401(k) Plans

19,275 topics in this forum

1. Excluded Employess & Cross Testing

   By Guest Michele Ciz, September 30, 2008
   • 9 replies
   • 1.9k views
   • 
   • Guest
   • October 14, 2008

2. Excluded HCE Defer, Refund Effect

   By The 402"(G)", May 26, 2016
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • May 27, 2016

3. excluded HCEs

   By K2retire, February 11, 2009
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • February 12, 2009

4. Excluded HCEs, top heavy plan

   By John Feldt ERPA CPC QPA, October 26, 2011
   • 4 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • October 26, 2011

5. Excluded in Safe Harbor 401(k) Plan

   By Dougsbpc, September 6, 2012
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • September 7, 2012

6. Excluded NHCE Owners

   By HJ100, August 28, 2024
   • 3 replies
   • 743 views
   • 
   • austin3515
   • August 29, 2024

7. Excluded or Not?

   By Jilliandiz, July 31, 2007
   • 4 replies
   • 1.3k views
   • 
   • Kimberly S
   • July 31, 2007

8. Excluded Status - Loan Availability

   By WesleyT, May 14, 2009
   • 2 replies
   • 1.8k views
   • 
   • QDROphile
   • May 14, 2009

9. Excludible employee

   By Guest erepper, January 28, 2008
   • 6 replies
   • 1.9k views
   • 
   • austin3515
   • January 30, 2008

10. Excludible NHCE becomes HCE, quits, minimum coverage issue

    By JWRB, December 14, 2016
    • 6 replies
    • 749 views
    • 
    • MWeddell
    • December 14, 2016

11. excluding "on-call" pay and hours

    By M Norton, January 21, 2019   

    • exclusions
    • on-call pay
    • 6 replies
    • 2.8k views
    • 
    • M Norton
    • January 31, 2019

12. Excluding "Seasonal Employees"

    By austin3515, May 17, 2017
    • 12 replies
    • 4.6k views
    • 
    • BeckyMiller
    • May 22, 2017

13. Excluding 1099 Employees

    By metsfan026, March 31, 2022
    • 6 replies
    • 1.1k views
    • 
    • rocknrolls2
    • April 1, 2022

14. Excluding a Class/Division of Employees from Participation

    By IhrtERISA, September 6, 2017   

    • employee exclusions
    • 410(a)
    • (and 2 more)

      Tagged with:

      • employee exclusions
      • 410(a)
      • 410(b)
      • 411
    • 6 replies
    • 6.1k views
    • 
    • Luke Bailey
    • September 14, 2017

15. Excluding a NHCE from safe harbor

    By Tom, January 31, 2018
    • 3 replies
    • 2.6k views
    • 
    • ERISA1
    • February 6, 2018

16. Excluding bonus from deferrals but not match

    By Rayofsunshine, May 8, 2024
    • 1 reply
    • 863 views
    • 
    • Bri
    • May 8, 2024

17. Excluding certain employees from participating

    By Guest Benefitsrock, September 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • September 5, 2007

18. Excluding certain HCE's from 3% safe harbor contribution

    By Richard Anderson, February 23, 2000
    • 4 replies
    • 3.4k views
    • 
    • AndyH
    • February 24, 2000

19. Excluding certain HCEs by name and a rate group question

    By ldr, October 26, 2018   

    • hce
    • eligibility
    • (and 2 more)

      Tagged with:

      • hce
      • eligibility
      • rate groups
      • new comparability
    • 6 replies
    • 1.7k views
    • 
    • ldr
    • October 31, 2018

20. Excluding class of employees

    By Brian Gallagher, July 31, 2003
    • 1 reply
    • 1.3k views
    • 
    • ccassetty
    • August 1, 2003

21. Excluding classes of employees

    By Guest Clain, May 25, 2007
    • 6 replies
    • 2.5k views
    • 
    • 401_4_ever
    • May 25, 2007

22. Excluding Commissioned Employee

    By Guest BuffaloT, July 16, 2007
    • 2 replies
    • 1.4k views
    • 
    • Leopurrd
    • July 16, 2007

23. Excluding compensation retroactive

    By karl, October 4, 2016
    • 2 replies
    • 826 views
    • 
    • karl
    • October 5, 2016

24. Excluding CU's from ACP Safe Harbor Match

    By austin3515, November 6, 2015
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • November 8, 2015

