401(k) Plans

19,275 topics in this forum

1. orphaned plan sort of?

   By Jim Chad, August 7, 2018
   • 3 replies
   • 441 views
   • 
   • ERISAAPPLE
   • August 7, 2018

2. Other benefits job posting site?

   By Guest mrjones, February 19, 2005
   • 2 replies
   • 1.4k views
   • 
   • wmyer
   • February 22, 2005

3. Other Documents "Exclude" Compensation

   By EBECatty, March 13, 2018
   • 9 replies
   • 2.1k views
   • 
   • Luke Bailey
   • March 15, 2018

4. Otherwise excludable

   By ombskid, December 14, 2010
   • 3 replies
   • 1.1k views
   • 
   • ombskid
   • December 15, 2010

5. Otherwise excludable

   By cdavis25, February 27, 2018
   • 4 replies
   • 3.8k views
   • 
   • cdavis25
   • February 27, 2018

6. Otherwise Excludable EE

   By Guest Mike Schwing, January 3, 2003
   • 6 replies
   • 1.9k views
   • 
   • mbozek
   • January 6, 2003

7. Otherwise Excludable EE and maximum waiting period

   By NW529, February 24, 2019   

   • otherwise excludable
   • entry date
   • (and 2 more)

     Tagged with:

     • otherwise excludable
     • entry date
     • eligibility
     • nondiscrimination testing
   • 7 replies
   • 1.6k views
   • 
   • Tom Poje
   • February 25, 2019

8. Otherwise Excludable EE's

   By Guest jefe96, April 4, 2006
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • April 4, 2006

9. Otherwise Excludable EEs question

   By pholosofizer, April 8, 2019
   • 3 replies
   • 970 views
   • 
   • Tom Poje
   • April 9, 2019

10. Otherwise Excludable Employee is the only NHCE in an ADP tested plan

    By Moss, August 16, 2021
    • 1 reply
    • 619 views
    • 
    • Bri
    • August 16, 2021

11. Otherwise Excludable Employees

    By Becky Schwing, December 29, 2021
    • 9 replies
    • 2.9k views
    • 
    • rocknrolls2
    • December 30, 2021

12. Otherwise Excludable Employees

    By Alex Daisy, March 10, 2009
    • 19 replies
    • 10k views
    • 
    • pookah
    • October 21, 2014

13. Otherwise Excludable Employees

    By Guest dll, January 8, 2003
    • 4 replies
    • 2.9k views
    • 
    • Tom Poje
    • January 13, 2003

14. Otherwise Excludable Employees / New Plan in Second Plan Year

    By 401QUE, November 22, 2013   

    • Otherwise Excludable Employee
    • First plan year
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 22, 2013

15. Otherwise Excludable Employees and ADP Testing

    By EBECatty, May 27, 2021
    • 9 replies
    • 2.7k views
    • 
    • BG5150
    • May 27, 2021

16. Otherwise excludable employees and elapsed time method

    By Guest BJ, February 14, 2003
    • 1 reply
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2003

17. Otherwise excludable employees for ADP testing

    By 30Rock, September 22, 2014
    • 9 replies
    • 2.5k views
    • 
    • 30Rock
    • October 3, 2014

18. Otherwise Excludable Employees in First Plan Year

    By Guest Giovanni, July 8, 2004
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • July 8, 2004

19. Otherwise Excludable Employees on ADP Test

    By ratherbereading, May 11, 2018   

    • 401k test; excludable ees
    • 13 replies
    • 3.8k views
    • 
    • Tom Poje
    • February 19, 2019

20. Otherwise Excludable Employees Testing Compensation

    By Guest kdddk14, January 26, 2010
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 27, 2010

21. Otherwise Excludable HCEs on ADP Test

    By ratherbereading, March 8, 2016   

    • ADP test
    • Excludable employees
    • (and 1 more)

      Tagged with:

      • ADP test
      • Excludable employees
      • Excludable HCEs
    • 2 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 8, 2016

22. Otherwise excludable--2-year wait

    By Guest jaatirs, December 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 15, 2003

