401(k) Plans

19,321 topics in this forum

1. EACA mid-year percentage change

   By Belgarath, March 20, 2014
   • 1 reply
   • 2.2k views
   • 
   • BG5150
   • March 20, 2014

2. EACA Notice Requirement for Mid-Year Lookback

   By Gruegen, April 11, 2018
   • 1 reply
   • 987 views
   • 
   • BG5150
   • April 11, 2018

3. EACA permissible withdrawal in a blackout period

   By Kimberly S, March 11, 2008
   • 2 replies
   • 1.6k views
   • 
   • DTH
   • March 20, 2008

4. EACA Permissible Withdrawals

   By BeccaERISA, June 16, 2009
   • 1 reply
   • 1.9k views
   • 
   • Kevin C
   • June 19, 2009

5. EACA Plan - changing Default Percentage after 1/1/

   By 52626, December 8, 2016
   • 2 replies
   • 2.2k views
   • 
   • K2retire
   • December 12, 2016

6. EACA related

   By Jakyasar, April 4, 2024
   • 2 replies
   • 430 views
   • 
   • Jakyasar
   • April 4, 2024

7. EACA Tax credit from SECURE

   By justanotheradmin, February 21, 2020
   • 0 replies
   • 487 views
   • 
   • justanotheradmin
   • February 21, 2020

8. EACA to QACA

   By PMC, November 5, 2008
   • 2 replies
   • 1.4k views
   • 
   • K2retire
   • November 6, 2008

9. EACA with Auto Escalation - Notice Requirements

   By ERISAAPPLE, September 6, 2018
   • 1 reply
   • 705 views
   • 
   • ERISAAPPLE
   • September 7, 2018

10. EACA with Automatic Escalator

    By ErisaGooroo, July 5, 2018   

    • covered employee
    • eaca
    • (and 1 more)

      Tagged with:

      • covered employee
      • eaca
      • uniformity
    • 7 replies
    • 2.5k views
    • 
    • pmacduff
    • April 23, 2019

11. EACA: Where to start auto-deferrals after rehire

    By BG5150, June 11, 2019
    • 3 replies
    • 3.3k views
    • 
    • Kevin C
    • June 12, 2019

12. EACA/ACA Plans

    By kevind2010, October 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • kevind2010
    • October 6, 2011

13. EACA/QACA

    By msmith, December 12, 2008
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 15, 2008

14. EACAs

    By zimbo, June 5, 2008
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 25, 2008

15. Each in Own Group

    By austin3515, March 1, 2016
    • 5 replies
    • 948 views
    • 
    • austin3515
    • March 1, 2016

16. Each in Own Group - Integrated

    By austin3515, March 27, 2012
    • 5 replies
    • 998 views
    • 
    • austin3515
    • March 27, 2012

17. Each in own group / No Allocation Conditions

    By austin3515, February 1, 2023
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • February 2, 2023

18. EAch person in won group Is permitted disparity possible?

    By Jim Chad, March 5, 2009
    • 10 replies
    • 1.4k views
    • 
    • austin3515
    • March 9, 2009

19. EAPs and 401(k)s

    By Guest qualified plan, September 22, 2004
    • 10 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2004

20. Early 401(k) Participation - Top Heavy Minimum Required?

    By Guest jvanheyde, November 14, 2002
    • 7 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 15, 2002

21. Early 90's Participant

    By austin3515, February 23, 2016
    • 43 replies
    • 3.8k views
    • 
    • MoJo
    • February 26, 2016

22. Early deposits of employee deferrals

    By DLavigne, February 2, 2016
    • 2 replies
    • 799 views
    • 
    • Doghouse
    • February 2, 2016

23. Early distribution from qualified employer plan to fund first time hom

    By Guest Vic Olson, April 6, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • April 7, 1999

24. Early Eligibility for Full-Time, 1 Year for Part-time

    By rocknrolls2, August 26, 1999
    • 5 replies
    • 2k views
    • 
    • rocknrolls2
    • August 27, 1999

25. Early Eligibility for Safe Harbor Testing

    By smm, May 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • May 16, 2003

26. Early Entry

    By Inquiring Mind, January 17, 2023
    • 3 replies
    • 706 views
    • 
    • Bri
    • January 20, 2023

27. Early Entry - Early Eligibility 401(k) Plan

    By KTB, May 9, 2017
    • 13 replies
    • 1.4k views
    • 
    • Belgarath
    • June 2, 2017

28. Early Entry Deferrals/1 yr wait for match

    By Guest Effie Clark, February 28, 2000
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • March 16, 2017

29. early entry in plan

    By cpc0506, June 18, 2010
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • June 21, 2010

30. Early entry of soon-to-be HCE

    By Flyboyjohn, February 7, 2018
    • 23 replies
    • 3.8k views
    • 
    • Larry Starr
    • February 13, 2018

31. Early Inclusion Error - How to Proceed

    By Confused55, January 11, 2017
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 11, 2017

32. Early inclusion in the plan

    By JPIngold, September 17, 2019
    • 11 replies
    • 2.3k views
    • 
    • JPIngold
    • September 23, 2019

33. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11, March 19, 2024
    • 1 reply
    • 802 views
    • 
    • Lou S.
    • March 19, 2024

34. Early Inclusion of Otherwise Eligible Failure

    By Madison71, December 5, 2017
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • December 6, 2017

35. Early participation

    By Belgarath, April 4, 2017
    • 2 replies
    • 639 views
    • 
    • Belgarath
    • April 4, 2017

36. Early Participation and Otherwise Excludable

    By Guest LLHarlow, August 14, 2014   

    • ADP Test Exclusions
    • 5 replies
    • 3.7k views
    • 
    • MWeddell
    • August 15, 2014

37. Early Participation Rule

    By Guest Ashley, November 12, 2003
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • November 13, 2003

38. Early Retirement

    By kocak, September 11, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 1999

39. Early Retirement Age

    By baileybear, August 15, 2023
    • 1 reply
    • 482 views
    • 
    • CuseFan
    • August 16, 2023

40. early retirement and in-service withdrawals

    By Brian Gallagher, March 25, 2003
    • 3 replies
    • 1.3k views
    • 
    • MWeddell
    • March 26, 2003

41. Early Retirement and Vesting Provisions

    By KayC, August 1, 2023
    • 7 replies
    • 1.8k views
    • 
    • acm_acm
    • August 2, 2023

42. Early Retirement Feature and anti-cut back

    By cpc0506, October 24, 2014
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • October 24, 2014

43. Early Retirement in DC Plan

    By Guest new2this, May 23, 2009
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • August 17, 2009

44. Early Withdrawal After Tax Credit

    By Guest jjc418, May 18, 2006
    • 1 reply
    • 1k views
    • 
    • ERISAnut
    • May 19, 2006

45. Early withdrawal penalty on earnings attributable to after-tax contrib

    By Guest Pat Metallic, May 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • May 1, 2001

46. Earned Income

    By austin3515, August 16, 2010
    • 4 replies
    • 1.2k views
    • 
    • Calavera
    • August 17, 2010

47. Earned income

    By Guest babs51, November 5, 2009
    • 9 replies
    • 2.3k views
    • 
    • austin3515
    • November 10, 2009

48. Earned Income

    By Guest Rutager, February 28, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 28, 2007

49. Earned Income & Additional Medicare Tax

    By Nate X, April 1, 2014   

    • earned income
    • medicare tax
    • (and 1 more)

      Tagged with:

      • earned income
      • medicare tax
      • partnership
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • April 1, 2014

50. Earned Income & Forfeitures

    By austin3515, March 23, 2006
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • March 24, 2006