401(k) Plans

19,275 topics in this forum

1. Can someone explain this to me

   By Eaglepi, November 14, 2023
   • 7 replies
   • 15.5k views
   • 
   • Luke Bailey
   • November 15, 2023

2. Can someone on workmans comp be terminated?

   By Guest Michael Anderson, February 18, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • February 18, 2004

3. Can someone tell me the appropriate dollar amount used for the compens

   By k man, November 10, 2000
   • 8 replies
   • 3k views
   • 
   • R. Butler
   • November 15, 2000

4. Can someone tell me the proper method of accomplishing a transfer of 4

   By Guest JBDixon, November 4, 1999
   • 2 replies
   • 1.4k views
   • 
   • QDROphile
   • November 5, 1999

5. Can Summary Annual Reports be delivered with paychecks rather than via U.S. mail?

   By Guest lmoiseyev, September 24, 2003
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 24, 2003

6. Can terminated 401(k) participants roll over company stock to a new co

   By Guest msearle, November 6, 1999
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • November 12, 1999

7. Can terminated participants make contributions to 401(K)?

   By Guest fran29, April 20, 2000
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • April 21, 2000

8. Can the 401(k) hardship safe harbors and facts-and-circumstances tests

   By John A, December 10, 1999
   • 5 replies
   • 2.5k views
   • 
   • KJohnson
   • June 1, 2001

9. Can the annual 401(k) match be paid say June 30 in the year following the plan year?

   By Cardscrazy, February 24, 2023   

   • 401(k) plans
   • matching contributions
   • 7 replies
   • 880 views
   • 
   • MWeddell
   • March 22, 2023

10. Can the cash value of a life insurance policy be rolled over to a 401K?

    By Scott Reed, October 4, 2024   

    • life insurance
    • rollovers
    • (and 1 more)

      Tagged with:

      • life insurance
      • rollovers
      • 401k
    • 3 replies
    • 4.1k views
    • 
    • Bruce1
    • October 4, 2024

11. Can the first plan year for a Safe Harbor 401(k) Plan be less than 12

    By richard, November 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 15, 1999

12. Can the ineligible contributions made to a rollover IRA (due to excess

    By Guest lavander30, December 14, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 14, 2001

13. Can the opinion letter date be entered on line 22b of the 5500? If lef

    By Guest Frank Jackson, April 30, 1999
    • 4 replies
    • 1.4k views
    • 
    • Jean
    • May 13, 1999

14. Can the plan administrator withhold distribution from a terminated participant until his severance payments end?

    By erisa parrot, May 14, 2016
    • 6 replies
    • 1.7k views
    • 
    • EBECatty
    • May 17, 2016

15. Can the Reallocation of Transferred DB Surplus in DCP be over and above the 25% Deduction Limitation?

    By cheersmate, January 13, 2021   

    • 404 deduction limitation
    • transferred db surplus reallocation
    • 5 replies
    • 775 views
    • 
    • cheersmate
    • January 14, 2021

16. Can the shareholder-doctors' plan have a matching contribution if the

    By dmb, February 9, 2001
    • 17 replies
    • 2.4k views
    • 
    • Guest
    • February 16, 2001

17. Can the trustee disallow 401k contributions from HCE's that would impact the ADP test?

    By Guest chris4013, March 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2005

18. Can this person take a loan?

    By LCARUSI, October 7, 1998
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • October 8, 1998

19. Can top heavy minimum also serve as QNEC?

    By Guest blaum8, January 6, 2003
    • 18 replies
    • 4.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 8, 2003

20. Can top heavy plans exclude bonuses from compensation?

    By R. Butler, March 6, 2001
    • 2 replies
    • 2.4k views
    • 
    • AndyH
    • March 7, 2001

21. Can total allocations actually exceed comp. for over 50's?

    By R. Butler, January 16, 2004
    • 4 replies
    • 1.1k views
    • 
    • FundeK
    • January 16, 2004

22. can US citizen residing abroad serve as trustee of own solo 401(k) ?