25. Excluding EE's who work less than 20 hours per week when eligibility requirement is 30 days of service

    By Mel_1999, April 14, 2017
    • 4 replies
    • 646 views
    • 
    • ESOP Guy
    • April 17, 2017

26. Excluding Employees

    By Guest JHeller, April 18, 2011
    • 1 reply
    • 967 views
    • 
    • Guest
    • April 18, 2011

27. Excluding Employees - Safe Harbor

    By CJS07, September 24, 2015   

    • Safe Harbor Non-Elective
    • coverage
    • (and 1 more)

      Tagged with:

      • Safe Harbor Non-Elective
      • coverage
      • exclusions
    • 2 replies
    • 3.3k views
    • 
    • Belgarath
    • September 24, 2015

28. Excluding employees by location

    By eilano, March 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • March 24, 2004

29. Excluding employees from eligibilty in plan provisions for small PSP

    By Lori H, March 26, 2013
    • 1 reply
    • 978 views
    • 
    • QDROphile
    • March 26, 2013

30. EXCLUDING EMPLOYEES FROM PARTICIPATION AND/OR EMPLOYER CONTRIBUTIONS - PLEASE HELP!

    By Guest bariww, May 11, 2011
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • May 11, 2011

31. Excluding fringe benefits

    By Chippy, November 7, 2018
    • 2 replies
    • 939 views
    • 
    • CuseFan
    • November 7, 2018

32. Excluding from testing EE left with less than 500 hours

    By Jim Chad, February 9, 2022
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • February 9, 2022

33. Excluding HCE after becomming a participant

    By 52626, August 21, 2013
    • 13 replies
    • 1.7k views
    • 
    • BG5150
    • August 21, 2013

34. excluding hce from safe harbor in a board res

    By hileman, April 10, 2018
    • 2 replies
    • 952 views
    • 
    • Larry Starr
    • April 10, 2018

35. Excluding HCEs

    By IRA, February 19, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 19, 2010

36. Excluding highly compensated employee who is not an owner from a plan

    By rblum50, May 23, 2022
    • 7 replies
    • 1.2k views
    • 
    • david rigby
    • May 24, 2022

37. excluding hourly employees and HCE's. different opinions, who's right

    By Guest Greg W, November 17, 2004
    • 6 replies
    • 3k views
    • 
    • Guest
    • November 18, 2004

38. Excluding Interns as a Class from 401(k) Plan Participation

    By coleboy, March 28, 2017
    • 10 replies
    • 9k views
    • 
    • jpod
    • April 4, 2017

39. Excluding Leased Employees

    By BG5150, October 18, 2019
    • 5 replies
    • 3.3k views
    • 
    • AKconsult
    • October 24, 2019

40. Excluding on part of otherwise excludable employees in ADP testing?

    By SnorkleDink, November 22, 2023
    • 2 replies
    • 646 views
    • 
    • C. B. Zeller
    • November 27, 2023

41. Excluding Part-Time Employees

    By Guest mbaca, October 31, 2006
    • 1 reply
    • 1.2k views
    • 
    • Peanut Butter Man
    • October 31, 2006

42. Excluding part-time employees

    By Brian Gallagher, July 31, 2003
    • 13 replies
    • 4.2k views
    • 
    • Guest
    • August 1, 2003

43. Excluding Part-Time Employees From 401(k) Plan

    By metsfan026, June 14, 2022
    • 4 replies
    • 1.2k views
    • 
    • Dare Johnson
    • June 14, 2022

44. Excluding Partners

    By Guest moltengater, October 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 29, 2006

45. excluding per diem employees

    By betheeg, October 6, 2006
    • 3 replies
    • 5.1k views
    • 
    • Locust
    • October 12, 2006

46. Excluding Phantom Stock Distributions

    By Below Ground, August 21, 2020
    • 7 replies
    • 2.7k views
    • 
    • Luke Bailey
    • August 27, 2020

47. Excluding Seasonal Employees from Discretionary Profit Sharing

    By 401 Chaos, May 27, 2010
    • 4 replies
    • 4.1k views
    • 
    • BG5150
    • May 27, 2010

48. Excluding some NHCE from Safe Harbor Match

    By BG5150, April 18, 2018
    • 5 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • April 18, 2018

49. Excluding Spouse Business in Controlled Group Situation

    By Guest bouncingsoul, August 4, 2006
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • August 4, 2006

50. Excluding Statutorily Excludable EEs from QNECs

    By Guest MAWalsh, February 28, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 4, 2003