401(k) Plans

19,321 topics in this forum

1. Enhanced safe harbor and testing requirements

   By dragondon, May 12, 2023
   • 1 reply
   • 463 views
   • 
   • Paul I
   • May 12, 2023

2. Enhanced Safe Harbor Match

   By Guest HeatherS, December 29, 2003
   • 4 replies
   • 9.1k views
   • 
   • Tom Poje
   • December 13, 2004

3. Enhanced Safe Harbor MAtch

   By 52626, November 18, 2014
   • 4 replies
   • 1.7k views
   • 
   • Lou S.
   • November 18, 2014

4. Enhanced safe harbor match rules

   By Tom, March 26, 2025
   • 2 replies
   • 1.3k views
   • 
   • Tom
   • March 31, 2025

5. Enhanced Safe Harbor Question....

   By shari.sld@gmail.com, November 8, 2016   

   • Enhanced safe harbor
   • match
   • (and 1 more)

     Tagged with:

     • Enhanced safe harbor
     • match
     • testing
   • 1 reply
   • 903 views
   • 
   • BG5150
   • November 8, 2016

6. Enhanced SH Match

   By K-t-F, June 29, 2006
   • 4 replies
   • 1.8k views
   • 
   • K-t-F
   • June 30, 2006

7. Enhanced SH Match + Discretionary Match

   By Guest notapensiongeek, September 18, 2009
   • 2 replies
   • 984 views
   • 
   • MWeddell
   • September 18, 2009

8. Enhanced SH match of 125 % on 6%

   By Jim Chad, March 8, 2013
   • 7 replies
   • 3.7k views
   • 
   • John Feldt ERPA CPC QPA
   • March 8, 2013

9. Enhanced to Basic Match - Mid Year

   By TN CPA, April 15, 2020
   • 2 replies
   • 612 views
   • 
   • Lou S.
   • April 15, 2020

10. Enrolled against will

    By Dug29, March 10, 2023
    • 6 replies
    • 3.7k views
    • 
    • MWeddell
    • March 22, 2023

11. Enrolling an Owner's Spouse into 401k plan

    By Pixie, October 4, 2023
    • 9 replies
    • 3.3k views
    • 
    • Bill Presson
    • October 9, 2023

12. Enrolling into 401K after years of service

    By Benefits 101, December 16, 2020
    • 2 replies
    • 576 views
    • 
    • Benefits 101
    • December 16, 2020

13. Enrolling spouse in owner only 401k plan

    By Renee H, November 5, 2025
    • 3 replies
    • 457 views
    • 
    • Renee H
    • November 6, 2025

14. Enrollment

    By mjf06241972, March 28, 2018   

    • enrollment 401k employees
    • 6 replies
    • 2k views
    • 
    • Kevin C
    • March 29, 2018

15. Enrollment Date

    By mjf06241972, June 27, 2019
    • 2 replies
    • 554 views
    • 
    • Bird
    • June 28, 2019

16. Enrollment forms for rehire

    By pam@bbm, September 4, 2015
    • 2 replies
    • 1k views
    • 
    • GMK
    • September 4, 2015

17. Enrollment Material Deadlines & MDOs - What are the regs?

    By OrderOfOps, yesterday at 12:55 AM
    • 3 replies
    • 216 views
    • 
    • Peter Gulia
    • 13 hours ago

18. Enrollment Meeting "Script"

    By austin3515, June 21, 2017
    • 17 replies
    • 1.7k views
    • 
    • TPAJake
    • June 22, 2017

19. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA, January 10, 2025   

    • help
    • 6 replies
    • 745 views
    • 
    • R Griffith
    • January 28, 2025

20. Enron

    By fidu, November 29, 2001
    • 2 replies
    • 1.8k views
    • 
    • Jon Chambers
    • November 30, 2001

21. entered early by mistake

    By Earl, April 13, 2018
    • 1 reply
    • 541 views
    • 
    • ETA Consulting LLC
    • April 13, 2018

22. Entity Adopting Safe Harbor 401k Mid-year as Participant Employer

    By austin3515, September 8, 2023
    • 4 replies
    • 991 views
    • 
    • CuseFan
    • September 11, 2023

23. Entity change from S-Corp to Partnership - change in compensation type for shareholders

    By Guest Jane Freeman, February 25, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 25, 2004

