401(k) Plans

19,275 topics in this forum

1. Trap for the unwary?

   By Brenda Wren, March 25, 2004
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • March 25, 2004

2. Trasition Rule under 410(b)(6)(c)

   By RRB, January 26, 2012
   • 3 replies
   • 1.2k views
   • 
   • RRB
   • February 1, 2012

3. Treas Reg 1.72(p)1, Q&A-10

   By Brian Gallagher, April 4, 2003
   • 4 replies
   • 5.3k views
   • 
   • david rigby
   • April 5, 2003

4. Treas.Reg. 1.410(b)-5(d)(3)(ii)

   By Guest Paula G., July 19, 2006
   • 2 replies
   • 2.5k views
   • 
   • Tom Poje
   • July 24, 2006

5. Treasury Regs on the web

   By Brian Gallagher, March 4, 2003
   • 4 replies
   • 1.2k views
   • 
   • GBurns
   • March 5, 2003

6. Treasury stock in a 401(k)

   By PMC, February 16, 2007
   • 3 replies
   • 1.7k views
   • 
   • TLGeer
   • February 18, 2007

7. Treatment Of ADP/ACP Corrective Distributions Under Post-EGTRRA Top-He

   By Guest GAPPension1, November 5, 2002
   • 1 reply
   • 1.2k views
   • 
   • R. Butler
   • November 26, 2002

8. Treatment of Catch-up Contributions

   By Dougsbpc, June 22, 2010
   • 4 replies
   • 1.2k views
   • 
   • R. Butler
   • June 22, 2010

9. Treatment of deferrals after amendment excluding cammisioned employees

   By Guest Alex Calin, March 18, 1999
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • March 19, 1999

10. Treatment of deferrals in excess of 402(g) limit ($10,000 in 1999) in

    By Guest PLHart, September 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • MR
    • September 27, 2000

11. Treatment of Employee for testing purposes while on leave of absence

    By Guest Joanne Davey, January 15, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 16, 2004

12. treatment of former employees

    By Guest Charlie Stevens, April 20, 1999
    • 6 replies
    • 2.5k views
    • 
    • david shipp
    • April 21, 1999

13. Treatment of Match Relating to Refunded Excess Annual Additions

    By Guest lforesz, March 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • March 1, 2001

14. Treatment of Otherwise Excludable Employees for Coverage and ADP Testing-Option 1

    By Logan401, August 23, 2023
    • 1 reply
    • 396 views
    • 
    • Logan401
    • August 28, 2023

15. Treatment/correction of excess employer contribution to profit sharing plan coordinated with DB Cash Balance Plan

    By CubsFanAZ, January 26, 2021
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 28, 2021

16. Trend analysis of plan amendments

    By Guest ntmmn, March 24, 2004
    • 0 replies
    • 876 views
    • 
    • Guest
    • March 24, 2004

17. Trends in reducing 401K match during these difficult economic times

    By Guest RalphHensley, December 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2002

18. Tribal 401(k) Plans

    By TPApril, July 12, 2019
    • 0 replies
    • 399 views
    • 
    • TPApril
    • July 12, 2019

19. Tribal Government Public School

    By oldman63, January 22, 2018
    • 2 replies
    • 606 views
    • 
    • HollyB
    • January 23, 2018

20. tribal plan?

    By K2retire, July 29, 2011
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • July 29, 2011

21. tricky end of year pay for possible HCE

    By TPApril, September 24, 2024
    • 1 reply
    • 373 views
    • 
    • Bill Presson
    • September 24, 2024

22. Triggering 3(21) fiduciary responsibility

    By Mleech, November 5
    • 3 replies
    • 499 views
    • 
    • Peter Gulia
    • November 7

23. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!

    By jlf, August 28, 1999
    • 2 replies
    • 1.8k views
    • 
    • jlf
    • August 30, 1999

24. Triggerring the Top Heavy Minimum

    By Guest chris4013, April 4, 2003
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 7, 2003

25. triple safe harbor match

    By eilano, June 29, 2006
    • 15 replies
    • 5k views
    • 
    • ak2ary
    • October 26, 2006

26. Triple Stack Match

    By Catch22PGM, February 8, 2021
    • 11 replies
    • 2.4k views
    • 
    • Catch22PGM
    • February 10, 2021

27. Triple Stack Match Conditions

    By The Bartender, July 8, 2024
    • 5 replies
    • 1.2k views
    • 
    • The Bartender
    • July 9, 2024

28. Triple Stacked Match

    By Coleboy1, June 1, 2023
    • 2 replies
    • 713 views
    • 
    • Coleboy1
    • June 1, 2023

29. Triple Stacked Match

    By cpc0506, November 12, 2015
    • 6 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • May 15, 2017

30. Triple Stacked Match

    By 401(k)athryn, November 8, 2016   

    • triple stacked match
    • fixed match
    • (and 1 more)

      Tagged with:

      • triple stacked match
      • fixed match
      • plan amendment
    • 10 replies
    • 2.2k views
    • 
    • TPAJake
    • November 11, 2016

31. Trsutee RFP

    By alexa, April 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • April 2, 2006

32. True Up Contribution

    By 52626, September 14, 2020
    • 2 replies
    • 850 views
    • 
    • MWeddell
    • September 15, 2020

33. True Up Contributions

    By khn, January 24, 2024
    • 5 replies
    • 935 views
    • 
    • Peter Gulia
    • February 9, 2024

34. true up for short plan year

    By Guest Benefitsrock, February 27, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2008

35. True up match

    By 30Rock, January 6, 2011
    • 9 replies
    • 4k views
    • 
    • rcline46
    • January 7, 2011

36. True Up Matching Contributions

    By J. Bringhurst, December 12, 2006
    • 4 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • December 13, 2006

37. True Up Matching Contributions

    By Guest Kimberly Flett, June 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • June 7, 2001

38. true up vs. matching too much

    By K2retire, March 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • 401king
    • March 17, 2011

39. True-up / Benefits Rights and Features

    By jsample, March 1, 2024
    • 2 replies
    • 722 views
    • 
    • CuseFan
    • March 4, 2024

40. True-up contribution

    By goldtpa, January 12, 2012
    • 5 replies
    • 4.3k views
    • 
    • masteff
    • January 12, 2012

41. true-up for match that changed mid-year

    By Guest cxs, January 13, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2005

42. True-up for Partners in a Safe Harbor Plan

    By Guest ERISAcatNraleigh, December 16, 2003
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • December 16, 2003

43. True-up Match . . . for 2001!

    By Guest LKHartnett, September 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2002

44. True-Up Match for Prior year and Safe Harbor

    By PMC, May 8, 2008
    • 1 reply
    • 2.6k views
    • 
    • QDROphile
    • May 8, 2008

45. True-up Matching Contribution - Employment on Last Day Eligibility Requirement

    By rocknrolls2, October 9, 2009
    • 8 replies
    • 4.8k views
    • 
    • BG5150
    • October 12, 2009

46. True-up only for individuals who hit the 402(g) limit

    By bitsyhaze, February 16, 2015
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • February 17, 2015

47. True-up Question - Safe Harbor Match

    By metsfan026, September 23, 2024
    • 4 replies
    • 656 views
    • 
    • austin3515
    • September 24, 2024

48. True-up Timing - BRF Issue?

    By BTG, March 26
    • 5 replies
    • 977 views
    • 
    • Paul I
    • March 27

49. True-ups

    By Belgarath, August 27
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • August 28

50. True-Ups Due to Catch-Ups

    By 401 Chaos, November 19, 2013
    • 8 replies
    • 2.5k views
    • 
    • Kevin C
    • November 20, 2013