401(k) Plans

19,275 topics in this forum

1. Enrolling spouse in owner only 401k plan

   By Renee H, November 5
   • 3 replies
   • 260 views
   • 
   • Renee H
   • November 6

2. Enrollment

   By mjf06241972, March 28, 2018   

   • enrollment 401k employees
   • 6 replies
   • 1.9k views
   • 
   • Kevin C
   • March 29, 2018

3. Enrollment Date

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

4. Enrollment forms for rehire

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

5. Enrollment Meeting "Script"

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

6. Enrollment Statistics on SH Match vs SH Nonelective

   By EJS_TPA, January 10   

   • help
   • 6 replies
   • 673 views
   • 
   • R Griffith
   • January 28

7. Enron

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

8. entered early by mistake

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

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

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

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

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

11. 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
    • 1.1k views
    • 
    • MWeddell
    • April 28, 2020

12. Entity type in Document

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

13. entry date

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

14. Entry Date

    By mjf06241972, June 9, 2020
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • June 9, 2020

15. Entry Date

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

16. Entry Date

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

17. entry date

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

18. Entry Date

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

19. entry date - 3 consecutive months of continueous service

    By Lou81, June 2, 2023   

    • ftwilliam
    • 11 replies
    • 1.8k views
    • 
    • Roycal
    • June 5, 2023

20. Entry date - rehired employee

    By mrslappywhite, December 14, 2015   

    • eligibility
    • rehire
    • (and 1 more)

      Tagged with:

      • eligibility
      • rehire
      • plan entry
    • 3 replies
    • 3.9k views
    • 
    • mrslappywhite
    • December 15, 2015

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

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

22. Entry date calculation

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

23. Entry Date Compensation of $0

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

24. Entry date confusion, Need Expert Help

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

25. Entry Date Exception

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

26. Entry date for a rehired participant?

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

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

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

28. Entry Date for new plan

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

29. Entry Date for Predecessor Service

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

30. Entry date for rehired employee in new plan

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

31. Entry Date for Short Plan Year

    By Guest esi-jht, August 2, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 2, 2006

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

    By Guest rffahey, December 30, 2003
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • December 30, 2003

33. Entry date on plan effective date

    By steve45, February 11, 2022
    • 8 replies
    • 1.2k views
    • 
    • steve45
    • February 15, 2022

34. Entry Dates - different for sources

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

35. 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

36. Entry dates in "new" controlled group situation

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

37. Entry Dte

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

38. EPCRS

    By austin3515, February 7, 2013
    • 1 reply
    • 883 views
    • 
    • ETA Consulting LLC
    • February 7, 2013

39. EPCRS

    By rlb64, September 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2006

40. EPCRS

    By Nassau, July 20, 2007
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • July 20, 2007

41. EPCRS

    By Christopher Wilson, September 8, 2021
    • 3 replies
    • 1.1k views
    • 
    • Christopher Wilson
    • September 9, 2021

42. EPCRS

    By Guest jhahn, August 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 20, 2002

43. EPCRS

    By Nassau, April 3, 2008
    • 0 replies
    • 1.9k views
    • 
    • Nassau
    • April 3, 2008

44. EPCRS

    By Guest nmyers, March 23, 2010
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • March 23, 2010

45. EPCRS - deferral correction

    By Guest Rags, May 7, 2009
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • May 9, 2009

46. EPCRS - Match on Missed Derferral Opportunity

    By austin3515, August 30, 2016
    • 7 replies
    • 1.5k views
    • 
    • 401 Chaos
    • May 29, 2018

47. EPCRS - Revenue Procedure 2019--19

    By Belgarath, May 21, 2019
    • 1 reply
    • 702 views
    • 
    • Doc Ument
    • May 23, 2019

48. EPCRS - Small Excess Amounts

    By 52626, August 4, 2021
    • 1 reply
    • 446 views
    • 
    • BG5150
    • August 5, 2021

49. epcrs -- plan expenses?

    By Guest kerisa, June 4, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2004

50. EPCRS and Matching Contributions

    By Guest ccl, January 20, 2009
    • 1 reply
    • 1k views
    • 
    • jpod
    • January 20, 2009