401(k) Plans

19,275 topics in this forum

1. Can Insurance Policies by distributed in-kind?

   By Guest Powers, March 13, 2003
   • 1 reply
   • 1.1k views
   • 
   • pmacduff
   • March 13, 2003

2. can IRS grab 401(k) to pay taxes owed?

   By MR, December 4, 2003
   • 3 replies
   • 2.2k views
   • 
   • MR
   • December 5, 2003

3. Can LLC be adopting employer of C Corp Plan?

   By Guest SSCARO, March 18, 2000
   • 1 reply
   • 1.5k views
   • 
   • Dowist
   • March 20, 2000

4. Can LLC member make 401(k) contribs now for plan year 12/03

   By Guest Gee Bee Fran, March 2, 2004
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • March 5, 2004

5. Can LLC members participate in PEO's 401k plan?

   By Guest wwcpa, December 14, 2001
   • 1 reply
   • 3.2k views
   • 
   • GBurns
   • December 19, 2001

6. Can loan be earmarked as coming from the employer matching contributio

   By Richard Anderson, July 14, 2000
   • 5 replies
   • 1.8k views
   • 
   • pjkoehler
   • July 17, 2000

7. Can loan be taken by spouse of shareholder?

   By Guest alwilkins, July 6, 2000
   • 2 replies
   • 1.6k views
   • 
   • actuarysmith
   • July 14, 2000

8. Can match contributions for the 1999 plan year be reduced prior to the

   By Guest EBC, December 21, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 21, 1999

9. Can match formula be independent of amount of deferral?

   By John A, March 30, 2001
   • 12 replies
   • 2.6k views
   • 
   • Guest
   • April 1, 2001

10. Can matching contributions made through part of the plan year be recha

    By Guest Pat Metallic, May 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 18, 2001

11. Can maximum statutory entry date rules be applied in running ADP test,

    By Guest MEGary, November 17, 1999
    • 5 replies
    • 3.9k views
    • 
    • Earl
    • December 2, 1999

12. Can MDs keep their plan after moving employees to ASG?

    By drakecohen, January 26, 2015
    • 8 replies
    • 1.1k views
    • 
    • K2retire
    • January 28, 2015

13. Can Mistake of Fact be applied to this deferral issue

    By Zimkap, February 22, 2023
    • 4 replies
    • 907 views
    • 
    • Bri
    • February 28, 2023

14. Can multiple plans be on same document if not a prototype and not a mu

    By John A, April 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 21, 2002

15. Can my 401(k) deny me from making Catch-up?

    By Guest Questioner, January 27, 2007
    • 11 replies
    • 2.4k views
    • 
    • Lame Duck
    • January 31, 2007

16. Can my company force me to liquidate my 401(k) holdings?

    By Guest jenadams99, April 20, 2004
    • 4 replies
    • 2.3k views
    • 
    • E as in ERISA
    • April 21, 2004

17. Can one recalculate after a ADP failure and then use shifting to help the ACP test?

    By Guest JulietH, March 24, 2004
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 25, 2004

18. Can owner participate in 401(k) plan that excludes union employees?

    By Guest dburge01, April 16, 2002
    • 2 replies
    • 3k views
    • 
    • R. Butler
    • April 18, 2002

19. Can owners opt out of the 3% safe harbor contribution

    By Guest rffahey, February 13, 2004
    • 3 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 16, 2004

20. Can Participant be excluded prospectively?

    By Dougsbpc, December 12, 2014
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 12, 2014

21. Can participant simply choose to stop making repayments on loan from plan?

    By Guest rocnrols2, September 22, 2003
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • September 22, 2003

22. Can participants be charged a distribution fee upon leaving the plan?

    By k man, March 9, 2000
    • 18 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • March 16, 2000

23. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2000

24. Can partners reverse deferrals after year end?

    By Spencer, June 14, 2010
    • 10 replies
    • 2.4k views
    • 
    • Spencer
    • June 23, 2010

