401(k) Plans

19,321 topics in this forum

1. PSA - FEMA Disaster Areas

   By austin3515, April 2, 2020
   • 13 replies
   • 1.9k views
   • 
   • Gilmore
   • April 7, 2020

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

   By JCS, February 12, 2025
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • February 14, 2025

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

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

4. PT to FT eligibility

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

5. 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

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

   By MeAgainst401K, July 1, 2025
   • 0 replies
   • 542 views
   • 
   • MeAgainst401K
   • July 1, 2025

7. PTE 98-54 & 94-20

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

8. PTIN - Who's responsible?

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

9. PTIN Requirements / Form 5330

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

10. PTLT

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

11. PTO Contribution Amendment

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

12. Public Limited Company (PLC) Taxation

    By Vlad401k, December 20, 2018
    • 2 replies
    • 4.1k views
    • 
    • QDROphile
    • December 20, 2018

13. Public School Systems - 401(k)?

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

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

    By K-t-F, October 31, 2017   

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

15. Puerto Rican employees in US 401k

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

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

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

17. Puerto Rican Plan

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

18. Puerto Rican Plans

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

19. puerto rican plans

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

20. Puerto Rican Retirement Plan

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

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

    By rocknrolls2, March 14, 2006
    • 2 replies
    • 5k views
    • 
    • Guest
    • June 16, 2007

22. Puerto Rico 401(k) Plans

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

23. Puerto Rico 401K tax rules

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

24. Puerto Rico and 414s Testing

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

25. Puerto Rico Compensation

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

26. Puerto Rico Deferral Limit

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

27. Puerto Rico Employees

    By Guest hitt24, October 10, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 13, 2000

28. Puerto Rico employees

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

29. Puerto Rico Fidelity Bond

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

30. Puerto Rico HCEs

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

31. Puerto Rico Participants

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

32. Puerto Rico Participants

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

33. Puerto Rico Participants

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

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

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

35. Puerto Rico QDRO?

    By Guest ScarletKnight, September 21, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 21, 2004

36. Puerto Rico Qualification

    By Guest CRC02, March 25, 2004
    • 4 replies
    • 1.5k views
    • 
    • Harwood
    • March 25, 2004

37. Puerto Rico Residents in US Qualified Plan - Can they be excluded from ACP Test?

    By Guest rocnrols2, December 5, 2003
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 17, 2003

38. Puerto Rico tax law on Section 165 plans

    By Guest Jim Bender, February 15, 2001
    • 4 replies
    • 4.9k views
    • 
    • Steve72
    • August 17, 2001

39. Pull out in 2016 from HCEs account wrongly deposited Employer Discretionary Contribution in 2015

    By AdKu, March 24, 2016   

    • Employer Discretionary Contri
    • Wrongly allocated PS to HCE
    • (and 1 more)

      Tagged with:

      • Employer Discretionary Contri
      • Wrongly allocated PS to HCE
      • Pulling out of HCEs accounts
    • 3 replies
    • 782 views
    • 
    • My 2 cents
    • March 24, 2016

40. Purchase of land - "purchase of primary residence"???

    By Guest CJK, April 18, 2001
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • April 20, 2001

41. Purchase of Principal Residence Hardship

    By TPA Bob, February 13, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • February 2, 2015

42. Purchase of SPIA outside of 401k plan

    By Guest andrea16, October 30, 2007
    • 0 replies
    • 981 views
    • 
    • Guest
    • October 30, 2007

43. purchased by private equity firm

    By AlbanyConsultant, May 23, 2025
    • 9 replies
    • 1.5k views
    • 
    • Peter Gulia
    • May 27, 2025

44. Purchasing an annuity contract with defined contribution money

    By FundeK, August 31, 2004
    • 15 replies
    • 3.6k views
    • 
    • Bird
    • September 20, 2004

45. Pureto Rico Death Distributions

    By Guest BPC, July 9, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 10, 2003

46. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
    • 9 replies
    • 2.9k views
    • 
    • MoJo
    • January 8, 2001

47. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing, July 19, 2024
    • 0 replies
    • 362 views
    • 
    • RatherBeGolfing
    • July 19, 2024

48. QACA

    By Guest JWB19, November 17, 2009
    • 5 replies
    • 3.5k views
    • 
    • Kevin C
    • November 18, 2009

49. QACA

    By Belgarath, January 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • January 7, 2008

50. QACA - who gets their deferral rate increased?

    By Guest Achilles, December 1, 2011
    • 1 reply
    • 813 views
    • 
    • K2retire
    • December 1, 2011