401(k) Plans

19,275 topics in this forum

1. Union Employees

   By Guest MNR, September 3, 2002
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 3, 2002

2. Union Employees

   By Guest MNR, September 3, 2002
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • September 3, 2002

3. Union employees

   By Guest Pat Metallic, August 2, 2005
   • 2 replies
   • 1.6k views
   • 
   • mbozek
   • August 3, 2005

4. Union employees

   By fiona1, August 5, 2009
   • 0 replies
   • 1k views
   • 
   • fiona1
   • August 5, 2009

5. Union employees & standardized prototype

   By Jean, September 2, 1999
   • 4 replies
   • 1.7k views
   • 
   • KJohnson
   • September 3, 1999

6. union employees and separate plan provisions

   By Guest Iwonder, September 2, 2011
   • 3 replies
   • 2.8k views
   • 
   • Guest
   • September 12, 2011

7. Union Employees and Top Heavy Plans

   By Guest Steve McD, February 15, 2002
   • 3 replies
   • 2k views
   • 
   • KJohnson
   • February 15, 2002

8. Union employees in a 401(k) plan that excludes collectively bargained employees!

   By Guest CRA, December 5, 2003
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • December 5, 2003

9. Union Employees in Non-Unon ADP test?

   By Guest c2ddave, February 11, 2005
   • 1 reply
   • 1.4k views
   • 
   • JanetM
   • February 11, 2005

10. Union employees in NS PT?

    By Guest new2nqdc, October 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • October 28, 2005

11. Union Employees with Non-Union Wages

    By Zoey, December 28, 2021
    • 1 reply
    • 714 views
    • 
    • Bri
    • December 28, 2021

12. Union in ADP test

    By ombskid, December 19, 2006
    • 3 replies
    • 1.8k views
    • 
    • PLAN MAN
    • December 20, 2006

13. Union participants after the plan is changed to exclude union employees

    By AlbanyConsultant, July 9, 2018
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • July 11, 2018

14. Union Plan

    By Randy Watson, October 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • October 6, 2008

15. Union Plan

    By Kevin C, July 26, 2017
    • 29 replies
    • 6.7k views
    • 
    • shERPA
    • August 1, 2017

16. Union Plan - Union Covers all Full-Time Ee;s

    By austin3515, October 27, 2012
    • 8 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 5, 2012

17. Union Plan Allocation Conditions

    By John Feldt ERPA CPC QPA, January 7, 2016   

    • union
    • collectively bargained
    • (and 4 more)

      Tagged with:

      • union
      • collectively bargained
      • accrual
      • allocation conditions
      • allocation requirements
      • special rules
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • January 7, 2016

18. Union Provisions in SPD

    By khn, November 10, 2017
    • 3 replies
    • 889 views
    • 
    • My 2 cents
    • November 13, 2017

19. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2010

20. Union then management, hours to count

    By K-t-F, June 12, 2006
    • 5 replies
    • 1.5k views
    • 
    • J2D2
    • June 12, 2006

21. Union to Non-Union Promotion - Distributable Event

    By Guest kdddk14, February 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • Jean
    • February 10, 2010

22. Unique 401(k) Match formula. Unique testing?

    By Guest RJM, February 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 28, 2002

23. Unique ACA issue and participants personal info

    By Lori H, September 19, 2014   

    • Privacy issues?
    • 3 replies
    • 909 views
    • 
    • SearchLight
    • September 19, 2014

24. Unique requirements for vesting

    By Guest caddieadmin, February 16, 2007
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • February 28, 2007

25. Universal Availability For Plan Loans

    By CLE401kGuy, April 17, 2014
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • April 23, 2014

26. Unlawful to take In-Service withdrawal before 59.5?

    By John K, October 10, 2024
    • 3 replies
    • 812 views
    • 
    • John K
    • October 14, 2024

27. Unnamed contingent beneficiaries: Children or Estate

    By TPApril, May 10, 2021
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 12, 2021

28. Unpaid 401(k) participant loan wanting a new loan

    By Guest ChopperPilot, April 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • April 22, 2004

29. unpaid invoices on service termination

    By AdKu, December 11, 2019
    • 3 replies
    • 650 views
    • 
    • Lou S.
    • December 12, 2019

30. Unpaid Loan Balances

    By Guest wallacea, February 16, 2001
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • February 16, 2001

31. Unpaid military intern

    By pensionam, April 14, 2020
    • 1 reply
    • 701 views
    • 
    • Larry Starr
    • April 14, 2020

32. Unravel Key contributions back through payroll in top heavy year

    By legort69, August 25, 2016   

    • Top heavy key contributions
    • 29 replies
    • 3.1k views
    • 
    • Belgarath
    • September 14, 2016

33. Unregistered Employer Securities

    By Guest JDL, July 24, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • October 22, 2003

34. Unregistered Tender Offers

    By Guest halka, November 29, 1999
    • 1 reply
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 30, 1999

35. Unregulated institution

    By sunnyj, October 23, 2018
    • 6 replies
    • 810 views
    • 
    • Larry Starr
    • October 23, 2018

36. Unrelated employers with separate 401(k) plans in pooled account

    By Guest TaxedToDeath, July 26, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2013

37. Unrelated Participating Employer - No Participation Agreement

    By LANDO, October 21, 2015   

    • Participation Agreement
    • VCP
    • (and 5 more)

      Tagged with:

      • Participation Agreement
      • VCP
      • Operational Failure
      • Document Error
      • 401k
      • qualification issue
      • multiple employer plan
    • 14 replies
    • 7.5k views
    • 
    • LANDO
    • October 22, 2015

38. unrequested plan change

    By Guest cshindc, January 25, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2006

39. Unresponsive Beneficiary

    By BLM, August 9, 2017
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • August 9, 2017

40. Unsigned Adoption Agreement

    By Spencer, January 30, 2001
    • 2 replies
    • 2.8k views
    • 
    • Bill Berke
    • January 31, 2001

41. Unsigned Plan Document

    By Guest SAS3, February 11, 2014   

    • takeover
    • unsigned
    • (and 1 more)

      Tagged with:

      • takeover
      • unsigned
      • merger
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 11, 2014

42. Unsolicited Spam Mail From Pension One Source

    By LCARUSI, March 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • March 12, 2000

43. Unterminate plan termination

    By TA, March 12, 2020
    • 2 replies
    • 823 views
    • 
    • david rigby
    • March 12, 2020

44. Untimely deposits listed on schedule I

    By Guest jkrad, January 14, 2005
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • January 15, 2005

45. Unused Forfeiture

    By TH 401k, January 8
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 8

46. Unused leave deposited into 401(k) plan

    By alexa, April 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 2, 2002

47. Unused Sick Time Payments

    By DTH, February 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • February 12, 2003

48. Unused Vacation Pay - Can it be derferred?

    By katie58, June 27, 2014
    • 3 replies
    • 6.7k views
    • 
    • MWeddell
    • June 30, 2014

49. Unused vacation pay--that's all

    By J Simmons, March 20, 2021
    • 1 reply
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 22, 2021

50. Unusual 401k Loan Issue

    By Guest dskmh, August 26, 2003
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 27, 2003