401(k) Plans

19,275 topics in this forum

1. Per Pay Match to Partners

   By WesleyT, December 8, 2008
   • 1 reply
   • 954 views
   • 
   • Bird
   • December 8, 2008

2. Per Pay Period Comp, Safe Harbor Match, and True-up

   By 401king, May 7, 2009
   • 8 replies
   • 4.3k views
   • 
   • John Feldt ERPA CPC QPA
   • May 11, 2009

3. Per Payroll Match

   By Guest CygnusX1, February 3, 2006
   • 7 replies
   • 2.6k views
   • 
   • goldtpa
   • July 29, 2006

4. Per Stirpes Beneficiary Designation

   By sdix401k, April 23, 2019
   • 6 replies
   • 2.7k views
   • 
   • sdix401k
   • April 26, 2019

5. Percentage of plans with 3(38) vs 3(21)?

   By Getholmes, January 30, 2019
   • 2 replies
   • 325 views
   • 
   • imchipbrown
   • January 31, 2019

6. Percentage of trustee/participant directed 401k plans

   By spiritrider, August 1, 2017
   • 43 replies
   • 6.6k views
   • 
   • MWeddell
   • November 30, 2020

7. percentage/performance fee based services for ERISA funds

   By fidu, February 1, 2002
   • 1 reply
   • 2k views
   • 
   • KJohnson
   • February 1, 2002

8. Perhaps Contrast Amongst Loans and Hardship Distributions; May Only Employed Participants Avail of Hardship Distributions?

   By Kent Allard, February 27, 2024
   • 8 replies
   • 1.4k views
   • 
   • Paul I
   • February 28, 2024

9. Periodic Payment calculation -- Fixed Installment Amount

   By Guest andmik, May 31, 2002
   • 1 reply
   • 1.7k views
   • 
   • Mike Preston
   • May 31, 2002

10. Periodic Pension Benefit Statement Requirement

    By PainPA, January 23, 2014   

    • Sec 508 of the 2006 PPA
    • 10 replies
    • 3.9k views
    • 
    • Bird
    • January 25, 2014

11. Permanency issue

    By R. Butler, September 3, 2014
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • September 3, 2014

12. permanent disability

    By Guest Barbshoe02, August 26, 2008
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • August 26, 2008

13. Permissable match allocation

    By Guest Margaret25, March 4, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 6, 2010

14. Permissable withdrawals (Change of Heart)

    By Nassau, December 11, 2017
    • 2 replies
    • 1.1k views
    • 
    • Nassau
    • December 11, 2017

15. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.1k views
    • 
    • AKconsult
    • February 24, 2020

16. Permissible to reduce profit sharing contribution allocation by matchi

    By John A, March 13, 2002
    • 10 replies
    • 2.7k views
    • 
    • Greg Judd
    • March 21, 2002

17. Permissible Withdrawals and Compliance Testing Impact

    By Jean, May 3, 2007
    • 0 replies
    • 1.4k views
    • 
    • Jean
    • May 3, 2007

18. Permissible Withdrawals under EACA and ADP/ACP

    By PMC, November 12, 2007
    • 10 replies
    • 2.7k views
    • 
    • Belgarath
    • November 15, 2007

19. Permissive Aggregation

    By justatester, June 21, 2016   

    • Safe Harbor and Non-SH
    • 1 reply
    • 2.6k views
    • 
    • Tom Poje
    • June 21, 2016

20. Permissive Aggregation

    By KJohnson, July 3, 2007
    • 1 reply
    • 2.1k views
    • 
    • ak2ary
    • July 3, 2007

21. Permissive Aggregation

    By rlb64, November 2, 2010
    • 0 replies
    • 917 views
    • 
    • rlb64
    • November 2, 2010

22. permissive aggregation - 2 plans with different eligibility

    By Santo Gold, February 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • February 18, 2005

23. Permissive Aggregation - merger of CG member

    By MLML, April 23, 2014
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • April 23, 2014

