401(k) Plans

19,318 topics in this forum

1. USERRA - Company Contributions

   By Guest Tdavid, September 13, 2011
   • 6 replies
   • 3k views
   • 
   • GMK
   • September 16, 2011

2. USERRA - Eligibility Service

   By M_2015, April 17, 2024
   • 3 replies
   • 758 views
   • 
   • Paul I
   • April 17, 2024

3. USERRA - Make-up Contributions

   By 401(k)athryn, July 29, 2019
   • 1 reply
   • 917 views
   • 
   • Bri
   • July 30, 2019

4. USERRA ?

   By Guest fcdeacy, September 26, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 26, 2006

5. USERRA & company contribs

   By Brian Gallagher, November 1, 2002
   • 6 replies
   • 2k views
   • 
   • Guest
   • May 4, 2004

6. USERRA Amendment

   By Guest ooota, February 5, 2003
   • 1 reply
   • 1.3k views
   • 
   • KJohnson
   • February 5, 2003

7. USERRA and 401(k)

   By Guest DAL, August 19, 2003
   • 1 reply
   • 2k views
   • 
   • ccassetty
   • August 19, 2003

8. USERRA and Layoff

   By Guest mmc, August 13, 2004
   • 1 reply
   • 1.3k views
   • 
   • ccassetty
   • August 13, 2004

9. USERRA and make up deferrals

   By 30Rock, October 13, 2014
   • 0 replies
   • 1.3k views
   • 
   • 30Rock
   • October 13, 2014

10. USERRA and make-up deferrals

    By Guest karhu, February 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • February 8, 2002

11. USERRA Make-up Contributions

    By Guest jdw, April 11, 2003
    • 1 reply
    • 2k views
    • 
    • ccassetty
    • April 14, 2003

12. USERRA make-up contributions

    By ccassetty, November 8, 2001
    • 0 replies
    • 1.6k views
    • 
    • ccassetty
    • November 8, 2001

13. USERRA Two weeks training without pay

    By Guest mmc, May 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 4, 2004

14. USERRA, HEART Act, Make-Up Contributions, Military Differential

    By Guest BWNWE, March 28, 2012
    • 2 replies
    • 7.1k views
    • 
    • 00hskrgrl
    • June 22, 2012

15. USERRA: Compensation used to determine HCE status

    By Guest IU1994, November 10, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 10, 2004

16. Uses of forfeiture account

    By Guest newport, November 9, 2010
    • 5 replies
    • 1.9k views
    • 
    • BG5150
    • November 9, 2010

17. Using 'Hardship' criteria as Plan Loan criteria (?)

    By ERISAatty, April 3, 2009
    • 3 replies
    • 1.1k views
    • 
    • ERISAatty
    • April 3, 2009

18. Using 2021 Forms 1096 with 2022 Forms 1099-R

    By AJC, February 16, 2023
    • 3 replies
    • 459 views
    • 
    • Kristina Kan
    • February 17, 2023

19. using 3% for missed deferral opportunity in a Safe Harbor Plan

    By Jim Chad, November 9, 2017
    • 3 replies
    • 1.5k views
    • 
    • Mr Bagwell
    • November 9, 2017

20. Using 3% NHCE ADP for first year of plan

    By maverick, June 16, 2003
    • 1 reply
    • 1.6k views
    • 
    • alanm
    • June 17, 2003

21. Using a "uniform" earnings calculation for excess contributi

    By Guest Maureen, December 13, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 13, 1999

22. Using a 401(k) Plan to Finance Franchise Business

    By 401 Chaos, April 14, 2008
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • April 14, 2008

23. Using catch-up in ADP testing of terminated HCE?

    By Flyboyjohn, June 9, 2015
    • 15 replies
    • 1.9k views
    • 
    • Mike Preston
    • June 10, 2015

24. Using compensation only while participant for 3% safe harbor QNEC?

    By Guest GMedley, February 21, 2001
    • 7 replies
    • 3.8k views
    • 
    • R. Butler
    • February 23, 2001

25. Using COVID dist to pay off loan

    By ratherbereading, November 19, 2020
    • 5 replies
    • 739 views
    • 
    • Gilmore
    • November 20, 2020

26. Using Different Comp numbers for Deferral and Match

    By MWeddell, February 25, 2000
    • 2 replies
    • 1.5k views
    • 
    • Alf
    • February 25, 2000

27. Using DOL Online Calculator Without VFCP Application?

    By Guest hybrid2148, March 9, 2012
    • 6 replies
    • 9.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 29, 2012

28. Using elective contributions to pass ACP test under prior year testing

    By Guest GBMcGrath, March 5, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2001

29. Using Forfeiture Account

    By khn, April 29, 2014
    • 10 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2014

30. Using forfeitures as QNECs

    By Kirk Maldonado, June 19, 2003
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 20, 2003

31. Using forfeitures for safe harbor match

    By djhpro, January 20, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 20, 2017

32. Using forfeitures to help fund safe harbor contribution

    By Pammie57, April 5, 2021
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • April 6, 2021

33. Using forfeitures to pay earnings

    By 30Rock, April 1, 2014
    • 15 replies
    • 9.7k views
    • 
    • jpod
    • September 29, 2016

34. using integrated formula instead of cross testing

    By Pixie, July 28, 2017   

    • cross testing
    • new comparability
    • 6 replies
    • 2.1k views
    • 
    • CuseFan
    • July 31, 2017

35. Using match forfeitures for QNC

    By Guest Ella, July 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2001

36. Using Matching Contributions in ADP Test

    By Guest lizano, October 22, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 22, 2010

37. Using multiple matching contribution formulae in a control group

    By Guest jvanheyde, December 9, 2005
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • December 11, 2005

38. Using my IRA and I'm 26?

    By Guest doctorhathaway, February 15, 2005
    • 3 replies
    • 1.1k views
    • 
    • MGB
    • February 15, 2005

39. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos, November 19, 2018
    • 7 replies
    • 3.8k views
    • 
    • CJ Allen
    • November 20, 2018

40. Using other financial resources before taking a hardship withdrawal

    By Guest Bud, July 31, 2002
    • 11 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • July 31, 2002

41. Using PenChecks to Dep. Er Contribs

    By austin3515, February 14, 2011
    • 0 replies
    • 863 views
    • 
    • austin3515
    • February 14, 2011

42. Using permitted disparity in a Safe Harbor 401(k) Plan

    By katieinny, September 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • September 10, 2002

43. Using plan assets to pay consulting fees

    By Guest April Smith, February 28, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2005

44. Using Plan Assets to Pay Fees

    By Guest jefe96, March 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • jquazza
    • March 8, 2006

45. USING PRIOR YEAR ADP TESTING METHOD WHEN THIS IS ACTUALLY 2ND YEAR OF

    By Guest pdall, March 1, 1999
    • 3 replies
    • 2k views
    • 
    • Dan
    • March 2, 1999

46. Using Prior Year NHCE ADP

    By Guest Jason Wioskowski, December 7, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

47. Using Prior Year testing in First Plan Year

    By Guest JeffRed, November 18, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 18, 2010

48. Using SS Retirement Age as Testing Age

    By austin3515, January 27, 2017
    • 7 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 20, 2018

49. Using the otherwise excludable disaggregation method for ADP testing for the 2014 plan year

    By 30Rock, September 2, 2016
    • 9 replies
    • 2.2k views
    • 
    • BG5150
    • September 7, 2016

50. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2003