401(k) Plans

19,275 topics in this forum

1. Discretionary Match

   By khn, January 21
   • 3 replies
   • 700 views
   • 
   • Artie M
   • January 23

2. Discretionary Match

   By DP, August 13, 2003
   • 11 replies
   • 2.3k views
   • 
   • DP
   • August 15, 2003

3. Discretionary Match

   By Connor, June 11
   • 4 replies
   • 864 views
   • 
   • Connor
   • June 12

4. Discretionary Match

   By Guest jjren, May 13, 2010
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • May 13, 2010

5. Discretionary Match

   By Guest PSH, May 6, 2003
   • 9 replies
   • 10.3k views
   • 
   • Guest
   • May 8, 2003

6. Discretionary Match

   By Young Curmudgeon, July 17, 2015
   • 2 replies
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • July 20, 2015

7. Discretionary Match - Can Allocation be discretionary as well?

   By Guest NewGuy, February 15, 2002
   • 5 replies
   • 2k views
   • 
   • MWeddell
   • February 18, 2002

8. Discretionary Match - Cut-back?

   By austin3515, June 24, 2014
   • 15 replies
   • 2.9k views
   • 
   • buckaroo
   • September 4, 2014

9. Discretionary Match - Different Rates for Union and non Union

   By MarZDoates, November 7, 2018
   • 2 replies
   • 687 views
   • 
   • CuseFan
   • November 7, 2018

10. discretionary match - notice to participants required if discontinue making match?

    By PensionNewbee, December 16, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • December 18, 2003

11. Discretionary Match - Stopped but Not for Everyone

    By Guest SVA Retirement Plan Svc., January 29, 2008
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 30, 2008

12. Discretionary Match & March 15 deadline

    By Guest Troy S., March 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • March 14, 2007

13. Discretionary Match After Plan Year End

    By Gilmore, January 26, 2019
    • 14 replies
    • 3.9k views
    • 
    • Tom Poje
    • February 4, 2019

14. discretionary match after QACA SH contribution

    By bmore1147, April 6, 2018   

    • 401k
    • safe harbor
    • (and 3 more)

      Tagged with:

      • 401k
      • safe harbor
      • qaca
      • match
      • testing
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2018

15. Discretionary Match Contribution

    By Nassau, December 9, 2011
    • 1 reply
    • 1.3k views
    • 
    • 12AX7
    • December 9, 2011

16. Discretionary Match Contribution

    By Guest grazetti, January 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • January 13, 2006

17. Discretionary match contribution disclosure

    By DTH, December 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • December 30, 2002

18. Discretionary Match Contribution/Formula

    By Guest AdminFL, July 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 26, 2002

19. Discretionary Match Discontinuance

    By austin3515, April 3, 2020
    • 7 replies
    • 891 views
    • 
    • Patricia Neal Jensen
    • April 6, 2020

20. Discretionary Match Forfeitures

    By Cobras59, April 25, 2017
    • 4 replies
    • 577 views
    • 
    • Cobras59
    • April 25, 2017

21. Discretionary Match formula different for participating employer

    By AmyETPA, June 2, 2021
    • 4 replies
    • 1k views
    • 
    • BG5150
    • June 2, 2021

22. Discretionary Match in Formula and Considered Deferrals

    By Dawn Hafner, September 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2002

23. Discretionary match in Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 3 replies
    • 1.8k views
    • 
    • Dougsbpc
    • September 25, 2015

24. Discretionary match intended for 2008, no extension filed

    By John Feldt ERPA CPC QPA, April 21, 2009
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 21, 2009

25. Discretionary Match Issue

    By Guest CathyS, March 15, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kimberly S
    • March 16, 2007

26. Discretionary Match missed

    By imchipbrown, March 27, 2013
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • March 28, 2013

27. Discretionary Match Notice Requirement

    By Tom, January 23
    • 2 replies
    • 1.9k views
    • 
    • Artie M
    • January 23

28. Discretionary Match on Bonus Deferrals

    By Guest Troy S., August 11, 2006
    • 1 reply
    • 1.6k views
    • 
    • mming
    • August 11, 2006

29. Discretionary match on top of SH match

    By AKconsult, November 20, 2018
    • 6 replies
    • 1.4k views
    • 
    • Doc Ument
    • November 23, 2018

30. Discretionary match option

    By Molly the cat, September 17, 2015   

    • discretionary
    • match
    • (and 1 more)

      Tagged with:

      • discretionary
      • match
      • multiple formulas
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 18, 2015

31. Discretionary match suspension notice

    By ombskid, June 25, 2012
    • 11 replies
    • 6.1k views
    • 
    • ombskid
    • June 28, 2012

32. Discretionary Match to HCE's in Safe Harbor Plan

    By Guest Giovanni, March 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2004

33. Discretionary match--how discretionary?

    By BG5150, November 20, 2018
    • 2 replies
    • 544 views
    • 
    • Kevin C
    • November 21, 2018

34. Discretionary Matches and ACP Test Safe Harbor

    By davef, December 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 7, 1999

35. Discretionary Matches and Safe Harbor 401(k) Plans

    By katieinny, October 21, 2002
    • 36 replies
    • 15.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

36. Discretionary Matching

    By SwimmingInBowelsOfERISA, April 8, 2014
    • 10 replies
    • 3.7k views
    • 
    • Tom Poje
    • April 9, 2014

37. Discretionary Matching Contribution Notice??

    By JG-12, October 27, 2022
    • 5 replies
    • 2.4k views
    • 
    • Peter Gulia
    • October 28, 2022

38. Discretionary Matching Contribution Question

    By metsfan026, March 29
    • 4 replies
    • 742 views
    • 
    • metsfan026
    • April 1

39. Discretionary matching contributions

    By Guest Roger K., September 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • September 6, 2006

40. discretionary matching contributions - can they be changed once set by

    By EGB, January 26, 2000
    • 0 replies
    • 1.4k views
    • 
    • EGB
    • January 26, 2000

41. Discretionary non-elective already paid in and fails testing

    By Jim Chad, April 22, 2015
    • 2 replies
    • 952 views
    • 
    • Bird
    • April 22, 2015

42. discretionary non-elective to cure top heavy

    By Jim Chad, January 29, 2019
    • 1 reply
    • 405 views
    • 
    • Belgarath
    • January 29, 2019

43. Discretionary profit sharing contrib to 401(k) Plan

    By Guest PLHart, February 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

44. Discretionary PS Funded Year Round

    By austin3515, August 8, 2012
    • 13 replies
    • 2.3k views
    • 
    • Bird
    • August 10, 2012

45. Discretionary tiered match and benefits rights and features testing.

    By KJohnson, January 15, 2001
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • January 16, 2001

46. discretionary true-up match amendment

    By Roxie99, July 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • Roxie99
    • July 19, 2022

47. discretionary trustee

    By fidu, November 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • fidu
    • November 18, 2002

48. Discrim testing for 401(k) w/profit share

    By Dzog, February 24, 2016
    • 2 replies
    • 627 views
    • 
    • Tom Poje
    • February 24, 2016

49. Discrim testing Term <500 hours

    By Tom, October 29, 2024
    • 5 replies
    • 675 views
    • 
    • Connor
    • November 1, 2024

50. Discrim. Testing for 3% SHNEC

    By Guest Dash02, December 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 29, 2005