401(k) Plans

19,321 topics in this forum

1. Designated Beneficiary (Annulment)

   By youngbenefitslawyer, June 17, 2025
   • 2 replies
   • 732 views
   • 
   • Artie M
   • June 18, 2025

2. Designated Invesmtent Manager

   By austin3515, January 18, 2012
   • 1 reply
   • 973 views
   • 
   • Kevin C
   • January 18, 2012

3. Designated Roth Accounts

   By Felicia, August 21, 2007
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • August 22, 2007

4. Designated Roth Contribuitons

   By Guest Lori J, November 21, 2008
   • 3 replies
   • 1.3k views
   • 
   • masteff
   • November 21, 2008

5. Designated Roth Deferral - Separate Account

   By MarZDoates, October 3, 2013
   • 3 replies
   • 1.7k views
   • 
   • MarZDoates
   • October 4, 2013

6. Designating a non-spouse as a beneficiary

   By Guest mam, April 27, 2000
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • April 28, 2000

7. Designating Beneficiary

   By Guest AdminFL, October 10, 2001
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • October 11, 2001

8. Designation of Beneficiary

   By Lori H, June 9, 2014
   • 5 replies
   • 1.2k views
   • 
   • My 2 cents
   • June 10, 2014

9. Designed-based coverage

   By Guest SJPrince, February 7, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • February 7, 2000

10. Details re: 3% nonelective safe harbor provisions implemented mid-year

    By Guest Kelly Igel, April 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • April 18, 2001

11. Determ Letters

    By Guest Ashley, July 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

12. Determiantion of Top Heavy Status

    By Tom Poje, September 16, 1998
    • 1 reply
    • 4.3k views
    • 
    • LCARUSI
    • September 16, 1998

13. Determination Letter Application

    By kcav2006, January 21, 2016
    • 1 reply
    • 699 views
    • 
    • spicerfam
    • January 21, 2016

14. determination letter caveat

    By Guest Laura, April 30, 2000
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 1, 2000

15. Determination Letter Cycles

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 3, 2013

16. Determination Letter Fees?

    By ML68, August 21, 2018
    • 2 replies
    • 516 views
    • 
    • ML68
    • August 22, 2018

17. Determination letter filing for controlled group member

    By jlea, May 23, 2008
    • 0 replies
    • 1.3k views
    • 
    • jlea
    • May 23, 2008

18. Determination Letter Question

    By Scott, July 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • chris
    • July 17, 2003

19. Determination Letter Question

    By Guest ohioattorney, August 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 4, 2009

20. Determination Letter with VCP

    By Guest meeh3704, September 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • September 20, 2008

21. Determination Letters

    By Guest alan24, March 21, 2005
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • March 21, 2005

22. Determination Letters

    By Guest AP, March 28, 1999
    • 6 replies
    • 1.7k views
    • 
    • Alf
    • March 9, 2000

23. Determination letters after 2001-77

    By k man, October 8, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • October 11, 2001

24. Determination of > 5% Owner Status

    By Guest JSCOTT, January 31, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 3, 2005

25. Determination of catch-ups in an off calendar plan

    By MR, August 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • MR
    • August 17, 2004

26. Determination Of Control Group

    By Lori H, March 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 31, 2003

27. Determination of Controlled Group

    By pixmax, November 11, 2014
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • November 12, 2014

28. Determine Compensation in a Control Group

    By Basically, February 8, 2022
    • 4 replies
    • 583 views
    • 
    • Basically
    • February 9, 2022

29. Determining 415 comp with earned income and w-2

    By 401kQ's, April 10, 2015   

    • earned income
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • April 10, 2015

30. Determining 5% Owners in a Controlled Group

    By Susan S., February 29, 2016
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 1, 2016

31. determining a highly compensated employee

    By Guest abg, August 22, 1999
    • 6 replies
    • 2.2k views
    • 
    • Kathy
    • August 30, 1999

32. Determining catch up contributions in fiscal year plans

    By Guest Diane DuFresne, November 22, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 22, 2013

33. Determining eligibility when rule of parity and one year holdout both don't exclude any service

    By dragondon, December 17, 2022
    • 1 reply
    • 433 views
    • 
    • EBP
    • December 19, 2022

34. Determining Former HCEs

    By Guest pdaniels, November 17, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 18, 1999

35. Determining HCE's for first year of a new company

    By Guest Richard Scheer, September 13, 2000
    • 1 reply
    • 2.4k views
    • 
    • Richard Anderson
    • September 13, 2000

36. DETERMINING HCE'S FOR NEW MEMBER OF CONTROLLED GROUP

    By Lori H, February 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • February 11, 2005

37. Determining HCEs with new plan established by employer who purchased c

    By Guest 91smithie, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • February 5, 2002

38. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2002

39. Determining Highly Compensated Employee

    By Stash026, March 31, 2015
    • 2 replies
    • 1.6k views
    • 
    • My 2 cents
    • March 31, 2015

40. Determining Income for Partners

    By Dan, March 20, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 1, 1999

41. Determining Missed Deferral Under EPCRS

    By Lauren0507, June 23, 2020
    • 3 replies
    • 870 views
    • 
    • Lauren0507
    • June 24, 2020

42. Determining the Minimum Top Heavy Contribution

    By Guest Ray Hedger, July 2, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 2, 2001

43. Determining transfer amount in tandem(wrap) 401(k)/nonqual arrangement

    By Guest GMedley, February 13, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

44. determining what are salary deferrals

    By AJC, April 19, 2019
    • 6 replies
    • 1.3k views
    • 
    • AJC
    • April 23, 2019

45. determining when error is insignificant

    By AKconsult, December 23, 2010
    • 2 replies
    • 4.9k views
    • 
    • Belgarath
    • January 6, 2011

46. Determining who are HCEs for purposes of the ADP/ACP Tests When One Co

    By Guest smithee, November 20, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 21, 2000

47. Determining who is an HCE...

    By Guest RONNIE WASEL, November 12, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 12, 2003

48. DFVC Filing Process

    By metsfan026, August 21, 2025
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 21, 2025

49. DFVC question

    By goldtpa, March 16, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • March 17, 2005

50. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • July 30, 2012