401(k) Plans

19,275 topics in this forum

1. Discriminating against HCE's

   By Guest yvonne001, November 5, 2002
   • 6 replies
   • 2.2k views
   • 
   • Brian Gallagher
   • November 6, 2002

2. Discrimination

   By Randy Watson, June 20, 2007
   • 5 replies
   • 1.2k views
   • 
   • Randy Watson
   • June 20, 2007

3. Discrimination

   By Guest SWS, May 27, 2003
   • 3 replies
   • 1.4k views
   • 
   • QDROphile
   • May 28, 2003

4. Discrimination in payment of plan investment fees?

   By Guest blaum8, January 3, 2003
   • 1 reply
   • 1k views
   • 
   • mbozek
   • January 3, 2003

5. Discrimination question

   By Guest EricR, February 12, 2004
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • February 12, 2004

6. Discrimination testing

   By Guest fender5150, July 14, 2007
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 18, 2007

7. Discrimination Testing 1 2 3

   By wsp, May 17, 2006
   • 120 replies
   • 24.6k views
   • 
   • Blinky the 3-eyed Fish
   • May 24, 2006

8. Discrimination Testing

   By Guest gerry326, October 19, 2001
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • October 22, 2001

9. discrimination testing for 401(k) and 403(b)

   By Guest Rocky, October 5, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 5, 2007

10. Discrimination Testing If Everyone Is An HCE

    By metsfan026, January 31
    • 4 replies
    • 941 views
    • 
    • Artie M
    • January 31

11. Discrimination Tests & HCE definitions

    By pmacduff, August 25, 2003
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • January 17, 2004

12. Discrimination?

    By Guest Cookiemonster, December 16, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2003

13. discriminatory compensation

    By cpc0506, July 20, 2010
    • 15 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 21, 2010

14. Discriminatory Compensation

    By Lori Foresz, March 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2004

15. discriminatory definion of compensation

    By Guest C Kampen, November 3, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 5, 1999

16. Discriminatory Effect of an Increasing Match

    By Guest AEA, March 16, 2001
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2001

17. Discriminatory Investment Choices In 404(c) Plan?

    By mming, December 3, 2009
    • 7 replies
    • 1.9k views
    • 
    • Bird
    • December 8, 2009

18. Discriminatory Matching Formula?

    By WesleyT, March 26, 2013
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • March 26, 2013

19. Discriminatory rate of match as it relates to 415 testing

    By Guest Kelly R, April 29, 1999
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • May 6, 1999

20. Discriminatory Timing of Amendment

    By jpod, August 1, 2006
    • 0 replies
    • 1.3k views
    • 
    • jpod
    • August 1, 2006

21. discriminatory?

    By wsp, October 16, 2006
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 17, 2006

22. Discussion with Author of 98-52 (Safe Harbor 401k)

    By Guest John Smith, November 13, 1998
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • September 23, 1999

23. Disguised service condition if 2 year match tier

    By 30Rock, July 14, 2018
    • 12 replies
    • 2.2k views
    • 
    • Purplemandinga
    • July 27, 2018

24. Disowning an adult child

    By MAS, July 29, 2020
    • 3 replies
    • 688 views
    • 
    • CuseFan
    • July 30, 2020

25. Disposition of Forfeitures

    By austin3515, September 23, 2002
    • 3 replies
    • 2.2k views
    • 
    • austin3515
    • September 27, 2002

26. Disposition of Form 1099-R for Non-Distribution

    By LCARUSI, October 26, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 26, 1998

27. Disposition of interest earned on monies withheld from investment transfers

    By Guest sdickson, February 3, 2005
    • 1 reply
    • 987 views
    • 
    • Guest
    • February 4, 2005

28. Disproportionate Safe Harbor Match

    By Blackbirch, July 29, 2013   

    • Safe Harbor
    • Match
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Match
      • Disproportionate Match
      • Safe Harbor Match
    • 7 replies
    • 4.2k views
    • 
    • masteff
    • August 5, 2013

29. Disqualification for failure to file 5500

    By Guest CAM, January 6, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • January 8, 2000

30. Disqualified plans - frequency

    By Guest AVH@MLS, October 19, 2006
    • 2 replies
    • 1.9k views
    • 
    • namealreadyinuse
    • October 19, 2006

31. Disregarded Entities

    By Guest mcw, August 8, 2003
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • August 12, 2003

32. Disregarded entity compensation

    By Purplemandinga, November 26, 2018
    • 2 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • November 27, 2018

33. Disregarded LLC?

    By Guest bouncingsoul, April 11, 2007
    • 5 replies
    • 4.4k views
    • 
    • AndyT
    • December 19, 2007

34. Disregarding Rollovers

    By Guest EBBeginner, October 26, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • October 26, 2004

35. dissolving dc plan

    By Brian Gallagher, November 6, 2002
    • 3 replies
    • 2k views
    • 
    • Brian Gallagher
    • November 6, 2002

36. Distributable Event

    By Guest Thornton, July 19, 2007
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • July 20, 2007

37. distributable event

    By Scuba 401, July 28, 2010
    • 7 replies
    • 3k views
    • 
    • masteff
    • July 29, 2010

38. Distributable event triggered due to warehouse closure?

    By PINO, July 2, 2019
    • 3 replies
    • 583 views
    • 
    • Bri
    • July 2, 2019

39. distributable event?

    By wsp, November 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 14, 2002

40. Distribute or Transfer

    By Guest philc, August 22, 2003
    • 0 replies
    • 914 views
    • 
    • Guest
    • August 22, 2003

41. Distributed more than vested balance......

    By K-t-F, January 9, 2004
    • 8 replies
    • 1.4k views
    • 
    • K-t-F
    • January 12, 2004

42. Distributing NUA with after-tax employee contributions

    By Guest Richard Plant, July 20, 2001
    • 3 replies
    • 5.4k views
    • 
    • Guest
    • July 23, 2001

43. Distribution

    By waid10, December 8, 2006
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • December 8, 2006

44. Distribution

    By Guest Melissa Winslow, September 27, 1999
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 28, 1999

45. Distribution - ineligible?

    By kimso, November 13, 2023
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • January 19, 2024

46. Distribution - re-contribution

    By MGOAdmin, June 8, 2015   

    • 401k
    • IRA
    • 2 replies
    • 2k views
    • 
    • Appleby
    • June 14, 2015

47. Distribution - spousal consent

    By Guest jimmybeau, April 15, 2008
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • April 15, 2008

48. Distribution ?

    By Guest rachd, July 18, 2003
    • 7 replies
    • 4.2k views
    • 
    • Harwood
    • July 18, 2003

49. Distribution and "Buy Back". How is Roth Handled?

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • June 13, 2013

50. Distribution and death

    By cdavis25, May 23, 2016
    • 2 replies
    • 617 views
    • 
    • cdavis25
    • May 24, 2016