401(k) Plans

19,337 topics in this forum

1. 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

2. Permanency issue

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

3. permanent disability

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

4. Permissable match allocation

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

5. Permissable withdrawals (Change of Heart)

   By Nassau, December 11, 2017
   • 2 replies
   • 1.2k views
   • 
   • Nassau
   • December 11, 2017

6. Permissible allocation requirement for match?

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

7. 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

8. Permissible Withdrawals and Compliance Testing Impact

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

9. Permissible Withdrawals under EACA and ADP/ACP

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

10. Permissive Aggregation

    By justatester, June 21, 2016   

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

11. Permissive Aggregation

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

12. Permissive Aggregation

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

13. permissive aggregation - 2 plans with different eligibility

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

14. Permissive Aggregation - merger of CG member

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

15. Permissive aggregation for coverage

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

16. Permissive Aggregation for coverage testing

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

17. Permissive aggregation for coverage testing

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

18. Permissive Aggregation of ER Match

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

19. Permissive Disaggregation

    By fiona1, February 12, 2004
    • 4 replies
    • 13.3k views
    • 
    • Mike Preston
    • February 19, 2004

20. Permissive Disaggregation - Otherwise Excludable Employees

    By Hickoo, February 23, 2023
    • 3 replies
    • 1.1k views
    • 
    • Hickoo
    • February 26, 2023

21. Permissive disaggregation and ineligible employees

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

22. Permissive Service Credits Purchase

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

23. Permissive top heavy aggregation (union ees?)

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

24. 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

25. 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

26. 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

27. Permitted Disparity Factor

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

28. Permitted IRA Rollover?

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

29. Permitted or "Unpermitted" Disparity

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

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

    By BG5150, August 29, 2008
    • 47 replies
    • 9.7k views
    • 
    • QNPG
    • April 13, 2011

31. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow, May 8, 2000
    • 25 replies
    • 5.4k views
    • 
    • Jon Chambers
    • June 5, 2000

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

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

33. personal rate of return

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

34. Personal residence hardship

    By shERPA, November 15, 2012
    • 9 replies
    • 2k views
    • 
    • Bird
    • November 16, 2012

35. persuading Fidelity to fix an error

    By K2retire, June 4, 2015
    • 7 replies
    • 2.9k views
    • 
    • Kevin C
    • June 5, 2015

36. Petition to invade 401k

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

37. Phantom Stock

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

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

    By TPApril, July 28, 2015
    • 21 replies
    • 3.5k views
    • 
    • TPApril
    • August 4, 2015

39. 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

40. Pilgrim Baxter Funds- Return of Capital

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

41. Plain English coverage explanation

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

42. Plain language prospectuses for 401(k)investments

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

43. 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
    • 477 views
    • 
    • Luke Bailey
    • June 16, 2022

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

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

45. plan accepting rollovers

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

46. Plan Admin checked wrong selection on QDRO form

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

47. Plan Administration

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

48. Plan Administration Commitee Membership

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

49. Plan Administration Tracking Software

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

50. Plan administrative service provider transition

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