401(k) Plans

19,318 topics in this forum

1. Union employees in NS PT?

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

2. Union Employees with Non-Union Wages

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

3. Union in ADP test

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

4. 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

5. Union Plan

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

6. Union Plan

   By Kevin C, July 26, 2017
   • 29 replies
   • 7k views
   • 
   • shERPA
   • August 1, 2017

7. 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

8. 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

9. Union Provisions in SPD

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

10. Union Sponsored 401k

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

11. Union then management, hours to count

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

12. Union to Non-Union Promotion - Distributable Event

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

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

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

14. Unique ACA issue and participants personal info

    By Lori H, September 19, 2014   

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

15. Unique requirements for vesting

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

16. Universal Availability For Plan Loans

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

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

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

18. Unnamed contingent beneficiaries: Children or Estate

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

19. 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

20. unpaid invoices on service termination

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

21. Unpaid Loan Balances

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

22. Unpaid military intern

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

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

    By legort69, August 25, 2016   

    • Top heavy key contributions
    • 29 replies
    • 3.2k views
    • 
    • Belgarath
    • September 14, 2016

24. Unregistered Employer Securities

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

25. Unregistered Tender Offers

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

26. Unregulated institution

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

27. 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

28. 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
    • 7.6k views
    • 
    • LANDO
    • October 22, 2015

29. unrequested plan change

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

30. Unresponsive Beneficiary

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

31. Unsigned Adoption Agreement

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

32. 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

33. Unsolicited Spam Mail From Pension One Source

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

34. Unterminate plan termination

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

35. Untimely deposits listed on schedule I

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

36. Unused Forfeiture

    By TH 401k, January 8, 2025
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 8, 2025

37. Unused leave deposited into 401(k) plan

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

38. Unused Sick Time Payments

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

39. Unused Vacation Pay - Can it be derferred?

    By katie58, June 27, 2014
    • 3 replies
    • 6.8k views
    • 
    • MWeddell
    • June 30, 2014

40. Unused vacation pay--that's all

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

41. Unusual 401k Loan Issue

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

42. Unusual Coverage Testing and OEE employees

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

43. Unusual Number of 2007 Late Notices

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

44. Unusual question about recouping a forfeiture

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

45. 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

46. Update on 2020-2022 Plan Restatements

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

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

    By prototypical, February 5, 2018
    • 13 replies
    • 2.9k views
    • 
    • Luke Bailey
    • February 8, 2018

48. Updating documents since 1997

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

49. Updating Solo 401(k)s for GUST

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

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

    By fidu, December 24, 2001
    • 11 replies
    • 7.2k views
    • 
    • Guest
    • January 3, 2002