in Average Benefit Test

    By Guest DJean, February 16, 2001
    • 8 replies
    • 5.4k views
    • 
    • Richard Anderson
    • February 21, 2001

35. Defined Benefit RFP

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 26, 2003

36. Defined Contrib. Participant Education & Prospectus Delivery

    By Guest DCool, September 20, 2000
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 25, 2002

37. Defined Contribution Plan

    By Guest GoneToSoon, December 26, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 26, 2008

38. Defined Contribution Plan

    By Guest cconnell, September 25, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2006

39. Defined Contribution Plan w/Discretionary Match chose prior year ratio for ADP & ACP testing. Plan did not give a match in the prior year.

    By Guest jkschup, February 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2004

40. Defined Contribution Plan with Cross-testing

    By Guest fender5150, August 29, 2007
    • 11 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

41. Defining Compensation

    By Guest lforesz, November 6, 2002
    • 1 reply
    • 2k views
    • 
    • E as in ERISA
    • November 6, 2002

42. Defining Key Employees in 2002

    By Guest GMedley, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • November 7, 2001

43. Defining the “company” with which a participant meets a last-day condition

    By Peter Gulia, February 2, 2018
    • 11 replies
    • 1.5k views
    • 
    • card
    • February 12, 2018

44. Definite predetermined allocation formula

    By Guest AJJ-EB, May 21, 2001
    • 9 replies
    • 4.2k views
    • 
    • KJohnson
    • September 12, 2002

45. Definition Compensation for HCE

    By justatester, February 22, 2016
    • 5 replies
    • 781 views
    • 
    • justatester
    • February 23, 2016

46. Definition of "Compensation"

    By thepensionmaven, June 13, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • June 13, 2009

47. Definition of "reasonable" fee in context of automatic rollovers

    By Guest Oscar2, July 12, 2005
    • 0 replies
    • 878 views
    • 
    • Guest
    • July 12, 2005

48. Definition of "Related Educational Fees" for purposes of 401(k) hardship distribution

    By Guest BL333, July 15, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2009

49. Definition of "successor plan" as mentioned in Notice 98-52

    By chris, March 11, 2004
    • 3 replies
    • 2.3k views
    • 
    • k man
    • March 12, 2004

50. Definition of 414(s) comp in a 401(k) plan with different eligibility requirements

    By KBPen, March 3, 2023
    • 3 replies
    • 509 views
    • 
    • hr for me
    • March 6, 2023