401(k) Plans

19,275 topics in this forum

1. Qualified Plan Assets in a QDOT

   By Guest kstorch, November 27, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • November 27, 2001

2. Qualified Plan Distributed Annuity (QPDA)

   By Guest Tom:, January 27, 2010
   • 6 replies
   • 4.1k views
   • 
   • Tom Poje
   • January 29, 2010

3. Qualified plan expenses

   By Guest poberlander, June 8, 2005
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • June 8, 2005

4. qualified plan vs IRA bankruptcy

   By Tom, May 20, 2024
   • 9 replies
   • 1.5k views
   • 
   • Luke Bailey
   • May 23, 2024

5. qualified plan with only one named employee

   By Guest Diane DuFresne, August 30, 2001
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2001

6. Qualified Replacement Plan

   By DDB BN, November 19, 2021
   • 4 replies
   • 1.4k views
   • 
   • Lou S.
   • November 23, 2021

7. Qualified Reservist Distribution apply to QNECs?

   By Trekker, August 26, 2009
   • 0 replies
   • 1.6k views
   • 
   • Trekker
   • August 26, 2009

8. Qualified Reservist Distributions and HEART Withdrawals

   By Nassau, January 18, 2011
   • 0 replies
   • 881 views
   • 
   • Nassau
   • January 18, 2011

9. Qualified Reservist Distributions and HEART Withdrawals

   By Nassau, January 18, 2011
   • 0 replies
   • 960 views
   • 
   • Nassau
   • January 18, 2011

10. Qualified Reservist Distributions under PPA

    By Guest Pension Girl, January 5, 2010
    • 1 reply
    • 2.3k views
    • 
    • Jim Chad
    • January 6, 2010

11. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2007

12. Qualified Termination Administrator

    By Guest LCJ12, April 14, 2009
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • April 14, 2009

13. Qualified Termination Administrtors (QTA)

    By Guest Midas, June 2, 2005
    • 8 replies
    • 3.4k views
    • 
    • AndyH
    • June 8, 2005

14. Qualified vs. Non-Qualfied Comparison

    By Guest ChrisF, July 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 26, 2004

15. Qualifying For COVID Loan

    By Stash026, April 29, 2020
    • 17 replies
    • 1.4k views
    • 
    • Stash026
    • May 1, 2020

16. Qualifying Student Loan Repayments

    By austin3515, November 11, 2024
    • 1 reply
    • 406 views
    • 
    • Paul I
    • November 11, 2024

17. Quality Incentives for Customer Service Centers

    By Guest mporterst, July 8, 2005
    • 1 reply
    • 1.1k views
    • 
    • Fredman
    • July 11, 2005

18. Quantech 4.3 testing issues - unconfirmed transactions

    By rcline46, February 25, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 29, 2000

19. Quarterly Benefit Statements

    By dragondon, August 16, 2023
    • 4 replies
    • 524 views
    • 
    • Belgarath
    • August 17, 2023

20. quarterly benefit statements

    By R. Butler, December 13, 2006
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • December 13, 2006

21. Quarterly Benefit Statements / Notice Required?

    By Guest notapensiongeek, January 18, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 18, 2008

22. Quarterly Eligiblity

    By Dazednconfused, November 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • November 24, 2009

23. Quarterly Enrollment Period Issue

    By khn, October 11, 2016
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2016

24. Quarterly entry and 1,000 hours

    By Guest JPIngold, December 1, 2011
    • 18 replies
    • 5.2k views
    • 
    • Guest
    • October 11, 2012

25. Quarterly Match, Last Day of Quarter, and True-Up

    By Steve Waddo, January 28, 2015
    • 2 replies
    • 1.7k views
    • 
    • ESOP Guy
    • January 28, 2015

26. quarterly participant statements and reporting

    By Pammie57, August 6, 2015
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • August 6, 2015

27. Quarterly PS contribution allocation; is the HCE's allocation limited

    By Richard Anderson, January 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • January 30, 2001

28. Quarterly Statements

    By abanky, June 4, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 5, 2007

29. Quarterly statements: Electronic format only

    By Mr Bagwell, August 23, 2018
    • 9 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • August 27, 2018

30. Quarterly vesting

    By Dan, May 6, 2022
    • 8 replies
    • 899 views
    • 
    • Dan
    • May 11, 2022

31. Quasi Deferred Comp

    By MGOAdmin, May 4, 2018   

    • deferred comp
    • 9 replies
    • 1.1k views
    • 
    • Luke Bailey
    • May 7, 2018

32. question

    By Guest qualified plan, January 21, 2004
    • 1 reply
    • 960 views
    • 
    • Guest
    • January 21, 2004

33. Question 401k loan

    By Michaeldean, September 19, 2018
    • 4 replies
    • 793 views
    • 
    • Tom Poje
    • September 19, 2018

34. Question about (QRP) Qualified Replacement Plan investments from terminated DB plan

    By Indiana Joes, April 14
    • 3 replies
    • 1.2k views
    • 
    • Artie M
    • April 15

35. Question about an amendment to remove SH restrictions

    By jkharvey, July 27, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • July 31, 2009

36. Question about controlled groups

    By Guest ANON-MD, June 25, 2009
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • June 26, 2009

37. Question about EGTRRA

    By Guest lawdawg, June 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • June 12, 2002

38. Question about employer stock?

    By Guest lawdawg, July 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • July 19, 2001

39. question about entry date and payroll

    By Lori H, October 16, 2014
    • 7 replies
    • 2.4k views
    • 
    • QDROphile
    • October 16, 2014

40. Question about forced termination of 401k

    By chhejr, January 8, 2021
    • 1 reply
    • 480 views
    • 
    • Bird
    • January 8, 2021

41. Question about meeting 404(c) requirements where participants must choose ONE of 6 lifestyle allocation funds ...

    By Guest jdsmith, September 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 23, 2005

42. Question about the immediate entry if hired by date feature

    By jkharvey, March 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 6, 2008

43. Question about Top heavy exemption for SH Plan with Dual eligibility

    By Jim Chad, May 7, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 7, 2010

44. Question about uniform allocation formula

    By Guest lawdawg, November 20, 2001
    • 2 replies
    • 2.7k views
    • 
    • jaemmons
    • November 20, 2001

45. Question About Who Can Be A Trustee

    By Guest Grumpy456, March 23, 2009
    • 11 replies
    • 2.1k views
    • 
    • Peter Gulia
    • March 26, 2009

46. Question for any CPA's out there.

    By Guest LisaPA, February 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • February 8, 2001

47. Question for anyone who administers a plan trying to meet the uniform allocation formula Safe harbor in 401(k) PSP

    By Guest esi-jht, January 31, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 31, 2006

48. Question for CPA's

    By austin3515, May 2, 2003
    • 18 replies
    • 2.3k views
    • 
    • GBurns
    • May 4, 2003

49. Question on "old rule" restructuring + current year/prior ye

    By KJohnson, January 12, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • January 15, 2001

50. Question on excise taxes

    By Guest BillClinton, October 10, 2002
    • 4 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 10, 2002