24. Permissive aggregation for coverage

    By fiona1, June 7, 2010
    • 1 reply
    • 2.5k views
    • 
    • Mike Preston
    • June 8, 2010

25. Permissive Aggregation for coverage testing

    By Guest cxs, May 21, 2014
    • 1 reply
    • 2.7k views
    • 
    • MWeddell
    • May 22, 2014

26. Permissive aggregation for coverage testing

    By Guest Phil L, May 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 15, 2001

27. Permissive Aggregation of ER Match

    By Guest Lauren K, April 6, 2007
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • April 9, 2007

28. Permissive Disaggregation

    By fiona1, February 12, 2004
    • 4 replies
    • 13.1k views
    • 
    • Mike Preston
    • February 19, 2004

29. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo, February 23, 2023
    • 3 replies
    • 980 views
    • 
    • Hickoo
    • February 26, 2023

30. Permissive disaggregation and ineligible employees

    By t.haley, August 27
    • 0 replies
    • 909 views
    • 
    • t.haley
    • August 27

31. Permissive Service Credits Purchase

    By marco23, December 6, 2016
    • 0 replies
    • 763 views
    • 
    • marco23
    • December 6, 2016

32. Permissive top heavy aggregation (union ees?)

    By Dawn Hafner, July 20, 2000
    • 6 replies
    • 3.9k views
    • 
    • MWeddell
    • July 24, 2000

33. Permissively Aggregate Owner's Plan with Staff Plan

    By Oh so SIMPLE, July 21, 2013
    • 9 replies
    • 1.8k views
    • 
    • ESOP Guy
    • July 23, 2013

34. Permissively aggregating 403(b) Plan with a 401(a) Plan for top heavy testing of the 401(a) Plan?

    By Belgarath, August 4, 2022
    • 4 replies
    • 1.1k views
    • 
    • 401kology
    • August 9, 2022

35. Permitted contribution max w/Catch-up when after-tax-dumb question? Or does anyone know the answer.

    By Guest devonlucy, July 4, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 4, 2005

36. Permitted Disparity Factor

    By austin3515, December 10, 2008
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 11, 2008

37. Permitted IRA Rollover?

    By richard, November 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • November 24, 1999

38. Permitted or "Unpermitted" Disparity

    By Guest philc, July 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • July 7, 2005

39. Person with comp but zero ELIGIBLE comp in ADP test?

    By BG5150, August 29, 2008
    • 47 replies
    • 9.3k views
    • 
    • QNPG
    • April 13, 2011

40. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow, May 8, 2000
    • 25 replies
    • 5.2k views
    • 
    • Jon Chambers
    • June 5, 2000

41. Personal liability under ERISA for civil and or criminal penalties

    By fidu, February 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • fidu
    • February 4, 2003

42. personal rate of return

    By Guest 401k guru, September 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • MGB
    • September 24, 2001

43. Personal residence hardship

    By shERPA, November 15, 2012
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • November 16, 2012

44. persuading Fidelity to fix an error

    By K2retire, June 4, 2015
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • June 5, 2015

45. Petition to invade 401k

    By PTR2234, May 3, 2016
    • 16 replies
    • 2.8k views
    • 
    • My 2 cents
    • May 23, 2016

46. Phantom Stock

    By alexa, April 1, 2012
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • April 2, 2012

47. Phony employees (family members) = phony contributions & tax fraud

    By TPApril, July 28, 2015
    • 21 replies
    • 3.3k views
    • 
    • TPApril
    • August 4, 2015

48. Picking and Choosing Among NHCEs If All HCEs are Excluded

    By Guest jhall, May 14, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • May 16, 2008

49. Pilgrim Baxter Funds- Return of Capital

    By Guest Rachelw, November 15, 2007
    • 1 reply
    • 1.2k views
    • 
    • Sully
    • November 16, 2007

50. Plain English coverage explanation

    By Guest TrustMe401k, June 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 2, 2000