401(k) Plans

19,275 topics in this forum

1. Can bargaining parties exclude employees from right to defer?

   By MAM08, May 21, 2015
   • 11 replies
   • 2.2k views
   • 
   • austin3515
   • July 28, 2016

2. Can Beneficiary Designations Specify a Dollar Amount Instead of a Percentage?

   By namealreadyinuse, March 7, 2007
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • March 7, 2007

3. Can Beneficiary live outside us?

   By Guest chris4013, January 5, 2005
   • 3 replies
   • 1.9k views
   • 
   • Appleby
   • January 5, 2005

4. Can benefitslink start a section for disclosures to employers?

   By Jim Chad, September 24, 2011
   • 1 reply
   • 796 views
   • 
   • Guest
   • November 23, 2011

5. Can bonus amounts be excluded from deferral election?

   By Guest Dash02, May 10, 2010
   • 5 replies
   • 5.6k views
   • 
   • Guest
   • January 6, 2012

6. Can brothers use Uni-(k)?

   By Guest Commuter Rex, October 12, 2004
   • 3 replies
   • 1.1k views
   • 
   • Appleby
   • October 12, 2004

7. Can catch-up contributions allow Tttal annual additions greater than 100% of compensation.?

   By Richard Anderson, July 5, 2005
   • 1 reply
   • 1.5k views
   • 
   • himt4
   • July 6, 2005

8. Can contributions exceed compensation?

   By Guest Bob Monte, March 20, 2002
   • 6 replies
   • 2.9k views
   • 
   • Guest
   • March 21, 2002

9. Can CPA audit fees be paid from the plan's assets if the plan sponsor

   By Guest Lisa Flagg, November 8, 2000
   • 11 replies
   • 3.5k views
   • 
   • Guest
   • December 31, 2001

10. Can create a 2020 SHS plan early December

    By BG5150, November 27, 2019
    • 12 replies
    • 973 views
    • 
    • Kevin C
    • December 4, 2019

11. Can current participants be amended out of the plan

    By jkharvey, October 19, 2012
    • 8 replies
    • 2k views
    • 
    • ESOP Guy
    • March 5, 2013

12. Can custodian pocket the "float" interest earned on plan acc

    By Guest Jim Kais, July 14, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • August 3, 2000

13. Can deferrals be accepted by a plan after participant terminates emplo

    By Alonzo, January 27, 2000
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • January 28, 2000

14. Can deferrals be deposited monthly, even though employer's payroll is bi-weekly?

    By Guest bgrazetti, September 22, 2003
    • 6 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • October 10, 2003

15. Can elective deferrals be made after age 70 1/2 ?

    By Moe Howard, February 21, 2002
    • 3 replies
    • 3.1k views
    • 
    • mbozek
    • February 21, 2002

16. Can employee 401(k) contributions be made from severance pay?

    By Guest Sonia Kapoor, August 3, 2000
    • 7 replies
    • 24.2k views
    • 
    • Guest
    • August 10, 2000

17. Can employee deferrals be invested before profit sharing plan is actua

    By Guest vrp, September 28, 2000
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 28, 2000

18. Can employee/children of self employed individual be covered under a m

    By Guest dcranage, August 7, 2000
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • August 7, 2000

19. Can employees that have worked in their foreign offices have their time counted towards eligibility and vesting when they come over to the US?

    By Chris123, February 10, 2020
    • 5 replies
    • 2.2k views
    • 
    • Chris123
    • February 12, 2020

20. Can employer amend 401(k) plan now (midyear) to provide for 3% safe harbor contribution?

    By Guest tws, October 3, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 9, 2003

21. Can employer be generous in a safe harbor plan

    By Guest lhinson, November 1, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • November 5, 2005

22. Can employer deduct 2021 ACP Safe Harbor Match on 2022 Tax Return?

    By cheersmate, October 17, 2022
    • 2 replies
    • 442 views
    • 
    • cheersmate
    • October 17, 2022

23. Can Employer Establish a Single Account for Elective Deferrals and 3% Safe Harbour Contributions

    By Guest EMM118, January 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 10, 2007

24. Can Employer Give Certain Employee More and How Much?

    By Chris123, May 11, 2021
    • 3 replies
    • 567 views
    • 
    • Gilmore
    • May 12, 2021

