401(k) Plans

19,275 topics in this forum

1. excluding terms invested in insurance contracts

   By austin3515, August 9, 2013
   • 0 replies
   • 942 views
   • 
   • austin3515
   • August 9, 2013

2. Excluding union employees from a 401(k)

   By betheeg, June 5, 2006
   • 5 replies
   • 7k views
   • 
   • JanetM
   • June 5, 2006

3. excluding union employees from safe harbor match

   By Guest medinael, November 9, 2007
   • 1 reply
   • 1.7k views
   • 
   • austin3515
   • November 11, 2007

4. Excluding union employees from safe harbor match?

   By Flyboyjohn, July 24, 2019   

   • union
   • safe harbor
   • 7 replies
   • 2.5k views
   • 
   • AMDG
   • August 6, 2019

5. Excluding Union Members from 401(k) Plan

   By erisa_novice, March 20, 2019   

   • union workers
   • exclusions
   • 1 reply
   • 974 views
   • 
   • Mike Preston
   • March 20, 2019

6. Exclusion from 3% SH Contribution

   By Guest dick@fbanet.com, March 26, 2004
   • 1 reply
   • 1k views
   • 
   • g8r
   • March 27, 2004

7. Exclusion from ACP Test

   By emmetttrudy, December 15, 2010
   • 2 replies
   • 2.3k views
   • 
   • fiona1
   • December 16, 2010

8. Exclusion from ADP for Minimum Age and Service

   By Guest kp, December 17, 1998
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • December 17, 1998

9. exclusion from plan by citizenship

   By pmacduff, November 30, 2022
   • 6 replies
   • 1.2k views
   • 
   • Monica Barnard
   • February 25

10. Exclusion from Testing of EEs < 21/1yr service

    By Guest J Samuelson, December 3, 1998
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 10, 1998

11. Exclusion of Collectively Bargained

    By Guest boetgerinc, December 30, 1998
    • 6 replies
    • 3k views
    • 
    • Mike Preston
    • December 4, 2009

12. Exclusion of Collectively Bargained Employees - CBA not finalized

    By holdco, November 26, 2012
    • 0 replies
    • 879 views
    • 
    • holdco
    • November 26, 2012

13. exclusion of comp personal and vacation time?

    By k man, July 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • sloble@crowleyfleck.com
    • July 27, 2004

14. Exclusion of Eligible EE to Defer

    By Guest saotampa, June 20, 2007
    • 1 reply
    • 1k views
    • 
    • Archimage
    • June 21, 2007

15. Exclusion of Eligible Employee Case Law

    By spartytax, September 10, 2017
    • 1 reply
    • 420 views
    • 
    • QDROphile
    • September 10, 2017

16. Exclusion of eligible employees and QNEC's

    By Sully, March 8, 2006
    • 0 replies
    • 1.3k views
    • 
    • Sully
    • March 8, 2006

17. Exclusion of Eligible Employees from 401(k) Deferral Opportunity

    By ERISA1, October 9, 2014   

    • What if all NHCEs Excluded
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 10, 2014

18. Exclusion of Eligible Participant from PS contribution in Prior Yr

    By tjw572, February 22, 2020   

    • profit sharing
    • partnership
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 13, 2020

19. Exclusion of Employees

    By Guest WyrickL, October 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • October 11, 2002

20. Exclusion of employees

    By Guest Laura Millwood, December 3, 1998
    • 2 replies
    • 1.7k views
    • 
    • KIP KRAUS
    • December 4, 1998

21. Exclusion of Employees on Leave of Absence for ER Contribution

    By Guest J&D, December 3, 2004
    • 10 replies
    • 6k views
    • 
    • GBurns
    • December 8, 2004

22. Exclusion of Former Shareholders

    By TPA Bob, January 12, 2018
    • 9 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 17, 2018

23. Exclusion of Fringe Benefits

    By BTG, March 20, 2019
    • 5 replies
    • 3.6k views
    • 
    • Doc Ument
    • March 21, 2019

24. Exclusion of Members of a Controlled Group

    By Guest PES, June 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • June 18, 2002

25. Exclusion of otherwise eligbile ee

    By austin3515, January 8, 2017
    • 0 replies
    • 381 views
    • 
    • austin3515
    • January 8, 2017

26. Exclusion of Previously Eligible Employees

    By Guest lforesz, November 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2002

27. Exclusion of PRN Employees

    By Tinman, May 8, 2007
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • May 8, 2007

28. Exclusion of Taxable Fringes from 401(k) Compensation

    By 401 Chaos, December 9, 2005
    • 2 replies
    • 6.2k views
    • 
    • 401 Chaos
    • December 12, 2005

29. Exclusion of Types of Compensation for ADP/ACP Testing Purposes.

    By Guest gcrechale, March 9, 1999
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • March 10, 1999

30. Exclusion OK?

    By austin3515, January 15, 2014
    • 8 replies
    • 1.4k views
    • 
    • GMK
    • January 16, 2014

31. Exclusion part time

    By Sixers, February 7, 2019
    • 5 replies
    • 899 views
    • 
    • Tom Poje
    • February 8, 2019

32. Exclusion vs Waiver

    By Flyboyjohn, January 9, 2014
    • 3 replies
    • 975 views
    • 
    • BG5150
    • January 9, 2014

33. Exclusions

    By Coleboy1, September 25
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • September 26

34. Exclusions

    By Guest Pension Girl, February 25, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 25, 2010

35. Exclusions from Compensation in Plan Document

    By metsfan026, January 20, 2022
    • 8 replies
    • 956 views
    • 
    • metsfan026
    • January 21, 2022

36. Exclusions from Profit Sharing Calculation

    By Guest Barge Girl, July 2, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 2, 2003

37. Exclusions from top paid group

    By Guest lforesz, February 24, 2003
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 26, 2003

38. Exclusions in a Safe Harbor 401(k) Plan

    By Guest facade, April 26, 2006
    • 12 replies
    • 9.7k views
    • 
    • Guest
    • April 28, 2006

39. Exclusions of Employees from Plan

    By Hoard1, September 28, 1999
    • 4 replies
    • 1.5k views
    • 
    • IRC401
    • October 3, 1999

40. Exclusions of employees whose compensation is reimbursed by foreign pa

    By Guest Harry O, May 10, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 10, 1999

41. Exclusive Benefit Rule

    By Nassau, October 10, 2011
    • 0 replies
    • 952 views
    • 
    • Nassau
    • October 10, 2011

42. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 1.9k views
    • 
    • WDIK
    • June 3, 2005

43. Excruciating Minutiae

    By austin3515, March 12, 2009
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • March 14, 2009

44. Executor of the estate

    By Nassau, May 20, 2011
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 20, 2011

45. Executrix of the estate

    By Nassau, May 25, 2011
    • 3 replies
    • 986 views
    • 
    • Bird
    • May 25, 2011

46. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA, January 24, 2021
    • 2 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 25, 2021

47. existing 401(k) Plan

    By Theresa, February 25, 2019
    • 5 replies
    • 592 views
    • 
    • Theresa
    • March 26, 2019

48. Existing 401(k) Plan and adding SHNEC

    By Theresa, April 16, 2019
    • 5 replies
    • 1.6k views
    • 
    • Jim Chad
    • April 16, 2019

49. Existing business, new plan Eligibility?

    By Guest rickw, December 31, 2006
    • 7 replies
    • 2k views
    • 
    • Kimberly S
    • January 5, 2007

50. Existing Loan & Plan Termination

    By metsfan026, March 18, 2024
    • 5 replies
    • 3.5k views
    • 
    • Lou S.
    • March 18, 2024