401(k) Plans

19,321 topics in this forum

1. Drafting Error - Safe Harbor 401(k)

   By benfranklin, September 28, 2015   

   • Safe Harbor
   • Drafting Error
   • 1 reply
   • 1.2k views
   • 
   • Earl
   • September 29, 2015

2. DRO--Value fluctuations

   By Guest SWH, April 2, 2008
   • 11 replies
   • 2.3k views
   • 
   • dmwe
   • April 10, 2008

3. Dropping 401(k) safe harbor in mid-year

   By Guest RARogers, May 11, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • May 11, 1999

4. Dropping HCs from a PSP

   By Guest Ddalk, May 2, 2003
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 5, 2003

5. Dual Elig Match Calculation

   By Guest LoloV, August 6, 2003
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • August 22, 2003

6. Dual Eligibility

   By Kimberly S, September 16, 2008
   • 10 replies
   • 3k views
   • 
   • Kimberly S
   • September 23, 2008

7. Dual Eligibility

   By justatester, October 20, 2010
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • October 20, 2010

8. Dual Eligibility

   By MBCarey, January 13, 2006
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 13, 2006

9. Dual Eligibility - New Plan waiver of eligibility requirements

   By JustMe, March 30, 2020
   • 10 replies
   • 1.3k views
   • 
   • JustMe
   • April 2, 2020

10. Dual eligibility & 401(a)(4) testimg

    By SMB, March 6, 2002
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 6, 2002

11. Dual Eligibility & a Safe-Harbor Plan

    By Fred Payne, October 27, 2004
    • 17 replies
    • 7.9k views
    • 
    • Kimberly S
    • June 5, 2008

12. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 6.8k views
    • 
    • RatherBeGolfing
    • April 27, 2020

13. dual eligibility and top heavy

    By Guest richard j. decock, December 18, 2001
    • 4 replies
    • 2.7k views
    • 
    • Tom Poje
    • December 20, 2001

14. dual eligibility for full time/part time in safe harbor plan

    By JanetM, March 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • JanetM
    • March 7, 2003

15. Dual eligibility on 5 year old plan

    By Jim Chad, August 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • August 26, 2008

16. Dual Eligibility Testing

    By EBECatty, August 31, 2021
    • 5 replies
    • 1k views
    • 
    • EBECatty
    • September 1, 2021

17. Dual Eligibility with ADP/ACP Safe Harbor?

    By Guest noelwolfe, October 14, 2003
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • October 15, 2003

18. Dual Qualified Plans - What must be satisfied?

    By Chris123, April 29, 2021
    • 0 replies
    • 271 views
    • 
    • Chris123
    • April 29, 2021

19. Dual Safe Harbor Plans?

    By Übernerd, February 14, 2006
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 15, 2006

20. Dual-Qualified Plan In Puerto Rico

    By metsfan026, August 26, 2022
    • 6 replies
    • 5.2k views
    • 
    • Peter Gulia
    • September 8, 2022

21. Due Date for Deferrals for Partner

    By MarZDoates, May 7, 2002
    • 6 replies
    • 2.9k views
    • 
    • Archimage
    • May 7, 2002

22. Due date for Employer Matching Contributions

    By MarZDoates, August 7, 2002
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • August 7, 2002

23. Due Date for Profit Sharing Contributions to be Deductible (September 15?)

    By metsfan026, August 28, 2024
    • 4 replies
    • 5.7k views
    • 
    • Bri
    • September 9, 2024

24. Due date for top-heavy minimum

    By Guest mol, September 23, 2004
    • 2 replies
    • 2.1k views
    • 
    • mbozek
    • September 23, 2004

25. Due Date to Fund Employer Contributions

    By Stash026, April 7, 2020
    • 1 reply
    • 529 views
    • 
    • Mike Preston
    • April 7, 2020

26. Due dates for Er Contributions

    By austin3515, February 16, 2009
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • February 17, 2009

27. Due Dates of Tax Returns

    By austin3515, November 20, 2017
    • 1 reply
    • 650 views
    • 
    • ERISAAPPLE
    • November 22, 2017

28. Due on Sale clause

    By Jim Chad, March 14, 2016
    • 1 reply
    • 586 views
    • 
    • Peter Gulia
    • March 14, 2016

29. Dumb loan question

    By FJR, August 9, 2005
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • August 10, 2005

30. Dumb question about top-heavy

    By thepensionmaven, September 4, 2020
    • 4 replies
    • 553 views
    • 
    • thepensionmaven
    • September 11, 2020

31. Duplicate ADP Refund

    By Loves401(k), December 13, 2018
    • 2 replies
    • 627 views
    • 
    • Bri
    • December 13, 2018

32. During blackout period for trustee/recordkeeper conversion, what shoul

    By EGB, January 17, 2000
    • 12 replies
    • 9.1k views
    • 
    • Guest
    • February 2, 2000

33. E & O Insurance

    By Guest LTurner, April 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2002

34. e-Delivery of Part. Fee Disclosures - Dazed and Confused

    By austin3515, June 20, 2014
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • June 23, 2014

35. E-Sign

    By Guest A_Dude, September 16, 2013   

    • Plan Forms
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 18, 2013

36. e-signatures

    By Barbara R. Shoemaker, July 20, 2021
    • 1 reply
    • 591 views
    • 
    • Peter Gulia
    • July 20, 2021

37. E&O insurance

    By gregburst, July 15, 2016   

    • NAPLIA
    • 1 reply
    • 771 views
    • 
    • Doghouse
    • July 15, 2016

38. EACA

    By Guest morprod, August 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 14, 2008

39. EACA

    By Alex Daisy, November 3, 2014
    • 2 replies
    • 1.1k views
    • 
    • Alex Daisy
    • November 7, 2014

40. EACA and QDIA fund

    By 52626, May 19, 2025
    • 1 reply
    • 937 views
    • 
    • Peter Gulia
    • May 19, 2025

41. EACA - automatic enrollment

    By k man, June 12, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • June 13, 2008

42. EACA - Former Employee and the 10% Additional Tax

    By Guest Bob:, September 13, 2016   

    • 414(w) 72(t)
    • 0 replies
    • 526 views
    • 
    • Guest
    • September 13, 2016

43. EACA - Have to be in effect for a full 12-month plan year?

    By benefitsguru, October 23, 2015
    • 0 replies
    • 872 views
    • 
    • benefitsguru
    • October 23, 2015

44. EACA - Increase Default Percentage

    By Gilmore, March 25, 2021
    • 6 replies
    • 2.4k views
    • 
    • Gilmore
    • April 1, 2021

45. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.7k views
    • 
    • bmore1147
    • June 9, 2020

46. EACA and Auto Escalation

    By 52626, November 10, 2017
    • 0 replies
    • 1.1k views
    • 
    • 52626
    • November 10, 2017

47. EACA and Existing Participants

    By Guest lgm, July 25, 2008
    • 5 replies
    • 4k views
    • 
    • Guest
    • July 28, 2008

48. EACA Covered Employees / Uniformity Requirement

    By Gruegen, November 3, 2015
    • 0 replies
    • 1.4k views
    • 
    • Gruegen
    • November 3, 2015

49. EACA Mandate and QACA

    By MATRIX, June 30, 2025
    • 7 replies
    • 1.3k views
    • 
    • Lou S.
    • August 25, 2025

50. EACA Mid-year Amendment

    By dmwe, April 3, 2019
    • 0 replies
    • 789 views
    • 
    • dmwe
    • April 3, 2019