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401(k) Plans

19,320 topics in this forum

  1. Can a plan elect the safe harbor provisions if bonuses are excluded fr

    By Guest M.L. Martin,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  2. Can a plan institute a creditworthiness requirement when deciding whether or not to issue a loan?

    By k man,
    • 7 replies
    • 4.5k views

  3. Can a plan participant be considered a "Five percent owner"

    By billfgrady,
    • 3 replies
    • 2k views

  4. Can a plan require participants to work 1000 hours in six months?

    By Dan,
    • 2 replies
    • 2.4k views

  5. Can a plan sponsor currently make an election retroactive to 1/1/2000,

    By Guest ROB VIDOVICH,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  6. Can a Plan Sponsor issue a promissory note on distribution?

    By Guest KoreAmBear,
    • 6 replies
    • 3k views

  7. Can a plan use money in their forfeiture account to pay the gains on e

    By Guest Michael Anderson,
    • 6 replies
    • 1.5k views

  8. Can a plan use the sole proprietor's social security number as its EIN

    By Guest Tara Curran,
    • 6 replies
    • 2.8k views

  9. Can a prudent fiduciary approve a conflicted adviser?

    By Peter Gulia,
    • 0 replies
    • 1k views

  10. Can a public school district maintain a 401(k) plan?

    By Guest,
    • 1 reply
    • 2.1k views

  11. Can a QACA Provide for Permissible Withdrawals?

    By rocknrolls2,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  12. Can a QDRO be Rolledover into a 401(k) where the participant is Terminated?

    By Guest jeffgh24,
    • 2 replies
    • 4.1k views
    • Alf
    • Alf

  13. Can a qualified US 401(k) Plan accept a rollover contribution from a Puero Rico 1165(a) Plan?

    By Guest erisamelissa,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  14. Can a Recordkeeper fund a QNEC ?

    By MARYMM,
    • 2 replies
    • 1.1k views

  15. Can a retirement plan by adopted by only one of two corporations owned

    By Guest Pat Metallic,
    • 7 replies
    • 1.9k views

  16. Can a Safe Harbor 401 plan change eligibility during the year?

    By wcj99,   
    • 2 replies
    • 1.6k views
    • WCC
    • WCC

  17. Can a Safe Harbor 401(k) plan exclude a class of employees

    By katieinny,
    • 8 replies
    • 13.2k views
    • Guest
    • Guest

  18. Can a Safe Harbor 401k have only employee elective contributions?

    By Guest Yorkie 971,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  19. Can a Safe Harbor Non Elective Plan still be exempt from testing if they contribute more than 3%?

    By dragondon,
    • 2 replies
    • 927 views

  20. Can a Safe Harbor Plan be amended to add Rollovers

    By CharlesLeggette,
    • 2 replies
    • 1.2k views

  21. Can a Safe Harbor Plan have immediate eligibility for deferrals and ap

    By Guest Powers,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  22. Can a safe harbor plan use shifting / borrowing from ADP to pass ACP

    By oberwolfach,
    • 0 replies
    • 492 views

  23. Can a safe-harbor plan that matches on a payroll basis match on deferrals on compensation in excess of the comp. limit?

    By JDuns,
    • 5 replies
    • 2.7k views

  24. Can a stated match be amended to a lower rate?

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

  25. Can a terminated employee be a trustee?

    By Vlad401k,
    • 3 replies
    • 1.3k views

  26. Can a TPA Sponsor a one-state MEP?

    By austin3515,
    • 11 replies
    • 1.4k views

  27. Can a trust be a participant in the 401k plan

    By jkharvey,
    • 3 replies
    • 1.3k views

  28. Can a Trust Sponsor a 401(k) Plan?

    By tbp,
    • 4 replies
    • 1.6k views

  29. Can a trust sponsor a 401(k)?

    By KEM,   
    • 12 replies
    • 1.8k views

  30. Can a union sponsor a 401(k) plan?

    By PMC,
    • 4 replies
    • 4k views
    • Guest
    • Guest

  31. Can a US company merge its 401k plan with a plan of its Puerto Rico su

    By Guest michaelv,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  32. Can a utility service sponsor a 401(k) plan or does it have to be a 40

    By Guest WHill,
    • 1 reply
    • 1.3k views

  33. Can a V.P./plan participant receive commissions off his own plan?

    By Guest crgravitt,
    • 3 replies
    • 1.3k views

  34. Can a waiver of participation be revoked by the participant?

    By Richard Anderson,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  35. Can administrative fees for a plan audit be paid from the plan?

    By dmb,
    • 11 replies
    • 4.6k views

  36. Can ADP QNEC correction exceed 402(g)?

    By Dalai Pookah,
    • 14 replies
    • 1.7k views
    • Bri
    • Bri

  37. Can ADP/ACP Testing Methods be Different?

    By Guest PB&J,
    • 1 reply
    • 1.2k views

  38. Can an Affiliated Service Group Create a Control Group?

    By TN CPA,   
    • 1 reply
    • 440 views

  39. Can an EE pay in deferrals after their last check of the year has been processed?

    By Guest Ashlea,
    • 8 replies
    • 1.4k views
    • Alf
    • Alf

  40. Can an employee change mind on loan and change to Hardship?

    By Guest J Samuelson,
    • 5 replies
    • 2.8k views

  41. Can an employee continue to defer while on short term disability?

    By Guest CHRISTA,
    • 1 reply
    • 1.9k views

  42. Can an employer amend a profit sharing plan midway through a given plan year to add a last-day-of-the-year employment requirement as a condition for receiving a profit sharing contribution?

    By billfgrady,
    • 3 replies
    • 1.7k views
    • Alf
    • Alf

  43. Can an employer change discretionary match?

    By Guest Bob Miller,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  44. Can an employer deposit 401k early?

    By TBob,
    • 2 replies
    • 2k views

  45. Can an employer make matching contributions to a solo 401k?

    By dragondon,
    • 6 replies
    • 1k views

  46. Can an employer pre-fund employer contributions

    By spiritrider,
    • 7 replies
    • 1.6k views

  47. Can an employer that has both union and non-union employees allow all to join one plan?

    By Guest Why,
    • 4 replies
    • 3.2k views

  48. Can an Employer use net comp. (comp. after salary deferrals made to a

    By Guest Kathleen Fouquet,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  49. Can an employer's money purchase plan be merged to it's start up 401(k)?

    By Lori H,
    • 2 replies
    • 993 views

  50. Can an ER deposit lost earnings if deferrals were segregated but not invested?

    By OrderOfOps,
    • 4 replies
    • 867 views
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