401(k) Plans

19,275 topics in this forum

1. Client using Prime + 0

   By austin3515, September 18, 2013
   • 1 reply
   • 832 views
   • 
   • Guest
   • September 18, 2013

2. Client wants 3% safe harbor minimum provided under a money purchase pl

   By jkharvey, November 30, 1999
   • 4 replies
   • 1.7k views
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   • jkharvey
   • December 3, 1999

3. Client wants to exclude EE from Safe Harbor Match

   By Guest Mike Spickard, February 8, 2005
   • 3 replies
   • 1.9k views
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   • MWeddell
   • May 19, 2005

4. Client wants to make additional integrated non-elective contribution o

   By KateSmithPA, May 21, 2001
   • 2 replies
   • 1.8k views
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   • MWeddell
   • May 22, 2001

5. Client with more than 1 union plan ADP testing

   By Guest anne1, March 3, 2006
   • 0 replies
   • 1.3k views
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   • Guest
   • March 3, 2006

6. Client Withheld Too Much 401k

   By austin3515, June 5, 2020
   • 11 replies
   • 2.6k views
   • 
   • Larry Starr
   • June 10, 2020

7. Closed MEP and audit requirement?

   By justanotheradmin, September 6, 2023
   • 4 replies
   • 1.1k views
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   • Terry Power
   • September 8, 2023

8. Closed MEP Safe Harbor spinning off assets after 10/1

   By gdlfa, September 25, 2019
   • 5 replies
   • 1.6k views
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   • Larry Starr
   • September 27, 2019

9. closed mutual funds

   By k man, June 2, 2004
   • 14 replies
   • 2.2k views
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   • Guest
   • June 16, 2004

10. closely held organization

    By Guest MMorgan, October 6, 1998
    • 1 reply
    • 4.2k views
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    • Dawn Hafner
    • October 6, 1998

11. Closely held stock in 401(k) Plan Registration Requirements

    By Guest IRISH79, June 6, 2007
    • 1 reply
    • 1.6k views
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    • QDROphile
    • June 6, 2007

12. Closing DB Plan; Prohibited Transaction?

    By Guest halka, October 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2001

13. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.6k views
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    • actuarysmith
    • September 12, 2002

14. closing out 401k due to being disabled

    By Guest sailfish2, June 3, 2008
    • 5 replies
    • 19.3k views
    • 
    • Guest
    • June 5, 2008

15. Closure of Fidelity Low Priced Stock Fund

    By Guest PAL100759, July 27, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • August 2, 2004

16. CO switches PEO -- how should we handle the 401K transfer?

    By Guest srflad, July 3, 2002
    • 1 reply
    • 2.7k views
    • 
    • alanm
    • July 12, 2002

17. Co-Fiduciary or Fiduciary Role - is There a Writing Requirement?

    By Guest davsun, January 7, 2009
    • 5 replies
    • 3.2k views
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    • Guest
    • January 8, 2009

18. Co-mingling before-tax money with after-tax money in a conduit IRA.

    By Guest T Cahoon, March 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • IRC401
    • March 22, 2000

19. co-testing for 401(k) and SEP-IRA

    By Guest Barbara Roper, December 10, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 2002

20. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 7, 2008

21. CODA amendment

    By Guest jim williams, March 15, 2005
    • 0 replies
    • 1k views
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    • Guest
    • March 15, 2005

22. CODA definition

    By Guest cfspr, May 10, 2002
    • 3 replies
    • 5.2k views
    • 
    • Guest
    • May 10, 2002

23. CODA situation ?

    By AnnCK, June 7, 2023
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • June 9, 2023

24. CODE 4 ON THE 1099-R

    By SHARON M., March 24, 2021
    • 1 reply
    • 377 views
    • 
    • C. B. Zeller
    • March 24, 2021

25. Code 791

    By Guest LJWhite, November 16, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 16, 2001

26. Code C - box 12 W-2

    By thepensionmaven, June 27, 2022
    • 4 replies
    • 796 views
    • 
    • thepensionmaven
    • June 29, 2022

27. Code Sec 404(a)(3) Deduction Limit - Can you count Comp of a Participa

    By Guest David Danziger, February 16, 1999
    • 6 replies
    • 2.8k views
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    • PLAN MAN
    • February 18, 1999

28. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.5k views
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    • R. Butler
    • June 11, 2003

29. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 0 replies
    • 930 views
    • 
    • Gary Lesser
    • October 20, 2008

30. COLI Fraud

    By Guest kkirk, October 6, 1998
    • 0 replies
    • 4.5k views
    • 
    • Guest
    • October 6, 1998

31. Collateralized Security in 401k

    By goldtpa, April 21, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • April 21, 2015

32. Collective Bargained 401(k) Plan

    By Guest Thornton, August 5, 2002
    • 4 replies
    • 1.5k views
    • 
    • KJohnson
    • August 5, 2002

33. Collective Bargained Employees

    By Guest Twinky, November 6, 2007
    • 2 replies
    • 999 views
    • 
    • Guest
    • November 6, 2007

34. Collective Bargained Plan and ADP refund

    By buckaroo, August 9, 2016
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • August 11, 2016

35. Collective bargaining

    By Guest jetfaninmn, January 8, 2007
    • 6 replies
    • 2.2k views
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    • Guest
    • January 8, 2007

36. Collective bargaining agreement (CBA) formula and pre-approved plan document

    By 30Rock, April 23, 2024
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 23, 2024

37. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 10.7k views
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    • AFFIS
    • March 22, 2020

38. collective trusts

    By fidu, May 29, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2002

39. Collectively Bargained Employees

    By Guest Giovanni, February 24, 2003
    • 1 reply
    • 1.3k views
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    • QDROphile
    • February 25, 2003

40. Collectively Bargained Employees and plan features

    By buckaroo, October 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 22, 2007

41. Collectively bargained employees in 401(k) plan

    By jlea, April 21, 2008
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • April 21, 2008

42. Collectively Bargained Employees in Non-Union Prototype Plan

    By Guest andmik, April 4, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 4, 2007

43. Collectively bargained owner?

    By MoShawn, September 30, 2008
    • 1 reply
    • 944 views
    • 
    • ERISAnut
    • September 30, 2008

44. Collectively Bargained Plans

    By Guest AJR, November 11, 2005
    • 1 reply
    • 3.1k views
    • 
    • Kirk Maldonado
    • November 11, 2005

45. College Tuition & Hardship

    By Guest SWH, January 20, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2010

46. College Tuition 401k Hardship Withdrawal Question

    By College Run, May 1, 2019
    • 2 replies
    • 2.8k views
    • 
    • Pam Shoup
    • May 1, 2019

47. Combination 401k refund & qnec

    By Becky Schwing, May 1, 2020
    • 1 reply
    • 604 views
    • 
    • Mr Bagwell
    • May 1, 2020

48. Combination DB & DC Plans

    By Guest Gee Bee Fran, February 27, 2007
    • 1 reply
    • 947 views
    • 
    • John Feldt ERPA CPC QPA
    • February 27, 2007

49. Combine plans for coverage

    By Jim Chad, August 9, 2018
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • August 10, 2018

50. combined 401K contribution limits

    By CG1, June 29, 2017
    • 4 replies
    • 638 views
    • 
    • CG1
    • June 30, 2017