Jump to content

more than 1 year of service for 401k plan


Recommended Posts

Guest pensionlady
Posted

Can a 401k plan be designed with a 2 year eligibility requirement of 2 years of service for a match source?

Posted

The 401k deferral portion of the plan can not require more than 1 year of eligibility.

The 401m match portion of the plan can allow for a 2 year eligibility requirement, but the match would have to be 100% vested at all times.

Kristina

Posted

As far as I can tell, you can have a 2-year eligibility requirement for the match if it is immediately vested. There's nothing in 401(m) analgous to IRC 401(k)(2)(D).

I caution that I've never heard of this plan design before, so I suggest you research the issue more carefully than I just did!

Guest pensionlady
Posted

Thanks for your reponse, I thought it sounded fluky, but from what I can see, it is permissible.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use