401(k) Plans

19,321 topics in this forum

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

   By rblum50, May 23, 2022
   • 7 replies
   • 1.3k views
   • 
   • david rigby
   • May 24, 2022

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

   By Guest Greg W, November 17, 2004
   • 6 replies
   • 3.1k views
   • 
   • Guest
   • November 18, 2004

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

   By coleboy, March 28, 2017
   • 10 replies
   • 9.1k views
   • 
   • jpod
   • April 4, 2017

4. Excluding Leased Employees

   By BG5150, October 18, 2019
   • 5 replies
   • 3.4k views
   • 
   • AKconsult
   • October 24, 2019

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

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

6. Excluding Part-Time Employees

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

7. Excluding part-time employees

   By Brian Gallagher, July 31, 2003
   • 13 replies
   • 4.3k views
   • 
   • Guest
   • August 1, 2003

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

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

9. Excluding Partners

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

10. excluding per diem employees

    By betheeg, October 6, 2006
    • 3 replies
    • 5.2k views
    • 
    • Locust
    • October 12, 2006

11. Excluding Phantom Stock Distributions

    By Below Ground, August 21, 2020
    • 7 replies
    • 2.8k views
    • 
    • Luke Bailey
    • August 27, 2020

12. Excluding Seasonal Employees from Discretionary Profit Sharing

    By 401 Chaos, May 27, 2010
    • 4 replies
    • 4.2k views
    • 
    • BG5150
    • May 27, 2010

13. Excluding some NHCE from Safe Harbor Match

    By BG5150, April 18, 2018
    • 5 replies
    • 1.3k views
    • 
    • ERISAAPPLE
    • April 18, 2018

14. Excluding Spouse Business in Controlled Group Situation

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

15. Excluding Statutorily Excludable EEs from QNECs

    By Guest MAWalsh, February 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 4, 2003

16. excluding terms invested in insurance contracts

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

17. Excluding union employees from a 401(k)

    By betheeg, June 5, 2006
    • 5 replies
    • 7.1k views
    • 
    • JanetM
    • June 5, 2006

18. excluding union employees from safe harbor match

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

19. Excluding union employees from safe harbor match?

    By Flyboyjohn, July 24, 2019   

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

20. Excluding Union Members from 401(k) Plan

    By erisa_novice, March 20, 2019   

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

21. Exclusion from 3% SH Contribution

    By Guest dick@fbanet.com, March 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • March 27, 2004

22. Exclusion from ACP Test

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

23. Exclusion from ADP for Minimum Age and Service

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

24. exclusion from plan by citizenship

    By pmacduff, November 30, 2022
    • 6 replies
    • 1.2k views
    • 
    • Monica Barnard
    • February 25, 2025

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

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

26. Exclusion of Collectively Bargained

    By Guest boetgerinc, December 30, 1998
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • December 4, 2009

27. Exclusion of Collectively Bargained Employees - CBA not finalized

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

28. exclusion of comp personal and vacation time?

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

29. Exclusion of Eligible EE to Defer

    By Guest saotampa, June 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • June 21, 2007

30. Exclusion of Eligible Employee Case Law

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

31. Exclusion of eligible employees and QNEC's

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

32. 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

33. 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

34. Exclusion of Employees

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

35. Exclusion of employees

    By Guest Laura Millwood, December 3, 1998
    • 2 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 4, 1998

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

    By Guest J&D, December 3, 2004
    • 10 replies
    • 6.1k views
    • 
    • GBurns
    • December 8, 2004

37. Exclusion of Former Shareholders

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

38. Exclusion of Fringe Benefits

    By BTG, March 20, 2019
    • 5 replies
    • 3.8k views
    • 
    • Doc Ument
    • March 21, 2019

39. Exclusion of Members of a Controlled Group

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

40. Exclusion of otherwise eligbile ee

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

41. Exclusion of Previously Eligible Employees

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

42. Exclusion of PRN Employees

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

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

    By 401 Chaos, December 9, 2005
    • 2 replies
    • 6.3k views
    • 
    • 401 Chaos
    • December 12, 2005

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

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

45. Exclusion OK?

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

46. Exclusion part time

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

47. Exclusion vs Waiver

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

48. Exclusions

    By Coleboy1, September 25, 2025
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • September 26, 2025

49. Exclusions

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

50. Exclusions from Compensation in Plan Document

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