401(k) Plans

19,321 topics in this forum

1. PEO and Controlled Group

   By Gilmore, November 12, 2018
   • 9 replies
   • 3.1k views
   • 
   • Gilmore
   • November 15, 2018

2. PEO and controlled group Issue(s)?

   By Guest tintree73, October 17, 2003
   • 6 replies
   • 3.3k views
   • 
   • Guest
   • October 27, 2003

3. PEO Converting to Multiple Employer Plan

   By Guest tws, April 17, 2003
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • April 18, 2003

4. PEO Executive responds

   By Guest Lugeguy, March 25, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • March 25, 2003

5. PEO Help.

   By Guest MSP, May 13, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • May 13, 2004

6. PEO Multiple Employer Plan

   By Guest Midas, May 19, 2005
   • 9 replies
   • 5.4k views
   • 
   • Guest
   • May 26, 2005

7. PEO plan for NHCE, not for HCE/Owners

   By justanotheradmin, August 26, 2025
   • 2 replies
   • 1.9k views
   • 
   • justanotheradmin
   • August 26, 2025

8. PEO Plan Status

   By EBECatty, April 22, 2022
   • 4 replies
   • 2.2k views
   • 
   • Jeffry Lamb
   • May 9, 2022

9. PEO Question

   By Guest Powers, August 13, 2009
   • 2 replies
   • 940 views
   • 
   • Ron Snyder
   • August 25, 2009

10. PEO Questions

    By Guest Lex, March 21, 2003
    • 5 replies
    • 2.2k views
    • 
    • alanm
    • March 27, 2003

11. PEO Scenario

    By bzorc, February 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • Alf
    • February 13, 2004

12. PEO spin off plan - PEO and new plan Safe Harbor

    By cpc0506, March 22, 2019
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • March 22, 2019

13. PEO spin-off to single employer plan

    By cathyw, September 12, 2019
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • September 18, 2019

14. PEO vs leased employees

    By 52626, October 26, 2015
    • 2 replies
    • 2.6k views
    • 
    • shERPA
    • October 26, 2015

15. Peo with a 401(k) question

    By abanky, July 16, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 30, 2002

16. PEO-sponsored 401(k) Plan - pros and cons

    By Guest lbart, August 21, 2013   

    • PEO
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 26, 2013

17. PEO's

    By MR, August 22, 2003
    • 2 replies
    • 1.1k views
    • 
    • GBurns
    • August 23, 2003

18. PEO's and multiple employer issues

    By Guest robin s vatalaro, October 22, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 23, 1998

19. PEO's and Multiple Employer Plans REV Proc 2002-21

    By Guest Greg W, December 18, 2003
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • December 18, 2003

20. PEO's and the Tax Savers Credit

    By Guest Mbrockway, February 5, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2004

21. PEO/Form 5330 situation

    By Guest Robin Vatalaro, March 22, 2002
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • April 2, 2002

22. PEOs

    By Guest ANNEBV, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

23. PEOs, Rev Proc 2002-21 and Multiple Employer Plans

    By Guest ubpMR, May 9, 2002
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • May 13, 2002

24. PEP - Auto Enrollment Requirement

    By 52626, November 1, 2024
    • 1 reply
    • 548 views
    • 
    • PEP-HUB.com
    • November 20, 2024

25. PEP Fees

    By Keith Lowery, May 22, 2024
    • 1 reply
    • 691 views
    • 
    • Peter Gulia
    • May 22, 2024

26. PEPs - the new frontier or just a bunch of noise?

    By JustMe, July 28, 2020
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 30, 2020

27. PEPs and small TPA firm

    By LMK TPA, May 4, 2022
    • 2 replies
    • 851 views
    • 
    • Bird
    • May 6, 2022

28. per capita QNEC's

    By austin3515, January 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • January 3, 2008

29. Per Diem Employees

    By Coleboy1, May 4, 2022
    • 3 replies
    • 5k views
    • 
    • FormsRstillmylife
    • May 9, 2022

30. Per Diem Employees

    By Coleboy1, October 5, 2022
    • 6 replies
    • 1.4k views
    • 
    • Bri
    • October 6, 2022

31. Per Pay Match Calulation - Cap Match?

    By jeff77, August 24, 2015
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • August 25, 2015

32. Per Pay Match to Partners

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

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

    By 401king, May 7, 2009
    • 8 replies
    • 4.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 11, 2009

34. Per Payroll Match

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

35. Per Stirpes Beneficiary Designation

    By sdix401k, April 23, 2019
    • 6 replies
    • 2.8k views
    • 
    • sdix401k
    • April 26, 2019

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

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

37. Percentage of trustee/participant directed 401k plans

    By spiritrider, August 1, 2017
    • 43 replies
    • 6.9k views
    • 
    • MWeddell
    • November 30, 2020

38. percentage/performance fee based services for ERISA funds

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

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

    By Kent Allard, February 27, 2024
    • 8 replies
    • 1.5k views
    • 
    • Paul I
    • February 28, 2024

40. Periodic Payment calculation -- Fixed Installment Amount

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

41. 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

42. Permanency issue

    By R. Butler, September 3, 2014
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • September 3, 2014

43. permanent disability

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

44. Permissable match allocation

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

45. Permissable withdrawals (Change of Heart)

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

46. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.2k views
    • 
    • AKconsult
    • February 24, 2020

47. 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

48. Permissible Withdrawals and Compliance Testing Impact

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

49. Permissible Withdrawals under EACA and ADP/ACP

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

50. Permissive Aggregation

    By justatester, June 21, 2016   

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