25. Can payments made after termination of employment (severance, disabili

    By EGB, February 23, 2000
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • April 16, 2001

26. Can Plan accept rollover of funds previously distributed for QDRO?

    By Guest [Pat M], June 9, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 9, 2000

27. Can plan apply forfeitures to fund QNECs required to pass ADP test?

    By Guest Cindy Lambert, October 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 25, 2000

28. Can plan be amended to raise the normal retirement age? Applies only t

    By John A, April 12, 2000
    • 9 replies
    • 4.5k views
    • 
    • david rigby
    • December 22, 2000

29. Can plan document of Parent corp's defined contribution plan exclude e

    By Moe Howard, May 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • May 8, 2001

30. Can plan participants be treated as separate shareholders?

    By Guest halka, July 15, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • July 15, 2004

31. Can plan provide the employer discretion as to timing of distribution?

    By EGB, August 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • August 17, 2001

32. Can Plan Sponsor make a loan to a plan?

    By TPApril, February 26, 2019
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 26, 2019

33. Can Plan Sponsor Reimburse Plan for Fees Paid?

    By JWRB, June 1, 2017
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • June 2, 2017

34. Can plan tie matching contribution to measurable job performance crite

    By Guest KevinGordon, May 2, 2001
    • 9 replies
    • 2.6k views
    • 
    • Medusa
    • May 5, 2001

35. Can priest elect not to receive profit sharing contribution?

    By Guest Rags, August 23, 2009
    • 2 replies
    • 1.3k views
    • 
    • Ron Snyder
    • August 25, 2009

36. Can Prior Year Safe Harbor be stopped for HCE?

    By TPApril, April 21, 2020
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 22, 2020

37. Can Prototype Sponsors Adopt 401(k) Reg Amendment for Employers?

    By namealreadyinuse, December 22, 2006
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 22, 2006

38. Can QMACs count toward the gateway?

    By Guest Dave Peckham, April 5, 2006
    • 7 replies
    • 2.7k views
    • 
    • Belgarath
    • April 6, 2006

39. Can QNEC be used to pass ACP

    By Lori Foresz, September 28, 2004
    • 3 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2004

40. Can QNEC to cure ACP failure be funded from Forf account?

    By Guest Spock, March 7, 2014   

    • ACP QNEC and Forfeiture Accou
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2014

41. Can real estate be purchased and held in a pension

    By bpenfold, April 13, 2018   

    • pension
    • real estate
    • (and 3 more)

      Tagged with:

      • pension
      • real estate
      • purchase
      • home
      • 401k
    • 18 replies
    • 3.6k views
    • 
    • ERISAAPPLE
    • April 16, 2018

42. Can restructuring for eligibility be done for ACP testing purposes or

    By John A, February 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • February 10, 2000

43. Can Rev. Rul. 2000-27 be applied retroactively, for example to a sale

    By Scott, October 31, 2000
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • October 31, 2000

44. Can RMD from IRA be avoided by rolling into 401(k)?

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.3k views
    • 
    • Kevin C
    • January 18, 2016

45. Can Roth 401(k) Elections Be "All or Nothing"?

    By Guest Grumpy456, April 13, 2006
    • 15 replies
    • 3.8k views
    • 
    • austin3515
    • April 14, 2006

46. Can Roth Rollover be allowed in the plan that doesn't allow Roth Contributions?

    By Vlad401k, August 14, 2015
    • 5 replies
    • 1.9k views
    • 
    • Lou S.
    • August 14, 2015

47. Can safe harbor contributions be turned off/on, year to year?

    By Santo Gold, September 24, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 25, 2006

48. Can SH allocation formula be changed?

    By K-t-F, March 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • K-t-F
    • March 19, 2004

49. Can Solo 401k's have an automatic enrollment feature?

    By dragondon, December 30, 2022
    • 3 replies
    • 728 views
    • 
    • G8Rs
    • January 4, 2023

50. Can someone clarify?

    By Guest jhilliard, April 13, 2004
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • April 15, 2004