401(k) Plans

19,321 topics in this forum

1. Plan Eligibility

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

2. Plan Eligibility

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

3. Plan Eligibility

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

4. Plan Eligibility

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

5. Plan Eligibility Amendment

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

6. Plan Eligibility Change

   By TPA, August 20, 2020
   • 17 replies
   • 1.4k views
   • 
   • TPA
   • August 21, 2020

7. Plan eligibility question - rehires

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

8. Plan Entry Comp

   By DocumentDiva, July 16, 2019
   • 7 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • July 18, 2019

9. Plan Entry Date is Last Day of Plan Year

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

10. Plan Entry Date Modification

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

11. plan entry date question

    By K2retire, December 12, 2016
    • 14 replies
    • 7.6k views
    • 
    • K2retire
    • December 15, 2016

12. Plan entry dates

    By Guest KWarren, December 13, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • December 16, 2002

13. Plan entry for a rehire

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

14. 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

15. Plan excludes "overtime" from compensation

    By 7806akp, December 6, 2016   

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

16. Plan Expenses

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

17. Plan Expenses

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

18. Plan Expenses

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

19. Plan Expenses

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

20. Plan Expenses

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

21. PLAN EXPENSES

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

22. Plan Expenses

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

23. plan expenses

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

24. Plan Expenses

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

25. Plan Expenses

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

26. Plan Expenses

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

27. Plan Expenses and PPP forgiveness?

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

28. Plan fails ADP test, but no refunds

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

29. Plan Fee Reimbursement

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

30. Plan fees

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

31. Plan Fees

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

32. Plan Fees

    By Guest Kim Daughrty, March 15, 2007
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • March 15, 2007

33. Plan Fees - TPA Acting as Transfer Agent only

    By BeanCounterBlues, November 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • BeanCounterBlues
    • November 4, 2010

34. Plan Fees from owners account

    By austin3515, September 4, 2012
    • 5 replies
    • 963 views
    • 
    • Lou S.
    • September 4, 2012

35. Plan Fees paid by Employer/Plan Sponsor

    By MarZDoates, February 28, 2008
    • 0 replies
    • 977 views
    • 
    • MarZDoates
    • February 28, 2008

36. Plan forfeiture allocated to participants as fee credit

    By legort69, April 10, 2019
    • 9 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 11, 2019

37. Plan giving Prior to 2016 and After 2016 Data - why?

    By KTB, November 21, 2017
    • 1 reply
    • 444 views
    • 
    • Tom Poje
    • November 21, 2017

38. Plan has Division A and Divison B with Different Match Policies

    By austin3515, December 7, 2023
    • 3 replies
    • 577 views
    • 
    • CuseFan
    • December 7, 2023

39. Plan has last day entry

    By CLE401kGuy, July 1, 2014
    • 5 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • July 3, 2014

40. Plan has prior year testing, but testing done on current year information.

    By Guest phyphy, April 12, 2004
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • March 8, 2005

41. Plan Having Trouble with 414(s) Compensation Test

    By rocknrolls2, February 24, 2009
    • 5 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

42. Plan holds land as asset and sells timber

    By jkharvey, June 2, 2015
    • 2 replies
    • 801 views
    • 
    • masteff
    • June 4, 2015

43. Plan imposed deferral limits for HCEs

    By cpc0506, February 16, 2015
    • 3 replies
    • 1.7k views
    • 
    • cpc0506
    • February 17, 2015

44. Plan Imposed Limit

    By rlb64, October 11, 2005
    • 4 replies
    • 1.7k views
    • 
    • JanetM
    • October 12, 2005

45. Plan Imposed Limit

    By fiona1, March 31, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2005

46. Plan Imposed Limits

    By Guest revier, March 3, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2005

47. Plan imposed limits and catch-up

    By MoShawn, June 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2008

48. Plan imposed limits on elective deferrals

    By Guest ActuaryWannabe, April 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • April 28, 2004

49. Plan investment fees charged only to the accounts of terminated participants

    By Belgarath, July 24, 2023
    • 9 replies
    • 4.2k views
    • 
    • Belgarath
    • July 25, 2023

50. Plan Investments

    By Guest gpr, March 31, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 1999