401(k) Plans

19,275 topics in this forum

1. Plan Document Question

   By khn, January 30, 2024
   • 2 replies
   • 626 views
   • 
   • Patricia Neal Jensen
   • January 31, 2024

2. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE

   By KJohnson, December 21, 2000
   • 2 replies
   • 1.5k views
   • 
   • KJohnson
   • December 21, 2000

3. Plan document restatement

   By Gary, July 10, 2009
   • 3 replies
   • 2.8k views
   • 
   • John Feldt ERPA CPC QPA
   • July 10, 2009

4. Plan Document Restatement - Non Volume Submitter DC

   By metsfan026, December 9, 2021
   • 1 reply
   • 393 views
   • 
   • CuseFan
   • December 9, 2021

5. Plan Document Restatements - Solo 401(k) Plans

   By metsfan026, March 27
   • 2 replies
   • 618 views
   • 
   • AlbanyConsultant
   • March 28

6. Plan Document Signature Requirements

   By Guest CRA, May 5, 2003
   • 10 replies
   • 3.4k views
   • 
   • g8r
   • May 7, 2003

7. Plan Document Statements

   By Stash026, April 15, 2016
   • 2 replies
   • 766 views
   • 
   • Griswold
   • April 15, 2016

8. Plan document versus trust agreement versus proxy statement. which go

   By fidu, February 5, 2003
   • 4 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • February 6, 2003

9. Plan Document vs. Union Agreement?

   By Guest Chaffee, October 9, 2004
   • 4 replies
   • 1.4k views
   • 
   • GBurns
   • October 10, 2004

10. Plan Document?

    By Jilliandiz, May 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • May 18, 2005

11. Plan Documents

    By Guest PenPal, December 21, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 21, 2005

12. Plan Documents

    By Guest wmpension, December 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 14, 2005

13. Plan does not want to make Safe Harbor contribution-what happens?

    By JHalligan, October 26, 2022
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 28, 2022

14. Plan doesn't allow Roth, but Participants made Roth Deferrals

    By Danny CPA, March 14, 2017
    • 11 replies
    • 2k views
    • 
    • duckthing
    • October 4, 2023

15. Plan effective 10/1 and deferral/ SH Match limits

    By Pammie57, August 11, 2021
    • 6 replies
    • 721 views
    • 
    • Lou S.
    • August 12, 2021

16. Plan Effective Date

    By mming, October 23, 2007
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

17. Plan Effective date < Corporate Date if Incorporation

    By rblum50, July 30, 2010
    • 5 replies
    • 1.2k views
    • 
    • PensionPro
    • August 2, 2010

18. Plan Effective date for newly unrelated entities

    By JustMe, November 9, 2020
    • 0 replies
    • 370 views
    • 
    • JustMe
    • November 9, 2020

19. Plan EIN #'s

    By metsfan026, June 16, 2022
    • 3 replies
    • 866 views
    • 
    • Cobras59
    • June 28, 2022

20. Plan Eligibility

    By Guest Bob Lees, March 15, 2006
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 15, 2006

21. Plan Eligibility

    By EBDI, April 2, 2018
    • 5 replies
    • 1.3k views
    • 
    • EBDI
    • April 3, 2018

22. Plan Eligibility

    By Nassau, May 22, 2013
    • 2 replies
    • 946 views
    • 
    • Tom Poje
    • May 22, 2013

23. Plan Eligibility

    By Nassau, May 22, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 23, 2013

24. Plan Eligibility Amendment

    By TPA, November 3, 2020
    • 1 reply
    • 751 views
    • 
    • C. B. Zeller
    • November 3, 2020

25. Plan Eligibility Change

    By TPA, August 20, 2020
    • 17 replies
    • 1.3k views
    • 
    • TPA
    • August 21, 2020

26. Plan eligibility question - rehires

    By Guest Gibson, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • June 21, 2001

27. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 18, 2019

28. Plan Entry Date is Last Day of Plan Year

    By Guest, May 5, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2000

29. Plan Entry Date Modification

    By Fred Payne, February 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 3, 2003

30. plan entry date question

    By K2retire, December 12, 2016
    • 14 replies
    • 7.4k views
    • 
    • K2retire
    • December 15, 2016

31. Plan entry dates

    By Guest KWarren, December 13, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 16, 2002

32. Plan entry for a rehire

    By Ajillity, January 5, 2023
    • 5 replies
    • 612 views
    • 
    • Ajillity
    • January 16, 2023

33. Plan entry of employees when Predecessor Employer Service is counted.

    By Guest Sara H, September 20, 2001
    • 3 replies
    • 2.8k views
    • 
    • RCK
    • September 27, 2001

34. Plan excludes "overtime" from compensation

    By 7806akp, December 6, 2016   

    • What is considered overtime
    • 6 replies
    • 1.9k views
    • 
    • K2retire
    • December 7, 2016

35. Plan Expenses

    By Guest Ralph, July 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 16, 2001

36. Plan Expenses

    By Randy Watson, April 28, 2010
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • April 28, 2010

37. Plan Expenses

    By Guest Lex, June 28, 2002
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • June 28, 2002

38. Plan Expenses

    By Guest SSD, October 31, 2002
    • 4 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • November 1, 2002

39. Plan Expenses

    By Guest jhilliard, August 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • August 8, 2003

40. PLAN EXPENSES

    By Guest mk2308, August 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • August 26, 2005

41. Plan Expenses

    By Guest Hadden2001, December 17, 2001
    • 10 replies
    • 2.6k views
    • 
    • QDROphile
    • December 19, 2001

42. plan expenses

    By Guest Betsy Oakey, September 28, 2006
    • 8 replies
    • 1.7k views
    • 
    • SteveH
    • September 28, 2006

43. Plan Expenses

    By Guest Ralph, July 26, 2001
    • 6 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • July 31, 2001

44. Plan Expenses

    By Guest PTWIN, April 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 9, 2001

45. Plan Expenses

    By Guest stevena1, November 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 17, 2005

46. Plan Expenses and PPP forgiveness?

    By justanotheradmin, May 21, 2020
    • 1 reply
    • 544 views
    • 
    • Larry Starr
    • May 21, 2020

47. Plan fails ADP test, but no refunds

    By BG5150, May 17, 2010
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • May 18, 2010

48. Plan Fee Reimbursement

    By Guest tbreedlove, June 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 5, 2003

49. Plan fees

    By Guest Clain, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • August 29, 2001

50. Plan Fees

    By MBCarey, July 10, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2002