401(k) Plans

19,321 topics in this forum

1. Permissive Aggregation

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

2. Permissive Aggregation

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

3. permissive aggregation - 2 plans with different eligibility

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

4. Permissive Aggregation - merger of CG member

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

5. Permissive aggregation for coverage

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

6. Permissive Aggregation for coverage testing

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

7. Permissive aggregation for coverage testing

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

8. Permissive Aggregation of ER Match

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

9. Permissive Disaggregation

   By fiona1, February 12, 2004
   • 4 replies
   • 13.2k views
   • 
   • Mike Preston
   • February 19, 2004

10. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo, February 23, 2023
    • 3 replies
    • 1k views
    • 
    • Hickoo
    • February 26, 2023

11. Permissive disaggregation and ineligible employees

    By t.haley, August 27, 2025
    • 0 replies
    • 943 views
    • 
    • t.haley
    • August 27, 2025

12. Permissive Service Credits Purchase

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

13. Permissive top heavy aggregation (union ees?)

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

14. 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

15. 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

16. 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

17. Permitted Disparity Factor

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

18. Permitted IRA Rollover?

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

19. Permitted or "Unpermitted" Disparity

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

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

    By BG5150, August 29, 2008
    • 47 replies
    • 9.6k views
    • 
    • QNPG
    • April 13, 2011

21. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow, May 8, 2000
    • 25 replies
    • 5.3k views
    • 
    • Jon Chambers
    • June 5, 2000

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

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

23. personal rate of return

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

24. Personal residence hardship

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

25. persuading Fidelity to fix an error

    By K2retire, June 4, 2015
    • 7 replies
    • 2.8k views
    • 
    • Kevin C
    • June 5, 2015

26. Petition to invade 401k

    By PTR2234, May 3, 2016
    • 16 replies
    • 2.9k views
    • 
    • My 2 cents
    • May 23, 2016

27. Phantom Stock

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

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

    By TPApril, July 28, 2015
    • 21 replies
    • 3.4k views
    • 
    • TPApril
    • August 4, 2015

29. 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

30. Pilgrim Baxter Funds- Return of Capital

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

31. Plain English coverage explanation

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

32. Plain language prospectuses for 401(k)investments

    By Guest Anne V, February 8, 2000
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • February 17, 2000

33. Plan / Company Merger

    By MGOAdmin, June 15, 2022   

    • plan merger
    • comany merger
    • (and 1 more)

      Tagged with:

      • plan merger
      • comany merger
      • controlled group
    • 1 reply
    • 467 views
    • 
    • Luke Bailey
    • June 16, 2022

34. Plan 002 with an Earlier Effective Date than Plan 001

    By KJJ-TPA, August 17, 2022
    • 3 replies
    • 600 views
    • 
    • KJJ-TPA
    • August 19, 2022

35. plan accepting rollovers

    By FJR, December 30, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 31, 2002

36. Plan Admin checked wrong selection on QDRO form

    By Nicole, February 21, 2023
    • 4 replies
    • 937 views
    • 
    • fmsinc
    • February 21, 2023

37. Plan Administration

    By Gary, October 2, 2008
    • 6 replies
    • 2.1k views
    • 
    • ERISAnut
    • October 4, 2008

38. Plan Administration Commitee Membership

    By Guest EEC, July 30, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 31, 2002

39. Plan Administration Tracking Software

    By ErisaGeek, August 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2003

40. Plan administrative service provider transition

    By Guest Peggy Andrews, October 7, 1998
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • October 8, 1998

41. Plan Administrator

    By GBurns, October 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • October 22, 2002

42. Plan Administrator Communication Responsibilities

    By Guest Marcy L, December 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • December 11, 2001

43. Plan Administrator for 401(k) Plan

    By metsfan026, March 6, 2025
    • 5 replies
    • 2.4k views
    • 
    • Pam Shoup
    • March 7, 2025

44. Plan Administrator Revoked all Prior Beneficiary Designation Forms

    By traveler, February 7, 2002
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • February 8, 2002

45. plan administrator suspicious

    By k man, May 11, 2006
    • 4 replies
    • 1.6k views
    • 
    • wsp
    • May 11, 2006

46. Plan administrator/trustee/sponsor is gone; how should admin consultan

    By Guest Scott Holechek, June 30, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 30, 2000

47. Plan adminstrators

    By Guest halencourt, September 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2001

48. Plan adopted, no action - still effective?

    By TPApril, July 27, 2022
    • 4 replies
    • 774 views
    • 
    • TPApril
    • July 28, 2022

49. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 2k views
    • 
    • Bird
    • February 5, 2020

50. Plan Aggregation

    By Guest jim williams, February 23, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 10, 2006