401(k) Plans

19,321 topics in this forum

1. Eligible for a contribution?

   By PFranckowiak, February 15, 2014
   • 5 replies
   • 1.4k views
   • 
   • ESOP Guy
   • February 17, 2014

2. Eligible for a Distriubtion

   By austin3515, June 28, 2011
   • 1 reply
   • 872 views
   • 
   • ETA Consulting LLC
   • June 28, 2011

3. Eligible for catch-ups?

   By Guest KMP, September 13, 2004
   • 3 replies
   • 1.3k views
   • 
   • Lori Friedman
   • September 13, 2004

4. Eligible for deferrals now, want to exclude in future

   By John Feldt ERPA CPC QPA, March 23, 2007
   • 19 replies
   • 4.1k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2007

5. Eligible for Distribution due to change in controlled group membership?

   By jmartin, November 12, 2012
   • 2 replies
   • 1.1k views
   • 
   • jmartin
   • November 13, 2012

6. Eligible for hardship distribution?

   By Jim Chad, June 28, 2012
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • June 30, 2012

7. Eligible for Loan?

   By Guest BJW, September 20, 2001
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • September 20, 2001

8. Eligible in 2 plans, defers max in both

   By John Feldt ERPA CPC QPA, November 19, 2008
   • 12 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • November 21, 2008

9. Eligible Investment Advice Arrangement

   By PLAN MAN, April 13, 2007
   • 2 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • May 16, 2007

10. Eligible Loan Rollover - new guidance

    By 52626, September 18, 2018
    • 1 reply
    • 586 views
    • 
    • C. B. Zeller
    • September 19, 2018

11. Eligible or Not?

    By Archimage, March 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 18, 2003

12. Eligible Participants in New Plan

    By DP, September 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • September 17, 2003

13. eligible rollover distribution

    By Rai401k, September 12, 2014
    • 1 reply
    • 969 views
    • 
    • John Feldt ERPA CPC QPA
    • September 12, 2014

14. Eligible rollover distribution

    By billfgrady, February 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 8, 2007

15. Eligible rollover distribution and rolling in to the same employer's p

    By Guest youngt, April 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2000

16. Eligible SelfEmployment Compensation for Profit Sharing Roth v Pretax

    By gdlfa, February 5, 2018
    • 5 replies
    • 1.2k views
    • 
    • gdlfa
    • February 9, 2018

17. Eligible to excluded class, loan payments

    By Guest sviola, November 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • MoJo
    • November 16, 2012

18. Eligible to Ineligible Category During Year - Safe Harbor

    By EBECatty, December 18, 2020
    • 2 replies
    • 814 views
    • 
    • EBECatty
    • December 18, 2020

19. Eligible to Non Eligible Class

    By Lori H, April 4, 2012
    • 10 replies
    • 3.6k views
    • 
    • ESOP Guy
    • August 23, 2013

20. eligible to noneligible status

    By pmacduff, June 30, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2011

21. Eligible Wages, Contribution/Compensation Limits and Plan Acquisition?

    By MD-Benefits Guy, August 2, 2024
    • 1 reply
    • 695 views
    • 
    • MD-Benefits Guy
    • August 3, 2024

22. Eligiblity

    By Guest Kimberly Hlavacek, November 12, 2001
    • 3 replies
    • 1.8k views
    • 
    • Bob R
    • November 13, 2001

23. Eligiblity of a Rehire

    By Lou81, August 23, 2023   

    • rehire
    • 6 replies
    • 1k views
    • 
    • Lou81
    • August 25, 2023

24. Eligiblity of a Rehire

    By Lou81, May 1, 2023   

    • rehire
    • 6 replies
    • 1.1k views
    • 
    • Lou81
    • May 1, 2023

25. eliminate a Money Purchase plan

    By FJR, August 2, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • August 28, 2001

26. Eliminate DB stuff from DC plan? I hope?

    By Guest SJPrince, September 29, 2000
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • September 29, 2000

27. Eliminate Loan Availability to Term Ppts Permitted?

    By cheersmate, June 21, 2019   

    • loans
    • loan availability
    • (and 2 more)

      Tagged with:

      • loans
      • loan availability
      • loans for active participants only
      • brf
    • 2 replies
    • 1.3k views
    • 
    • loserson
    • June 24, 2019

28. Eliminate Safe Harbor match for HCEs only?

    By Gilmore, February 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • February 19, 2009

29. Eliminated safe harbor match and now discretionary match

    By WCC, December 4, 2020
    • 1 reply
    • 336 views
    • 
    • Luke Bailey
    • December 10, 2020

30. Eliminating 401(k)

    By Guest lucylucy, July 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 22, 2003

31. Eliminating 4972 Excise Tax in 401(k) Plan

    By Guest OHH, October 29, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2002

32. Eliminating loans from a plan

    By tymesup, June 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 9, 2009

33. Eliminating Optional Forms of Benefit for a Money Purchase Plan

    By Guest arasalin, December 14, 2007
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 17, 2007

34. Eliminating Safe Harbor Match

    By R. Butler, December 28, 2009
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2009

35. Elimination of 401(k) match and vesting

    By Guest benefitsanalyst, March 5, 2001
    • 6 replies
    • 2.3k views
    • 
    • KJohnson
    • April 25, 2001

36. Elimination of 410(b) Fail Safe

    By KJohnson, July 26, 2012
    • 4 replies
    • 4.1k views
    • 
    • ETA Consulting LLC
    • July 27, 2012

37. Elimination of Annuity Options in a 401(k)

    By Tom, November 17, 2022
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • November 21, 2022

38. elimination of disability distribution = cutback?

    By Guest Eris@rab, October 3, 2008
    • 1 reply
    • 1.6k views
    • 
    • ERISAnut
    • October 3, 2008

39. Elimination of Gap income: 2008 or 2009?

    By Santo Gold, April 6, 2009
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • April 6, 2009

40. Elimination of Optional Form of Benefit

    By Guest SFH, February 17, 2010
    • 1 reply
    • 1.9k views
    • 
    • Logan401
    • February 25, 2010

41. Elimination of Optional Forms of Benefit

    By J. Bringhurst, November 14, 2003
    • 0 replies
    • 1.2k views
    • 
    • J. Bringhurst
    • November 14, 2003

42. Elimination of QJSA

    By Guest Lex, November 15, 2002
    • 13 replies
    • 5.5k views
    • 
    • Guest
    • November 27, 2002

43. Emailing new SPD

    By austin3515, April 16, 2013
    • 19 replies
    • 2.1k views
    • 
    • austin3515
    • April 25, 2013

44. Embezzle to 401(k) plan

    By sla, February 12, 2016
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • February 15, 2016

45. Embezzlement from corporation/plan sponsor by participant; any recourse for the plan sponsor?

    By Guest ELS, October 2, 2003
    • 8 replies
    • 1.8k views
    • 
    • Belgarath
    • October 6, 2003

46. Emergency Medical Service Personnel definition

    By spiritrider, November 20, 2018
    • 0 replies
    • 252 views
    • 
    • spiritrider
    • November 20, 2018

47. Emloyed by two employers and two different plans in one year.

    By Guest asset management, February 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • imchipbrown
    • February 11, 2000

48. Employee

    By cdavis25, March 12, 2009
    • 1 reply
    • 958 views
    • 
    • david rigby
    • March 12, 2009

49. Employee 401(k) as an Employer Contribution

    By Bri, June 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 7, 2001

50. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun, May 13, 2021
    • 10 replies
    • 2.9k views
    • 
    • BenefitJack
    • May 17, 2021