25. can employer limit my 401(k) elective deferral

    By Moe Howard, July 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • RCK
    • July 14, 2003

26. Can employer make me take my 401(k) account in cash? Over $5,000, but all rollover money.

    By Guest cfaz13, September 25, 2003
    • 22 replies
    • 18.8k views
    • 
    • ljr
    • September 26, 2003

27. Can employer prepay a contribution? Idea: put it into a segregated emp

    By Guest LisaA, February 3, 2003
    • 8 replies
    • 2.4k views
    • 
    • Larry M
    • February 4, 2003

28. Can employer require noncontributing employees to fill out a form stating they wish to make no deferrals?

    By austin3515, September 22, 2003
    • 11 replies
    • 1.9k views
    • 
    • david rigby
    • September 26, 2003

29. can employer terminate and sponsor another plan within 12 month period?

    By k man, March 2, 2004
    • 3 replies
    • 1.7k views
    • 
    • k man
    • March 2, 2004

30. Can ER stop auto-enroll in a new plan

    By BG5150, Tuesday at 05:13 PM
    • 1 reply
    • 292 views
    • 
    • Peter Gulia
    • Tuesday at 06:10 PM

31. Can Estate rollover to an IRA?

    By ERISA-Bubs, June 2, 2011
    • 1 reply
    • 4.3k views
    • 
    • masteff
    • June 2, 2011

32. can ex-employee waive his right to employer contributions in a severance agreement?

    By Gudgergirl, April 7, 2014
    • 10 replies
    • 2.9k views
    • 
    • david rigby
    • April 9, 2014

33. Can existing 401(k) Plan be amended to include safe harbor provisions?

    By smm, December 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • 2muchstress
    • December 27, 2002

34. Can expenses associated with a pooled account option be taken pro-rata

    By John A, February 14, 2001
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • February 14, 2001

35. Can fiduciary Liability Insurance be paid through the plan?

    By Guest Why, December 6, 2004
    • 5 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • December 7, 2004

36. Can first year 3% rule for ADP apply in second year of plan?

    By Guest CHRISTA, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 5, 2002

37. Can Husband Use Wife's Plan?

    By DP, January 17, 2007
    • 13 replies
    • 2.5k views
    • 
    • Belgarath
    • January 31, 2007

38. can I disaggregate ADP test and aggregate ACP test

    By Scott25, May 10, 2021
    • 2 replies
    • 897 views
    • 
    • Scott25
    • May 10, 2021

39. Can I eliminate partial withdrawals for termed?

    By BG5150, June 27, 2019
    • 2 replies
    • 887 views
    • 
    • BG5150
    • June 27, 2019

40. Can I exclude rewards from Compensation?

    By calexbraska, August 23, 2018
    • 1 reply
    • 1k views
    • 
    • Luke Bailey
    • August 27, 2018

41. Can I force out a terminee

    By RayJJohnsonJr, September 26, 2011
    • 9 replies
    • 5.9k views
    • 
    • mbozek
    • February 8, 2012

42. Can I have 2 principal residence loans

    By Guest chris4013, December 19, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 21, 2005

43. Can I impute disparity at the $40,000 level?

    By Jim Chad, August 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • August 8, 2012

44. Can I invest my 401k in my hedge fund?

    By Jakyasar, August 3, 2022
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • August 4, 2022

45. Can I make this amendment effective 1/1/17?

    By ERISA-Bubs, November 16, 2017
    • 14 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 17, 2017

46. Can I move my 401K?

    By Guest Carl C, October 9, 2001
    • 6 replies
    • 2.3k views
    • 
    • MGB
    • October 10, 2001

47. Can I roll over my 401(k) moneys into a Roth IRA?

    By Guest kevking, October 21, 2000
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • July 21, 2001

48. Can I rollover my 401 K to a self directed IRA as a result of my posit

    By Guest oppenhg, March 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • March 15, 2001

49. Can I set a minimum 7% limit on deferrals?

    By TPAJake, September 19, 2016
    • 4 replies
    • 944 views
    • 
    • QDROphile
    • September 22, 2016

50. Can I set up a plan now, and make a 2007 contribution?

    By Guest fender5150, February 15, 2008
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2008