401(k) Plans

19,319 topics in this forum

1. American Co that has Canadian satalite office

   By doombuggy, October 20, 2010
   • 1 reply
   • 901 views
   • 
   • QDROphile
   • October 20, 2010

2. Amnending SH Plan AFTER SH Notice Distributed

   By austin3515, January 2, 2019
   • 12 replies
   • 788 views
   • 
   • shERPA
   • January 4, 2019

3. Amount available for hardship

   By Guest kac1214, May 29, 1999
   • 2 replies
   • 1.5k views
   • 
   • LCARUSI
   • May 30, 1999

4. Amount in board resolution

   By Zorro1k, December 11, 2015   

   • board resolution
   • discretionary
   • (and 1 more)

     Tagged with:

     • board resolution
     • discretionary
     • Profit Sharing
   • 14 replies
   • 4.3k views
   • 
   • Mike Preston
   • May 8, 2017

5. Amount of Corrective QNEC

   By CLE401kGuy, December 20, 2011
   • 0 replies
   • 1.4k views
   • 
   • CLE401kGuy
   • December 20, 2011

6. Amount of Excise Tax from failure of ADP test

   By Brian Gallagher, February 3, 2004
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • February 3, 2004

7. Amount of Match Reduced By Profit Sharing Contribution?

   By KJohnson, February 2, 2000
   • 8 replies
   • 1.7k views
   • 
   • MWeddell
   • February 7, 2000

8. amount of time ...

   By Guest hardluckkid, February 4, 2004
   • 3 replies
   • 1.2k views
   • 
   • mbozek
   • February 5, 2004

9. An after-tax 401(k) account.

   By joel, March 26, 2013
   • 2 replies
   • 1k views
   • 
   • joel
   • March 27, 2013

10. An employee cashes out of 401k, but never cashes his check -how does P

    By Guest sgriff, September 5, 2000
    • 2 replies
    • 2.5k views
    • 
    • Richard Anderson
    • September 5, 2000

11. An employer gave a safe-harbor notice in August 1999 with a 10/01/99 s

    By Guest, October 18, 1999
    • 7 replies
    • 1.5k views
    • 
    • KJohnson
    • October 20, 1999

12. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

    By Guest ROB VIDOVICH, October 12, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • October 13, 2004

13. An executive will be out of the office on an 18 month PAID leave of absence

    By katieinny, June 2, 2011
    • 2 replies
    • 1k views
    • 
    • katieinny
    • June 3, 2011

14. An integrated plan; top heavy; and 401(a)(4)

    By Guest SJPrince, August 19, 2000
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • August 21, 2000

15. An Oldie but Goodie: severance pay as a source of 401(k) deferrals

    By Guest erisafried, May 2, 2005
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • May 5, 2005

16. Announcement 2001-77

    By Guest Robin S. Vatalaro, July 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Bob R
    • July 7, 2001

17. Annual addition help

    By SteveH, August 4, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • August 4, 2006

18. annual addition limits

    By pmacduff, February 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • February 13, 2015

19. Annual Addition limits

    By ratherbereading, December 27, 2022
    • 1 reply
    • 691 views
    • 
    • Belgarath
    • December 27, 2022

20. Annual additions

    By imchipbrown, September 29, 2000
    • 2 replies
    • 1.8k views
    • 
    • imchipbrown
    • September 30, 2000

21. Annual additions

    By Guest bdm_7458, November 13, 2008
    • 12 replies
    • 2.6k views
    • 
    • austin3515
    • November 15, 2008

22. Annual Additions for an off cal. plan year

    By doombuggy, November 4, 2005
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • November 24, 2005

23. Annual Additions Limit considering Catch-up contributions

    By Guest ADMINREX, March 11, 2004
    • 5 replies
    • 3.3k views
    • 
    • MGB
    • March 12, 2004

24. Annual additions limit for non-calendar plan and 401(k) deferrals greater than the calendar year limit.

    By AJC, June 8, 2022
    • 2 replies
    • 440 views
    • 
    • Lou S.
    • June 8, 2022

25. Annual additions limit in 2002 under EGTRA

    By AndyH, June 5, 2001
    • 14 replies
    • 3.1k views
    • 
    • Earl
    • June 30, 2001

26. Annual additions with a SEP and 401(k)

    By Guest Tara Curran, August 1, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 2, 2002

27. Annual additions--1 ee & 2 ers

    By Guest m thom, October 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 18, 1999

28. Annual Additions--include dependent care account?

    By Guest Martha A. Hayner, May 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • May 2, 2001

29. Annual Compensation Limit and Deferrals

    By StevenM, December 23, 2015   

    • 401(a)(17)
    • 6 replies
    • 6.3k views
    • 
    • Kevin C
    • December 24, 2015

30. annual compensation limit in profit sharing formula

    By parks777, December 30, 2016
    • 15 replies
    • 2.2k views
    • 
    • parks777
    • January 5, 2017

31. Annual Compensation Limits

    By Guest cdickie, November 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2006

32. Annual Deferral Election

    By Guest Ken Krol, June 9, 2014
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 12, 2014

33. Annual Disclosure Notice to Participants

    By gregburst, July 10, 2012
    • 7 replies
    • 1.4k views
    • 
    • cpc0506
    • July 13, 2012

34. Annual Document Maintenance

    By Guest fender5150, July 21, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 23, 2007

35. Annual Match Calculation Excluding Comp Prior to When they first contributed

    By austin3515, February 14, 2024
    • 12 replies
    • 842 views
    • 
    • austin3515
    • February 15, 2024

36. Annual match true-up

    By buckaroo, January 16, 2008
    • 2 replies
    • 1.6k views
    • 
    • JanetM
    • January 17, 2008

37. Annual Notice for Auto Enrollees

    By Guest Jose Rosario, May 31, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 31, 2001

38. Annual notice for automatic enroolment

    By blue, October 5, 2006
    • 0 replies
    • 1.2k views
    • 
    • blue
    • October 5, 2006

39. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2004

40. Annual Notice Requirement for Spouse Only Plan

    By Sue, October 21, 2019
    • 2 replies
    • 485 views
    • 
    • Lou S.
    • October 22, 2019

41. Annual Percentage Rate (APR) in Cross Testing

    By Alex Daisy, December 29, 2007
    • 26 replies
    • 8k views
    • 
    • Mike Preston
    • January 15, 2008

42. Annual pooled account statements (when markets have changed)

    By TPApril, March 16, 2020
    • 16 replies
    • 2k views
    • 
    • Mike Preston
    • April 2, 2020

43. Annual QDIA Notice and 404c Compliance

    By khn, November 3, 2014
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • November 4, 2014

44. Annual Qslob testing requirements

    By Floridaattorney, December 23, 2013
    • 0 replies
    • 2.2k views
    • 
    • Floridaattorney
    • December 23, 2013

45. Annual Recordkeeping Fees

    By Nassau, April 3, 2013   

    • Splitting
    • Cost
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • April 3, 2013

46. Annual Required Participant Notice Question

    By khn, September 17, 2014
    • 1 reply
    • 848 views
    • 
    • GMK
    • September 17, 2014

47. Annual Retirement Plan Reivew

    By mlp0816, December 9, 2006
    • 0 replies
    • 927 views
    • 
    • mlp0816
    • December 9, 2006

48. Annual Safe Harbor Compensation Limit

    By coleboy, October 30, 2018
    • 4 replies
    • 747 views
    • 
    • Tom Poje
    • October 30, 2018

49. Annual True Up %

    By Guest Liosis, January 17, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2011

50. Annual vs. Pay Period calculation of match

    By austin3515, October 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 21, 2002