    By JJA, October 16, 2015
    • 5 replies
    • 3.2k views
    • 
    • JJA
    • October 18, 2015

23. Can US employees of a US company who have been transfered to the UK co

    By Guest kstorch, August 10, 2000
    • 28 replies
    • 20k views
    • 
    • Guest
    • October 19, 2001

24. Can we amend EACA plan mid year

    By jkharvey, June 23, 2014
    • 2 replies
    • 3.9k views
    • 
    • jkharvey
    • June 24, 2014

25. Can We Amend?

    By Guest 1881, February 3, 2009
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • February 4, 2009

26. can we create a plan for 3 partners in 2019

    By thepensionmaven, December 3, 2019
    • 8 replies
    • 816 views
    • 
    • C. B. Zeller
    • December 5, 2019

27. Can we have regular SH match with auto-enrollment

    By BG5150, February 10, 2017
    • 6 replies
    • 1.4k views
    • 
    • WCC
    • February 10, 2017

28. Can we reinstate a terminated plan?

    By ESI2015, June 19, 2018
    • 8 replies
    • 4.1k views
    • 
    • Doc Ument
    • June 19, 2018

29. Can we still make a contribution for Plan year ending 8-31-14?

    By Jim Chad, January 23, 2015
    • 2 replies
    • 760 views
    • 
    • Tom Poje
    • January 23, 2015

30. Can we stop fixed match mid year?

    By Jim Chad, April 21, 2011
    • 14 replies
    • 5.7k views
    • 
    • Kevin C
    • September 29, 2011

31. Can we talk about the "triple stacked match" plan again?

    By SteveH, August 22, 2007
    • 5 replies
    • 5.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2007

32. Can you combine Roth 401(k) and Safe Harbor 401(k)?

    By Guest mjn, September 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • g8r
    • September 28, 2005

33. Can you correct 401k loan defaulted by "mistake"?

    By kmhaab, March 1, 2017   

    • vcp
    • loan correction
    • (and 1 more)

      Tagged with:

      • vcp
      • loan correction
      • 401(k)
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • March 2, 2017

34. Can you correct Incorrect QNEC???

    By kmhaab, October 3, 2017
    • 0 replies
    • 463 views
    • 
    • kmhaab
    • October 3, 2017

35. Can you deduct the losses on your return for losses incurred for distr

    By Guest J. BEARB, February 22, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2002

36. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • February 27, 2013

37. Can you do hardship for home in construction phase?

    By Guest SWH, September 30, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • September 30, 2008

38. Can you eliminate QJSA under the new 411(d)(6) regs, even if QJSA is y

    By Guest Beth N, February 15, 2001
    • 16 replies
    • 4.9k views
    • 
    • Kirk Maldonado
    • October 23, 2002

39. Can you exclude a named individual from a qualified retirement plan?

    By Guest rlt4, August 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • MWeddell
    • August 24, 2009

40. Can you exclude catchups from SH Match?

    By Jim Chad, March 30, 2017
    • 2 replies
    • 527 views
    • 
    • Tom Poje
    • March 30, 2017

41. Can you exclude employees under Title V?

    By pbarrett, June 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • June 21, 2004

42. Can you exclude HCE from a Profit Sharing Plan?

    By Guest Michael Anderson, January 11, 2005
    • 11 replies
    • 5.9k views
    • 
    • Bill Presson
    • October 16, 2013

43. Can you exclude refunded deferrals from account balances for calculati

    By Guest pension222, April 26, 2001
    • 7 replies
    • 2.6k views
    • 
    • Medusa
    • April 30, 2001

44. Can you freeze a SIMPLE 401(k) Plan?

    By Guest UKH, October 29, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2001

45. Can you have 2 profit sharing plans under 1 employer, both of which co

    By MWeddell, December 10, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • December 10, 1999

46. Can you have a SEP Plan and a 401(k) Safe Harbor Profit Sharing Plan and be a Sole Proprietor Company?

    By Jilliandiz, October 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • Jilliandiz
    • October 20, 2004

47. Can You Initially Enroll in 401(k) Plan at Zero Percent?

    By Guest Jay345, November 18, 2013
    • 13 replies
    • 3.6k views
    • 
    • Tom Poje
    • November 19, 2013

48. Can you Merge a PS plan into a 403b?

    By austin3515, May 9, 2008
    • 0 replies
    • 2k views
    • 
    • austin3515
    • May 9, 2008

49. Can you pick a dual eligibility date prior to inception of the Plan?

    By Guest UKH, January 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • January 25, 2002

50. Can you rescind a Safe Harbor Notice?

    By Guest SVA Retirement Plan Svc., December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 8, 2008