401(k) Plans

19,275 topics in this forum

1. PS allocation condition beyond plan year end?

   By WCC, January 3, 2024
   • 2 replies
   • 701 views
   • 
   • CuseFan
   • January 3, 2024

2. PS Cont. Allocation-signed document and unsigned restatement

   By Guest Emily 401(k), February 25, 2008
   • 2 replies
   • 1.1k views
   • 
   • Kimberly S
   • February 25, 2008

3. PS Contribution for Eligible Participant

   By Dazednconfused, April 7, 2010
   • 0 replies
   • 792 views
   • 
   • Dazednconfused
   • April 7, 2010

4. PS Contribution on only Bonus Pay

   By Guest milehighheel, March 30, 2010
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • March 31, 2010

5. PS effect of not maxing deferral in non-calendar yr plan

   By AlbanyConsultant, December 29, 2020
   • 4 replies
   • 633 views
   • 
   • JackS
   • December 29, 2020

6. PS Forfeitures - Annual Limits

   By AndyT, March 1, 2000
   • 1 reply
   • 1.5k views
   • 
   • BTH
   • March 1, 2000

7. PS has no last day and no hours requirement

   By John Feldt ERPA CPC QPA, March 4, 2011
   • 1 reply
   • 848 views
   • 
   • 12AX7
   • March 4, 2011

8. PS plan excesses

   By cpc0506, October 19, 2012
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • October 26, 2012

9. PS Plan- medical benefits

   By Guest Lex, May 31, 2002
   • 7 replies
   • 1.8k views
   • 
   • Mike Preston
   • August 19, 2002

10. PS Sharing vs CODA

    By justatester, September 26, 2022
    • 6 replies
    • 686 views
    • 
    • justatester
    • September 30, 2022

11. PS Shortfall in Floor/offset

    By Guest Ddalk, May 9, 2003
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 13, 2003

12. PS Testing - Dual Eligibility - Compensation Exclusions

    By OrderOfOps, April 28
    • 2 replies
    • 713 views
    • 
    • C. B. Zeller
    • April 29

13. PS to 401(k) Safe Harbor-Mid Year Question

    By BTH, February 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 26, 2009

14. PS w/grouping & changing allocation %

    By Guest MississippiTPAgal, February 27, 2010
    • 1 reply
    • 847 views
    • 
    • Jim Chad
    • February 27, 2010

15. PS with a last day of plan year and employed on determination date

    By justatester, April 20, 2023
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • April 25, 2023

16. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 21, 2009

17. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 1.8k views
    • 
    • Gilmore
    • April 7, 2020

18. PSP/Universal individual life insurance/premiums charged to participant

    By JCS, February 12
    • 5 replies
    • 851 views
    • 
    • Bird
    • February 14

19. PT rules relating to mortgage backed real-estate loans

    By Guest MDH, February 28, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2002

20. PT to FT eligibility

    By Guest JohnSB, January 8, 2008
    • 2 replies
    • 1k views
    • 
    • WDIK
    • January 8, 2008

21. PTE 2002-51 notice to interested persons

    By Guest TinaThornton, September 14, 2005
    • 2 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2005

22. PTE 80-51 (amended & restated by PTE 91-38) - the 10% investment limit

    By MeAgainst401K, July 1
    • 0 replies
    • 502 views
    • 
    • MeAgainst401K
    • July 1

23. PTE 98-54 & 94-20

    By Guest Fidu2, July 10, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 2003

24. PTIN - Who's responsible?

    By austin3515, December 17, 2010
    • 13 replies
    • 2k views
    • 
    • movedon
    • December 24, 2010

25. PTIN Requirements / Form 5330

    By Guest richez, December 14, 2011
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 14, 2011

26. PTLT

    By thepensionmaven, January 3, 2024
    • 12 replies
    • 1.3k views
    • 
    • Gilmore
    • January 4, 2024

27. PTO Contribution Amendment

    By Guest Statler, May 18, 2010
    • 0 replies
    • 814 views
    • 
    • Guest
    • May 18, 2010

28. Public Limited Company (PLC) Taxation

    By Vlad401k, December 20, 2018
    • 2 replies
    • 3.9k views
    • 
    • QDROphile
    • December 20, 2018

29. Public School Systems - 401(k)?

    By Pammie57, December 8, 2015
    • 1 reply
    • 834 views
    • 
    • jpod
    • December 8, 2015

30. Publisher - Graphic Designer... Control Group?

    By K-t-F, October 31, 2017   

    • control group
    • 8 replies
    • 781 views
    • 
    • Mike Preston
    • November 16, 2017

31. Puerto Rican employees in US 401k

    By k man, October 7, 2013
    • 0 replies
    • 1.1k views
    • 
    • k man
    • October 7, 2013

32. Puerto Rican Participants in U.S. 401(k) Plan

    By Doghouse, December 15, 2017
    • 5 replies
    • 4.5k views
    • 
    • Doghouse
    • December 19, 2017

33. Puerto Rican Plan

    By Guest ERISAcatNraleigh, October 20, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 20, 2004

34. Puerto Rican Plans

    By Guest Admin, September 3, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 4, 2001

35. puerto rican plans

    By fidu, May 30, 2002
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 31, 2002

36. Puerto Rican Retirement Plan

    By Guest Thornton, May 29, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2007

37. Puerto Rico 165(e) Plans - Consequences of No PR Determination Letter

    By rocknrolls2, March 14, 2006
    • 2 replies
    • 4.9k views
    • 
    • Guest
    • June 16, 2007

38. Puerto Rico 401(k) Plans

    By Guest okz, April 1, 2003
    • 3 replies
    • 3.5k views
    • 
    • E as in ERISA
    • April 2, 2003

39. Puerto Rico 401K tax rules

    By Guest tellid, October 5, 2004
    • 1 reply
    • 2.9k views
    • 
    • MWeddell
    • October 6, 2004

40. Puerto Rico and 414s Testing

    By justatester, April 29, 2020
    • 0 replies
    • 306 views
    • 
    • justatester
    • April 29, 2020

41. Puerto Rico Compensation

    By Doghouse, February 1, 2018
    • 6 replies
    • 880 views
    • 
    • Doghouse
    • February 5, 2018

42. Puerto Rico Deferral Limit

    By Guest CRC02, December 15, 2003
    • 4 replies
    • 1.5k views
    • 
    • FundeK
    • February 4, 2004

43. Puerto Rico Employees

    By Guest hitt24, October 10, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 13, 2000

44. Puerto Rico employees

    By jaemmons, March 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 10, 2005

45. Puerto Rico Fidelity Bond

    By austin3515, August 21, 2006
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • August 21, 2006

46. Puerto Rico HCEs

    By justatester, April 16, 2010
    • 1 reply
    • 936 views
    • 
    • Tom Poje
    • April 19, 2010

47. Puerto Rico Participants

    By Guest jjuergens, June 23, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 23, 2004

48. Puerto Rico Participants

    By Randy Watson, May 26, 2011
    • 0 replies
    • 880 views
    • 
    • Randy Watson
    • May 26, 2011

49. Puerto Rico Participants

    By Guest Lucie, February 12, 2000
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • August 31, 2004

50. Puerto Rico Plans & Benefits, Rights & Features Testing

    By RRB, January 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • RRB
    • January 22, 2013