401(k) Plans

19,319 topics in this forum

1. SEP's and ERISA?

   By austin3515, December 21, 2010
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • December 21, 2010

2. Sep's SAr-SEP's and EGRTAA

   By Guest Patrick M, September 18, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 18, 2002

3. SEP/401(k) combined limits

   By steve-o, August 6, 2003
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • August 6, 2003

4. SEP/IRA

   By Nassau, April 21, 2011
   • 0 replies
   • 796 views
   • 
   • Nassau
   • April 21, 2011

5. Separate account called a stable value "Fund"

   By Guest Ella, January 28, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • January 29, 2002

6. Separate Accounting by source

   By Jim Chad, June 29, 2006
   • 4 replies
   • 1.5k views
   • 
   • E as in ERISA
   • June 30, 2006

7. Separate Accounting For Roth 401(k) Funds in Brokerage

   By EPCRSGuru, June 2, 2016
   • 4 replies
   • 1k views
   • 
   • Tom Poje
   • June 2, 2016

8. Separate ADP/ACP Testing of Otherwise Excludable Employees

   By MWeddell, February 26, 1999
   • 1 reply
   • 2.6k views
   • 
   • Disco Stu
   • February 26, 1999

9. Separate Bonus Selection Not Subject To Auto-Escalation

   By Howard_Mark, December 3, 2015
   • 0 replies
   • 830 views
   • 
   • Howard_Mark
   • December 3, 2015

10. Separate Catch up election required?

    By Guest jefe96, November 29, 2006
    • 3 replies
    • 2.7k views
    • 
    • Bird
    • November 30, 2006

11. Separate Deferral Election on Bonus

    By Guest km6719, October 2, 2008
    • 4 replies
    • 6k views
    • 
    • J Simmons
    • October 3, 2008

12. Separate deferral election on bonuses...

    By kwalified, December 28, 2012
    • 6 replies
    • 5.6k views
    • 
    • masteff
    • December 28, 2012

13. Separate Elgibility for Part-Timers

    By Guest cxs, March 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • March 7, 2006

14. Separate forfeiture account

    By ratherbereading, February 19, 2015   

    • Balance forward
    • forfeiture
    • (and 1 more)

      Tagged with:

      • Balance forward
      • forfeiture
      • 401k
    • 3 replies
    • 2k views
    • 
    • Bird
    • February 20, 2015

15. Separate Lines of Business

    By PFranckowiak, October 24, 2017
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2017

16. Separate Loan Policy

    By Guest Iwonder, March 12, 2010
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • March 15, 2010

17. Separate Plan Checking Account?

    By Guest jmarini, April 16, 2003
    • 10 replies
    • 3.7k views
    • 
    • Guest
    • April 25, 2003

18. Separate plan for Davis Bacon

    By austin3515, February 24, 2011
    • 1 reply
    • 856 views
    • 
    • 12AX7
    • February 25, 2011

19. Separate plans for each of the owners?

    By austin3515, April 20, 2011
    • 11 replies
    • 1.2k views
    • 
    • QNPG
    • April 21, 2011

20. Separate Plans for Geographically Diverse Divisions

    By Guest Iwonder, January 8, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • January 8, 2010

21. Separate plans for HCE and NHCE

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 10, 2013

22. Separate Plans for HCEs & NHCEs

    By Guest benefitsguy12, September 11, 2013
    • 5 replies
    • 1k views
    • 
    • david rigby
    • September 12, 2013

23. Separate Plans Maintained by Members of a Controlled Group

    By Christopher Wilson, December 2, 2019
    • 2 replies
    • 879 views
    • 
    • C. B. Zeller
    • December 3, 2019

24. Separate plans of the same employer passing 410(b)

    By Guest Gompers, September 5, 2006
    • 0 replies
    • 996 views
    • 
    • Guest
    • September 5, 2006

25. Separate Record Keeping

    By Dougsbpc, March 6, 2013
    • 1 reply
    • 953 views
    • 
    • Bird
    • March 7, 2013

26. separate testing of excludable employees

    By Guest mackenzie, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2003

27. Separate Trust Agreements

    By Stevo-PDX, July 27, 2012
    • 0 replies
    • 807 views
    • 
    • Stevo-PDX
    • July 27, 2012

28. Separating a Multiple-Employer Plan...With a Twist

    By Gadgetfreak, March 11, 2014   

    • Multiple-Employer
    • 0 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • March 11, 2014

29. Separation from service?

    By EGB, April 24, 2000
    • 3 replies
    • 2.1k views
    • 
    • EGB
    • April 25, 2000

30. Separation of Service & Rehire

    By Guest benefitsanalyst, April 27, 2004
    • 20 replies
    • 5.2k views
    • 
    • JanetM
    • April 30, 2004

31. Seperate Line of Business Clarification

    By Guest jml24star, August 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 19, 2004

32. Seperate Plans / Commingled Accounts

    By austin3515, December 21, 2023
    • 2 replies
    • 510 views
    • 
    • austin3515
    • December 28, 2023

33. SEPs

    By Earl, September 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • September 11, 2001

34. SERP Providers

    By Guest vqualplan, June 30, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 30, 2005

35. SERP question

    By fidu, October 17, 2002
    • 9 replies
    • 2.2k views
    • 
    • fidu
    • October 22, 2002

36. SERP/HI Tax

    By Guest arasalin, May 11, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 18, 2007

37. Service

    By fiona1, February 18, 2010
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • February 19, 2010

38. Service as an unpaid intern

    By Guest Aust916, April 27, 2011
    • 4 replies
    • 3.3k views
    • 
    • Kevin C
    • April 28, 2011

39. Service based allocation

    By Guest Moira, August 4, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 7, 2006

40. Service Based Exclusions

    By LANDO, March 18, 2015   

    • eligibility
    • service based exclusions
    • (and 4 more)

      Tagged with:

      • eligibility
      • service based exclusions
      • 410(a)
      • Maximum age and service
      • business classification
      • excluded employees
    • 10 replies
    • 3.7k views
    • 
    • Kevin C
    • March 20, 2015

41. Service Based Match Rate Fails BRF Test

    By Earl, May 17, 2019
    • 2 replies
    • 808 views
    • 
    • Earl
    • May 17, 2019

42. Service contract Act and 401k

    By Liam, February 22, 2019
    • 3 replies
    • 5.5k views
    • 
    • Below Ground
    • June 27, 2019

43. Service Contract Act contributions

    By Guest dhall111, March 12, 2007
    • 4 replies
    • 10.9k views
    • 
    • Guest
    • March 14, 2007

44. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie, November 5, 2012
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 5, 2012

45. Service for "Affiliated Employer" = Service for failed bank

    By BonoConsilio, July 30, 2010
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • November 4, 2010

46. Service Member's Civil Relief Act of 2003 - Notice to Creditor Before 6% Interest Cap

    By Guest rocnrols2, February 2, 2004
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 3, 2004

47. service provider audit

    By Guest flpensionguy, July 30, 2013
    • 1 reply
    • 998 views
    • 
    • rcline46
    • July 30, 2013

48. service provider disclosure

    By Scuba 401, May 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Scuba 401
    • May 9, 2012

49. service provider disclosure (notice of changes)

    By k man, January 14, 2013
    • 0 replies
    • 829 views
    • 
    • k man
    • January 14, 2013

50. Service Provider fails to provide data

    By austin3515, December 8, 2010
    • 1 reply
    • 860 views
    • 
    • austin3515
    • December 8, 2010