401(k) Plans

19,275 topics in this forum

1. ERISA compliance requirements for school district (public agency) 401(a) or 401(k) plans

   By Guest Gary C, April 5, 2005
   • 4 replies
   • 2.9k views
   • 
   • mbozek
   • April 6, 2005

2. ERISA Expense Account - Allocation to Participants

   By 401klubkid, June 30, 2017
   • 10 replies
   • 5.4k views
   • 
   • RatherBeGolfing
   • July 3, 2017

3. ERISA Exposure for Issuing Beneficiary Form?

   By pog, August 3, 2015
   • 11 replies
   • 2.3k views
   • 
   • ESOP Guy
   • August 4, 2015

4. ERISA investment requirements

   By fidu, October 24, 2002
   • 15 replies
   • 4.2k views
   • 
   • E as in ERISA
   • October 28, 2002

5. ERISA issues

   By fidu, August 26, 2002
   • 5 replies
   • 1.6k views
   • 
   • fidu
   • August 27, 2002

6. ERISA notification on change in structure of company match.

   By Guest JACarroll, November 8, 2000
   • 1 reply
   • 2k views
   • 
   • stephen
   • November 9, 2000

7. ERISA Outline Book

   By austin3515, February 27, 2015
   • 2 replies
   • 1.5k views
   • 
   • akern
   • February 27, 2015

8. ERISA Outline Book Qrtly Update

   By blue, March 1, 2007
   • 8 replies
   • 1.6k views
   • 
   • Don Levit
   • March 2, 2007

9. ERISA Paper Topic

   By Guest edelain, October 18, 2006
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • October 19, 2006

10. ERISA plan document disclosure to former participant

    By 30Rock, April 21
    • 6 replies
    • 2.2k views
    • 
    • 30Rock
    • April 22

11. ERISA Plan Expense Account

    By 401(k)athryn, December 11, 2020
    • 12 replies
    • 4.3k views
    • 
    • Peter Gulia
    • March 14, 2024

12. ERISA plans buying bonds

    By fidu, August 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • fidu
    • August 8, 2002

13. ERISA plans purchasing options/futures

    By Guest Fidu2, April 3, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2003

14. ERISA Pre-emption where participant murders spouse

    By TamB, March 21, 2017   

    • erisa
    • murder
    • (and 1 more)

      Tagged with:

      • erisa
      • murder
      • non-participant
    • 11 replies
    • 2.8k views
    • 
    • david rigby
    • March 1, 2019

15. ERISA Preemption

    By austin3515, September 29, 2014
    • 14 replies
    • 2k views
    • 
    • GMK
    • September 30, 2014

16. ERISA Preemption of State Legislation Prohibiting Investments tied to Chinese/Foreign Adversaries

    By ERISAQuestions1234, April 10
    • 1 reply
    • 582 views
    • 
    • Peter Gulia
    • April 10

17. ERISA prohibition against free riding

    By fidu, July 31, 2002
    • 8 replies
    • 2.3k views
    • 
    • mbozek
    • September 16, 2002

18. ERISA Recapture Accounts

    By austin3515, July 3, 2013
    • 1 reply
    • 2.7k views
    • 
    • austin3515
    • July 3, 2013

19. ERISA, IRS and DOL Regulations?

    By Jilliandiz, September 23, 2005
    • 4 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 26, 2005

20. ERPA Exam Sample Test Question

    By Dennis Povloski, February 14, 2010
    • 12 replies
    • 4k views
    • 
    • D Lewis
    • June 1, 2010

21. ERPA Important?

    By austin3515, December 16, 2010
    • 10 replies
    • 2k views
    • 
    • Jim Chad
    • December 22, 2010

22. ERPA on the Cheap?

    By austin3515, December 15, 2010
    • 1 reply
    • 903 views
    • 
    • david rigby
    • December 16, 2010

23. ERPA TEST

    By KTB, January 3, 2012
    • 9 replies
    • 2.1k views
    • 
    • KTB
    • January 20, 2012

24. Erroneous Automatic Contributions

    By Guest Astro, September 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2007

