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401(k) Plans

19,275 topics in this forum

  1. Maxing out 401(k) Plan and Roth IRA

    By AJC,
    • 2 replies
    • 461 views
    • AJC
    • AJC

  2. Maxing Out Deferral

    By coleboy,
    • 3 replies
    • 1.2k views

  3. May 401k plan create LLC with Plan Sponsor

    By Dalai Pookah,   
    • 20 replies
    • 1.4k views

  4. May a “notice” about discretionary matching contributions be in the summary plan description?

    By Peter Gulia,
    • 9 replies
    • 3.5k views

  5. May a 401(k) Plan Exclude non-U.S. Citizens

    By Guest Captain Pass,
    • 1 reply
    • 1.8k views

  6. May a 401(k) plan validly exclude part-time employees?

    By Guest wwest,
    • 21 replies
    • 14.6k views
    • Guest
    • Guest

  7. May a foreign country, or agency thereof, establish a 401(k) plan for

    By Guest W J Parks,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  8. May a foreign government adopt a 401(k) for its US Employees?

    By Guest W J Parks,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  9. May a Money Purchase Plan be amended & restated to become a Safe H

    By Guest PLHart,
    • 6 replies
    • 3.2k views

  10. May a participant in a 401(k) purchase covered calls?

    By Guest Edward McElroy,
    • 3 replies
    • 1.7k views

  11. May a Plan be amended to require 401(k) contributions as a condition o

    By Hoard1,
    • 14 replies
    • 2.6k views

  12. May a plan change from “no true-up” to “true-up” for a year already begun?

    By Peter Gulia,   
    • 5 replies
    • 2.9k views

  13. May a plan exclude an intern (even if she met LTPT conditions)?

    By Peter Gulia,
    • 1 reply
    • 939 views

  14. May a plan provide an automatic-contribution arrangement for some employees, but not others?

    By Peter Gulia,   
    • 3 replies
    • 763 views

  15. May a plan provide an in-service distribution only to those who will roll it over?

    By Peter Gulia,
    • 13 replies
    • 1.7k views

  16. May a plan reference the elapsed time regulations?

    By Guest tonjer,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  17. May a safe-harbor 401(k) plan omit loans, hardships, and before-retirement distributions?

    By Peter Gulia,   
    • 4 replies
    • 1.2k views

  18. May a self-employed individual who had pay more than $145,000 choose non-Roth catch-up deferrals?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

  19. May a young child participate in a safe-harbor 401(k) retirement plan?

    By Peter Gulia,
    • 8 replies
    • 2.5k views

  20. May an employer design a plan with no payout until normal retirement age?

    By Peter Gulia,
    • 17 replies
    • 1.4k views

  21. May an employer use forfeitures to reduce 401(k) contributions?

    By Peter Gulia,
    • 10 replies
    • 15.6k views

  22. May an in service distribution from a safe harbor 401(k) include safe harbor contributions?

    By mariemonroe,
    • 3 replies
    • 2.1k views

  23. May be a very simple question and answer!

    By Guest m.n.ouellette,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  24. May Employer Reimburse Fees Back To Participants?

    By Guest ralar,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  25. May Job switchers get Multiple Limits?

    By Guest JurisPrude,
    • 8 replies
    • 1.7k views

  26. May non-union members in "right to work" states be tested

    By Guest Jose Rosario,
    • 2 replies
    • 1.3k views

  27. May proposed GUST restatements be submitted for determination letters?

    By Guest Bud,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  28. Maybe it's because my brain is fried from October 15th, but I can't get my head around this off calendar plan question.

    By Guest smhjr,
    • 7 replies
    • 1.6k views

  29. Maybe Notice of SH Match

    By DP,
    • 8 replies
    • 1.6k views

  30. Maybe SH Notice

    By austin3515,
    • 2 replies
    • 1.6k views

  31. MBO Partners 401(k) Plan

    By 401 Chaos,
    • 2 replies
    • 1.9k views

  32. MDR -when do the taxes need to be sent in by?

    By Guest Ashlea,
    • 21 replies
    • 3.1k views

  33. Meaning of "Discretionary"

    By MSN,
    • 6 replies
    • 1.7k views
    • MSN
    • MSN

  34. measuring year for "Break in Service"?

    By Jim Chad,
    • 3 replies
    • 475 views

  35. Mechanics of funding deferrals of partners in a partnership (law firm)

    By Guest Melissa Winslow,
    • 4 replies
    • 2.5k views

  36. Mechanics of updating plan documents with custodians

    By matthny,
    • 4 replies
    • 929 views

  37. Mechanics of USERRA make up contributions.

    By Guest Jose Rosario,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  38. Medical Hardship

    By Ray H,
    • 1 reply
    • 460 views

  39. Medical Loss Ratio (MLR) rebates

    By fiona1,
    • 2 replies
    • 2.6k views

  40. medical opt out and contribution to PS plan

    By Guest racetothefinish,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  41. Medicare insurance premiums allowable for hardship?

    By BG5150,
    • 2 replies
    • 953 views

  42. Meeting a safe harbor using several plans

    By Peter Gulia,   
    • 4 replies
    • 696 views

  43. Mega Back Door Roth

    By thepensionmaven,
    • 4 replies
    • 2.1k views

  44. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.1k views

  45. Mega backdoor Roth that actually works... now what?

    By AlbanyConsultant,
    • 1 reply
    • 538 views

  46. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.5k views

  47. Members of Excluded Class - Top Heavy Test

    By Vlad401k,
    • 3 replies
    • 704 views

  48. members of pllc deferred into new plan. will report no earned income.

    By Lori H,
    • 4 replies
    • 1.5k views

  49. mental block... Max Allocation... SH MATCH/pro rata ER

    By K-t-F,
    • 2 replies
    • 1.4k views

  50. MEP

    By TH 401k,
    • 1 reply
    • 303 views
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