401(k) Plans

19,275 topics in this forum

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

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

2. Using plan assets to pay consulting fees

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

3. Using Plan Assets to Pay Fees

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

4. 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

5. Using Prior Year NHCE ADP

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

6. Using Prior Year testing in First Plan Year

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

7. Using SS Retirement Age as Testing Age

   By austin3515, January 27, 2017
   • 7 replies
   • 1.2k views
   • 
   • Tom Poje
   • February 20, 2018

8. 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

9. USSERA Tax Reporting

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

10. Vacation Pay as DC Contribution

    By Guest blackacre, April 29, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2003

11. Vacation pay contributed to k instead of lost

    By Erik Read, March 30, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 30, 2006

12. Vacation pay deferral

    By Guest BJGrenier, September 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 15, 1999

13. Vacation Time A taxable fringe??

    By austin3515, June 28, 2016
    • 17 replies
    • 4.2k views
    • 
    • Belgarath
    • January 15

14. Valid Document or Not

    By cpc0506, November 5, 2012
    • 1 reply
    • 795 views
    • 
    • MoJo
    • November 5, 2012

15. valid exclusion

    By k man, August 27, 2004
    • 7 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 27, 2004

16. Valid signature & elections on second distribution

    By Guest Phil L, November 7, 2000
    • 3 replies
    • 2.1k views
    • 
    • KJohnson
    • November 7, 2000

17. Valuation & Distribution Timing

    By Dazednconfused, May 25, 2010
    • 2 replies
    • 1.1k views
    • 
    • cpc0506
    • May 26, 2010

18. Valuation at Distribution

    By Guest LLandau, January 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • January 4, 2003

19. Valuation Date for 401(k) Plan

    By 401(k)athryn, February 3, 2021
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • February 4, 2021

20. Valuation Date for Stock Contributions

    By Jon Chambers, April 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 21, 1999

21. Valuing Real Property in 401k

    By Guest halka, September 9, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 9, 1999

22. Vanguard dragging their feet

    By Jeanie, April 3, 2018
    • 17 replies
    • 4.8k views
    • 
    • card
    • April 25, 2018

23. Vanguard frequent-trading policy on pooled 401(k)'s

    By Guest jsample, June 15, 2007
    • 2 replies
    • 2.7k views
    • 
    • ombskid
    • June 27, 2007

24. Vanguard Individual 401 K Roth contributions

    By Guest Capt. Mike, July 2, 2011
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • July 11, 2011

25. vanilla 401(k) and each person in their own class

    By Jim Chad, May 14, 2008
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • May 15, 2008

26. Variable Annuity Inside a 401K Plan

    By Guest mwalsh17, December 14, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 16, 1999

27. Varying levels of match based on classification groups?

    By TPAnnie, October 17, 2014
    • 1 reply
    • 918 views
    • 
    • Lou S.
    • October 17, 2014

28. VCFP vs. self correction

    By Guest CRM, May 28, 2009
    • 2 replies
    • 5.8k views
    • 
    • Guest
    • May 28, 2009

29. VCP

    By Guest cconnell, July 16, 2007
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 17, 2007

30. VCP - filing question

    By PFranckowiak, September 9, 2011
    • 0 replies
    • 1.1k views
    • 
    • PFranckowiak
    • September 9, 2011

31. VCP - participant culpability?

    By 401(j), July 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • jpod
    • July 2, 2013

32. VCP - plan never adopted

    By Guest sfatty, June 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • Ron Snyder
    • June 23, 2006

33. VCP alternative(s) to Appendix A or B corrections for ADP/ACP failures

    By Belgarath, October 20, 2015
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 21, 2015

34. VCP Filing

    By 52626, January 27, 2014
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • January 27, 2014

35. VCP for Missed PPA Restatement

    By austin3515, May 17, 2017
    • 2 replies
    • 891 views
    • 
    • BG5150
    • May 18, 2017

36. VCP sample participant communication

    By Guest cody, April 13, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 13, 2005

37. VCP Submission Timing

    By Stash026, July 9, 2019
    • 6 replies
    • 1.7k views
    • 
    • Centerstage
    • July 17, 2019

38. VCP with SEP and SIMPLE 401(k) Errors

    By lakesandtrees, August 1, 2024   

    • simple 401k
    • epcrs
    • (and 1 more)

      Tagged with:

      • simple 401k
      • epcrs
      • vcp
    • 5 replies
    • 625 views
    • 
    • lakesandtrees
    • August 5, 2024

39. VCR v. APRSC

    By Guest BTCISP1969, October 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 5, 2000

40. Veba

    By fidu, June 13, 2002
    • 4 replies
    • 1.6k views
    • 
    • fidu
    • June 13, 2002

41. VEBA 501c9

    By fidu, June 27, 2002
    • 7 replies
    • 4.7k views
    • 
    • Ron Snyder
    • July 12, 2002

42. verbage on Hardship distribution forms about restarting deferrals

    By Jim Chad, November 9, 2016
    • 1 reply
    • 622 views
    • 
    • TPAJake
    • November 14, 2016

43. very late deposit and DOL audit

    By Jim Chad, November 9, 2009
    • 12 replies
    • 1.8k views
    • 
    • BG5150
    • November 10, 2009

44. VERY late Profit Sharing Contribution

    By Guest AdminFL, March 8, 2002
    • 9 replies
    • 4.7k views
    • 
    • Guest
    • March 9, 2002

45. Very quick question regarding vesting and terminated participants and NRA?

    By Lori H, October 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 22, 2012

46. Very wealthy doctor

    By rblum50, March 18, 2022
    • 7 replies
    • 870 views
    • 
    • Nate S
    • March 22, 2022

47. Vest a source that wasn't allowed? Updating vesting

    By 401king, September 16, 2013
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 17, 2013

48. Vest Top Heavy Contribution Separately from Profit Sharing Contribution?

    By JWRB, June 7, 2017
    • 5 replies
    • 1.2k views
    • 
    • JWRB
    • June 12, 2017

49. Vested Amount of 401k meaning

    By dbm, October 24, 2019
    • 5 replies
    • 6.9k views
    • 
    • Larry Starr
    • October 24, 2019

50. Vested ownership? What counts for HCE determ?

    By jmartin, January 17, 2014
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • January 17, 2014