401(k) Plans

19,275 topics in this forum

1. UK Taxation of 401(k) Distributions

   By JWK, April 1, 2002
   • 9 replies
   • 4.6k views
   • 
   • mbozek
   • October 15, 2002

2. Un-Terminate a Plan

   By Dougsbpc, November 6, 2012
   • 4 replies
   • 2.2k views
   • 
   • ETA Consulting LLC
   • November 6, 2012

3. Unallocated account upon plan termination

   By 7806akp, April 20, 2011
   • 0 replies
   • 1.4k views
   • 
   • 7806akp
   • April 20, 2011

4. unallocated employer contribution

   By k man, February 25, 2009
   • 14 replies
   • 6.5k views
   • 
   • Guest
   • March 2, 2009

5. Unallocated forfeitures

   By Guest KLM3, May 5, 2009
   • 2 replies
   • 4.2k views
   • 
   • Guest
   • May 6, 2009

6. Unanticipated 401K Fees

   By Guest chuck53, September 11, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 11, 2001

7. Unauthorized Withdrawal

   By Guest notapensiongeek, July 25, 2008
   • 3 replies
   • 2k views
   • 
   • J Simmons
   • July 25, 2008

8. Unbeknownst SEP-IRA by affiliated service group member

   By J Simmons, December 30, 2021
   • 5 replies
   • 3k views
   • 
   • shERPA
   • January 6, 2022

9. unbundled 403b vendors

   By gregburst, February 14, 2013
   • 0 replies
   • 854 views
   • 
   • gregburst
   • February 14, 2013

10. Uncashed Checks Following Plan Termination

    By EBECatty, September 23, 2019
    • 13 replies
    • 2.8k views
    • 
    • FPGuy
    • September 24, 2019

11. Uncashed Checks for a Bankrupt Recordkeeper

    By Nassau, April 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • April 21, 2011

12. Uncashed refund of excess deferral

    By gregburst, June 17, 2021
    • 1 reply
    • 514 views
    • 
    • duckthing
    • June 17, 2021

13. Unclaimed Property

    By Guest caseyb, July 12, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2006

14. Uncooperative bundled provider

    By Guest mo again, September 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • September 17, 2000

15. Under $5,000 force out procedures

    By FundeK, March 4, 2004
    • 7 replies
    • 2.6k views
    • 
    • doombuggy
    • March 8, 2004

16. Under $5k distributions

    By Guest benefitsanalyst, July 22, 2002
    • 16 replies
    • 3.9k views
    • 
    • actuarysmith
    • July 25, 2002

17. Under-contributed SH match for prior years

    By M Norton, September 21, 2018   

    • sh match
    • sh match formula
    • (and 1 more)

      Tagged with:

      • sh match
      • sh match formula
      • fix late sh match
    • 1 reply
    • 712 views
    • 
    • C. B. Zeller
    • September 21, 2018

18. underfunded plan

    By fidu, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 20, 2002

19. Underfunded Plans (2nd request)

    By fidu, December 30, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 31, 2002

20. Underfunded safe harbor match

    By legort69, September 6, 2019
    • 2 replies
    • 619 views
    • 
    • Larry Starr
    • September 6, 2019

21. Underpayment Rate / DOL VFCP Calculator

    By austin3515, March 25, 2019
    • 0 replies
    • 503 views
    • 
    • austin3515
    • March 25, 2019

22. Understanding regs for payroll period method in SH plan

    By Guest Miller426, September 24, 2009
    • 17 replies
    • 5.2k views
    • 
    • Bird
    • October 1, 2009

23. Undisclosed Employee-Paid Fees

    By Guest cstroble, April 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2004

24. Undocumented Immigrant

    By Guest BED, August 19, 2011
    • 2 replies
    • 2.7k views
    • 
    • Peter Gulia
    • August 19, 2011

25. undoing a plan termination

    By Draper55, September 17, 2024
    • 0 replies
    • 305 views
    • 
    • Draper55
    • September 17, 2024

26. Unexecuted plan documents

    By KJ Theo, June 7, 2018
    • 21 replies
    • 5.1k views
    • 
    • Luke Bailey
    • June 13, 2018

27. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • May 27, 2008

28. Uni K for SCorp

    By Pammie57, October 28, 2020
    • 4 replies
    • 781 views
    • 
    • imchipbrown
    • October 29, 2020

29. Uni-K as S Corp Owner?

    By Scott, May 14, 2003
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • May 16, 2003

30. Uni-k for a partner in partnership

    By Guest LTurner, August 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • August 29, 2003

31. Uni-K to Corp 401(k) Plan

    By PMC, October 23, 2007
    • 8 replies
    • 2.1k views
    • 
    • austin3515
    • October 23, 2007

32. Uniform Auto-enrollment

    By 401kSpecialist, May 17, 2018
    • 1 reply
    • 617 views
    • 
    • Luke Bailey
    • May 18, 2018

33. Uniformity - EACA / QACA

    By Guest ppapdx, November 4, 2013
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 4, 2013

34. UNIK ower dies. Can we make a post death profit sharing contribution?

    By Pixie, December 11, 2018
    • 25 replies
    • 3k views
    • 
    • Appleby
    • December 23, 2018

35. Unincorporated partnership

    By Belgarath, September 10, 2009
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • September 10, 2009

36. Union - LTPT

    By TH 401k, January 21
    • 1 reply
    • 524 views
    • 
    • ratherbereading
    • January 22

37. Union & Non-Union Employees

    By Guest Sara H, November 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 18, 2004

38. Union & Non-Union Plan

    By Guest dscurtis, September 20, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 20, 2006

39. Union 401(k) and ADP testing

    By rcline46, March 10, 2005
    • 2 replies
    • 2.3k views
    • 
    • JanetM
    • March 11, 2005

40. Union 401K Plan and Non-Discrimination Testing (ADP/ACP)

    By Guest ROB VIDOVICH, March 15, 2002
    • 1 reply
    • 5.8k views
    • 
    • KJohnson
    • March 15, 2002

41. Union 401K plans

    By Guest KJSpaeth, April 11, 2002
    • 7 replies
    • 2k views
    • 
    • RCK
    • April 12, 2002

42. Union and Non-Union

    By fiona1, February 24, 2009
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • March 5, 2009

43. Union and Non-Union Plan

    By steverenner, September 19, 2016
    • 4 replies
    • 2.7k views
    • 
    • Griswold
    • September 20, 2016

44. union and safe harbor design

    By JanetM, September 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 25, 2002

45. Union business owner

    By Guest clar7490, February 6, 2013   

    • Union owner in non union plan
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • February 7, 2013

46. Union Ee's / Top Paid Group

    By austin3515, May 9, 2013
    • 4 replies
    • 2.4k views
    • 
    • austin3515
    • November 27, 2013

47. Union EEs in 401(k) PSP

    By BG5150, January 27, 2011
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 28, 2011

48. Union EEs in ADP test

    By Guest Pat Metallic, May 15, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • May 18, 2009

49. Union Employee Exclusion

    By Guest ckling, April 29, 2011
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 29, 2011

50. Union Employee's

    By Guest KD40, August 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 23, 2004