401(k) Plans

19,321 topics in this forum

1. Quality Incentives for Customer Service Centers

   By Guest mporterst, July 8, 2005
   • 1 reply
   • 1.2k views
   • 
   • Fredman
   • July 11, 2005

2. Quantech 4.3 testing issues - unconfirmed transactions

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

3. Quarterly Benefit Statements

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

4. quarterly benefit statements

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

5. Quarterly Benefit Statements / Notice Required?

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

6. Quarterly Eligiblity

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

7. Quarterly Enrollment Period Issue

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

8. Quarterly entry and 1,000 hours

   By Guest JPIngold, December 1, 2011
   • 18 replies
   • 5.3k views
   • 
   • Guest
   • October 11, 2012

9. 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

10. quarterly participant statements and reporting

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

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

    By Richard Anderson, January 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 30, 2001

12. Quarterly Statements

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

13. Quarterly statements: Electronic format only

    By Mr Bagwell, August 23, 2018
    • 9 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • August 27, 2018

14. Quarterly vesting

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

15. Quasi Deferred Comp

    By MGOAdmin, May 4, 2018   

    • deferred comp
    • 9 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 7, 2018

16. question

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

17. Question 401k loan

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

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

    By Indiana Joes, April 14, 2025
    • 3 replies
    • 1.3k views
    • 
    • Artie M
    • April 15, 2025

19. Question about an amendment to remove SH restrictions

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

20. Question about controlled groups

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

21. Question about EGTRRA

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

22. Question about employer stock?

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

23. question about entry date and payroll

    By Lori H, October 16, 2014
    • 7 replies
    • 2.5k views
    • 
    • QDROphile
    • October 16, 2014

24. Question about forced termination of 401k

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

25. 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

26. 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

27. 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

28. Question about uniform allocation formula

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

29. Question About Who Can Be A Trustee

    By Guest Grumpy456, March 23, 2009
    • 11 replies
    • 2.2k views
    • 
    • Peter Gulia
    • March 26, 2009

30. Question for any CPA's out there.

    By Guest LisaPA, February 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • February 8, 2001

31. 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

32. Question for CPA's

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

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

    By KJohnson, January 12, 2001
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 15, 2001

34. Question on excise taxes

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

35. Question on new 401K Limits

    By Guest chezelle, May 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • May 30, 2001

36. question on prefunding 401(k)

    By AKconsult, June 23, 2011
    • 3 replies
    • 5k views
    • 
    • K2retire
    • June 23, 2011

37. Question on safe harbor plans

    By tron, March 13, 2020
    • 1 reply
    • 882 views
    • 
    • C. B. Zeller
    • March 13, 2020

38. Question on Unfunded Plan

    By Guest JHeller, August 23, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • August 24, 2010

39. Question on W2 Box 13

    By khn, January 8, 2014
    • 6 replies
    • 2.3k views
    • 
    • Flyboyjohn
    • January 9, 2014

40. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe, February 2, 2023
    • 1 reply
    • 382 views
    • 
    • Paul I
    • February 8, 2023

41. Question re QSLOB Analysis

    By Cephas, August 15, 2024
    • 3 replies
    • 1.3k views
    • 
    • Paul I
    • August 17, 2024

42. Question Re: One Employer, Two Plans

    By Stash026, May 21, 2020
    • 3 replies
    • 621 views
    • 
    • MWeddell
    • May 27, 2020

43. Question regarding allocation of plan expenses

    By Guest VEBA Las Vegas, February 12, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 14, 2004

44. Question regarding distribution,

    By Guest termy, May 19, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 21, 2007

45. Question related to Benefits, rights and features

    By jkharvey, November 28, 2004
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • November 29, 2004

46. Question relating to ERISA 404(c) and company stock

    By Guest ERISAGuy, November 12, 2001
    • 12 replies
    • 4.4k views
    • 
    • Jon Chambers
    • November 19, 2001

47. Question to Plan Auditors - BISYS' SAS 70 Report

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 12, 2003

48. Questionable interpretation of allocation formula to allow diff percentage based on years of service

    By Guest DIGMYDOG, December 3, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 2003

49. questionable match formula

    By AndyH, June 8, 2001
    • 21 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 12, 2001

50. Questions re: 2000-3

    By KJohnson, January 8, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2000