23. Otherwise excludables affect following year?

    By John A, July 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • July 30, 2001

24. Otherwise excludables and safe harbor

    By rlb64, March 11, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 12, 2008

25. Otherwise Excludables tested Separately

    By BLM, May 8, 2017
    • 1 reply
    • 454 views
    • 
    • Tom Poje
    • May 8, 2017

26. Otherwise excludible - 0 NHCES

    By Guest Chris May, March 5, 2003
    • 7 replies
    • 1.4k views
    • 
    • Archimage
    • April 9, 2003

27. Otherwise Excludible and TH

    By Earl, July 11, 2018
    • 14 replies
    • 1.1k views
    • 
    • shERPA
    • July 13, 2018

28. Otherwise Excludible Employees Plan Entry Dates

    By Guest MFuentes, February 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2000

29. Otherwise Excludible HCEs?

    By Guest beppie_stark, February 25, 2010
    • 1 reply
    • 927 views
    • 
    • Tom Poje
    • February 25, 2010

30. Our Plan is top heavy - HELP

    By Guest BJW, May 23, 2001
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • June 12, 2001

31. out of plan Rewards for 401(k) deferrals?

    By chuTzPA, February 25, 2013
    • 4 replies
    • 1.2k views
    • 
    • chuTzPA
    • February 26, 2013

32. Out of the PEO

    By Guest Mike Schwing, December 4, 2002
    • 2 replies
    • 1.2k views
    • 
    • alanm
    • December 10, 2002

33. Out of the PEO

    By Guest Mike Schwing, November 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2002

34. Outdated Plan Document

    By Alex Daisy, August 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 25, 2010

35. Outline of concerns regarding the qualification status of my 401k plan

    By Guest Miller426, September 26, 2009
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 28, 2009

36. Outside Assets (Golf Equity Membership)

    By PainPA, November 8, 2011
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • November 8, 2011

37. Outstanding Checks

    By Guest Chris O'Daniel, September 23, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 27, 1999

38. Outstanding Distribution Checks

    By Guest Cheri_Rose, August 7, 2006
    • 9 replies
    • 5.5k views
    • 
    • Guest
    • August 11, 2006

39. Outstanding Loan Balance - participant death

    By Alex Daisy, August 18, 2008
    • 9 replies
    • 11k views
    • 
    • K2retire
    • August 20, 2008

40. Outstanding Loan When Terminated and then Rehired

    By Guest benefitsanalyst, July 30, 2009
    • 2 replies
    • 2.4k views
    • 
    • J Simmons
    • July 30, 2009

41. Outstanding loans and deferrals

    By tertue, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 2, 2013

42. Outstanding Plan Loans at Plan Termination

    By Guest Denise S. Prince, June 1, 2000
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • June 1, 2000

43. Over - matching HCE and NHCE in Safe Harbor Match Plan

    By KTB, October 10, 2013
    • 2 replies
    • 1.2k views
    • 
    • shERPA
    • October 10, 2013

44. Over 404 but not 415 limit

    By pensionam, June 20, 2018
    • 6 replies
    • 835 views
    • 
    • pensionam
    • June 21, 2018

45. Over 415 limit message

    By doombuggy, June 30, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • July 1, 2011

46. Over 5% owner if stock is sold Jan 1?

    By DPL, February 29, 2016
    • 6 replies
    • 825 views
    • 
    • Peter Gulia
    • March 1, 2016

47. Over 65 but still employed...how to withdrawal funds?

    By Guest tryathlons, March 27, 2013
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • March 27, 2013

48. over contribute to 401(k) deferrals - Owner

    By jkdoll2, March 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 18, 2009

49. Over contribution of Safe Harbor Match

    By Guest KRS401k, July 22, 2011
    • 3 replies
    • 2.4k views
    • 
    • 12AX7
    • July 23, 2011

50. Over Contribution, Eat Up as PS Contribution

    By Basically, March 7, 2024
    • 9 replies
    • 968 views
    • 
    • Basically
    • March 14, 2024