24. Entity in Controlled Group revoking Safe Harbor

    By NW529, April 23, 2020   

    • safe habor
    • coverage; safe-harbor
    • (and 1 more)

      Tagged with:

      • safe habor
      • coverage; safe-harbor
      • controlled group
    • 9 replies
    • 1.2k views
    • 
    • MWeddell
    • April 28, 2020

25. Entity type in Document

    By cpc0506, April 2, 2013
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • April 4, 2013

26. entry date

    By Chippy, January 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2012

27. Entry Date

    By mjf06241972, June 9, 2020
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • June 9, 2020

28. Entry Date

    By DTH, September 23, 2016
    • 1 reply
    • 537 views
    • 
    • GMK
    • September 23, 2016

29. Entry Date

    By DTH, September 23, 2016
    • 6 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 30, 2016

30. entry date

    By EBDI, May 24, 2016
    • 9 replies
    • 1.8k views
    • 
    • EBDI
    • May 26, 2016

31. Entry Date

    By Fred Payne, December 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • December 3, 2001

32. entry date - 3 consecutive months of continueous service

    By Lou81, June 2, 2023   

    • ftwilliam
    • 11 replies
    • 1.9k views
    • 
    • Roycal
    • June 5, 2023

33. Entry date - rehired employee

    By mrslappywhite, December 14, 2015   

    • eligibility
    • rehire
    • (and 1 more)

      Tagged with:

      • eligibility
      • rehire
      • plan entry
    • 3 replies
    • 4k views
    • 
    • mrslappywhite
    • December 15, 2015

34. Entry date and pay date acceleration due to weekend/holiday

    By AmyO, September 8, 2023
    • 2 replies
    • 628 views
    • 
    • CuseFan
    • September 8, 2023

35. Entry date calculation

    By AKconsult, March 5, 2019
    • 1 reply
    • 875 views
    • 
    • Tom Poje
    • March 5, 2019

36. Entry Date Compensation of $0

    By Vlad401k, February 22, 2021
    • 3 replies
    • 779 views
    • 
    • C. B. Zeller
    • February 24, 2021

37. Entry date confusion, Need Expert Help

    By stephen20, July 3, 2020
    • 5 replies
    • 804 views
    • 
    • MWeddell
    • July 6, 2020

38. Entry Date Exception

    By K-t-F, February 15, 2005
    • 4 replies
    • 1.4k views
    • 
    • K-t-F
    • February 15, 2005

39. Entry date for a rehired participant?

    By Lori H, January 14, 2015
    • 8 replies
    • 1.8k views
    • 
    • My 2 cents
    • January 14, 2015

40. Entry date for employee with service recognized from another employer

    By AKconsult, October 17, 2016
    • 4 replies
    • 1.1k views
    • 
    • chc93
    • October 18, 2016

41. Entry Date for new plan

    By cpc0506, January 26, 2012
    • 3 replies
    • 2.4k views
    • 
    • cpc0506
    • January 31, 2012

42. Entry Date for Predecessor Service

    By Guest Serena, August 30, 2010
    • 1 reply
    • 1.8k views
    • 
    • PFranckowiak
    • September 2, 2010

43. Entry date for rehired employee in new plan

    By drakecohen, February 2, 2023
    • 2 replies
    • 921 views
    • 
    • Paul I
    • February 8, 2023

44. Entry Date for Short Plan Year

    By Guest esi-jht, August 2, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2006

45. Entry date of July 1 and 3% safe harbor

    By Guest rffahey, December 30, 2003
    • 6 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 30, 2003

46. Entry date on plan effective date

    By steve45, February 11, 2022
    • 8 replies
    • 1.3k views
    • 
    • steve45
    • February 15, 2022

47. Entry Dates - different for sources

    By Tom, July 25, 2023
    • 1 reply
    • 328 views
    • 
    • C. B. Zeller
    • July 25, 2023

48. Entry Dates for Short Plan Year

    By Mr Bagwell, July 15, 2019   

    • entry dates
    • short plan year
    • 5 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • July 16, 2019

49. Entry dates in "new" controlled group situation

    By MarZDoates, September 1, 2017
    • 10 replies
    • 2.1k views
    • 
    • Luke Bailey
    • September 14, 2017

50. Entry Dte

    By DTH, May 25, 2005
    • 8 replies
    • 2.9k views
    • 
    • rcline46
    • May 26, 2005