401(k) Plans

19,321 topics in this forum

1. prospectus delivery

   By Scuba 401, December 27, 1999
   • 7 replies
   • 3.2k views
   • 
   • Guest
   • April 13, 2001

2. Protected Benefit - Definition of Disability

   By 52626, January 10, 2023
   • 3 replies
   • 1.4k views
   • 
   • casey72
   • January 18, 2023

3. Protected Benefit -- Electing Source of Distribution

   By JG-12, April 18, 2023
   • 2 replies
   • 970 views
   • 
   • rocknrolls2
   • April 19, 2023

4. Protected benefit for timing of distribution?

   By Richard Anderson, December 13, 2001
   • 6 replies
   • 3k views
   • 
   • QDROphile
   • December 19, 2001

5. Protected Benefits

   By Guest susan w, September 23, 1999
   • 5 replies
   • 6.9k views
   • 
   • LCARUSI
   • September 25, 1999

6. PROTECTED BENEFITS

   By Guest Don J. Smith, March 15, 2001
   • 2 replies
   • 2k views
   • 
   • MWeddell
   • March 16, 2001

7. Protected Benefits

   By Nassau, October 23, 2008
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • October 24, 2008

8. Protected Benefits

   By Guest Nini, September 6, 2007
   • 1 reply
   • 2k views
   • 
   • Mike Preston
   • September 7, 2007

9. Protection of plan assets

   By doombuggy, November 13, 2008
   • 23 replies
   • 2.6k views
   • 
   • K2retire
   • November 15, 2008

10. Prototype - Now a Multiple ER

    By PFranckowiak, June 3, 2009
    • 1 reply
    • 971 views
    • 
    • R. Butler
    • June 3, 2009

11. Prototype - Was 401k, now PS Only

    By austin3515, November 27, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • November 28, 2012

12. Prototype -11(g) Amendment

    By austin3515, March 10, 2009
    • 6 replies
    • 1.8k views
    • 
    • jpod
    • March 12, 2009

13. Prototype Document

    By austin3515, April 12, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 12, 2010

14. Prototype Document - Eligibility

    By MarZDoates, September 7, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • September 10, 2007

15. Prototype document for union employees

    By Guest Diane DuFresne, July 17, 2003
    • 0 replies
    • 951 views
    • 
    • Guest
    • July 17, 2003

16. Prototype Documents

    By austin3515, May 12, 2010
    • 7 replies
    • 2.3k views
    • 
    • Below Ground
    • May 12, 2010

17. prototype not 404(c) compliant

    By jlea, October 20, 2008
    • 19 replies
    • 3.2k views
    • 
    • J Simmons
    • October 22, 2008

18. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G., August 24, 2023
    • 14 replies
    • 1.2k views
    • 
    • Belgarath
    • August 28, 2023

19. Prototype solo 401(k) switching plan document provider ("restatement")

    By Guest hk73, December 19, 2012
    • 8 replies
    • 4.4k views
    • 
    • movedon
    • December 20, 2012

20. Prototype vs. Volume Submitter "Check the Box"

    By austin3515, December 10, 2008
    • 10 replies
    • 8.7k views
    • 
    • Guest
    • December 11, 2008

21. Prototype with Non-Prototype Amendments?

    By Guest Michelle W, December 15, 2006
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • December 27, 2006

22. Prototypes

    By Guest pjb, July 9, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • July 10, 2003

23. Provide "lesser" SH match for HCE's (instead of none?)

    By austin3515, November 18, 2013
    • 5 replies
    • 1.1k views
    • 
    • austin3515
    • November 21, 2013

24. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant, August 4, 2021
    • 4 replies
    • 701 views
    • 
    • Bird
    • August 5, 2021

25. Proving a Hardship

    By Guest pentex, July 19, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 19, 2001

26. Proving Guardian IS Guardian

    By austin3515, July 18, 2007
    • 0 replies
    • 1k views
    • 
    • austin3515
    • July 18, 2007

27. Proxy voting

    By Scuba 401, January 21, 2000
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • January 25, 2000

28. Proxy Voting in Blackout

    By Guest TaraD, April 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • April 1, 2003

29. PS 58 Cost and inservice distributions

    By Jester, February 2, 2022
    • 5 replies
    • 1.7k views
    • 
    • Liz Hallam
    • February 4, 2022

30. PS 58 Costs

    By rlb64, September 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 10, 2004

31. PS after Tax Return Filed but before Due Date

    By cheersmate, December 7, 2016   

    • Annual Additions
    • Deduction Carryover
    • (and 2 more)

      Tagged with:

      • Annual Additions
      • Deduction Carryover
      • Profit Sharing
      • Safe Harbor
    • 2 replies
    • 789 views
    • 
    • cheersmate
    • December 9, 2016

32. PS Alloc based on Years of Service

    By jmartin, March 23, 2020
    • 3 replies
    • 818 views
    • 
    • BG5150
    • March 24, 2020

33. PS allocation before year end

    By Santo Gold, September 24, 2009
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 24, 2009

34. PS allocation compensation for the last 2 years...

    By Karoline Curran, September 11, 2018
    • 8 replies
    • 1.5k views
    • 
    • Karoline Curran
    • September 13, 2018

35. PS allocation condition beyond plan year end?

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

36. 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

37. PS Contribution for Eligible Participant

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

38. PS Contribution on only Bonus Pay

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

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

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

40. PS Forfeitures - Annual Limits

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

41. PS has no last day and no hours requirement

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

42. PS plan excesses

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

43. PS Plan- medical benefits

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

44. PS Sharing vs CODA

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

45. PS Shortfall in Floor/offset

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

46. PS Testing - Dual Eligibility - Compensation Exclusions

    By OrderOfOps, April 28, 2025
    • 2 replies
    • 806 views
    • 
    • C. B. Zeller
    • April 29, 2025

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

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

48. PS w/grouping & changing allocation %

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

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

    By justatester, April 20, 2023
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • April 25, 2023

50. PS-Deferrals-Catchup in 2 plans

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