25. Erroneous Contributions to Terminated Plan

    By Susan S., March 7, 2014
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • March 10, 2014

26. Erroneous Early Entry of Employee

    By Jay3, February 13, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 13, 2009

27. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL, September 10, 2021
    • 1 reply
    • 593 views
    • 
    • Mike Preston
    • September 10, 2021

28. Erroneous profit sharing funding correction

    By Tom, February 16
    • 5 replies
    • 896 views
    • 
    • David Schultz
    • February 18

29. Error Found by Auditor

    By khn, September 16, 2020
    • 5 replies
    • 940 views
    • 
    • khn
    • September 17, 2020

30. Error in Administrating Loan Rate

    By KCoursey, August 11, 2015
    • 6 replies
    • 1.3k views
    • 
    • Briandfox
    • August 12, 2015

31. Error on Match Calc

    By Spencer, August 18, 2011
    • 4 replies
    • 1.2k views
    • 
    • Spencer
    • August 23, 2011

32. Error with Compensation definition - how to fix?

    By MD-Benefits Guy, September 24
    • 1 reply
    • 1.3k views
    • 
    • Artie M
    • September 24

33. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • k man
    • October 22, 2003

34. escalation, auto-escalation, auto enrollment, ACA, automatic contribution arrangement

    By LANDO, June 3, 2015   

    • automatic escalation
    • aca
    • (and 1 more)

      Tagged with:

      • automatic escalation
      • aca
      • auto enrollment
    • 6 replies
    • 3.4k views
    • 
    • LANDO
    • March 2, 2016

35. Escaping a PEP and establishing a new single-Employer 401(k) plan

    By 415 Limit, February 21, 2023
    • 0 replies
    • 441 views
    • 
    • 415 Limit
    • February 21, 2023

36. Escheating Money To The State For Lost Participant

    By Guest Maloneyl, September 30, 1998
    • 1 reply
    • 4.9k views
    • 
    • Guest
    • October 5, 1998

37. Escrow Payments

    By ERISA-Bubs, October 2, 2019
    • 1 reply
    • 550 views
    • 
    • Larry Starr
    • October 3, 2019

38. ESOP - liability of Trustee

    By fidu, February 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • February 25, 2002

39. ESOP contribs satisfy safe-harbor 401(k)?

    By Guest dlm, October 15, 1998
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • October 15, 1998

40. ESOP FEE

    By DABU, November 12, 2021
    • 1 reply
    • 442 views
    • 
    • Cardscrazy
    • November 20, 2021

41. ESOP match is based on deferrals to a separate 401(k) - is this OK an

    By Guest LMalone, August 14, 2000
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 17, 2000

42. ESOP Questions

    By Guest DougT, December 30, 2010
    • 0 replies
    • 872 views
    • 
    • Guest
    • December 30, 2010

43. ESOP top-off calculations / spreadsheets

    By Guest Amit, June 21, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 21, 2002

44. ESOP401(K)Annual Addition limits.

    By Guest Babs, August 7, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 25, 1999

45. ESOPs

    By Guest Edward McElroy, August 24, 1998
    • 2 replies
    • 6.5k views
    • 
    • Guest
    • August 24, 1998

46. Esops And Lesops. - What Risk Do Fiduciaries Have??

    By fidu, February 5, 2002
    • 15 replies
    • 2.7k views
    • 
    • mbozek
    • February 27, 2002

47. Establish End of the Year 401(k) Plan

    By rblum50, December 19, 2022
    • 2 replies
    • 361 views
    • 
    • rblum50
    • December 19, 2022

48. Establish plan with a rollover only?

    By Guest tracys, September 8, 2003
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • September 9, 2003

49. Establishing a PS only plan after plan year ends

    By cpc0506, August 3, 2022
    • 1 reply
    • 432 views
    • 
    • Lou S.
    • August 3, 2022

50. Establishing Safe Harbor 401(k) Plan - Less than 3 months from Adoption Date

    By Vlad401k, November 13, 2020
    • 3 replies
    • 1.2k views
    • 
    • JackS
    • November 13, 2020