401(k) Plans

19,320 topics in this forum

1. Can you exclude employees under Title V?

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

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

   By Guest Michael Anderson, January 11, 2005
   • 11 replies
   • 6k views
   • 
   • Bill Presson
   • October 16, 2013

3. 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

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

   By Guest UKH, October 29, 2001
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • October 31, 2001

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

   By MWeddell, December 10, 1999
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • December 10, 1999

6. 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
   • 1.2k views
   • 
   • Jilliandiz
   • October 20, 2004

7. 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

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

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

9. 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

10. 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

11. Can you restate a MPPP into a 401kPSP?

    By Guest Lisa Karlin, December 22, 2003
    • 9 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 31, 2003

12. Can you stop and restart Safe Harbor Match Contributions the same Plan

    By Guest UKH, January 4, 2001
    • 1 reply
    • 2.8k views
    • 
    • wmyer
    • January 4, 2001

13. Can You Take a Hardship Distribution If You Have An Outstanding Loan?

    By metsfan026, September 16, 2025
    • 4 replies
    • 2.5k views
    • 
    • David D
    • September 17, 2025

14. Can you transfer balances between a bargained and non-bargained 401(k)

    By Guest Kevin Plymyer, March 5, 2001
    • 19 replies
    • 6.1k views
    • 
    • Bob R
    • March 15, 2001

15. Can you use component/restructuring to pass ADP/ACP Test?

    By MrKnowItLittle, July 19, 2014   

    • component plan
    • restructuring plan
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 21, 2014

16. Can young owner terminate solo 401(k) plan, convert all to Roth IRA, then adopt new plan?

    By Guest Kentuckiana, June 21, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 21, 2010

17. Can't afford Safe Harbor Contributions?

    By Jilliandiz, October 22, 2004
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 28, 2004

18. Can't find Ex-EE's. Company going out of business.

    By Guest rmauser, September 3, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 11, 1999

19. Can't locate former 401(k) plan participants--what's the next step?

    By Guest pstowers, August 11, 1999
    • 9 replies
    • 2.9k views
    • 
    • Medusa
    • May 31, 2001

20. Canadian Based Company

    By fourohone, June 22, 2017   

    • canada
    • foreign
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • June 23, 2017

21. Canadian Benefits Question

    By Guest buxbaum2, August 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

22. Canadian Citizen

    By Guest moltengater, August 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • A Shot in the Dark
    • August 8, 2006

23. Canadian citizen wishes to participate in 401(k)

    By Purplemandinga, September 19, 2018
    • 5 replies
    • 1.2k views
    • 
    • Purplemandinga
    • September 21, 2018

24. Canadian citizens living and working in Canada, paid in Canadian curre

    By John A, February 27, 2003
    • 7 replies
    • 2.5k views
    • 
    • John A
    • March 4, 2003

25. Canadian Company Becoming Parent and Sponsor

    By Plan Doc, January 15, 2023
    • 2 replies
    • 610 views
    • 
    • Plan Doc
    • January 17, 2023

26. Canadian employee

    By Guest Cathie, June 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2001

27. Canadian employee eligible for 401k plan?

    By Guest JFTN, February 22, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 23, 2012

28. Canadian Employee in 401(k) Profit Sharing Plan

    By LCARUSI, November 13, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 21, 1998

29. Canadian Employee Working in US

    By Guest Denise S. Prince, February 4, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • February 12, 2000

30. Canadian one-man-show SoloK plan

    By K-t-F, January 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • K-t-F
    • January 16, 2006

31. Canadian residents as participants in US 401(k) plan

    By lexi, March 6, 2007
    • 0 replies
    • 1.8k views
    • 
    • lexi
    • March 6, 2007

32. canadian rollover

    By MR, December 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • December 17, 2001

33. Canadian subsidiaries of US corporations

    By k man, April 10, 2014
    • 1 reply
    • 904 views
    • 
    • Guest
    • April 11, 2014

34. Cancel 401k and withdraw funds before 59 1/2.

    By Guest Michael G., January 31, 2001
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 31, 2001

35. Cancel a Plan Termination?

    By Guest dms9999, June 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

36. Cancel an IRS Fire.com File Submission

    By Gadgetfreak, March 21, 2023
    • 6 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • March 22, 2023

37. Cancelled Trust ID Number

    By jeff77, April 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • April 16, 2012

38. Cancelling a 401k

    By Guest vinson7, June 2, 2009
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 3, 2009

39. Cancelling a new loan

    By Guest msf, August 8, 2001
    • 2 replies
    • 2.8k views
    • 
    • pmacduff
    • August 9, 2001

40. Candian Employee

    By Guest jark, March 27, 2014
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 28, 2014

41. Cannabis Companies

    By coleboy, July 16, 2020
    • 16 replies
    • 3k views
    • 
    • Luke Bailey
    • November 2, 2021

42. Cap on Deferrals for HCE in Plan Document?

    By lkpittman, January 23, 2002
    • 6 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 24, 2002

43. Cap on HCE for Profit sharing? and New vesting Rules?

    By Guest Michael Anderson, February 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 18, 2004

44. Cap on matching contribution

    By Richard Anderson, September 4, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 8, 1999

45. Capital Accumulation Plan

    By Guest AlyssaC, May 4, 2007
    • 2 replies
    • 2.9k views
    • 
    • JanetM
    • May 7, 2007

46. Capital Call

    By Guest koo, October 5, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 5, 2009

47. Capping Discretionary Matching Contributions

    By Guest Shaps, February 5, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2008

48. Caps on employer stock ownership in 401(k) plans?

    By Guest Benmark, July 11, 2004
    • 0 replies
    • 878 views
    • 
    • Guest
    • July 11, 2004

49. Car Allownces

    By katie58, August 11, 2014
    • 18 replies
    • 19.8k views
    • 
    • MWeddell
    • August 12, 2014

50. CARES Act

    By Ian, March 29, 2020
    • 37 replies
    • 2.6k views
    • 
    • Belgarath
    • April 1, 2020