401(k) Plans

19,320 topics in this forum

1. Bottom Up QNECS

   By Guest Jeff Kropp, May 15, 2000
   • 1 reply
   • 1.9k views
   • 
   • Richard Anderson
   • June 3, 2000

2. Bottom-up QNEC

   By Guest PAL100759, August 28, 2001
   • 3 replies
   • 1.6k views
   • 
   • MWeddell
   • August 30, 2001

3. Bottom-Up QNEC for a restructured plan?

   By Guest Denise Clark, February 15, 2001
   • 1 reply
   • 1.5k views
   • 
   • Bob R
   • February 16, 2001

4. Bottom-up QNEC's & IRS Warning on Discriminatory Practices

   By Gruegen, November 22, 2004
   • 2 replies
   • 1.7k views
   • 
   • MWeddell
   • November 23, 2004

5. Bottoms Up QNEC

   By Jilliandiz, December 19, 2005
   • 5 replies
   • 1.9k views
   • 
   • Archimage
   • December 19, 2005

6. Boxer/Corzine Bill: What effect will it have on your plans?

   By Guest panzermanpanzerman, January 15, 2002
   • 21 replies
   • 2.8k views
   • 
   • Bill Berke
   • January 25, 2002

7. BR&F - Match formula based on YOS

   By austin3515, February 8, 2015
   • 16 replies
   • 1.8k views
   • 
   • Tom Poje
   • February 10, 2015

8. Brain cramp - controlled group, mandatory aggregation

   By Belgarath, February 21, 2014
   • 7 replies
   • 2.9k views
   • 
   • Kevin C
   • February 25, 2014

9. Brain cramp - non statutory excluded class and ADP

   By mwyatt, June 16, 2004
   • 6 replies
   • 2.1k views
   • 
   • Tom Poje
   • June 17, 2004

10. Brain fart - Catch-ups

    By No Name, October 26, 2005
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • October 27, 2005

11. Brain Teaser

    By M R Bernardin, April 23, 1999
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 1999

12. break in service

    By k man, July 25, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 26, 2001

13. Break in Service - Rehire

    By TH 401k, November 18, 2025
    • 0 replies
    • 4.6k views
    • 
    • TH 401k
    • November 18, 2025

14. break in service and merger

    By Guest re4701, March 4, 2014   

    • break service merger predec
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 5, 2014

15. Break in Service Rule

    By Guest TPA Guy, March 15, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2012

16. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 1.4k views
    • 
    • PFranckowiak
    • February 6, 2020

17. Break In Service Rules

    By Guest PBJ, April 12, 2008
    • 6 replies
    • 5.3k views
    • 
    • PLAN MAN
    • April 14, 2008

18. Break in Service Vesting

    By Guest ghenson08, July 25, 2013
    • 5 replies
    • 2.4k views
    • 
    • masteff
    • July 26, 2013

19. Break-In Service & Plan Re-entry

    By Danny CPA, February 16, 2011
    • 0 replies
    • 850 views
    • 
    • Danny CPA
    • February 16, 2011

20. Break-in-Service & Eligibility

    By metsfan026, August 17, 2023
    • 3 replies
    • 690 views
    • 
    • CuseFan
    • August 18, 2023

21. Breaking away from a PEO MEP

    By Chipwood 24, October 7, 2020
    • 1 reply
    • 582 views
    • 
    • Alonzo Church
    • October 8, 2020

22. breakpoint discount refund-mutual funds

    By Guest scompliance, June 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 21, 2004

23. Breaks in service while still employed

    By Loves401(k), February 20, 2018
    • 7 replies
    • 1.6k views
    • 
    • CJ Allen
    • February 22, 2018

24. BRF

    By justatester, November 1, 2011
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • November 2, 2011

25. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.3k views
    • 
    • Gilmore
    • January 20, 2016

26. BRF - multiple vesting schedules

    By jaemmons, November 16, 2004
    • 7 replies
    • 2.8k views
    • 
    • jaemmons
    • November 18, 2004

27. BRF & Brokerage Window

    By RTK, June 19, 2002
    • 3 replies
    • 2.5k views
    • 
    • RTK
    • June 20, 2002

28. BRF & Control group

    By Guest padmin, July 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 14, 2006

29. BRF correction?

    By Tinman, July 29, 2013
    • 2 replies
    • 1k views
    • 
    • Tinman
    • August 6, 2013

30. BRF on Match Formula

    By austin3515, January 27, 2017
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • January 30, 2017

31. BRF test for merged plan

    By Guest SHC, April 4, 2007
    • 1 reply
    • 1.5k views
    • 
    • rlb64
    • April 6, 2007

32. BRF Testing

    By justatester, October 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 11, 2011

33. BRF Testing

    By justatester, July 22, 2009
    • 7 replies
    • 2.4k views
    • 
    • Jim Chad
    • July 28, 2009

34. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 3 replies
    • 954 views
    • 
    • Blinky the 3-eyed Fish
    • July 23, 2009

35. BRF testing

    By Belgarath, September 19, 2018
    • 7 replies
    • 3.1k views
    • 
    • RatherBeGolfing
    • September 26, 2018

36. BRF Testing

    By justatester, December 18, 2009
    • 5 replies
    • 3k views
    • 
    • MWeddell
    • December 18, 2009

37. BRF Testing

    By Guest justatester2, July 8, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 24, 2009

38. BRF Testing

    By justatester, October 12, 2016   

    • Multiple Matches
    • 4 replies
    • 917 views
    • 
    • Doghouse
    • October 12, 2016

39. BRF testing and vesting

    By 30Rock, May 5, 2010
    • 0 replies
    • 916 views
    • 
    • 30Rock
    • May 5, 2010

40. BRF Testing for this Match formula

    By 30Rock, June 23, 2011
    • 11 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • May 25, 2023

41. BRF testing for vesting

    By 30Rock, February 6, 2018
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 8, 2018

42. BRF testing when a Merger Happens

    By justatester, May 9, 2013
    • 0 replies
    • 1k views
    • 
    • justatester
    • May 9, 2013

43. BRFs

    By Guest qualified plan, January 14, 2002
    • 11 replies
    • 3.8k views
    • 
    • Belgarath
    • October 8, 2003

44. Brighthouse Financial

    By austin3515, August 23, 2018
    • 2 replies
    • 679 views
    • 
    • Larry Starr
    • August 23, 2018

45. BrightScope

    By Guest caseyb, May 13, 2009
    • 1 reply
    • 943 views
    • 
    • Fredman
    • May 15, 2009

46. BRO-SIS CONTROLLED GROUP(3 companies 1 401(k))issues for new company and existing

    By Lori H, May 6, 2004
    • 1 reply
    • 1.5k views
    • 
    • Lori H
    • May 7, 2004

47. Broker - Dealers

    By Guest scuba80, July 1, 2014
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • July 1, 2014

48. Broker Fees

    By Just Me, June 29, 2006
    • 6 replies
    • 2k views
    • 
    • Just Me
    • July 3, 2006

49. Broker Fees

    By Zoey, November 23, 2010
    • 4 replies
    • 1.2k views
    • 
    • Zoey
    • December 1, 2010

50. Broker v. TPA

    By Guest Quacka, January 6, 2009
    • 3 replies
    • 3.3k views
    • 
    • K2retire
    • January 7, 2009