401(k) Plans

19,319 topics in this forum

1. 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

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

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

3. URGENT! New Safe Harbor Plan Establishment Deadline

   By Guest bariww, September 30, 2008
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • September 30, 2008

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

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

5. US Citizen Working Overseas

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

6. US & Puerto Rico plans

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

7. US Based Employer With Employees In PR

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

8. US Citizen employee of foreign company based overseas

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

9. us citizen working for foreign subsidiary

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

10. US Citizens Working Abroad

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

11. US Citizens Working in Canada

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

12. US Company with Canadian Subsidiary

    By 401kSteve, June 20, 2025
    • 1 reply
    • 732 views
    • 
    • CuseFan
    • June 20, 2025

13. US Company with Puerto Rican employee

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

14. US plan with one Puerto Rico resident

    By K2retire, November 12, 2012
    • 6 replies
    • 10.9k views
    • 
    • k man
    • October 7, 2013

15. US Virgin Islands

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

16. US Virgin Islands

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

17. 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

18. US Wages Paid for Ee Working in foreign country

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

19. Usa Patriot Act & Pensions

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

20. USA Patriot Act vs. Graham Leach Bliley

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

21. USA Today Article

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

22. Usage of participation agreements

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

23. Use Match for TH?

    By David, April 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 16, 2015

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

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

25. Use of an independent fiduciary advisor

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

26. use of different safe harbors

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

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

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

28. Use of Erroneous Contribution

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

29. Use of Excess Revenue

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

30. Use of Excess Revenue to Pay Expenses

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

31. 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

32. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert, December 8, 2017   

    • discretionary
    • forfeiture
    • 5 replies
    • 1.6k views
    • 
    • FORMER ESQ.
    • January 16, 2021

33. Use of Forfeitures

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

34. 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
    • 2.8k views
    • 
    • duckthing
    • September 27, 2017

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

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

36. use of QMAC and QNEC

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

37. use of the "maybe" notice still permitted

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

38. use of the catch up contribution

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

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

    By swam, November 17, 2025   

    • 401k
    • qnec
    • (and 1 more)

      Tagged with:

      • 401k
      • qnec
      • top heavy
    • 0 replies
    • 261 views
    • 
    • swam
    • November 17, 2025

40. 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

41. Used wrong ADP Testing Period

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

42. User Fee and Tax Credit

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

43. User fee applies or not?

    By BG5150, April 15, 2010
    • 1 reply
    • 800 views
    • 
    • Belgarath
    • April 15, 2010

44. User Fees for Determination Letter

    By billfgrady, July 16, 2003
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2003

45. USERRA

    By pookah, December 4, 2014   

    • userra
    • testing
    • (and 1 more)

      Tagged with:

      • userra
      • testing
      • contribitions
    • 6 replies
    • 2.6k views
    • 
    • chc93
    • December 8, 2014

46. USERRA

    By Nassau, December 5, 2011
    • 0 replies
    • 892 views
    • 
    • Nassau
    • December 5, 2011

47. USERRA

    By Nassau, October 31, 2012
    • 3 replies
    • 2.1k views
    • 
    • GMK
    • October 31, 2012

48. USERRA

    By Guest djn, August 30, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2007

49. USERRA

    By Nassau, May 29, 2013   

    • Profit Sharing Contributions
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • May 29, 2013

50. USERRA

    By Guest sritts, October 31, 2006
    • 6 replies
    • 1.8k views
    • 
    • PLAN MAN
    • November 1, 2006