401(k) Plans

19,321 topics in this forum

1. 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

2. Defining Compensation

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

3. Defining Key Employees in 2002

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

4. 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

5. Definite predetermined allocation formula

   By Guest AJJ-EB, May 21, 2001
   • 9 replies
   • 4.3k views
   • 
   • KJohnson
   • September 12, 2002

6. Definition Compensation for HCE

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

7. Definition of "Compensation"

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

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

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

9. 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

10. 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

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

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

12. Definition of 5% Owner for Purposes of the Required Beginning Date.

    By Guest helmethead, September 28, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 28, 2000

13. Definition of Actively Employed...

    By Stash026, April 25, 2019
    • 2 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 26, 2019

14. Definition of Alternate Payee

    By Guest Thornton, August 30, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 30, 2002

15. Definition of an officer

    By Guest Pat Metallic, October 25, 2001
    • 5 replies
    • 13.8k views
    • 
    • david rigby
    • October 27, 2001

16. Definition of Benefits, Rights and Features.

    By Guest Ofraser, December 31, 2002
    • 7 replies
    • 6.8k views
    • 
    • mbozek
    • January 3, 2003

17. Definition of Calendar Year Plan

    By Guest mrnardoz, August 26, 2004
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • August 27, 2004

18. Definition of Comp - Overtime and Tips Deduction

    By austin3515, August 24, 2025
    • 12 replies
    • 2.1k views
    • 
    • G8Rs
    • August 26, 2025

19. Definition of Comp & match

    By ombskid, April 29, 2008
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • May 5, 2008

20. Definition of Comp failed

    By 30Rock, December 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • December 29, 2010

21. Definition of Comp for a Short Plan Year

    By Archimage, December 6, 2005
    • 0 replies
    • 1.5k views
    • 
    • Archimage
    • December 6, 2005

22. definition of comp for safe harbor match

    By cpc0506, March 27, 2013
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • May 16, 2013

23. Definition of Compensation

    By Jilliandiz, July 12, 2007
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • July 12, 2007

24. Definition of Compensation

    By Guest Tim Brown, September 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 23, 2000

25. Definition of Compensation

    By MarZDoates, September 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • September 20, 2002

26. Definition of Compensation

    By Guest notapensiongeek, September 12, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2008

27. Definition of Compensation

    By austin3515, March 29, 2013
    • 9 replies
    • 2.7k views
    • 
    • austin3515
    • April 2, 2013

28. Definition of Compensation

    By Guest JEP, March 25, 2002
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2002

29. Definition of Compensation

    By Guest mparker2028, December 5, 2005
    • 5 replies
    • 2.2k views
    • 
    • JDuns
    • December 6, 2005

30. definition of compensation

    By mariemonroe, April 3, 2008
    • 1 reply
    • 1.9k views
    • 
    • Kevin C
    • April 9, 2008

31. Definition of Compensation

    By Guest DLearning, January 14, 2004
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • January 15, 2004

32. Definition of Compensation - excluding gift cards

    By Tom, October 16, 2024
    • 2 replies
    • 649 views
    • 
    • Sully
    • October 22, 2024

33. Definition of Compensation / Fiscal Year

    By BFree, September 20, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 24, 2002

34. Definition of Compensation | Medical Loss Ratio (MLR) Rebates

    By DCqanda, May 14, 2021
    • 0 replies
    • 500 views
    • 
    • DCqanda
    • May 14, 2021

35. Definition of Compensation excludes bonuses

    By Guest tonjer, March 6, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 13, 2003

36. definition of compensation for 401(k) safe harbor plans

    By Guest Jane Freeman, October 7, 2004
    • 4 replies
    • 2.4k views
    • 
    • Lori Friedman
    • October 8, 2004

37. Definition of Compensation for ADP-ACP Test

    By Guest CRM, September 25, 2009
    • 2 replies
    • 5.2k views
    • 
    • MWeddell
    • September 25, 2009

38. Definition of Compensation in Plan Document

    By Alex Daisy, February 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 17, 2009

39. Definition of Compensation Protected?

    By Guest Kelly Igel, October 8, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 8, 2001

40. Definition of Compensation to be used include or exclude disability payments?

    By Bruddah Kimo, March 8, 2013
    • 2 replies
    • 2.4k views
    • 
    • PensionPro
    • March 8, 2013

41. Definition of Disability and Protected Benefits

    By Abby N, November 7, 2023
    • 5 replies
    • 2.7k views
    • 
    • Luke Bailey
    • November 11, 2023

42. Definition of Disabled

    By Guest theothermark, August 19, 2005
    • 5 replies
    • 4k views
    • 
    • QDROphile
    • August 20, 2005

43. Definition of HCE when plan sponsor acquires an existing business.

    By Guest, March 6, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 6, 2000

44. Definition of Matched Contributions

    By Below Ground, May 15, 2017   

    • problems of merging
    • 2 replies
    • 578 views
    • 
    • Below Ground
    • May 18, 2017

45. Definition of Participant Directed Plan

    By Guest Agnes, July 21, 2010
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • July 21, 2010

46. Definition of Participant for purpose of distributing the SAR

    By Pammie57, September 23, 2019
    • 1 reply
    • 683 views
    • 
    • ratherbereading
    • September 24, 2019

47. Definition of Plan Year Compensation in a dual-entry top-heavy 401(k) plan

    By Guest Dave Peckham, March 3, 2005
    • 2 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 3, 2005

48. Definition of spouse as spouse in an opposite sex marriage

    By Guest Do, May 7, 2004
    • 11 replies
    • 2.9k views
    • 
    • david rigby
    • July 12, 2004

49. Definition of SS Integration

    By Guest JB2, February 5, 1999
    • 4 replies
    • 2.3k views
    • 
    • Dave Baker
    • February 14, 1999

50. Definition of Zero % Vested (Forfeiture Timing Issue)

    By Guest RS Vatalaro, May 2, 2002
    • 6 replies
    • 4.6k views
    • 
    • Guest
    • May 3, 2002