401(k) Plans

19,321 topics in this forum

1. discretionary matching contributions - can they be changed once set by

   By EGB, January 26, 2000
   • 0 replies
   • 1.4k views
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   • EGB
   • January 26, 2000

2. Discretionary non-elective already paid in and fails testing

   By Jim Chad, April 22, 2015
   • 2 replies
   • 963 views
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   • Bird
   • April 22, 2015

3. discretionary non-elective to cure top heavy

   By Jim Chad, January 29, 2019
   • 1 reply
   • 428 views
   • 
   • Belgarath
   • January 29, 2019

4. Discretionary profit sharing contrib to 401(k) Plan

   By Guest PLHart, February 11, 2002
   • 2 replies
   • 1.6k views
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   • Erik Read
   • February 12, 2002

5. Discretionary PS Funded Year Round

   By austin3515, August 8, 2012
   • 13 replies
   • 2.4k views
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   • Bird
   • August 10, 2012

6. Discretionary tiered match and benefits rights and features testing.

   By KJohnson, January 15, 2001
   • 3 replies
   • 3.7k views
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   • Guest
   • January 16, 2001

7. discretionary true-up match amendment

   By Roxie99, July 8, 2022
   • 6 replies
   • 1.3k views
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   • Roxie99
   • July 19, 2022

8. discretionary trustee

   By fidu, November 15, 2002
   • 2 replies
   • 1.6k views
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   • fidu
   • November 18, 2002

9. Discrim testing for 401(k) w/profit share

   By Dzog, February 24, 2016
   • 2 replies
   • 639 views
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   • Tom Poje
   • February 24, 2016

10. Discrim testing Term <500 hours

    By Tom, October 29, 2024
    • 5 replies
    • 740 views
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    • Connor
    • November 1, 2024

11. Discrim. Testing for 3% SHNEC

    By Guest Dash02, December 28, 2005
    • 3 replies
    • 1.4k views
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    • Tom Poje
    • December 29, 2005

12. Discriminating against HCE's

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

13. Discrimination

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

14. Discrimination

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

15. Discrimination in payment of plan investment fees?

    By Guest blaum8, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 3, 2003

16. Discrimination question

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

17. Discrimination testing

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

18. Discrimination Testing 1 2 3

    By wsp, May 17, 2006
    • 120 replies
    • 24.9k views
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    • Blinky the 3-eyed Fish
    • May 24, 2006

19. Discrimination Testing

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

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

    By Guest Rocky, October 5, 2007
    • 0 replies
    • 1.3k views
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    • Guest
    • October 5, 2007

21. Discrimination Testing If Everyone Is An HCE

    By metsfan026, January 31, 2025
    • 4 replies
    • 993 views
    • 
    • Artie M
    • January 31, 2025

22. Discrimination Tests & HCE definitions

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

23. Discrimination?

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

24. discriminatory compensation

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

25. Discriminatory Compensation

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

26. discriminatory definion of compensation

    By Guest C Kampen, November 3, 1999
    • 1 reply
    • 1.8k views
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    • MWeddell
    • November 5, 1999

27. Discriminatory Effect of an Increasing Match

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

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

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

29. Discriminatory Matching Formula?

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

30. 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

31. Discriminatory Timing of Amendment

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

32. discriminatory?

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

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

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

34. Disguised service condition if 2 year match tier

    By 30Rock, July 14, 2018
    • 12 replies
    • 2.3k views
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    • Purplemandinga
    • July 27, 2018

35. Disowning an adult child

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

36. Disposition of Forfeitures

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

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

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

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

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

39. 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

40. Disqualification for failure to file 5500

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

41. Disqualified plans - frequency

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

42. Disregarded Entities

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

43. Disregarded entity compensation

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

44. Disregarded LLC?

    By Guest bouncingsoul, April 11, 2007
    • 5 replies
    • 4.5k views
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    • AndyT
    • December 19, 2007

45. Disregarding Rollovers

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

46. dissolving dc plan

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

47. Distributable Event

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

48. distributable event

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

49. Distributable event triggered due to warehouse closure?

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

50. distributable event?

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