401(k) Plans

19,275 topics in this forum

1. Unusual Coverage Testing and OEE employees

   By buckaroo, October 6, 2009
   • 12 replies
   • 2.8k views
   • 
   • buckaroo
   • October 12, 2009

2. Unusual Number of 2007 Late Notices

   By austin3515, August 23, 2010
   • 4 replies
   • 1k views
   • 
   • K2retire
   • August 24, 2010

3. Unusual question about recouping a forfeiture

   By parks777, January 11, 2018
   • 17 replies
   • 2.4k views
   • 
   • Larry Starr
   • January 18, 2018

4. Unvested portion of balance erroneously Distributed - Former Participant will not return

   By JesseQG, October 7, 2013
   • 2 replies
   • 1.3k views
   • 
   • QDROphile
   • October 7, 2013

5. Update on 2020-2022 Plan Restatements

   By Pensions2020, February 26, 2020
   • 9 replies
   • 1.5k views
   • 
   • Bill Presson
   • March 1, 2020

6. Updating 401(k) plan disability benefit claim procedures

   By prototypical, February 5, 2018
   • 13 replies
   • 2.8k views
   • 
   • Luke Bailey
   • February 8, 2018

7. Updating documents since 1997

   By Jim Chad, January 26, 2015
   • 1 reply
   • 861 views
   • 
   • John Feldt ERPA CPC QPA
   • January 26, 2015

8. Updating Solo 401(k)s for GUST

   By dmb, August 20, 2003
   • 2 replies
   • 1.4k views
   • 
   • dmb
   • August 20, 2003

9. URGENT -please clarify PRUDENT man VS prudent expert RULEs for ERISA f

   By fidu, December 24, 2001
   • 11 replies
   • 7.1k views
   • 
   • Guest
   • January 3, 2002

10. Urgent 401(a)(17) Question, Attn: Tom Poje

    By Guest bjschiedel, July 8, 2004
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 9, 2004

11. URGENT! New Safe Harbor Plan Establishment Deadline

    By Guest bariww, September 30, 2008
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • September 30, 2008

12. Urgently Need help: 2018 Excess Employer contribution self-correction

    By hameshatumkochaha, July 10, 2020
    • 4 replies
    • 485 views
    • 
    • hameshatumkochaha
    • July 14, 2020

13. US Citizen Working Overseas

    By Guest, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

14. US & Puerto Rico plans

    By Guest ppapdx, May 15, 2013
    • 0 replies
    • 765 views
    • 
    • Guest
    • May 15, 2013

15. US Based Employer With Employees In PR

    By 401kFun, March 29, 2022
    • 3 replies
    • 883 views
    • 
    • Jean Karlo
    • April 1, 2022

16. US Citizen employee of foreign company based overseas

    By LFB-Singapore, June 23, 2015
    • 1 reply
    • 2.5k views
    • 
    • Flyboyjohn
    • June 23, 2015

17. us citizen working for foreign subsidiary

    By k man, July 30, 2001
    • 3 replies
    • 2.3k views
    • 
    • IRC401
    • August 1, 2001

18. US Citizens Working Abroad

    By ERISA-Bubs, April 17, 2012
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • April 18, 2012

19. US Citizens Working in Canada

    By justatester, September 24, 2009
    • 0 replies
    • 928 views
    • 
    • justatester
    • September 24, 2009

20. US Company with Canadian Subsidiary

    By 401kSteve, June 20
    • 1 reply
    • 673 views
    • 
    • CuseFan
    • June 20

21. US Company with Puerto Rican employee

    By Gilmore, July 12, 2021
    • 0 replies
    • 461 views
    • 
    • Gilmore
    • July 12, 2021

22. US plan with one Puerto Rico resident

    By K2retire, November 12, 2012
    • 6 replies
    • 10.7k views
    • 
    • k man
    • October 7, 2013

23. US Virgin Islands

    By Scuba 401, May 1, 2017
    • 3 replies
    • 2.3k views
    • 
    • Doghouse
    • May 1, 2017

24. US Virgin Islands

    By Guest pjrieck, April 3, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • April 3, 2002

