401(k) Plans

19,318 topics in this forum

1. Uncashed Checks Following Plan Termination

   By EBECatty, September 23, 2019
   • 13 replies
   • 3k views
   • 
   • FPGuy
   • September 24, 2019

2. Uncashed Checks for a Bankrupt Recordkeeper

   By Nassau, April 21, 2011
   • 2 replies
   • 1.3k views
   • 
   • BG5150
   • April 21, 2011

3. Uncashed refund of excess deferral

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

4. Unclaimed Property

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

5. Uncooperative bundled provider

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

6. Under $5,000 force out procedures

   By FundeK, March 4, 2004
   • 7 replies
   • 2.7k views
   • 
   • doombuggy
   • March 8, 2004

7. Under $5k distributions

   By Guest benefitsanalyst, July 22, 2002
   • 16 replies
   • 4k views
   • 
   • actuarysmith
   • July 25, 2002

8. 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
   • 726 views
   • 
   • C. B. Zeller
   • September 21, 2018

9. underfunded plan

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

10. Underfunded Plans (2nd request)

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

11. Underfunded safe harbor match

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

12. Underpayment Rate / DOL VFCP Calculator

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

13. Understanding regs for payroll period method in SH plan

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

14. Undisclosed Employee-Paid Fees

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

15. Undocumented Immigrant

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

16. undoing a plan termination

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

17. Unexecuted plan documents

    By KJ Theo, June 7, 2018
    • 21 replies
    • 5.2k views
    • 
    • Luke Bailey
    • June 13, 2018

18. Unfunded 3% Safe Harbor

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

19. Uni K for SCorp

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

20. Uni-K as S Corp Owner?

    By Scott, May 14, 2003
    • 11 replies
    • 2.7k views
    • 
    • mbozek
    • May 16, 2003

21. Uni-k for a partner in partnership

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

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

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

23. Uniform Auto-enrollment

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

24. Uniformity - EACA / QACA

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

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

    By Pixie, December 11, 2018
    • 25 replies
    • 3.1k views
    • 
    • Appleby
    • December 23, 2018

26. Unincorporated partnership

    By Belgarath, September 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 10, 2009

27. Union - LTPT

    By TH 401k, January 21, 2025
    • 1 reply
    • 581 views
    • 
    • ratherbereading
    • January 22, 2025

28. Union & Non-Union Employees

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

29. Union & Non-Union Plan

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

30. Union 401(k) and ADP testing

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

31. 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

32. Union 401K plans

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

33. Union and Non-Union

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

34. Union and Non-Union Plan

    By steverenner, September 19, 2016
    • 4 replies
    • 2.8k views
    • 
    • Griswold
    • September 20, 2016

35. union and safe harbor design

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

36. 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

37. Union Ee's / Top Paid Group

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

38. Union EEs in 401(k) PSP

    By BG5150, January 27, 2011
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 28, 2011

39. Union EEs in ADP test

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

40. Union Employee Exclusion

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

41. Union Employee's

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

42. Union Employees

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

43. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 3, 2002

44. Union employees

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

45. Union employees

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

46. Union employees & standardized prototype

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

47. union employees and separate plan provisions

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

48. Union Employees and Top Heavy Plans

    By Guest Steve McD, February 15, 2002
    • 3 replies
    • 2.1k views
    • 
    • KJohnson
    • February 15, 2002

49. 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

50. Union Employees in Non-Unon ADP test?

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