401(k) Plans

19,321 topics in this forum

1. one time irrevocable election to not participate

   By Pixie, March 25, 2024
   • 6 replies
   • 2.1k views
   • 
   • C. B. Zeller
   • March 28, 2024

2. One to One correction

   By austin3515, August 2, 2012
   • 8 replies
   • 3.3k views
   • 
   • fiona1
   • August 6, 2012

3. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

   By PensionPro, February 25, 2020
   • 0 replies
   • 450 views
   • 
   • PensionPro
   • February 25, 2020

4. One to one correction method

   By Guest TM3069, November 13, 2008
   • 1 reply
   • 1.6k views
   • 
   • fiona1
   • November 13, 2008

5. One to One correction method / Catch up contributions

   By fiona1, April 6, 2004
   • 3 replies
   • 2k views
   • 
   • jquazza
   • April 30, 2004

6. ONE TO ONE QNEC

   By Guest moltengater, January 19, 2006
   • 1 reply
   • 1.9k views
   • 
   • jquazza
   • January 19, 2006

7. One to One QNEC question relating to bargaining/nonbargaining

   By fiona1, October 30, 2003
   • 1 reply
   • 1k views
   • 
   • KJohnson
   • October 30, 2003

8. One total account per each participant

   By SSRRS, October 21, 2020
   • 8 replies
   • 1.5k views
   • 
   • BG5150
   • October 23, 2020

9. One Year Holdout

   By EBECatty, May 23, 2022
   • 6 replies
   • 1.3k views
   • 
   • Doc Ument
   • May 25, 2022

10. One year only window for in-service distributions

    By J Simmons, January 17, 2010
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 16, 2010

11. One-person "Solo-K" Plan - part time employee

    By Tinman, December 16, 2016
    • 9 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

12. One-time irrevocable election

    By Richard Anderson, July 6, 2001
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • July 9, 2001

13. One-Time Irrevocable Election

    By Guest JDL, January 24, 2003
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • January 27, 2003

14. One-time irrevocable election not to participate

    By Rg, January 12, 2023
    • 3 replies
    • 859 views
    • 
    • Lou S.
    • January 19, 2023

15. One-time nonelective contribution for acquired employees

    By 7806akp, February 21, 2011
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • February 22, 2011

16. One-Time Opt Out by HCE Applies to Match/PS Contribution Only??

    By Christine Roberts, March 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • March 14, 2002

17. One-to-one ADP correction & top heavy

    By R. Butler, November 7, 2012
    • 0 replies
    • 914 views
    • 
    • R. Butler
    • November 7, 2012

18. One-to-One Correction

    By 12AX7, May 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 28, 2009

19. one-to-one correction for failed ADP test

    By AKconsult, July 7, 2014   

    • EPCRS
    • QNEC
    • (and 2 more)

      Tagged with:

      • EPCRS
      • QNEC
      • one-to-one
      • restructure
    • 2 replies
    • 2.4k views
    • 
    • Kevin C
    • July 8, 2014

20. One-to-One Correction with QNEC allocation of more than 5%

    By NW529, May 4, 2021   

    • adp test
    • correction
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • May 5, 2021

21. One-to-One QNEC question.

    By fiona1, December 29, 2006
    • 2 replies
    • 2.1k views
    • 
    • fiona1
    • December 29, 2006

22. Ongoing 408(b)(2) Requirements?

    By khn, August 28, 2013
    • 5 replies
    • 2k views
    • 
    • MoJo
    • August 28, 2013

23. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • May 23, 2012

24. Only allow Roth catch ups for everyone (not SECURE related, but kind of)

    By WCC, February 14, 2023
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 22, 2023

25. Only employee with a balance, 0% vested

    By Logan401, January 25, 2021
    • 9 replies
    • 652 views
    • 
    • Logan401
    • January 27, 2021

26. Only Owners in the Union

    By austin3515, March 4, 2018
    • 7 replies
    • 3.6k views
    • 
    • austin3515
    • March 8, 2018

27. Only Plan Sponsor signed 8955-ssa

    By jkharvey, December 7, 2011
    • 0 replies
    • 957 views
    • 
    • jkharvey
    • December 7, 2011

28. Onwers wanting 2 different plans

    By coleboy, August 25, 2015
    • 4 replies
    • 931 views
    • 
    • Belgarath
    • August 25, 2015

29. OOOPS! Missed the March 15th deadline for return of excess deferral.

    By Guest mam, March 16, 2000
    • 4 replies
    • 4.8k views
    • 
    • Guest
    • March 17, 2000

30. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 17, 2019

31. Oops the plan sponsor forgot to 1099 the hardship withdrawal

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 30, 2001

32. Oops, we forgot to amend the Plan

    By Guest PBJ, May 19, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2008

33. Oops! Someone forgot to tell payroll about auto enrollment!

    By Guest Rider, March 8, 2007
    • 1 reply
    • 1.3k views
    • 
    • 401_4_ever
    • March 8, 2007

34. Open and shut eligibility for nonelective contribution

    By 7806akp, October 17, 2013
    • 1 reply
    • 836 views
    • 
    • ETA Consulting LLC
    • October 17, 2013

35. Open architechture

    By Jim Chad, February 27, 2014
    • 1 reply
    • 786 views
    • 
    • ACox
    • February 27, 2014

36. Open Enrollment

    By Becky Schwing, August 19, 2021
    • 1 reply
    • 486 views
    • 
    • C. B. Zeller
    • August 19, 2021

37. Open Enrollment

    By 401Karina, December 13, 2022
    • 1 reply
    • 345 views
    • 
    • Lou S.
    • December 13, 2022

38. Open Enrollment / Special Enrollment

    By BLM, April 29, 2016
    • 6 replies
    • 3.8k views
    • 
    • GMK
    • April 29, 2016

39. Open Enrollment and New Match

    By Guest Lawrenceg, April 4, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • April 4, 2007

40. Open Enrollment.

    By Guest Thornton, January 7, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2002

41. Open MEP

    By pjb1835, September 13, 2018
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2018

42. Open MEP Form 5500 Filing Requirements

    By JustMe, July 13, 2020
    • 3 replies
    • 1.9k views
    • 
    • Alonzo Church
    • July 15, 2020

43. Opening a solo 401k after dissolving partnership

    By Guest slander1709, January 10, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 12, 2005

44. operational checklists

    By PensionNewbee, May 27, 2005
    • 3 replies
    • 1.6k views
    • 
    • PensionNewbee
    • June 2, 2005

45. Operational error correction timeline

    By Guest JWR, December 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2010

46. operational error?

    By Guest jfp, July 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • J. Bringhurst
    • July 31, 2003

47. Operational Failure

    By Nassau, July 16, 2010
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 16, 2010

48. Operational Failure - Definition of Compensation

    By Guest tlemaster2, February 24, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2004

49. Operational Failure (In-Service Distributions) - Best Way to Fix/

    By Guest lizannc, March 7, 2013   

    • Operational Failure
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • March 7, 2013

50. Operational Failure / Bottom-Up

    By fiona1, October 19, 2005
    • 0 replies
    • 1.5k views
    • 
    • fiona1
    • October 19, 2005