25. US Virgin Islands Controlled group subsidiary of US parent

    By Guest Jose Rosario, December 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2001

26. US Wages Paid for Ee Working in foreign country

    By austin3515, May 8, 2014
    • 1 reply
    • 858 views
    • 
    • masteff
    • May 9, 2014

27. Usa Patriot Act & Pensions

    By fidu, May 1, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • May 1, 2002

28. USA Patriot Act vs. Graham Leach Bliley

    By fidu, February 28, 2002
    • 0 replies
    • 2k views
    • 
    • fidu
    • February 28, 2002

29. USA Today Article

    By Guest Fuzzy, December 5, 2002
    • 11 replies
    • 2.2k views
    • 
    • david rigby
    • December 11, 2002

30. Usage of participation agreements

    By TPAAdvisor, November 13, 2023
    • 3 replies
    • 846 views
    • 
    • Artie M
    • January 19, 2024

31. Use Match for TH?

    By David, April 13, 2015
    • 4 replies
    • 1k views
    • 
    • Bill Presson
    • April 16, 2015

32. Use non-safe harbor Match for Top Heavy Minimum?

    By Guest RJM, February 15, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 19, 2001

33. Use of an independent fiduciary advisor

    By Guest newport, December 16, 2010
    • 0 replies
    • 895 views
    • 
    • Guest
    • December 16, 2010

34. use of different safe harbors

    By thepensionmaven, May 24, 2017
    • 4 replies
    • 404 views
    • 
    • Belgarath
    • May 24, 2017

35. Use of Discretionary Match in safe harbor 401(k)

    By chris, September 13, 2001
    • 8 replies
    • 2.3k views
    • 
    • Tom Poje
    • September 14, 2001

36. Use of Erroneous Contribution

    By Guest Phil L, September 15, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 16, 1999

37. Use of Excess Revenue

    By khn, January 23, 2015
    • 1 reply
    • 867 views
    • 
    • BG5150
    • January 28, 2015

38. Use of Excess Revenue to Pay Expenses

    By khn, June 17, 2015
    • 5 replies
    • 1.2k views
    • 
    • khn
    • June 19, 2015

39. Use of Forfeiture Account Balance with Terminating Plan

    By waid10, July 14, 2023   

    • terminating plans
    • forfeiture
    • 4 replies
    • 1.2k views
    • 
    • Paul I
    • July 14, 2023

40. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert, December 8, 2017   

    • discretionary
    • forfeiture
    • 5 replies
    • 1.5k views
    • 
    • FORMER ESQ.
    • January 16, 2021

41. Use of Forfeitures

    By BTG, December 15, 2008
    • 0 replies
    • 1.1k views
    • 
    • BTG
    • December 15, 2008

42. Use of forfeitures to fund elective contributions and loan repayments in 401(k) plan

    By Luke Bailey, September 21, 2017   

    • 401(k)
    • forfeitures
    • 24 replies
    • 2.7k views
    • 
    • duckthing
    • September 27, 2017

43. use of match for minimum benefit in top heavy plan

    By AndyH, February 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • February 11, 2002

44. use of QMAC and QNEC

    By Gary, August 5, 2011
    • 4 replies
    • 7.4k views
    • 
    • fiona1
    • August 11, 2011

45. use of the "maybe" notice still permitted

    By Earl, July 9, 2004
    • 9 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 12, 2004

46. use of the catch up contribution

    By Guest zdarskyj, March 9, 2004
    • 5 replies
    • 1.3k views
    • 
    • PensionNewbee
    • March 11, 2004

47. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam, Monday at 07:02 AM   

    • 401k
    • qnec
    • (and 1 more)

      Tagged with:

      • 401k
      • qnec
      • top heavy
    • 0 replies
    • 104 views
    • 
    • swam
    • Monday at 07:02 AM

48. Use top-hat NQDCP elective deferrals in 401(k) plan definition of comp

    By card, December 8, 2000
    • 0 replies
    • 1.8k views
    • 
    • card
    • December 8, 2000

49. Used wrong ADP Testing Period

    By 52626, March 21, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

50. User Fee and Tax Credit

    By Guest caddieadmin, February 22, 2007
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007